Meet Your nsaTax Team

Phil is a founding member of nsaTax. With over 30 years of experience as a tax advisor, Phil prides himself in providing practical, straight forward and easy to understand advice. He deals with all areas of taxation and has a particular interest in property issues, GST matters and client restructuring.

Phil’s extensive knowledge of tax law and breadth of practical experience means that he can provide solutions to clients’ taxation issues with technical expertise and a commercially pragmatic approach.

Phil has presented at many seminars and webinars, including presentations to members of the Chartered Accountants Australia and New Zealand, NZ Law, Institute of Research and university students.

Specialist Areas
• Land transactions
• Business structures
• GST
• Client restructuring
• Trusts

Membership & Qualifications
• Chartered Accountant
• Chartered Accountants Australia and New Zealand

Phil joined nsaTax in 2000 after a successful career at PwC and brings over 30 years of experience as a chartered accountant. Specialising in providing tax advice to SMEs, chartered accountants, lawyers, and corporates, Phil has developed a deep expertise in tax planning, structuring, and international taxation, particularly in Trans-Tasman structures.

His areas of specialisation include:

• Tax Planning and Structures
• Taxation of Business Sales
• Land Transactions
• International Taxation
• Taxation of Financial Arrangements
• LTCs

Phil holds a Bachelor of Business Studies from Massey University and a Master of Taxation Studies (First Class Honours) from Auckland University. A passionate speaker, he regularly presents at seminars and webinars, including those for the NZCA and NZ Law Conferences.

In addition to his professional expertise, Phil enjoys mountain biking around the trails of Lake Taupo/Kinloch, boating, and spending quality time with family and friends at his haven in Kinloch.

Qualifications & Memberships

• Chartered Accountant
• Chartered Accountants Australia and New Zealand
• Bachelor of Business Studies (Massey University)
• Master of Taxation Studies (First Class Honours)

Phil has been a director at nsaTax since 2001, bringing invaluable knowledge and leadership to the firm.

Ash’s hands on approach and ability to combine fresh, innovative thinking with a bottom-line focus is what sets him apart from other business advisors.  With a clear focus on profit growth and wealth creation, Ash’s competitive nature pushes him to consistently overcome the challenges holding his clients back from achieving their goals.

Ash has worked as the virtual Chief Financial Officer (CFO) of two NZX listed companies where he was responsible for managing the day-to-day finance operations and providing valuable strategic insight to the board.  Ash also works closely with the Management team on overseeing the delivery of this growing service line.  He has extensive experience preparing and reviewing reports compliant with New Zealand equivalents to International Reporting Standards (NZ IFRS).

Compliance and taxation services are core strengths where Ash performs a large part of his role.

Specialist Areas
• Business Strategy
• Cashflow Forecasting
• Virtual Chief Financial Officer Services
• Compliance and taxation services

Lou joined the nsaTax team as Practice Manager in February 2021, bringing in an effective management style to ensure smooth business operations. As a member of the Leadership team, she collaborates closely with the Director group to manage the day-to-day functions that align with the needs of both the team and the firm.

Lou’s primary focus is to foster a supportive and engaging workplace, overseeing the administration team, driving staff satisfaction and performance for all staff, as well as overseeing human resources and recruitment functions within the Practice.

Lou’s multi-industry experience spans across both Australia and New Zealand from 5 Star Hospitality, Non for Profit and Professional Services.

Outside of work, Lou is a passionate cook who enjoys sharing her culinary creations with the team and at client events.

Aneta is a creative soul with a heart for connection and an eye for detail, making her a marketing and communications superstar. Her experience with corporate executives and the wider team makes her an integral part of the business support team to ensure the smooth running of nsaTax.

With 25 years of experience in business advisory services, Anthony brings a wealth of expertise to our team, helping businesses navigate financial complexities and achieve their goals.

Based in the Wild West of Auckland, he enjoys the outdoors and spending time on the family farm with his partner, son, and two loyal Labradors. A passionate sports enthusiast, Anthony is a dedicated and long-suffering Warriors fan.

His commitment to his clients matches his love for the game, ensuring they receive the best financial guidance and support.

Bruce brings four decades of chartered accounting experience to his role at nsaTax.

Bruce specialises in valuation and litigation support services.  Bruce’s extensive chartered accounting and legal client base gives him a vast experience in this area.

Specialist Areas
• Valuation of business and shares
• Relationship property valuations
• Section 15 economic disparity claims
• Compensation claims under section 9A
• Damages claims
• Accounting matters

Membership & Qualifications
• Chartered Accountant
• Chartered Accountants Australia and New Zealand
• Bachelor of Commerce
• Diploma in Business and Finance

Christina has over 20 years of tax experience re-joining the nsaTax team in 2024.

Christina enjoys providing practical solutions to her clients’ tax issues. Her interests include advising on inbound and outbound investments, tax planning and structuring, taxation of land transactions and taxation of trusts. Her qualifications include a Bachelor of Commerce, and a Masters of Taxation Studies (first class honours) from Auckland University.

She has been a CA for over 20 years, during which time she has provided tax advice to clients including multinational corporate groups, high net worth individuals and SME’s in her roles at a Big 4 accounting firm and a mid-tier CA firm in the UK. Prior to joining nsaTax in 2018, Christina was a Senior Investigator at Inland Revenue.

In her free time, Christina is an avid reader, often diving into a wide variety of genres, and enjoys unwinding with a glass of red wine

Specialist Areas
• Company taxation
• Inbound and outbound investment
• Tax planning and structuring
• Tax residency
• Trusts
• Land transactions
• Managing IRD audits and disputes

Membership & Qualifications
• Chartered Accountant, Chartered Accountants Australia and New Zealand (NZ)
• Chartered Tax Advisor (UK)
• Masters of Taxation Studies (First Class Honours)

Gavin has extensive technical expertise in all areas of taxation and has a particular strength in GST issues, land transactions, dispute resolution and penalties regime.

He has been with nsaTax since 2004 and brought with him over 33 years of experience with Inland Revenue. Gavin’s experience at the IRD included roles as a tax investigator and advisor to the IRD’s technical and legal area thus providing a great resource for nsaTax clients.

Specialist Areas
•  GST
•  Land transactions
•  Disputes resolution
•  Penalties regime

Industry Experience
•  33 years’ experience at IRD

Graeme deals with all areas of taxation including the taxation of offshore investments, foreign pensions and trusts, domestic and cross border structures, tax residency, GST and land transactions.

He has extensive knowledge and experience in GST and spearheaded the changes to the GST treatment of bodies corporate, resulting in major wins for nsaTax clients and a recent law change to confirm the GST treatment of such entities.

Graeme’s extensive client base is testament to his depth of knowledge of taxation law as well as his practical and easy to understand advice.

Before joining nsaTax in 1999, Graeme was an Investigations Team Leader at the Inland Revenue Department. Graeme is a regular presenter on a wide range of taxation issues, for in-house training seminars, nsaTax webinars, CAANZ Public Practice SIG and NZCA conferences.

In his spare time, Graeme enjoys spending time at his local, appreciating a freshly brewed craft beer and the camaraderie of watching cricket.

Specialist Areas
• Offshore investments
• Foreign pensions
• Trusts
• Managing IRD audits and tax disputes
• Domestic and cross border structures
• Tax residency
• Land transactions
• GST and Bodies Corporate

Membership & Qualifications
• Chartered Accountant, Chartered Accountants Australia and New Zealand

Jane joined nsaTax in April 2018 and is a member of the tax accounting team. With over 25 years of accounting experience in public practice, she has dealt with a wide range of clients and enjoys building client relationships and assisting them when required.

Jane has a Bachelor of Business Studies from Massey University and is a CA member of Chartered Accountants Australia & New Zealand.

Jane is an avid outdoor enthusiast with a passion for cycling, hiking, and exploring new destinations. Whether she’s conquering the scenic mountain trails of New Zealand or cycling through the quiet countryside, Jane finds joy in staying active and embracing the beauty of nature. In addition to her love for adventure, she enjoys dabbling in fitness and Pilates, always striving to maintain a healthy and balanced lifestyle. When she’s not traveling or working out, you’ll likely find her planning her next adventure or soaking in the outdoors.

Karlene joined nsaTax in May 2019 and is a member of our tax accounting team.

She is a Chartered Accountant and has 20 years of accounting experience within both public practice and the commercial environment.

Kathryn has over three decades of experience as both an accountant and tax advisor and joined nsaTax in 2017.

Kathryn enjoys providing practical solutions for her clients’ tax issues.  Her interests include tax planning and structuring, taxation of trusts, companies as well as international taxation.

She has been a CA for over 30 years, during which time she has provided both accounting and taxation advice to SME’s, corporates, and high net worth individuals.

Specialist Areas
•  Tax planning and structuring
•  Residency (Inbound and Outbound)
•  International taxation
•  Mixed use assets
•  Small & Medium Sized Enterprises (SME’s)

Membership & Qualifications
•  Chartered Accountant
•  Chartered Accountant Australia and New Zealand

Kerry has over 20 years experience as an Accountant and Finance Administrator before joining in March 2025.

Kim joined nsaTax in 2003 and is a member of the tax accounting team.

She is a Chartered Accountant with 35 years of extensive experience in public practice.

During this time, she has dealt with a wide range of clients, assisting them with their various requirements and building strong relationships in the process.

Kim is an avid traveller who loves spending her free time watching funny TikToks and hanging out with her tuxedo cat, Joey.

Laura is a Chartered Accountant with over 16 years’ experience before joining our tax accounting team in April 2023.

Her technical discipline extends to implementation of business workflow improvements and system management solutions.

Louise became a valued member of our tax accounting team at nsaTax in April 2023. With a keen eye for detail and a strong commitment to compliance, she manages the firm’s tax administration and ensures all statutory requirements are met efficiently.

Her dedication and expertise play a crucial role in supporting both our team and clients.

A true Westie at heart, Louise has a deep appreciation for music, enjoying everything from classical compositions to modern-day hits – though you’ll most often find her tuned in to Radio Hauraki. Outside of work, she finds joy in gardening (which, in reality, involves hours of taming the wild with her trusty petrol-powered Stihl trimmer), socialising, catching a good movie, and going for walks.

MaryAnne has over three decades of experience as both an accountant and tax advisor and joined nsaTax in 2017.

MaryAnne enjoys providing practical solutions to her clients’ tax issues.  Her interests include tax planning and structuring, taxation of land transactions, taxation of trusts as well as international taxation.  Her qualifications include a Bachelor of Arts, Bachelor of Commerce, and a Masters of Taxation Studies (1st class honours) from Auckland University.

She has been a CA for over 25 years, during which time she has provided both accounting and taxation advice to SME’s, corporates and high net worth individuals.

Specialist Areas
•  Tax planning and structuring
•  Land transactions
•  Residency (Inbound and Outbound)
•  Trusts
•  International taxation
•  LTC
•  Mixed use assets
•  Small & Medium Sized Enterprises (SME’s)

Membership & Qualifications
•  Chartered Accountant Australia and New Zealand
•  Bachelor of Arts
•  Bachelor of Commerce
•  Masters of Taxation Studies (First Class Honours)