Bio
Credentials
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Fellow Chartered Accountant CAANZ
Chartered Accountants Australia and New ZealandSep, 2014- May, 2026 -
MBA
Heriot-Watt University
Experience
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Managing Director
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Oct 2009 - Present
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Owner
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Oct 2009 - Present
Chartered Accounting Firm, working with small business owners and helping with financial reporting and taxation requirements.
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Tax SIG
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Auckland
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Chairperson
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Aug 2012 - Present
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Auckland
This is a membership organisation specialising in taxation. I lead the committee and annually we find quality speakers for our technical tax seminars. We have 10 or 11 seminars each year and we currently have a professional membership of about 400.https://www.charteredaccountantsanz.com/member-services/resource-centre/special-interest-groups/auckland-tax-sig
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UDC Finance Limited
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Auckland, New Zealand
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Tax and Finance Manager
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Oct 2017 - May 2023
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Auckland, New Zealand
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Obex Medical Limited
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Auckland, New Zealand
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Senior Financial Accountant
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Nov 2016 - Nov 2017
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Auckland, New Zealand
Responsible for special project to consolidate financial accounts for an Australian owned group of entities and to progress through audit Independently managing the consolidation process; Reporting into CFO and Directors; Working with auditors and external advisers on complex reporting issues; Advice on ad hoc tax issues; Analysis and interpretation of results;
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Auckland Softball Foundation Charitable Trust
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Auckland, New Zealand
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Trustee
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Nov 2013 - Nov 2016
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Auckland, New Zealand
Governance and oversight of Foundation Assets and conferment of grants
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NZME.
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Auckland, New Zealand
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NZ Tax Manager
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Feb 2015 - Sep 2016
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Auckland, New Zealand
Responsible for the NZ tax function; Working with Australian parent on cross border transactions; Consideration of tax on sale and purchase of businesses; Working with external tax advisers and auditors on complex issues; Developing in-depth taxation reporting model with Australian counterparts. Developing taxation training material and delivering programme for wider Finance function.
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New Zealand Institute of Chartered Accountants
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Auckland, New Zealand
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Councillor
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2008 - Dec 2014
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Auckland, New Zealand
Strategy and Vision
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New Zealand
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Insurance
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400 - 500 Employee
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Management Accountant
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Feb 2014 - Oct 2014
Financial Reporting
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Senior Financial Accountant
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Aug 2013 - Feb 2014
Financial Reporting
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TOWER Limited
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Auckland, New Zealand
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Senior Financial Accountant
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Dec 2012 - Jul 2013
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Auckland, New Zealand
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AMP
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Auckland, New Zealand
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Senior Tax Consultant
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Aug 2009 - Jan 2012
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Auckland, New Zealand
Tax advisory
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Chair, Womens Special Interest Group
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Dec 2007 - Dec 2011
This is my 4th year as Chair of this worthwhile group, which focuses on professional development opportunities for female members of NZICA
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Chair
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Mar 2009 - Mar 2011
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Treasurer
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Mar 2008 - Mar 2009
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Bermuda Caledonian Society
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Bermuda
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President
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Nov 1999 - Nov 2001
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Bermuda
Fund- raising, high-society event management
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Education
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University of Glasgow
B.Acc, Finance Tax Economics Business -
Heriot-Watt University
MBA, Business and Commerce
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