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Findex Dunedin

Address

44 York Place
Dunedin 9016 NZ

Phone

03 477 5790

Hours

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

Advisers in this office

Jarod Chisholm

Senior Partner

Phone

03 477 5790

Biography

As a Tax Advisory Senior Partner in the South region, Jarod leads a team of dedicated professionals specialising in all areas of tax, with a particular emphasis on owner managed/high networth individuals. Jarod has worked for a number of Big 4 firms in both Dunedin and Sydney before joining the Findex tax team in Dunedin (formerly Taylor McLachlan Limited) in 2004. He also has experience in working as a management accountant for a couple of large corporates. Jarod enjoys assisting entrepreneurial clients in achieving practical/commercial outcomes in all areas of their business. Jarod has experience in providing advice in most areas of tax to a wide range of clients ranging from passive investors to major corporates. He also provides tax support to a number of accounting firms. Jarod regularly presents to lawyers and accountants and the wider public on various tax topics ranging from cross border taxation to business sales.

My Specialties

Tax Advisory

Jimmy Rowcroft

Associate Partner

Phone

03 477 5790

Biography

Jimmy’s skills as an Associate Partner are regularly used by all the Findex Otago offices and he is well known by clients across our Oamaru, Dunedin and Milton offices. He has many years’ experience in the agribusiness and commercial sectors. Jimmy enjoys working with and providing advice to a wide range of clients. His specialty areas include budgeting and forecasting, succession planning, business start-ups, and accounting systems.

Martyn Solomon

Associate Partner

Phone

03 477 5790

Biography

Martyn is a Associate Partner based in our Dunedin office. He is a Chartered Accountant, Chartered Internal Auditor (IIA UK), holds the IIA IT Audit Certificate and is a Certified Anti-Money Laundering Specialist with over 15 years assurance experience. Martyn specialises in internal audit and AML/CFT compliance and manages the provision of these services to our clients.Martyn manages the provision of internal audit services to a number of public sector and corporate clients and AML/CFT services to a range of financial institutions. He is an experienced internal audit professional having worked as an internal audit manager at two large European multinational financial services companies as well as providing internal audit services at Crowe Horwath. His responsibilities range from providing fully outsourced and co-sourced internal audit services to undertaking specific assignments such as enterprise risk assessments, fraud risk assessments, investigations and contract disputes, governance and internal control reviews and AML/CFT compliance and consulting assignments. Martyn is also proficient in the use of data analysis and data mining tools.

My Specialties

External Audit

Matt Taylor

Executive Managing Partner - New Zealand

Phone

03 477 5790

Biography

Matthew is an Executive Managing Partner (EMP) for New Zealand (a role he shares with Phil Mulvey) and Managing Partner for the Southern region, including Otago and Canterbury. Matthew was born and raised in Central Otago and educated at the University of Canterbury. He has over 30 years’ experience working in Dunedin and the South Island as an accountant and business advisor, specialising in manufacturing, the wider construction industry, property and turnarounds of businesses in distress, acquisitions and divestures. Today, in his role as joint EMP, he is responsible for shaping and delivering the strategic direction of the region which spans multiple geographical locations throughout New Zealand.

Phil Sinclair

Senior Partner

Phone

03 477 5790

Biography

Phil has over 25 years assurance experience. Phil is primarily involved in the provision of assurance related services, ranging from financial statement audits to internal audit assignments. He is also an Approved Auditor for the Office of the Auditor-General for public sector financial statement audits. Phil currently overseas the provision of internal audit services to a number of public sector and corporate clients.

My Specialties

External Audit

Scott Mason

Managing Partner

Phone

03 477 5790

Biography

As well as being the Managing Partner for Dunedin, Scott is a senior partner in the Specialist Tax Advisory team, having practiced in the owner managed/HNWI (High Net Wealth Individual) market for 30 years. He also has a significant presence in the early-stage company eco-system as an advisor and investor. Scott is an Independent Director of several companies, a trained mediator, and the deputy chair of the Chartered Accountants Australia and New Zealand (CAANZ) Tax Advisory Group.

My Specialties

Tax Advisory

Shaun McNamara

Partner

Phone

03 477 5790

Biography

Shaun is a key Partner in our Accounting and Business Advisory team based in Dunedin, with clients spread across the wider Otago region. Born and raised in the Otago region, Shaun takes great pride in working with the local business owners to assist them in achieving their goals. Shaun prides himself on 'partnering' with his clients and offers practical, commercial focused advice delivered in a concise manner. Shaun has a wide range of clients operating in a number of industries. He has also developed some particularly strong relationships in the trades and sub-trades area including construction, engineering, plumbing, electrical and has a strong understanding of the drivers of success in these areas.

Stephen Richards

National Technical Director

Phone

03 477 5790

Biography

Stephen is the National Technical Director for the Tax Advisory team. He has over 20 years experience working as a tax specialist. As well as providing tax technical support to our tax advisory team and other professionals, he advises a range of clients on all aspects of the New Zealand tax law. Stephen is also involved in presenting taxation training courses for TEO Training, CAANZ and CCH, and lectures a tax paper at the University of Otago.

My Specialties

Tax Advisory

Lee Macaskill

Adviser

Phone

03 477 5790

Biography

Lee has over 25 years’ experience in the insurance industry including 22 years as an Insurance Broker. Lee has experience in all aspects of commercial insurance advice, risk evaluations and audits, insurance programme assembly, tendering, negotiation and placement as well as claims management.

My Specialties

General Insurance

Jeffrey Broughton

Manager

Phone

03 477 5790

Biography

Jeffrey is an experienced management consultant, working with a range of businesses from iwi organisations to SME’s. He specialises in strategy, culture, leadership, innovation, business mentoring and governance. Jeffrey's passion is working with people, helping them develop and grow themselves and their businesses. He is also a Chartered Accountant and Chartered Member of the Institute of Directors with a background in financial audit and risk management. Jeffrey holds several governance positions, including two years as an Associate Director on the Ngāi Tahu Holdings Group.

My Specialties

Consulting

Michael Alexander

Associate Partner

Phone

03 477 5790

Biography

As an Associate Partner in the Business Advisory team, Michael works with a broad range of businesses across the Otago region with the focus to help them grow and thrive in their industries. Michael has expert knowledge in digital solutions and helping business owners setup, integrate and streamline their operations. He can help manage any milestone of a business from the initial purchase or start up, cashflow and tax planning, bank lending, phases of growth, succession planning and business sale.

Steve Hydes

Manager

Phone

03 477 5790

Biography

Steve joined Findex in 2018 as a Tax Advisory Manager and provides practical taxation advice on a wide range of taxation issues. Prior to moving to a Specialist Tax Advisory role, he acquired 15 years of accounting and business advisory experience advising across an extensive range of clients over a broad range of sectors. This allows him to have an understanding of issues and outcomes from both a taxation perspective and an accounting/business perspective. Steve has a particular interest in agribusiness and enjoys working on the unique challenges associated with the sector. While based in Dunedin, Steve provides specialist taxation support to a number of Findex offices around New Zealand.

My Specialties

Tax Advisory

Jeff Wilson

Associate Partner

Phone

03 477 5790

Biography

Jeff is an Associate Partner in our Accounting and Business Advisory Team and is based in our Dunedin office. He is a Chartered Accountant with his own business experience. Jeff was born and raised in Dunedin and attended Otago University. Jeff enjoys working with entrepreneurs and business owners to help manage their business finances and improve their operations. Jeff works with clients on a daily basis in the areas of profit improvement, growth and expansion, cashflow management, cashflow forecasting, management reporting, business acquisitions and all areas of IRD compliance including annual financial statements and tax returns, GST returns and tax management. Jeff's passions outside of work include negotiating business deals, surfing, mountain biking and traveling with my family and friends.