COOPERAITKEN - Key Persons
Job Titles:
- SENIOR ACCOUNTING TEAM / Thames
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- ACCOUNTING TEAM / Morrinsville
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- TRUST, GOVERNANCE & COMPANY TEAM
In 2015 Amy re-joined the team as a Client Manager and went on to become a Director in 2018. Amy is based in our Morrinsville office.
Amy lives and breathes farming at home and at work she has a heart for helping small business to achieve big goals.
Job Titles:
- Chartered Accountant
- Director, CA
- Partner & Chair, CA
Anna joined CooperAitken in 1999, becoming a Director in 2010 and is based in our Matamata office.
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- PAYROLL TEAM / Morrinsville
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- SENIOR ACCOUNTING TEAM / Morrinsville
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- PERSONAL ASSISTANT / Morrinsville
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- PARTNER
- Director, CA, BMS
- Partner, CA, BMS
Carissa started her career with us in 2008, became an Associate in 2014 and stepped into her role as Director in 2018. Carissa is based in our Matamata office.
It's important to Chloe that her clients feel supported, understood, and valued. Chloe provides that confidence and peace of mind by helping her clients effectively monitor and manage their cash flow to create financial freedom. She also strives to ensure there are no tax surprises for her clients, and that her clients have sufficient cash flow to run their business successfully. Her focus on her clients makes her a trusted part of their team.
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
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- SENIOR ACCOUNTING TEAM / Matamata
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- PARTNER
- Dairy Farmer Turned Accountant
- Director, CA
- Partner, CA
Coral Phillips is one of the recent additions to the team of Directors at CooperAitken. Not that she is new to the firm - Coral joined CooperAitken 20 years ago while studying for her accounting degree. Accounting was a change of direction from her earlier degree in Science and Animal Physiology and work at Ruakura Research …
Coral became an Associate at CooperAitken in 2009, and went on to become a Director in 2018. Coral is based in our Morrinsville office.
Job Titles:
- SENIOR ACCOUNTING TEAM / Thames
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- ACCOUNTING TEAM / Matamata
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- CO - ORDINATOR, Morrinsville
- PEOPLE DEVELOPMENT
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- TRUST & COMPANIES TEAM / Morrinsville
Coral is really passionate about helping her clients understand and identify the best opportunities for their business.
Coral is a Chartered Accountant based in our Morrinsville office. She became an Associate at CooperAitken in 2009, and went on to become a Partner in 2018. She has a genuine desire to help others and build an excellent rapport with clients, having been with CooperAitken since 1998.
Coral will help you understand the financial aspects of your business better. Initially a dairy farmer for many years before becoming a Chartered Accountant, Coral has great insight into the dairy industry and a strong focus on supporting rural clients.
Her skills include business planning and helping you understand what is involved in running a successful business. She is also passionate about assisting with training our team.
Job Titles:
- PARTNER
- Director, CA
- Partner, CA
Gavin originally became a Partner at Cave Bannin Sexton Cooper back in 1997 after working for the partnership for 10 years. Gavin is based in our Thames office.
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
Job Titles:
- Director
- PARTNER
- Grant Is Director and CEO
In 2017 Grant celebrated his 25th year with us including 20 years as a Director, and over 10 years managing the firm as CEO. Grant is based in our Morrinsville office.
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- SENIOR ACCOUNTING TEAM / Morrinsville
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- TAX ADMINISTRATOR TEAM / Morrinsville
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- PAYROLL TEAM LEAD / Morrinsville
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- SENIOR ACCOUNTING TEAM / Morrinsville
Job Titles:
- PAYROLL TEAM / Morrinsville
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
Job Titles:
- ACCOUNTING TEAM / Morrinsville
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- ACCOUNTING TEAM / Matamata
Job Titles:
- ACCOUNTING TEAM / Matamata
Job Titles:
- SENIOR ACCOUNTING TEAM / Matamata
Job Titles:
- TRUST, GOVERNANCE & COMPANY TEAM / Morrinsville
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
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- SENIOR ACCOUNTING TEAM / Morrinsville
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- Office Manager
- OFFICE MANAGER / Morrinsville
Maree manages our Office Administration & Recruitment, Facilities, IT and Accounts Payables.
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
Meet Amy, one of our newly appointed Partners, based in our Morrinsville office. Amy was born and raised on a lifestyle block in Te Kauwhata, overlooking Lake Waikare. As the daughter of an eel fisherman, Amy spent much of her childhood exploring creeks and ponds in the Waikato region and of course, the Lake. Amy …
Job Titles:
- ACCOUNTING TEAM / Matamata
Megan is our In-house Lawyer and leads our Trusts and Companies divisions, managing client's trusts, companies, professional trusteeships, compliance work and special project work. Megan completed her law degree in 2014, graduating with First Class Honours from the University of Waikato. Originally set out for a different path, Megan soon found her passion for working …
Job Titles:
- PERSONAL ASSISTANT / Thames
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- ACCOUNTING TEAM / Morrinsville
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- PERSONAL ASSISTANT / Matamata
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- ACCOUNTING / Morrinsville
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- Chairman of the Board
- Director
- PARTNER
- Member of the Firm
Peter joined CooperAitken in 1998 and became a Director in 2004. Peter is also the Chairman of the Board. Peter is based in our Morrinsville office.
Peter has been a long standing member of the firm, joining the team in 1998 and going on to becoming a Partner in 2004.
Peter is a strong forward thinking leader of the firm. He is extremely supportive and level headed and enjoys mentoring our team members, always pushing them to seek out the best solution.
Job Titles:
- ACCOUNTING TEAM / Morrinsville
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
Job Titles:
- ACCOUNTING TEAM / Morrinsville
Job Titles:
- PARTNER
- Director, CA, LLB, BMS
- Partner, CA, LLB, BMS
Rory joined us in 2016 and became a Director in 2018 having previously spent 10 years with a Big Four accounting firm. Rory is based in our Morrinsville office.
Job Titles:
- ACCOUNTING TEAM / Matamata
Job Titles:
- ACCOUNTING TEAM / Morrinsville
Job Titles:
- TRUST, GOVERNANCE & COMPANY TEAM
Job Titles:
- SENIOR ACCOUNTING TEAM / Thames
Job Titles:
- ASSOCIATE
- Associate, Ca, Bms
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- TAX ADMINISTRATOR TEAM LEAD / Morrinsville
Job Titles:
- SENIOR ACCOUNTING TEAM / Matamata
Job Titles:
- PERSONAL ASSISTANT / Morrinsville
Job Titles:
- SENIOR ACCOUNTING TEAM / Morrinsville
Job Titles:
- ACCOUNTING TEAM / Morrinsville
Job Titles:
- PERSONAL ASSISTANT / Morrinsville
Job Titles:
- TRUST, GOVERNANCE & COMPANIES TEAM
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- WORKFLOW CONTROLLER / Morrinsville
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- ACOUNTING TEAM LEAD / Morrinsville
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- SENIOR ACCOUNTING TEAM / Morrinsville
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- BUSINESS SOFTWARE SOLUTIONS TEAM
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- SENIOR ACCOUNTING TEAM / Morrinsville
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- MARKETING & COMMUNICATIONS / Morrinsville