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David Pearson | CFO Advisory

David quickly builds trust and momentum with staff and stakeholders to drive business performance and achieve organisational goals. His industry experience is gained from Engineering, Construction, Manufacturing, Financial Services, and Professional services, bringing leadership and a diverse matrix of advanced commercial skills and knowledge to your business.
David is a Chartered Accountant and Senior Executive, with a proven ability to operate at both strategic and operational levels.

James Prestidge  |  Account Manager

James is fanatical about timely reporting. Working closely with client businesses he ensures that in-house office staff have the skills and support to produce accurate financial reports, then works that back to ensure your management reports are on your desk within days of month-end.

Driven by results, when you feel stuck with no way to improve, James will find that there is a way to take your reporting to the next level.

Neville Kennerley  |  Account Manager

Neville’s mission is to work with business owners with between $3m and $30m turnover who are striving to get ahead in order to better support their families and their community; enjoys seeing the potential of a business realised through the application of proven financial management strategies and provision external accountability.

A very broad field of experience over the last 20 years has covered hands-on experience in all areas of business as both an employee and business owner at different times, as well as invaluable knowledge gained through working alongside successful business owners developing strategies for other business owners needing assistance to break out of a crisis situation or through a glass ceiling.

He has recently been certified as a Qualified Statutory Accountant by Chartered Accountants Australia & New Zealand (CAANZ). Personality type includes being a natural problem solver and having a tendency to talk about the elephant in the room.

Jeff Prestidge  |  Practice Manager

As the UBTA Practice Manager, Jeff offers strategic board level advice based on hands on leadership experience and involvement with hundreds of SMEs across New Zealand and abroad.

He loves seeing clients achieving and exceeding targets as a result of properly implementing a solid business strategy, maximising the advantages presented by technology, and managing key numbers. Jeff will keep you focused on making progress, driving sustainable economic growth and business value.