Findex map marker

Findex Nelson

Address

72 Trafalgar Street
Nelson 7010 NZ

Phone

03 548 2139

Hours

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

Advisers in this office

Alesha Shaw

Manager

Phone

03 548 2139

Biography

Alesha has been with Crowe Horwath for over 15 years and she works with a range of businesses in sectors including retail, building, automotive, property investment and rentals. She also works with a number of estates and trusts. Alesha helps clients get the most from their online accounting systems, including making analysis and financial reporting easy to understand.

My Specialties

Business Advisory

Alister Russ

Senior Manager

Phone

03 548 2139

Biography

Alister works with a range of clients, predominantly in the civil contracting and construction related industries. His work involves providing accountancy and other compliance services, and business advice. He has an interest in forecasting and computer accounting systems.

My Specialties

Business Advisory

Alex Davidson

Associate Partner

Phone

03 548 2139

Biography

Alex joined Findex in May 2012 as a Specialist Tax Advisor and brings over 20 years of experience in accounting, commercial and teaching roles. He has broad experience advising on tax issues across a range of tax types and clients, from structuring advice to guiding high net worth individuals and investment trusts in their tax obligations. Alex has a particular interest in assisting innovative start up businesses, including helping them move offshore.

My Specialties

Tax Advisory

Darren Mark

Partner

Phone

03 548 2139

Biography

Darren has over two decades experience and is able to assist with advice on compliance, business strategy and financial structures. He has specialist knowledge around strategic and business planning, succession and exits, restructuring, business and share valuations, buying and selling businesses and due diligence.

My Specialties

Business Advisory

Dawn Toughey

Risk Adviser

Phone

03 548 2139

Biography

Dawn has a strong insurance background and has experience working for a number of different insurers as well as in the banking industry. Her in-depth knowledge of risk and how to manage it means she can find and tailor solutions for even complex situations for her clients.

My Specialties

Risk Insurance

John Rollston

Partner

Phone

03 548 2139

Biography

John over two decades of making a difference to people’s lives and making businesses more successful through providing business advice to help grow their business. He has a deep knowledge of business strategy & growth, international planning, Start-up structures, governance, and planning. John has specialist knowledge in the construction, export, aquaculture, international trade, start-ups, and food and beverage sectors.

My Specialties

Business Advisory

Julian Clark

Associate Partner

Phone

03 548 2139

Biography

Julian provides a range of accounting, compliance and business advice and he works with clients across a range of sectors including manufacturing, commercial property, aquaculture and construction and contracting. Julian’s areas of special interest and expertise include forecasting and planning, business advice, financing assistance and trans-Tasman operations.

My Specialties

Business Advisory

Justine Kennard

Associate Principal

Phone

03 548 2139

Biography

Justine is a business advisor who challenges to reveal new opportunities to build and grow your business.  Specialising in Business Growth, Strategic Planning, Business & Share Valuations, and Digital Accounting Justine has 20+ years experience in giving value to a wide range of clients. 

My Specialties

Business Advisory

Ken Sandri

Partner

Phone

03 548 2139

Biography

Ken has several decades of audit and assurance experience across a range of business sizes and types as well as not-for-profit, schools and charities. He is a licensed Auditor to Financial Market Conduct entities. Ken is also an expert in investigative accountancy and systems reviews.

My Specialties

Audit and Assurance

Mary Lithgow

Senior Manager

Phone

03 548 2139

Biography

Mary's accounting career has included experience in compliance work, public sector accounting and in the private sector for horticultural clients. She focuses on providing excellent compliance accounting services to clients and can also provide assistance in cash flow forecasting, board reporting and governance.

My Specialties

Business Advisory

Robert Williams

Senior Partner

Phone

03 548 2139

Biography

Rob has decades of experience and extensive knowledge around general and specialist areas of accountancy and business advice. He has particular expertise around the acquisition or disposal of large commercial properties, offshore businesses and new residents. He works with primary industry and manufacturing clients including fishing, forestry, nutraceutical, aquaculture and retail

My Specialties

Business Advisory

Susan Schuler

Head of Financial Services (NZ)

Phone

03 548 2139

Biography

Susan leads the financial services team of specialist advisers in the areas of wealth management, risk insurance, lending and general insurance. Her focus is to ensure exceptional client experience and a strong commitment to community, business development and an individual's success. Susan's professional background as an experienced operational executive with business and project management skills, including the practical application of highly regarded processes, has given her a deep knowledge of the challenges and opportunities for businesses and individuals which allows her to effectively guide the New Zealand team to meet the needs of their clients.

Diane Whittle

Adviser - Lending and Finance

Phone

03 548 2139

Biography

Diane is a registered financial adviser and has over 16 years experience in the banking sector as a personal banker & lending adviser, specialising in home loans, investment loans, refinancing, personal loans and debt consolidation. Diane works closely with clients to ensure their lending structure minimises interest costs, maximises tax deductibility and enables efficient repayment of debt. Outside of work, Diane enjoys spending her spare time coaching netball to players of all level’s and ages, being a great believer in ‘you are never too old to learn a new trick!’. When it’s not netball season, it’s all about relaxing, family time and exploring our amazing ‘godzone’ with her husband.’

My Specialties

Lending