Office Address1 Coquet Street
Oamaru 9400 NZ
Monday - Friday
8:30am - 5:30pm
C/- Findex Mail Centre
Private Bag 90106 Invercargill 9840 New Zealand
Advisers in the office
Bruce has been involved in the banking and accounting profession in the North Otago region for more than 40 years. He is skilled in assisting clients to develop their businesses and understand the financial side of their operations. Bruce is an accomplished trainer on computer business systems such as MYOB and Cash Manager and provides continued support to a large number of clients in this area. Clients appreciate his attention to detail and ability to explain their financial statements to them
With more than 25 years’ experience Clinton has an extensive accounting and business advisory background which enables him to assist clients to make better business decisions. He works closely with them to identify the real issues and offers down to earth cost-effective solutions to help them achieve their goals. Clinton’s skills enable him to deliver a wide range of business advice to clients with businesses of varying sizes across a wide range of industries including agriculture, retails, service industries, building, property development, and not for profit charities. A family background in farming has helped Clinton to work closely with clients in the agriculture industry especially when dealing with farm succession and business planning. He places importance on effectively operating as a team with clients, working through issues and identifying solutions that work for them.
Jimmy’s skills as a 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.
Stacey is well versed in the preparation of Financial Statements, GST returns, Budgeting and Forecasting and ably leads the Oamaru office compliance team. Clients enjoy working with her to develop better understanding of their businesses and her skill in offering systems advice, training and support in Xero, Figured and BankLink, is well used by clients and staff alike.