Who we are
The McKenzie+Co team
We are a great team that loves working together in a friendly, fun and open environment.
This is the McKenzie+Co team on one of our annual social club outings. Keeping to our theme of Weddings, we dressed up and took a trip to Dunedin where we had a high tea at Lanarch Castle. What better people could you enjoy dressing up, dancing and singing with (what happens on tour, stays on tour)!
Fraser’s passion is anything rural. He has been specialising in farm accounting and advisory work for 25 years. “Rural businesses are different, to get it right you need to understand the nature of farming and the people involved, it is complex, the business of the family is intertwined with the family business.”
While all aspects of the work are challenging, Fraser particularly enjoys getting the structure and governance of rural businesses right, making sure time is spent planning with clients, not only for those who may be looking for succession options, but those starting their farming careers and wanting to progress.
Nicole is currently on Maternity Leave. Nicole has had a varied career having started out in a rural accounting firm, held roles with ANZ bank in the Commercial & Agri department and finance roles at a private commercial business. Nicole was raised on a sheep & beef farm South of Balclutha which has in part been converted to Dairy. This background drives Nicole’s passion for the rural community and the unique setting our farmers live and work in. She enjoys helping out on the family farm, although she is yet to milk a cow! In her spare time Nicole enjoys spending time outdoors with her husband Alex, bush walking and exploring new places as well getting creative with the sewing machine. After living in Canterbury for 5 years, Nicole and her husband are pleased to have relocated back to Otago and are settled in Oamaru.
General Manager & Human Resources
Jo is a North Otago local with a background in banking and business administration / management. Jo is charged with making sure our valuable team are well looked after and supported. As a strong values based firm, Jo ensures our unique culture is proudly maintained. As a support for senior management, Jo helps keep the organisation running smoothly while looking out for improvements along the way. Outside of work, Jo enjoys playing squash, walking Wilbur the dog, and dabbling in art and metal sculpture (although her welding could do with a bit more practice!).
With over 125 years of collective industry experience, you couldn’t be in safer hands. Clients are paired with the accountant who has the right skills and knowledge to get the best out of their business.
Debbie is our longest serving team member and has a level of skill and experiences to match. While Debbie can do most things, she focuses her expertise on farming. Debbie’s longevity extends to her clients who she has a close friendly relationship with and would hope that her clients feel the same as she works very hard on their behalf.
Abby lives on a life-style block on the outskirts of Oamaru with her husband, two young daughters and son. She has a farming background and recently completed her Associate Chartered Accountant qualifications. Abby mainly works from home these days as she combines work with motherhood.
Daniel lives in Waimate and has to keep quiet every time Canterbury wins the rugby. Having run his own business and managed operations in Europe, he is keen to combine his accounting degree and experience to help other business owners run and grow better businesses. When not digging large divots in the golf course, Daniel enjoys brewing beer and sharing it with family, friends and co workers.
Tracey is a Chartered Accountant working with clients and also manages our in-house accounting. She returned to her home town of Oamaru with husband Richard and two children after 15 years working in London and Auckland. Outside the office, she enjoys reading, running and looks after her family on a life-style block in Weston.
Ankita is currently on Maternity Leave. Normally, Ankita works remotely from New Plymouth and is a Chartered Accountant qualified in India and New Zealand. Although the weather is a little cooler than Ankita is used to, she loves New Zealand and has made plenty of friends here. She enjoys traveling, music and is a keen classical singer.
Jill is a born and bred Oamaru girl who returned here after a brief stint of travel overseas. Jill is a Chartered Accountant and also the accountant who makes sure our in-house software works smoothly. Her three young girls keep her busy, but in her spare time Jill loves to run (fast shuffle), spend time in her vegetable garden or undertake some DIY house project.
Abbey is currently on Maternity Leave. Abbey is a Chartered Accountant and has come home to Oamaru after her time studying and working in Dunedin. She is comfortable with many software systems and has helped many clients with software training. Outside of work Abbey enjoys travelling to shows and concerts, combat training at the gym, as well as a range of hunting and fishing activities.
Kelly works remotely as a Senior Accountant from her home in Invercargill where she lives with her husband. She has previously worked at a Chartered Accountants firm in Gore for 22 years at a Senior Accountant level which included Reviewing and working directly with Agribusiness clients. She is a keen squash player/coach and owns a 200ha dairy cattle grazing farm located at Arthurton, 20 mins North of Gore.
Megan is an Oamaru girl at heart. She has completed a Commerce degree from Lincoln University bringing together her studies and a semi-rural upbringing, Megan has a good understanding of rural businesses and is keen to help on any agricultural related projects. Megan is also our Xero Go-To-Girl for both in-house and client related queries. Although this keeps Megan busy, she likes to spend her free time with family and friends and particularly likes our local lakes.
Jude is from Canterbury, born and breed, and spent many years in Chartered Accountancy offices in Christchurch. After spending the last 15 years working as an Accountant for a tourism business in Te Anau she now finds herself back to her roots in our firm. Judith works remotely from her lifestyle block in Mossburn, Southland. Judith has a passion for cooking and baking, which is handy when her husband loves to eat !!! Other interest are her pets, walking and trying to fish.
Eddi brings over 20 years Chartered Accountancy experience to the team, working remotely from her home in Wanaka. She enjoys working with a variety of businesses and appreciates rural New Zealand. Eddi likes to take in the scenery along the many walking tracks on offer and she also enjoys artwork and all sorts of puzzles.
Susie works remotely from Cambridge, but originally from Waimate, so a South Island girl at heart. She has rejoined McKenzie’s after 10+ years out of paid work to raise a family. Susie is looking forward to getting back into the swing of it all. Outside of work Susie enjoys spending time with family & friends and trying to keep fit. She also has a passion for sewing and loves the fact she can wear something no-one else has!
Tax compliance is an important part of the services we provide to our clients; taxation laws are increasingly complex and ever-changing. Our Tax Team are 100% committed to accuracy, meeting deadlines and achieving the best outcome for every client.
Kay heads our Tax Team, a position where she excels. We all rely on Kay’s extensive knowledge of complex tax matters. With the ever-changing tax environment she has her work cut out for her. Kay spends her well-deserved time off with her ‘grown-up’ family, gardening and baking.
Officially, Andrea is the other half of our Tax Team. Unofficially she is proficient at most things and always happy to give it a go. Andrea keeps on top of our tax administration and assists with client payroll processing. Outside of work Andrea enjoys time spent with family, Church and watching movies.
Claire is a qualified Accounting Technician and has many years of experience in Chartered Accountancy firms which she has brought back to her home town of Oamaru. Claire has moved into a Tax Management role while still working on Trusts and Estates, Partnerships and investment clients. Outside of work Claire enjoys the outdoors, is an avid animal lover and an accomplished dancer.
Technology and Innovation
With technological change creating opportunities for business to become more effective and efficient you can be sure we are keeping you up with the changes. Our technology focused team members are constantly searching for better solutions for business and are here to offer support when needed.
Karen is our “non-resident” technology expert as well as one of our Internal Quality Assurance reviewers, checking our accountants are following industry guidelines as well as tax legislation and after moving from Oamaru has continued to work for us remotely. Karen makes sure we are utilising technology and is passionate about good software solutions for our clients. She has a vast wealth of knowledge on a range of software products and draws on many years of experience in various roles in Chartered Accountancy firms. Karen enjoys travelling and getting away in her motor home when she can.
Now you can put a face to the voices who answer our office line. Both front-of-house and behind-the-scenes tasks are completed with professionalism and smiles by our Administration Team.
Jennie is our gatekeeper. She has a talent for making everyone smile when they come in the door. We rely on Jennie for support to the accounting team and clients alike. She fulfills many administration services across McKenzie+Co. She is also Fraser’s “go to girl” and keeps him on the straight & narrow. Outside of work Jennie enjoys traveling with her husband, spending time with family & friends and enjoying life.
Fleur continues to take charge of Accounts Receivables and is very proud to be our Projects Administrator which also includes Sales & Marketing. Fleur supports all departments within McKenzie+Co, and is willing to give anything a red hot go. Outside of work Fleur loves spending time with her ever increasing family, hiking, fishing and most things fitness. Fleur also volunteers for a couple of local community groups.
Simoné is the other half of our reception team, supporting all departments within McKenzie+Co and clients alike. Simoné is our Workflow Co-ordinator making sure that your Annual Accounts processing is on track. When not at work Simoné loves to bake and experiment with new recipes (uploading them in the hopes that Nigella Lawson will follow her on Instagram) and relaxing with her family.
Bex is an Oamaru girl at heart and is our Client Payroll Processing Administrator & Xero Projects. Bex handles all matters relating to payroll for our client’s staff alongside converting our internal accounting software onto Xero as McKenzie+Co moves to cloud based software systems to keep up with the times. Bex enjoys spending time at the Waitaki Lakes during the Summer months, walking, gardening and a good board game, but most of all Bex loves to spend time with her family and friends and supporting her children in their involvements.