COMPANY PROFILE - CooperAitken
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COMPANY PROFILE
Our Journey Our Values
CooperAitken’s roots go as far back as 1914 Our core values that we strive towards are:
when T J Ryan set up an office in Morrinsville.
• Professionalism
The CooperAitken you see today is the result • Delivery of high quality service
of many mergers of accounting businesses
over the years. • Friendly and approachable
• Vibrant and energetic
Our client base has grown substantially over
the last few years, and we are very proud of • Progressive and forward thinking
that, in some instances, we are working with
• Community spirited
third generation clients.
Creating freedom in your business by We want the very best for our clients, for
providing peace of mind, saving you them to be successful and grow.
money, saving you time.
" "
As a result of the mergers, Our history is important
we have been able to to us; it is a privilege
increase our services and to work with several
draw on more knowledge generations within a
within the business to add family as it provides a
even more value to our solid foundation, so we
clients. We will always seek truly understand the
opportunities to enhance our
TREVOR COOPER
"
clients business activities.
"
family’s needs.
RODNEY AITKEN
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CooperAitken - Key Facts
Office Locations Chartered Accountants
CooperAitken has three offices: CooperAitken has a high
ratio of qualified Chartered
MORRINSVILLE 42 Moorhouse Street,
Accountants. To become
PO Box 23, Morrinsville. Ph: 07 889 7153
Chartered, individuals have
MATAMATA 2a Arawa Street, PO Box 51, undertaken a rigorous program of study,
Matamata. Ph: 07 888 8002 passed numerous
examinations and had extensive practical
THAMES 309b Pollen Street, PO Box 559,
work experience. In addition they undertake
Thames. Ph: 07 868 9945
compulsory ongoing professional
development to ensure their knowledge is up
to date and their skills are maintained.
The team at CooperAitken
• 9 Directors Professional Alliance
• Over 20 Chartered Accountants
• Total team in excess of 100 members CooperAitken and our team are members of
the Chartered Accountants Australia and New
There is always someone to help you at Zealand (formerly NZICA). Belonging to this
CooperAitken. Each director has an excellent Institute means we are bound by strong and
and capable team around them. These enforceable rules relating to our ethical and
people are actively involved with your work, professional conduct.
so if your director is away there is always a
They undertake regular reviews to ensure we
knowledgeable team member available to
are meeting these standards
help you.
Community Sponsorship
Specialised Teams at CooperAitken plays a very active role in our
local communities. This includes many clubs,
CooperAitken organisations and events in our local areas.
We have team members that are experts in a
number of areas, ensuring we are up to date
and capable of providing the best advice:
• Payroll Services
• HR Assistance
• Accounting Software
• Tax
• ACC Review
• DairyBase Benchmarking
• Review Team
• Company Administration
• Marketing and Business Coaching
• Trust Administration and Trustee Services
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Our Directors
Grant Eddy, MMS CA
In 2017 Grant celebrated his 25th year with the team members
firm, including 20 years as Director, and over and the firm.
10 years managing the firm. Grant holds a After a two
Masters degree in Business Management and year break
Systems. from managing
He has varied professional interests and the firm Grant
can support you and your business with is enjoying the
Trust Management, Business Governance & CEO role again and
Structure, IT solutions and Team Development. re-focusing the firm
He is active in community organisations on customer service, team
and a member of the Waikato Chartered development and efficient use of new systems.
Accountants Leadership team.
Having an open door policy, Grant likes to help Mobile: 029 276 6637
others obtain the best solutions for clients, Email: grant@cooperaitken.co.nz
Gavin Haddon, CA Imran Raza, CA
Gavin become Imran has been
a Partner of involved in the
Cave, Bannin, accountancy
Sexton, profession since
Cooper in 1985, initially
1997, after with large
working for international
the partnership practices.
He became a
for 10 years. He
Partner in R M Aitken &
is primarily based in our
Associates in 1997.
Thames office.
He has a special interest in areas such as
If you are looking for someone who is financial modelling, valuations and business
focused on success, growth and profit, planning, and can provide you and your
then Gavin is the perfect fit for you. Gavin business with assistance in all these areas.
will focus on finding the right solutions to Imran likes to look for new and better ways of
help you and your business reach financial doing things.
aspirations and lifetime goals. He has a If you are looking for support on innovations
strong interest in succession planning and and entrepreneurial ventures Imran can help
trusts. you succeed. His talents extend to developing
a software package for use at CooperAitken,
Gavin always involves himself in local
which was later sold to a multinational
communities, volunteering his skills to charity
company. Imran is also a Director of AgriSmart,
trusts and other organisations. dairy compliance software and winner of the
Fonterra Activate 2.0 competition.
Mobile: 027 221 0130 Mobile: 021 243 2977
Email: gavin@cooperaitken.co.nz Email: imran@cooperaitken.co.nz
three
Our Directors
Peter Hexter, BBS CA
Peter joined the firm in 1998 and became a Seeing success for
director in 2004. Peter’s passion is helping his clients is the
his clients to achieve their financial goals and motivation that
aspirations. drives him each
As part of this process Peter will help you day.
learn. He will guide you through understanding Clients, team
your financials and how to make business and family are all
decisions that will benefit your business and important to Peter.
the family. Minimising tax is always a strategy, Technology and
but building assets and cash flow is essential. processes (systems) are key
Peter works diligently with you during all stages elements in business today and Peter will work
of your business career, from start up to with you to ensure you are making the most of
succession planning. He enjoys working with these.
a wide range of clients from the commercial Mobile: 0274 669 035
sector to the rural scene. Email: peter@cooperaitken.co.nz
Anna Bennett, CA
Anna joined CooperAitken in 1999, becoming She is an active
a Director in 2010. She is based in our member of the
Matamata office. Matamata
If you are looking for a local accountant who community
wants to build a long-term relationship with you and is always
and your business, Anna is the perfect fit. She looking at ways
can help you reach your financial aspirations to promote the
and future lifestyle goals. town.
Anna will support you, ensuring company
structures, succession plans and tax
strategies are correctly in place to maximise all Mobile: 021 030 0508
opportunities. Email: anna@cooperaitken.co.nz
Coral Phillips, CA
Coral became an Associate at CooperAitken you understand
in 2009, and went on to become a Director in what is involved
2018. She has a genuine desire to help others in running a
and build an excellent rapport with clients, successful
having been with CooperAitken since 1998. business. Coral
Coral will help you understand the financial will help you
aspects of your business better. succeed in your
Initially a dairy farmer for many years before business.
becoming a Chartered Accountant, Coral She is also passionate about assisting with
has great insight into the dairy industry and a training our team.
strong focus on supporting rural clients. Her Mobile: 027 285 1106
skills include business planning and helping Email: coral@cooperaitken.co.nz
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Our Directors
Carissa Cressy, CA, BMS
Carissa started her career at CooperAitken her to develop
in 2008, became an Associate in 2014 and genuine, long-
stepped into her role as Director in 2018. She term business
has a strong rural background and gained relationships with
much of her accounting experience working clients, and she
alongside the directors in Morrinsville. can help support
Since 2011 she has been working closely with your business.
Anna Bennett, helping her grow the business
in Matamata.
Carissa’s accounting experience, and Mobile: 021 448 240
friendly and vibrant personality, has enabled Email: carissa@cooperaitken.co.nz
Amy Coombes, BBus, CA
In 2015 Amy re-joined the team as a Client been selected
Manager and went on to become a Director in to participate
2018. in the Fonterra
Amy is a Chartered Accountant with over 10 Governance
years accountancy experience in a variety Development
of roles. As a dairy farm owner Amy has programme.
an interest in the Agri-business sector and Amy sees this
appreciates the challenges and complexity of as a great fit for
running a dairy farming operation which allows adding value
Amy to relate to her clients and build lasting for her clients where more emphasis is being
relationships. placed on how businesses are governed.
As a member of the Institute of Directors, Amy Mobile: 027 715 2728
has an interest in governance and has recently Email: amyc@cooperaitken.co.nz
Rory Noorland, LLB, BMS, CA
Rory joined CooperAitken in 2016 and Rory has
became a Director in 2018. Previous to this, served on the
he spent 10 years with a Big Four accounting committee of
firm in Hamilton, in both the Business Advisory Melville United
and Tax teams. Rory studied at the University for the previous
of Waikato gaining degrees in Law and 11 years, 6 of
Business Management Studies, and has been those in the role
a Chartered Accountant since 2011. He can of treasurer.
assist you in many ways and has an on-going
interest in the area of taxation and in particular
the rules in relation to land transactions, SME Mobile: 021 721 368
business and rural/agri tax issues. Email: rory@cooperaitken.co.nz
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Our Senior Team
Trevor Cooper, Rodney Aitken,
BMS, CA, JP B.Com FCA
Consultant Consultant
Coming from a Rodney joined his
strong commercial father’s Morrinsville
background Trevor practice in 1978
joined Cave, Bannin and became a
and Sexton in 1984 Partner in 1979.
and became a Partner in 1987. He has a keen In 1996 Rodney was made a Fellow of the
interest in agricultural services and ensures that Institute of Accountants of New Zealand for
we continually keep up to date with the ongoing his services to the accounting profession
changes that affect our farming clients. over a 20 year period.
Trevor became a Justice of the Peace in 1987 Locally born, Rodney has been involved in
and this is just one of the many ways he gives various community activities.
back to the local community.
Mobile: 027 588 8141 Mobile: 0274 889 020
Email: trevor@cooperaitken.co.nz Email: rodney@cooperaitken.co.nz
Deborah Hollands, CA, BCom - Associate
Deborah has been working for CooperAitken developed systems
since 2001, becoming an Associate in 2008. to ensure the highest
Deborah has worked closely with our directors standards are
for many years, enabling her to gain a broad maintained for our
knowledge base over a variety of industries, clients.
and now applies this experience to her clients.
She can help you with quality control, and Mobile: 027 253 9955
has instigated many new procedures and Email: deborah@cooperaitken.co.nz
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MORRINSVILLE 42 Moorhouse Street, PO Box 23, Morrinsville 3340 [p] 07 889 7153 [f] 07 889 7151 MATAMATA 2a Arawa Street, PO Box 51, Matamata 3440 [p] 07 888 8002 [f] 07 888 8556 THAMES 309b Pollen Street, PO Box 559, Thames 3540 [p] 07 868 9945 [f] 07 868 9942 [e] mail@cooperaitken.co.nz | www.cooperaitken.co.nz
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