Meet the team

We strive to develop long-term partnerships with our clients that are based on trust, commitment and integrity

Client relationships are of critical importance to us.

As we work side-by-side with you to achieve your goals, you’ll find it is our people and what they bring to the table that truly differentiates us.

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Craig McCoy C.A, B.Com, (P.P)

Managing Director

Craig leads our business advisory team and has a wide variety of skills and experiences to call upon when working with his clients. With an extensive background in commercial banking and finance and also several successful businesses of his own, he is well placed to understand and overcome the challenges of business in today's demanding market place.

Craig employs a practical and solutions based approach to business advisory and with his proven record in developing and growing profitable businesses makes for a great ally with McCoy & Co Limited clients.

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Rachael Meates C.A., B.Com, (P.P.)

Director

Rachael leads our compliance and business advisory team. Rachael is an experienced Chartered Accountant with over 12 years’ experience. Rachael is a fully qualified member of Chartered Accountants Australia and New Zealand and holds a Public Practice Certificate.

Rachael primarily specialises in compliance for small to medium-sized business. She has extensive experience in this area, handling a wide variety of work including general compliance, management accounting, cashflows, budgeting and business structuring, amongst others. Rachael is involved in all aspects of compliance work, and works closely with our other teams to ensure that her clients are receiving the full benefit of the services we offer.

Rachael has exceptional attention to detail and a strong work ethic and believes in investing to build solid client relationships. Rachael is able to look at the “big picture” in order to develop solutions or adopt new methods which will assist her client’s individual needs, while still considering their long and short-term goals.

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Julia Johnston LLB, B.Com

Director

Julia is an enrolled barrister and solicitor and heads our tax advisory team. Julia has provided tax services to a wide range of businesses of various sizes, as well as individuals and other professional advisors. Julia has over nine years of tax advisory experience within a nationally recognised specialist tax advisory law firm, a large accounting firm, and one of the Big 4. In addition to tax, Julia spent a couple of years working in a large corporate recovery team which provides additional commercial experience.

Julia has experience in advising various clients across a wide range of issues, including GST issues, land and related issues, tax issues relating to immigration and internationally mobile persons and entities, as well as all aspects of Inland Revenue risk reviews and tax audits. Julia specialises in immigration and internationally mobile persons and entitles, and all aspects of land related tax law such as construction and property development.

Prior to joining McCoy & Co, Julia has been the tax manager for a number of larger clients operating across a range of sectors including, construction, property and hotel management, manufacturing and retail, along with managing the immigration and internationally mobile persons team.

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Bevan Ralfe C.A., B.Com, (P.P.)

Director

Bevan specialises in tax planning and structuring covering all aspects of direct and indirect taxation in New Zealand. Bevan's experience extends to providing pro-active advice to assist his tax and accounting clients with ever-changing compliance issues, helping to ensure that business structures continue to meet client objectives in terms of both flexibility and tax minimisation.

Bevan frequently advises clients on the tax aspects of business sales or purchases, property transactions and succession plans. Bevan also acts for clients migrating to and from New Zealand, or operating in the international business arena.

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Garth Snell C.A., B.Com, FCIS, (P.P.)

Director

Garth has accumulated a wealth of Chartered Accounting experience in both New Zealand and Australia since the early 1980's. Garth works with Rachael and Craig leading the compliance and business advisory teams. Working alongside small to medium-sized enterprises, covering a diverse range of industries, Garth takes pride in clients succeeding. He has Governance experience and was Chair of the Board of a National Sporting Organisation.

Garth enjoys guiding young accountants to fulfil their career aspirations and was recently involved in the Chartered Accountant Australia New Zealand mentoring programme.

His astute, practical and personable approach is much appreciated by clients.

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Josh Wilson

Cloud Software Specialist
Sam

Sam Waugh

Senior Manager
Nicole

Nicole Crisp

Manager
Trudie

Trudie Thorne

Manager
Nick

Nick Roberts

Manager
Rochelle

Rochelle Cottom

Manager
Angelique

Angelique Edwards

Client Advisor
Kim

Kim Veitch

Senior Accountant
Lie

Lie Lam

Senior Accountant
Jude

Jude Johnstone

Accountant
Margaret

Margaret Waters

Accountant
Feargal

Feargal O'Connor

Accountant
Kenny

Kenny Yeung

Accountant
Tayla

Tayla Wang

Accountant
Jared

Jared Brosnan

Accountant
Nico

Nico Lerm

Accountant
Megan

Megan Hogarth

Accountant
Charmaine

Charmaine Tan

Accountant
Vanessa

Vanessa Anderson

Accountant
Emma

Emma Wilson

Client Services
Laurisa

Laurissa Jackson

Tax Administrator
Hannah

Hannah Ashwell

Client Services