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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 Principal in the Southern 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 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.

My Specialties

Tax Advisory

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

Audit and Assurance

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.

My Specialties

Business Advisory

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

Audit and Assurance

Scott Mason

Managing Partner

Phone

03 477 5790

Biography

As the Managing Partner of Taxation Advisory, Scott leads the 100 plus Crowe Horwath tax specialists across Australasia as the preeminent national tax consulting practice in the owner managed/HNWI (High Net Wealth Individual) market. He is also a member of the New Zealand Institute of Chartered Accountant’s Tax Advisory Group.

My Specialties

Tax Advisory

Shaun McNamara

Partner

Phone

03 477 5790

Biography

Shaun plays a key role in the Business Advisory Team in Dunedin, providing both business advice to a wide range of clients, as well as having a managing and mentoring role in the Dunedin Business Advisory team. Shaun prides himself on being proactive with his clients and provides practical, commercially focused business advice to a wide range of clients.

My Specialties

Business Advisory

Tony Marshall

Partner

Phone

03 477 5790

Biography

As a Tax Advisory Principal in the Dunedin office, Tony provides technical practical taxation advice to internal and external clients (as well as other accounting firms throughout New Zealand), on a wide range of taxation issues. Tony has a particular interest in agribusiness, and enjoys advising clients and training accountants and lawyers on the unique tax challenges that arise in that sector.

My Specialties

Tax Advisory

Stephen Richards

National 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

Larina Harris

Senior Adviser - Risk Insurance

Phone

03 477 5790

Biography

Larina is an experienced Risk Adviser with previous experience in the areas of life, health and disability. She will work closely with you to review existing insurance or establish new cover for your business and you personally. With access to a full spectrum of quality insurers, she is passionate about her role and prides herself on accessing cover that is truly fit for purpose and tailored to her clients wants and needs. Having long-standing business relationships with many insurers allows Larina to leverage specific, favourable terms and conditions for her clients.

My Specialties

Risk Insurance