Meet the Team | Katikati Chartered Accountants

Geoff Okey

Director/Owner

Geoff Okey

Geoff Okey

Director/Owner

Geoff has lived in Katikati since 2003 after escaping from Auckland. He has practiced in chartered accountancy for the last 13 years servicing the mixture of horticultural, agricultural and small business clients which predominate in a rural practice.

Geoff has previously worked in both Auckland and London for one of the Big4 chartered accounting firms before experiencing corporate life as a financial manager. This diverse business background gives him an appreciation of the factors that encourage business success. Geoff enjoys discussing these success factors with clients together with the inevitable difficulties that business owners are faced with today in the complex modern trading environment.

Diane Fox

Coordinator/Owner

Diane Fox

Diane Fox

Coordinator/Owner

Diane was raised on a sheep and cattle farm in the Bay of Plenty. She spent over 30 years working in rural industries, including sheep and cattle farming. She was also owner/operator shearing contractor working along the east coast of the North Island.

Diane also owned a kiwifruit orchard, gaining experience in the horticulture industry through having a hands on approach. She moved to Tauranga to operate her own natural health shop in Greerton, gaining knowledge and qualifications in natural health modalities. Diane then moved out to Katikati where she owned and operated her own health shop business including preparation of GST and PAYE returns, administration, staff management, supplier purchasing and dealing with clients for 7 1/2 years.

Bruce Warden

Chartered Accountant

Bruce Warden

Bruce Warden

Chartered Accountant

Bruce moved to Katikati in 1989 and after 3 years in partnership with Owen Dunning established his own sole practice in 1993.

Since then he has gained considerable experience and expertise in horticulture, floriculture and farming business which predominate the rural practice. In addition, he possesses a thorough knowledge of business structures appropriate and tailored to each client’s particular circumstances.

Jo Pennell

Accounting Clerk

Jo Pennell

Jo Pennell

Accounting Clerk

Jo joined the firm in 2008 and brings with her considerable experience gained in public accounting, commercial and not for profit organisations.

Her particular specialty is in utilising IT based accounting solutions using MYOB, Banklink and Xero systems to prepare client GST returns, financial statements and income tax returns.

Tanya Blake

Accounting Clerk

Tanya Blake

Tanya Blake

Accounting Clerk

Tanya joined the firm in 2014 as an accounting technician after completing a New Zealand Diploma in Business at Bay of Plenty Polytechnic in Tauranga. Then she completed further studies at the University of Waikato obtaining a Bachelor of Business Analysis degree majoring in Accounting. Tanya prepares financial statements, GST returns and tax returns.

Jenika Cooper

Accounts Administrator

Jenika Cooper

Jenika Cooper

Accounts Administrator

Jenika was born in the Bay of Plenty, living in rural areas around sheep and beef farming and horticulture. She is an outgoing country girl at heart, enjoying riding motorbikes and horses.

She managed cafes and clothing retail stores before commencing work in chartered accountancy. She has been involved in various administration duties, including preparation of GST and PAYE returns for clients and dealing with Inland Revenue.

Marilyn Rae

Receptionist/Telephonist

Marilyn Rae

Marilyn Rae

Receptionist/Telephonist

Marilyn joined the firm in 2006. She has a broad range of administrative and commercial experience both as an employee and in running her own business in partnership with her husband.

Brian McPhail

Chartered Accountant

Brian McPhail

Brian McPhail

Chartered Accountant

Brian provides accounting services to his clients from our premises at Jocelyn Street.

Florrie Baker

Junior Accountant

Florrie Baker

Florrie Baker

Junior Accountant

Florrie was raised amongst the Property Rental, Timber and Dairy Farming Industries. She has a passion for languages and has been involved in various community organisations for many years.

Florrie studied Accounting and Commercial Law at the University of Auckland and is working towards becoming a Chartered Accountant.

Ali Baker

Receptionist/Accounts Administrator

Ali Baker

Ali Baker

Receptionist/Accounts Administrator

Like her twin sister, Ali was raised amongst the Property Rental, Timber and Dairy Farming Industries. She has a passion for languages and has been involved in various community organisations for many years.

Ali studied Human Resource Management and International Management at the University of Waikato, where she also took extra interest papers in Marketing, Chinese and Tourism. She has also conducted research on Volunteer Recruitment and Retention within a Community Organisation that she is involved with.