Findex Wellington

Biography

Andy works with clients to help them increase profits and get the edge over the competition. He solves Financial, System and People problems for businesses that employ 3-50 staff. Andy uses his experience and skills from 20 years founding and running businesses to make it easier for clients to get ahead. His key strengths are sales and marketing, financial management and business systems.

Biography

Joining Findex in 2000, Helen has over 30 years experience in the commercial sector and public practice. In the last 8 years Helen has been involved with small-to-medium sized businesses and not for profit organisations providing total accounting and tax solutions for people in business. She has specialist experience in health and pharmacy as well as hospitality and the trades.

Biography

Ira has approximately 20 years’ experience providing accounting and business advisory services to a diverse range of industries. She is particularly passionate about Maori business, manufacturing, IT and risk management. Ira enjoys working closely with key stakeholders within organisations, to ensure that they make informed decisions for the short and long-term. Over the years, Ira has used a variety of accounting packages including: MYOB, Banklink, SAP, Xero and many others. Her experience is such that she can advise organisations on which software will best suit their specific business needs. She is also a Trustee of the Anglican Insurance Board, Trustee and Deputy Chair for St Stephens and Queen Victoria Trust Board, and a Financial Advisor to Te Mihana Maori o Tamaki Makaurau and the Church of the Holy Sepulcher

Biography

John brings over 23 years of experience having worked for Audit New Zealand and managing the Crowe Horwath Wellington audit team for a number of years. He provides total financial solutions for people in business including tax planning, GST and income tax, business structures and trusts as well as property and business acquistions.

Biography

Before joining Crowe Horwath Wellington in 2000, Les developed his own management consultancy practice. Prior to this, Les gained substantial financial management, external audit and internal audit experience as a partner in KPMG and Arthur Andersen. He has extensive audit and advisory experience both in New Zealand and overseas.

Biography

Mike has over 20 years experience specialising in tax advisory and consulting. He has particular expertise in entity and project structuring, disputes processes, GST and indirect taxes. Mike leads our Wellington office tax group and is our New Zealand representative on the Crowe Horwath international indirect taxes group. Outside of work Mike enjoys family, golf, coaching kids and supporting start-up businesses.

Biography

Rochelle has been a tax advisor for 25 years, beginning her career with one of the Big Four before living in Amsterdam. During her time in Europe she was the European Tax Manager for a NASDAQ-listed technology company. Rochelle provided tax advice across the group’s European entities and to the parent company based in Silicon Valley, California. Rochelle joined Findex in January 2013 and has since been providing specialist tax advice to clients, based both in New Zealand and offshore.

Biography

Sharon has gathered broad experience and exposure in the accounting industry having worked in both public practice and commercial environments over the last 20 years. This has allowed her to accumulate a comprehensive range of technical competencies and develop a strong foundation of prudent financial management. Sharon is genuinely passionate about providing financial insight and thrives in engaging with multiple stakeholders to achieve timely and accurate results that enable businesses to make informed decisions.

Biography

Russell has been involved in all aspects of the business advisory field since 1985 with several years experience at Coopers & Lybrand before joining Crowe Horwath in 1992. He has a vast cross section of skills and works extensively with a clients to provide commercial and practical advice. Russell has a specific passion for the motor vehicle industry, also specialising in financial analysis, business start-ups, business acquistions and management accounting.

Biography

Kirill provides co-source and outsource internal audit services, assists clients in developing fit-for-purpose risk management and compliance processes and frameworks, facilitates risk management and risk assessment workshops. In addition to these core services, Kirill is also involved in business transformation and business process optimisation projects.

Biography

Karl has supported clients with assurance and advisory services across a range of business types and sectors within New Zealand including private, not-for-profit and public entities. As well as professional services, Karl has had significant commercial experience both in the United Kingdom and New Zealand across various sized organisations at different stages of growth and strategic direction. This experience means Karl brings valuable insight to clients as part of the Business Advisory team, including virtual Chief Financial Officer services.

Biography

Mehreen has over 10 years of experience in providing Assurances services, both in New Zealand and United States. Mehreen is fully conversant on the statutory and financial reporting requirements within New Zealand and the United States. Mehreen has managed clients in various industries both in the for-profit and not for profit sector. Before joining Crowe Horwath in 2017, Mehreen was an Assistant Controller of a mid-size Oil and Gas company in Houston, Texas.

Biography

Dave has supported clients across a variety of sectors with assurance and advisory services. Originally from the UK, Dave has significant experience in the regulated financial services sector, not-for-profits and private businesses. As part of this experience, Dave has held several directorships in a number of regulated businesses, which has given him a unique commercial approach and real insight into best practice corporate governance.

Biography

Chris joined Findex in 2018, and has operated in the financial services industry, both locally and internationally, for the past six years. Chris specialises in assisting individuals, businesses and investors with all residential lending requirements. Chris has strong relationships with a wide range of lending providers. This network enables Chris to proactively source the best deal possible for his clients. Whether you’re a first home buyer or seasoned investor, looking to build, consolidate debt or simply refinance, Chris can assist with finding, securing and managing the loan that’s tailored to you. As a Registered Financial Adviser, Chris prides himself on putting his clients’ best interests first. Borrowing money is a big and, at times, stressful decision. Chris understands the importance of working closely with you, communicating clearly and ensuring you make an informed decision.

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.