07 895 3013
After growing up on a sheep and beef farm in the South Waikato and attending Waikato University to qualify with a BMS (Hons) Anne worked with Peat Marwick Mitchell & Co (now KPMG) both in Hamilton and Sydney, working in the audit division. She then diverted into the corporate world, working in a top 50 listed company (including as group management accountant) and then with JP Morgan Australia where she did treasury and financial accounting.
In 2000 Anne moved to Taumarunui with her husband Peter and three young children, returning to her rural roots. Anne leans on her wide experience and problem solving abilities to provide support and advice to a wide range of clients. She has also made her skills available to a variety of community organisation’s, spending around twelve years on school BOT’s, including a period as chair of the Wanganui Collegiate School Board of Trustees. She is the lead partner in the Taumarunui office.
Her clients include farmers, commercial clients, not-for-profits (accounting and assurance) and local government. Anne believes that her role is to, along with using her expertise, provide peace of mind to clients. She describes the service that a provincial chartered accountancy firm as being a “general practitioner”. The Taumarunui team, with the varying skills they bring to the table, is able to adapt easily to where clients need support.
07 895 3013
Peter brings considerable commercial, management and client relationship management expertise to clients of Balance Chartered Accountants.
Peter has spent about 20 years in the banking sector in a variety of roles. His 15 years with Westpac included time spend as a Commercial Manager (looking after clients such as SC Johnson and House of Chanel) and in their Head Office as part of their Global Credit Policy Unit. In 1995 he took on the role of Manager of Operations and Support for National Bank of New Zealand’s Directlink product and its Trust Management Service in Wellington. He moved to Taumarunui in 2000 to take a senior management role with King Country Energy as Customer Services Manager responsible for customer billing, call centre operations and its IT platform for three energy retailer brands before retraining as an accountant and joining his wife, Anne, in Public Practice in Taumarunui ten years ago.
Peter has worked extensively with a number of Maori Trusts and Incorporations and has an in-depth knowledge of the governance and operational issues they face. He also works with a number of farming, commercial and non-profits clients, with a strong understanding of the commercial environment they work in.