Certificate of Public Practice, Chartered Accountant, Bachelor of Business

Alex joined the firm in 2008 and has been a director since 2009. Before joining BVO, Alex held various roles as a tax manager at a ‘big 4’ accountancy practice in Auckland, management accounting and systems roles in the United Kingdom for an American multinational, a financial analyst for a United Kingdom PLC and audit roles for ‘big 4’ and ‘2nd tier’ accounting firms in New Zealand, Australia and the United Kingdom. The experience gained from working in New Zealand and abroad has provided Alex with exposure to a variety of industries ranging from small not for profit organisations to companies listed on New Zealand and overseas stock exchanges.

Alex specialises in business advisory services, tax compliance, audit and assurance services. Alex is a member of the New Zealand Institute of Chartered Accountants Tax Special Interest Group which allows him to keep abreast of changes in tax policy and the resulting changes in tax legislation.

Alex’s objectives are to work closely with clients, understand their business and personal financial goals and provide a pro-active service that clients value.

Personal Interests: Alex was brought up on a dairy farm in Northland, is married to Emma and has four children, Liam, Eva, Issac and Rebecca. When not busy with family, Alex has been known to compete in the odd triathlon and running race.

Certificate of Public Practice, Chartered Accountant, Bachelor of Business (Hons)

Julia joined the firm in 2004 from a large accountancy practice in the City where she was involved in various roles, including business services, audit and presenting at seminars to help business owners better understand their accounts and financial position.

Julia has been a director since 2008 and her experience at BVO covers a wide range of industry sectors with a special interest in the real estate, legal and health sectors. Julia specialises in the area of business advisory services and taxation compliance issues along with estate planning and asset management. She is an active member of the Institute’s Trust Special Interest Group.

Julia enjoys maintaining a close working relationship with her clients, taking the time to understand their business needs and help them achieve their goals.

Personal Interests: Julia is married to Jeremy Halpin and they have two daughters, Olivia and Stella. Julia enjoys spending time with family, playing tennis, boating and fishing.

Certificate of Public Practice, Chartered Accountant, Bachelor of Business Studies

Mike has worked with a number of clients over various industries. He has a good knowledge of general compliance issues which face businesses that operate in New Zealand and has had a number of years experience working with Companies, Trusts and Partnerships. Mike has experience in appropriately structuring businesses, sale & acquisition of businesses and business valuations. Mike has a particular interest in property development and investment.

Mike initially joined the firm in 2003 and became a Director in 2008. He originally comes from Taupo where he worked in a medium sized accounting firm before shifting to Auckland.

Personal Interests: Mike is married to Tania and has two children, Sophie and Liam. Mike is often found on the golf course on a Saturday morning.

Steven joined BVO in July 2015 after working in a medium sized accountancy practice in the City for seven years. Prior to that he worked in one of the larger New Zealand corporates for six years.

Steven has a wide range of experience in general compliance and taxation. His experience includes working with family owned-and-operated groups, budgets and management accounts. Steven has a particular interest in working closely with his clients to develop their businesses and achieve their goals.

Outside of work, Steven can be found spending time with family, playing badminton and at the gym.