Findex map marker

Findex Auckland

Address

Level 29, 188 Quay Street
Auckland 1010 NZ

Phone

09 303 4586

Hours

Monday - Friday
8:30am - 5:30pm

Advisers in this office

Belinda Van den Bos

Associate Partner

Phone

09 303 4586

Biography

Belinda has experience across a diverse range of industries, providing both advisory and accounting services. She has been involved with taxation, restructuring and succession assignments. Belinda has experience across a diverse range of industries, providing both advisory and accounting services. She has been involved with taxation, restructuring and succession assignments. Belinda has a special interest in the Health Sector, an area she has specialised in for many years. She also has an interest in the Immigration Sector.

My Specialties

Business Advisory

Grant McCurrach

Partner

Phone

09 303 4586

Biography

With 30 years of business services under his belt, Grant has extensive experience within the property, engineering, brewing and shipping industries. He specialises in management accounting, business development and tax compliance. Grant sits on the board of a number of large private companies, and was one of the founding directors of All Black Promotions Ltd. He is also a member of the St Cuthbert's College Board of Trustees.

My Specialties

Business Advisory

Greg James

Senior Partner

Phone

09 303 4586

Biography

Greg has over 20 years of tax structuring and consulting experience, including eight years practicing tax in China, Hong Kong and New York. Greg brings to the role a strong understanding of Asian culture and the intricacies of creating long lasting business relationships, negotiating deals and generally doing business in Asia. He has worked closely with and assisted numerous New Zealand and Australian investors enter the China/Hong Kong and other Asian markets and has authored international tax publications on the tax and regulatory considerations and implications of investing into Asia Pacific countries.

My Specialties

Tax Advisory

Heta Hudson

Partner

Phone

09 303 4586

Biography

Heta works with a breadth of businesses ranging from iwi organisations to SME's (small-to-medium-sized businesses). With an emphasis on helping businesses and organisations make the right decisions at the right time, his approach is focused on ensuring he delivers value for business owners and decision makers. Heta works in key areas: Export development; Maori business development; Facilitation of projects and joint ventures with Maori organisations; Business plans/strategic plans; Feasibility Planning.

Jennie Colver

Manager

Phone

09 303 4586

Biography

Jennie has over 15 years experience providing assurance services both in New Zealand and United Kingdom. She has worked with a wide range of clients from small to medium-sized organisations through to multi-national companies. Jennie has experience with clients operating across a diverse range of industry sectors including: education; service organisations; transportation; not for profits; education; retail and wholesale; manufacturing; and building and construction. She enjoys working with senior management to identify areas within organisations that are not operating effectively and efficiently, and providing workable and best practice solutions.

My Specialties

Audit and Assurance

Jeremy Curragh

Managing Partner

Phone

09 303 4586

Biography

Jeremy has over 20 years’ experience in both the commercial sector and public practice. A chartered accountant, Jeremy has significant experience around strategy, governance, growth planning, change management, and professional sport. Jeremy has done extensive work for professional rugby organisations around the world involving restructure, governance, high performance and capital raising. He holds a number of directorships. In addition to the sporting sector, Jeremy has extensive expertise in the manufacturing and export sector. Jeremy is the Managing Partner for Auckland and Tauranga.

Kaajal Kumar

Partner

Phone

09 303 4586

Biography

Kaajal, works closely with businesses helping them to make more informed decisions and identify key areas to focus on. Her main focus is on helping clients to create wealth, whether that is through growth, increased profits, improved cashflow, protecting assets or establishing an exit plan for retirement. Over her 18 years in the industry, she has worked with a variety of accounting packages and can advise organisations on which software will best suit their specific business needs. She also has considerable expertise in the following sectors: medical and health, hospitality, advertising, construction, property development, wholesale and retail.

My Specialties

Business Advisory

Kenneth Leong

Principal

Phone

09 303 4586

Biography

Kenneth started his career over 15 years ago working in in corporate finance, and subsequently worked for Macquarie Bank, advising clients on M&As and capital raising. With his experience as a trusted advisor, and with a track record of facilitating business transactions across cultures, from deal origination to execution, he advises senior business people across many industries, with a particular focus on Agriculture, Education and Technology. Kenneth has been a Board Member and the Malaysia Chapter Chair at the ASEAN New Zealand Business Council since 2011, actively promoting links between ASEAN and New Zealand.

My Specialties

0

Karen Au

Senior Client Manager

Phone

09 303 4586

Biography

Karen joined Crowe Horwath in 2017 and has over 10 years’ experience providing accounting and general business advisory services to a diverse range of clients. As a Senior Client Manager in the Business Advisory team, Karen prides herself on her practical, hands-on approach and enjoys working with entrepreneurial clients.Karen has worked with a variety of clients, ranging from family owned businesses to multinational organisations, with particular interests in international business, manufacturing and wholesale/distribution industries. Prior to joining Crowe Horwath in 2017, Karen has extensive experience working with both private and public sectors, providing assistance with financial and management accounting requirements in accordance with the New Zealand and international financial reporting standards. A people person with strong interest in leadership and culture, Karen is also an accredited Team Management Services® consultant, and enjoys working with management teams to understand their staffing dynamics to improve the individual, team and organisational performance.

My Specialties

Business Advisory

Katherine Ong

Associate Partner

Phone

09 303 4586

Biography

Before she joined Crowe Horwath in 2018, Katherine worked as a Group Financial Reporting Manager for Frucor Suntory, partnering with the business units in New Zealand and Australia. She was also the liaison (on behalf of the New Zealand and Australian business units) with shareholders on reporting and compliance matters. Katherine first aims to understand her clients’ objectives and partners with them to recommend commercial and pragmatic tax solutions.

My Specialties

Tax Advisory

Kurt Sherlock

Partner

Phone

09 303 4586

Biography

Kurt co-leads Crowe Horwath’s highly skilled audit team, providing valuable assurance services to clients. He has over 29 years experience providing Assurance Services to a broad range of businesses including: Small to large organisations; Publicly listed entities; Overseas owned companies. Kurt also carries out special investigations, due diligence assignments, internal control and systems reviews, documentation of risk management and other business consultancy work.

My Specialties

Audit and Assurance

Leicester Gouwland

Partner - Business Advisory

Phone

09 303 4586

Biography

Leicester has played a significant role in the accounting field both in Auckland and throughout New Zealand.  He predominantly provides comprehensive commercial and tax advice for trusts and medium to large businesses.  Providing services and support for not for profits, is a true passion of Leicester’s.  He is particularly aligned to the healthcare sector, including dental and GP.  Leicester’s clients know they are in capable hands.  Through his experience, he appreciates the challenges a wide range of businesses face across a plethora of industries.  Leicester ensures every aspect of his work is delivered to the highest possible standard, leaving no stone unturned.

My Specialties

Business Advisory

Martin Richardson

Senior Partner

Phone

09 303 4586

Biography

Martin's area of specialty lies in business improvement and management consulting, as well as taxation, strategic planning and structuring advice. He is closely involved with the fashion, manufacturing, property development, franchise and construction industries. Martin works to help clients improve the value and performance of their business through strategies in structuring, planning and financial analysis. With over 20 years' experience he also provides expert advice on valuation matters for acquisitions, dispute resolution and shareholder agreements.

My Specialties

Business Advisory

Paul Lawrence

Partner

Phone

09 303 4586

Biography

Paul has over 15 years experience providing audit and assurance services to a range of organisations, including small local entities to large multinational organisations. His experience also includes 5 years working in the United Kingdom. Paul has a passion for organisations that operate in the Not for Profit and Education sectors. In addition, he enjoys working with management to identify areas within their organisation which are not working effectively and efficiently in order to provide workable and best practice solutions.

My Specialties

Audit and Assurance

Rachel Sullivan

Senior Manager

Phone

09 303 4586

Biography

Rachel is an experienced tax accountant with over 15 years experience in corporate tax issues, accounting for income tax under IFRS and cross-border transactions. She has significant experience in providing taxation services to a wide range of clients from small businesses to large multinational organisations. She also has multi-sector expertise including: agribusiness, infrastructure and manufacturing. Rachel has specialist expertise in the following areas: accounting for income tax using IFRS; tax issues associated with cross-border transactions; accounting for income tax; and corporate income tax management.

My Specialties

Tax Advisory

Richard Currie

Principal

Phone

09 303 4586

Biography

Richard co-leads the firm's highly skilled audit team providing assurance services to clients. In addition, he and the team offer assistance with due diligence reviews, litigation support services and other special investigations. Clients over the years have ranged from small entities up to major multinational companies covering many industry groups.

My Specialties

Audit and Assurance

Robert Huggins

Risk Adviser

Phone

09 303 4586

Biography

Robert is an experienced Risk Adviser with almost 20 years to his name. From establishing a private insurance business here in New Zealand to being an underwriter at Vero and Allianz where he learned a great deal about the idiosyncrasies of insurance in New Zealand. Having worked in broking and in underwriting, Robert brings that knowledge and experience to his role with Crowe Horwath.

My Specialties

Risk Insurance

Ryan Watt

Associate Partner

Phone

09 303 4586

Biography

Ryan provides a broad range of advice on tax, and mergers and acquisitions/transaction services to clients ranging from privately-owned New Zealand companies through to multi-national groups. Ryan has worked in the transaction services team and advised clients on the tax implications of large transactions and carried out due diligence activities. He has specialist expertise in: mergers and acquisitions / transaction services, corporate tax matters; trans-Tasman tax; international tax; property tax; and agriculture (including aquaculture.

My Specialties

Tax Advisory

Toni Southon

Partner

Phone

09 303 4586

Biography

Toni has amassed a wealth of practical commercial experience with 20+ years working in various consulting, credit and commercial management roles in industries as diverse as retail, FMCG, education, construction and professional services. She is a member of CAANZ and NZCFI and has a keen interest in governance systems and performance improvement. Toni can help clients to increase cashflow, mitigate bad debt risk, enhance credit decision making and develop systems to ensure improvements are firmly locked into your business.

My Specialties

Credit Consulting

Waruna Karunaratne

Associate Principal

Phone

09 303 4586

Biography

Waruna has recently joined Crowe Horwath, having previously worked in the boutique investment banking and business advisory sectors. Waruna is experienced in leading transactions from inception to completion, and has a successful track record of mergers, acquisition, divestments, joint ventures and capital raising. Waruna has worked across a range of industries, with a strong focus on mid-market transactions.

My Specialties

Corporate Finance

Craig Smith

Partner - Wealth Management

Phone

09 303 4586

Biography

Craig has been with the team since 2010 and is committed to providing well rounded financial solutions for all of his clients. Craig has also worked as an Advertising Executive, both in Australia and New Zealand. Now a Registered and Authorised Financial Adviser, Craig is continuing the same profession as his father who retired recently after 30 years of service as a Financial Adviser.

My Specialties

Wealth Management

Warren Devoy

Adviser - Risk Insurance

Phone

09 303 4586

Biography

Warren has a wealth of experience in the financial services sector having consulted to the world's largest insurers both in New Zealand and overseas. As a Registered Financial Adviser, Warren's current focus is direct risk advice for business and personal customers. Warren believes in helping protect people's greatest assets - themselves and their income - by giving excellent advice, not only on levels of cover, but also the correct structure of their insurance programme.

My Specialties

Risk Insurance

James McKelvie

Associate Adviser - Wealth Management

Phone

09 303 4586

Biography

James' focus is on those clients in professional careers who are in the wealth accumulation phase of their life. He also works closely with Senior Advisers and their clients who are nearing retirement, to assist with formulating their financial strategies. James will complete a thorough analysis of your current financial situation and spend time with you talking about your risk profile. Considering your financial position, goals, estate planning and insurances, James will work with his team to create a plan specific to you and what you want to achieve.

My Specialties

Wealth Management

Matthew Rule

Associate Adviser - Risk Insurance

Phone

09 303 4586

Biography

Matthew joined Findex in August 2018, having spent the last six years in the financial services industry. His experience includes working for both insurers and as a broker. He has previous experience in the building industry as well as spending time in the corporate world. This gives Matthew a great working knowledge of the New Zealand insurance industry and the intricacies of small business. He understands that insurance can be difficult and even complicated at times, but Matthew is there every step of the way, providing honest and easy to understand advice. Matthew doesn't just walk off into the sunset. He reviews your needs and structure regularly, as life inevitably happens and circumstances can change.

My Specialties

Risk Insurance

Phil Mulvey

Executive Managing Partner - New Zealand

Phone

09 303 4586

Biography

After graduating as an accountant and attaining a Bachelor of Commerce from Otago University, Phil began his accountancy career in Dunedin, New Zealand. He then moved to London working for a major accounting firm for a few years, returning to New Zealand in 1987. Phil’s experience includes both business advice and governance, particularly as a board member and adviser to a wide range of public companies and Local Authorities. He is an accredited member of the Institute of Directors of New Zealand and holds a Public Practice Certificate CAANZ. Today, Phil is New Zealand’s Executive Managing Partner (EMP). As EMP, Phil is responsible for shaping and delivering the strategic direction of the Region which spans multiple geographic locations across New Zealand. He does this through: - Leadership of the Managing Partners in the growth strategy for the business. - Providing leadership to staff in order to achieve the established business and operational goals. - Supporting succession and development of those on the Advisor Pathway. Phil places high importance on building and maintaining strong relationships with his managers, teams and clients.

My Specialties

Business Advisory

Daniel Billings

Associate Partner

Phone

09 303 4586

Biography

Daniel specialises in working with business owners and private family groups to improve capital allocation and long-term wealth creation. Daniel has gained in-depth knowledge across a wide range of industry enabling him to add value drawing from his experience as a business owner, investment adviser, commercial lender and residential property adviser. Daniel is an AFA (Authorised financial Advisor) and previously has held a Directorship and financial adviser position in Australia.

My Specialties

Wealth Management

Alexandra Paul

Senior Adviser

Phone

09 303 4586

Biography

I arrived in New Zealand 13 years ago with a 1 year old and 2 back packs. My husband is a kiwi and I am a Londoner; born and bred. After being a stay at home mum for 2 years I started working in the insurance industry as the PA to the director of an Insurance Brokerage in Auckland. After 2 years there and 1 more son, I decided I wanted to become and Adviser myself and that is where my journey really began. I have worked for one of the largest and most innovative Mortgage Advisers in New Zealand as the only Insurance Advisor supporting 5 mortgage advisors and was there for 4 years before becoming a self-employed contractor building my own client base. I love working with clients to ensure they have an understanding of their risk requirements as well as a knowledge of what their risk portfolio is and how it can work for them. I am passionate about supporting my clients whether it is the beginning of their insurance journey or providing them with the benefit of my knowledge.

David van Schaardenburg

Senior Partner

Phone

09 303 4586

Biography

David has over 30 years’ experience in portfolio management, investment analysis and financial advice in the UK, Australia and New Zealand. Leading the Auckland region wealth team he is very focused on achieving the financial objectives of clients through prudently designed, actively managed investment portfolios.

My Specialties

Wealth Management