The Team

Our accounting staff are experienced professionals, who are kept up-to-date with changes in tax legislation.

Our staff are happy to answer any queries or concerns you may have. Contact us in the first instance.

David Walthall - Director

David has had over 25 years experience in Chartered Accountancy primarily in New Zealand, as well as in the UK and Australia.

David has been in his own practice for over 20 years.  He specialises in advising clients on taxation and trust planning issues

David is a Chartered Accountant and member of NZ Institute of Chartered Accountants (NZICA) with a B.Com from Auckland University. 
Email David

Ruth Ward - Director

Ruth has had over 18 years experience in Chartered Accountancy in New Zealand.

Ruth has a wide range of experience in all facets of chartered accountancy and advises clients in all areas of taxation.  She is also a qualified computer software supporter and advises on and supports a number of accounting and payroll software packages.

Ruth is a Chartered Accountant and member of NZ Institute of Chartered Accountants (NZICA) with a B.Bus from Auckland Institute of Technology
Email Ruth

Beverley Munro - Receptionist/Administrator

Bev is responsible for our all important reception function.   In addition she performs an office management role and maintains our in-house computerised tax and annual return systems.

Bev joined our firm in September 2000 having previously worked with us some seven years prior to this.  Bev took a break from chartered accountancy in the intervening years working in another industry.
Email Bev

Catherine Musgrave - Accountant

Catherine joined the practice in October 2005, returning to Chartered Accountancy after taking time out to raise her children.

She has previous experience in chartered accountancy, commerce and the education sector.

Catherine has a B.Com from Auckland University, is a qualified chartered accountant and is a member of NZICA.
Email Catherine

Iain Cargill - Accountant

Iain joined us in October 2009 after relocating to Auckland from the Bay of Plenty and has over 15 years accountancy experience.  He is responsible for a range of accounting and taxation assignments.

Iain is an Associate Chartered Accountant and member of NZ Institute of Chartered Accountants (NZICA) with a Bachelor of Business from The Open Polytec of New Zealand
Email Iain

Claudia Lu - Accountant/Administrator

Claudia joined us in November 2010. She is a graduate of Manukau Institute of Technology with a Diploma in Accounting.  She has successfully completed Stage 1 of her Professional Competency exams (PC1) and is working towards the final stages of a double major in Accounting and Information Technology.

Claudia is responsible for a range of accounting and administration functions.
Email Claudia

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