BCom, GDip Acc, DipFP, CTA, FCA
- Bachelor of Commerce and Administration
- Graduate Diploma in Accountancy
- Fellow of Institute of Chartered Accountants of Australia and New Zealand
- Chartered Tax Advisor
- Diploma of Financial Planning
Jonathan has been practicing in the accounting industry for 28 years, 21 years as a Principal. Over this time he has built up a diverse accounting practice focusing on small to medium enterprises and individuals. His clients operate in a variety of industries including, medical, legal, manufacturing, wholesaling and retail, property development, motor vehicle, primary production, surf lifesaving and aviation.
Jonathan's areas of expertise include SMSF, tax planning, business structuring, sales and purchases of properties and businesses.
Jonathan has been able to successfully establish his practice based on his principles of honesty and objectivity. Over his career Jonathan has developed a high level of technical knowledge and has been able to apply it to a vast degree of practical applications.
Jonathan's attention to detail and excellent communication ensure every client achieves the best possible outcome and receives the highest level of service. A cornerstone to the practice is the long term relationships developed with his clients over many years and Jonathan's interests outside work are spending time with family and friends, open water swimming, motorcycling and supporting the All Blacks.
Jonathan is also continuing his professional development undertaking an Advanced Diploma in Financial Planning.
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