David Pearson | CFO Advisory

David joined the UBTA team as a CFO executive, providing support to our clients in the role of Chief Financial Officer in your business. Under his guidance the UBTA CFO advisory will drive success strategies for our clients to ensure growth and sustainability for their businesses.

David is an executive level Commercial and Business Professional, who has a proven ability to operate at both a strategic and operational level. He has industry experience from Engineering, Construction, Manufacturing, Financial Services and Professional Services.

Geraldine Smith | Senior Accountant

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.

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.

Mark Prestidge  |  Account Manager

With 20 years in public practice, Mark has a breadth of experience in accountancy and taxation. His lateral thinking and practical knowledge is invaluable helping small business owners, farmers and charities get ahead.

Mark finds his biggest reward in watching someone take his advice on board and making progress as a result.

Nathan Prestidge | Accountant

Neville Goddin  |  Consultant

Neville is a senior consulting accountant, working with the more complex assignments. He has a very broad level of experience, being involved in accounting for almost 50 years, including experience in his own practice. Today he focuses on helping clients with succession planning, business structures, international tax, complex local tax issues, trusts & estates, and business/share valuations.

Neville achieved full qualification in 1972, and has recently been certified as a Qualified Statutory Accountant by Chartered Accountants Australia & New Zealand (CAANZ).

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.

Tracey Cairns  |  Senior Accountant

Tracey is an Account Manager located in Hamilton. Tracey enjoys interacting with her clients, supporting their management reporting, forecasting, tax management/minimization and day to day accounting needs. She has a strong understanding of NZ tax law and helps clients take advantage of favorable tax legislation.

Tracey has had significant experience, working for over 15 years within the accounting sector, dealing with businesses of various industries. Tracey supports client’s internal finance personnel to deliver accurate financial reports which assist directors and managers to make informed financial decisions.

Warwick Dunn  |  Account Manager

Warwick is a qualified accountant, with over 46 years of experience. He very much enjoys client interaction and being able to make a positive contribution to his clients’ businesses.

During this time, he has worked in the commercial environment for 18 years which included 12 years for a large multi-national corporate with experience in all aspects of Financial Management and Reporting within corporate guidelines and disciplines, Cost and Management accounting experience, budgeting and Capital Expenditure appraisals. Liaison with internal and external auditors.
He has had 6 years in chartered accountancy environment, serving a broad range of businesses, specialising in management reporting and financial management as well as taxation and compliance work, business valuations and client succession planning work.

He has also had hands-on experience with 20 years in his own businesses, including a promotional marketing company and nursery trading business

Wesley Prestidge  |  Account Manager

A creative problem solver and big picture thinker, Wesley helps clients to develop and execute strategies for growth and financial success by challenging assumptions and status quo. Especially passionate about improving process efficiency and internal reporting through technology, Wesley has overseen many ERP software implementations for clients, and is currently leading the UBTA Systems Advisory team.

Wesley brings a high level of motivation to the team, and loves networking with staff, clients and industry experts. Our youngest account manager received a Bachelor of Accountancy with Massey University and recently completed his Graduate Diploma of Accountancy from CAANZ capping off 6 years of study.