Physical Address: 1277 Haupapa Street, Rotorua
Postal Address: PO Box 2182, Rotorua, 3040
Phone: (07) 349 4106
Fax: (07) 349 4128
Adrian Edwards - Regional Manager
Adrian has been with the company since January 2006 and moved from the Rotorua office to become Regional Manager of the Lower Hutt office in November 2011 and back again in October 2016 as Rotorua's Regional Manager. Adrian holds a Bachelor of Arts from The University of Waikato. He is responsible for delivering professional, cost effective and proven financial services. Adrian particularly enjoys the face-to-face interaction with principals, trustees and school administrators that his role involves. In his spare time he enjoys spending time with his young family.
Michelle Judd - Manager
Michelle joined our team in 2003. She is an integral part of the management team. Michelle is responsible for the delivery of client's monthly financial reports, which includes processing receipts and payments, SUE Reports, Bank Statement Reconciliation, completing and filing GST Returns and client visits. Michelle's other main responsibility is to oversee the asset register maintenance for the office.
Hilary Christmas - Manager
Hilary joined the team in June 2007 after working in a local Rotorua School as Executive Officer. This experience gives her a great grounding in all aspects of education finance management. Hilary manages a portfolio of over 30 clients providing financial guidance and support as required. She is responsible for the preparation of Annual Financial Statements as well as overseeing the preparation of monthly accounts for her team's clients. Hilary is a provisional member of the NZ Institute of Chartered Accountants.
Trish Gordon - Manager
Returning from living in Australia with a young daughter and her partner, Trish decided that the time was right for returning to the workforce. She joined our ranks in 2010 as a Client Officer and now has a portfolio of 18. Outside the office Trish is keep busy by her interest in NZ Cadet Forces being a Second Lieutenant and a budding interest in sports events.
Kelly Bathe-Taylor - Client Officer
Kelly joined Team Rotorua in October 2005 as our receptionist. Kelly has quickly evolved into a valued member of the team with individual responsibility for 20 plus clients. Specific duties include processing receipts and payments, SUE Reports, Bank Statement Reconciliation and completing and filing GST Returns.
Vivienne Leslie - Client Officer
Vivienne joined our team mid 2006. Her prior experience includes secretarial and banking services. Viv's positive attitude and work ethic has seen Viv quickly evolved into a valued member of the team with individual responsibility for clients. Specific duties include processing receipts and payments, SUE Reports, Bank Statement Reconciliation and completing and filing GST Returns.
Shirley den Boer - Client Officer
Shirley joined Team Rotorua in July 2008. Shirley's specific duties include processing receipts and payments, SUE Reports, Bank Statement Reconciliation and completing and filing GST Returns. She has quickly evolved into a valued member of the team with individual responsibility for 15 plus clients. Shirley has spent several years as administrator for a local kindergarten.
Clare Hammon - Client Officer
Clare joined Team Rotorua in March 2009. Clare's specific duties include admin duties, processing receipts and payments, SUE Reports, Bank Statement Reconciliation and completing and filing GST Returns. She has her own portifolio and assists other CSO's when workloads are heavy.
Trish Ashworth - Client Officer
Trish joined Team Rotorua July 2012 after returning to Rotorua from Whakatane. Trish's specific duties include processing receipts and payments, SUE Reports, Bank Statement Reconciliation and completing and filing GST Returns. Trish's prior experience included working in a Whakatane School as Office Manager.
Natalie Fairclough - Client Officer
Natalie joined our team in 2014 after recently graduating from Waiariki Institute of Technology with a Diploma in Accounting and New Zealand Diploma in Business. Outside of the office she enjoys walking, baking and socialising with friends and family.
Emma O'Neill - Client Officer
Emma worked for Education Services for 3 years from 2011 to 2014 before leaving to gain additional experience and qualifications at a local chartered accounting firm. In 2016 she returned to Education Services. Emma has her Bachelor in Business majoring in Accounting and has a portfolio of 22 schools. In her spare time she enjoys getting outdoors on her mountain bike or to a CrossFit class.
Nikki Heath - Client Officer
Nikki joined the Rotorua Team in September 2013, deciding the time was right to return to the workforce again now her children are older. Previous work experience includes over 20 years in the banking industry. Outside of work Nikki enjoys walking, mountain biking and spending time with family and friends.
Ann Nield - Administration Officer/Receptionist
Ann joined Team Rotorua in August 2008 and will be your first point of contact, either by phone or when calling into the office. Ann is growing into her role providing vital assistance in the data entry and creditors processing. Ann comes to us from Ngongotaha School where she spent nine years as Librarian.