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Bio

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Credentials

  • Xero Certified Advisor
    Xero
    Oct, 2015
    - May, 2026

Experience

    • Financial Accountant/Client Manager
      • Jun 2016 - Present
      • Auckland, New Zealand

      Having a dual role at the firm, I have developed a better understanding of complex business decisions and technical accounting concepts while also increasing my knowledge of accounting standards and reporting requirements for different entity types. I have taken on more technical tax and compliance services, increasing my awareness of financial arrangements and assisting with strategic planning, especially when it comes to business succession. Early last year, I was given the task of researching and implementing the firms transition onto Xero's accounting platform. Although this process is still ongoing, it has created a new income stream for the firm and has pushed me into a secondary role as Client Manager looking after our Xero based clients. I also became the firms Xero Partner and Certified Advisor. I am still heavily committed to learning and development and to better my decision making. My goal is to improve my resilience to better deal with the many issues that I may come across on a daily basis and to work on my adaptability with the growing online processes that our industry has entered into.

Education

  • 2016 - 2019
    Chartered Accountants Australia and New Zealand
    Provisional Chartered Accountant
  • 2010 - 2014
    The University of Auckland
    Bachelor of Commerce (BCom), Accounting and Information Systems

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