A UK Chartered Tax Adviser, Chris is one of the country’s leading taxation experts in this niche area, with a long connection to the financial services profession, taxation and UK pension transfers.
A Chartered Accountant, Karen oversees the management of compliance, accounts, projects and audits while helping develop new and innovative products.
A Chartered Accountant and Certified Fraud Examiner, Melissa works closely with the Compliance Manager to identify and contain risks within the schemes.
Provides dedicated service and support resources to members and advisers. The scheme is recognised for its highly efficient administration and friendly, responsive service.
Assists the Administration Manager in providing dedicated service and support to members and advisers. Principal SMS Administrator.
Chris is a UK Chartered Tax Adviser, a Fellow of the Association of Taxation Technicians (UK), and has the UK financial services qualification Cert(PFS)(UK). He is a member of the Chartered Institute of Taxation (UK), the Association of Taxation Technicians (UK), the Personal Finance Society (UK – part of the Chartered Insurance Institute), and the Institute of Financial Advisers (NZ). He has been a practising tax adviser for over 30 years, and has been closely involved in the financial services industry for 25 years. Chris practised in the UK for 21 years before moving to New Zealand in 2003 to work in both UK and New Zealand taxation and financial services.
Gary has been a Chartered Accountant for over 40 years. He was the longest serving member of the Disciplinary Tribunal of the Chartered Accountants Association Australia and New Zealand, and is now a member of the Institute Appeals Council. Early in his career, Gary rose to be the International Treasurer of the Junior Chamber International and over the course of his career, has acquired a wealth of experience in strategy and governance, sitting on the board of many listed companies and holding a number of directorships. He is also a professional director and Accredited Fellow of the Institute of Directors.
Richard is a Chartered Accountant who not only advises high net-worth clients but is also directly involved in mergers, acquisitions and private equity investing. In addition to this, he also advises a number of charitable organisations about investment strategies, portfolio structuring and management matters. A director of a number of companies, in a diverse range of industries, Richard’s past roles include Chief Investment Officer at Gould Holdings Ltd, General Manager of Financial Advisory and Funds Management at Perpetual Trust and President of the New Zealand Institute of Chartered Accountants (now CAANZ). He currently holds directorships at various companies including Cambridge Partners.