Chartered Accountant (Chartered Accountants Australia & New Zealand)
As BDO Rotorua's Managing Partner, Stephen provides taxation and accounting advice to a broad range of clients and industries including clients from the primary sector (e.g farming, forestry and sawmilling), retail, manufacturing and property.
Stephen has been involved for several years in many aspects of the forestry industry. This includes advising on and managing reporting for offshore investors, improving systems to aid decision-making and enhance profitability; and due diligence for purchasers and vendors.
Other work includes presenting financial statements, assisting clients with GST and income tax compliance, preparing cash forecasts and financial systems reviews.
Stephen is experienced in Corporate Finance matters including due diligence for business acquisitions, business valuations and business structural advice. He has a particular interest in business start-ups and succession planning.
Being a BDO Accredited Family Business Adviser enables him to work closely with small business owners to meet their personal and business goals. These skills have been essential when implementing family business succession plans for farming and non-farming families.
Member BDO National Tax Discussion Group
Member BDO National Corporate Finance Group
Member BDO Agri-business Sector Group
Past Chair Bay of Plenty Local Leadership Team for Chartered Accountants Australia and New Zealand
2006 Young Chartered Accountant of the Year for the Midland Region.
Bachelor of Business Studies
Trustee for Rotorua X Charitable Trust