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CA (PP) AIF®
Certificate of Public Practice Accredited Investment Fiduciary (University of Pittsburgh) |
Partner - Business Advisory Services
PROFESSIONAL EXPERIENCE
9 years with National Bank of NZ in various branches and General Manager's Office, Wellington.
4 years National Mutual Life (now Axa) as consultant to clients of sales representatives on taxation and estate planning issues. Assisting in training programme of sales representatives. Addressing national sales conferences on use of life insurance products. Turned down an appointment to Melbourne Head Office to join Clarke Menzies & Co Wanganui (forerunner of Silks).
28 years practical experience in business advisory services provided for small to medium businesses.
26 years as a partner.
RANGE OF EXPERIENCE
- General
- Taxation
- Financial Reporting/Monthly monitoring
- Secretarial
- Business Advisor
- Specialist Areas
- Share and Business Valuations
- Investigation and Review Assignments for Banks
- Insolvency
- Ministry of Commerce provider of insolvency service for Wanganui area
- Business Law
- Effective Tax Structures
- Computer Software Evaluation and Selection
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