DAVID WAINE - Founder/Director
J.P, MMS (Hons), CA, CPP, MNZTA, AFA, MinstD, AICS
David and his wife, Maggie, founded Matley Financial Services in 2006. His decision to be called “Matley Financial Services” instead of “Matley Accountants” shows a vision from the start to be more than your standard Accountant – which is lucky as he really is terrible at sitting down and preparing a set of accounts! David has an interest for companies and business in general, with an uncanny ability to reference cases and legislation, as well as being involved in different governance roles in national and local committees. He loves a challenge and it could be argued that this is the reason he has surrounded himself with such strong-willed women, both personally and professionally.
David is a Trustee of the South Waikato Achievement Trust, the Woodlands Trust at Gordonton, Chair of the South Waikato Community Organisation Scheme (COGS), secretary of the Animal Welfare Foundation and Treasurer of the Waikato JP Association. Outside of work and charity commitments, David loves to add to his growing wine cellar, has a license plate that reads “WISKEY” (tells all), read and spend time with his three young children – Heath, Zara and Grace.
NEISHA PHILLIPS - Practice Manager/Director
BTchg, GDipBS, CA, CPP
Neisha joined Matley in 2016 as Practice Manager after overseeing her husbands business relationship with David and the Matley team for a number of years. Neisha is one of those strong-willed women in David’s life that keeps him in check (with the assistance of his Executive Assistant, Nick) and ensures the smooth running of the practice. Neisha is enjoying the transition to Xero and the constant advancements that make life easier for our clients and our delivery of service. In April 2017, Neisha and husband, Dustin, welcomed baby Luke to their family. With a ten year age gap between Luke and Kayden, it all feels brand new again and an interesting challenge with all the change we are experiencing at Matley.
KARL RUBY - Associate, Tauranga
BAcc, ASA, CFE, Dip NZ Police
Karl’s background and life experiences put the rest of us to shame! He joined the Army in 1989 training as a Chef and Volunteer Fireman. He then joined the New Zealand Police in 1996 and was a qualified Detective working on Homicides through to Drug Raids. From there, he decided to take a break from the action and moved to Inland Revenue where he was a Specialist Investigator who loved Fraud and Evasion work and prosecutions. He also met his lovely partner, Megan – good things can come from the IRD! Karl has an Accounting Degree through Massey and is a Certified Fraud Examiner (CFE). He has just started his study towards becoming Certified Practising Accountant through CPA Australia. Karl loves all areas of accounting and is keen on Business Advisory. In his spare time, he likes to be with his family and any outdoor pursuits. Karl is also a Field Team Member and Treasurer of the Tauranga Land Search and Rescue Group, who assist the Police in Wilderness and urban searches on a regular basis in the Bay of Plenty and surrounding districts.
MEGAN SYCAMORE - Associate, Tauranga
BBS (Acc), ASA
Megan and her partner, Karl, are the faces of our Tauranga branch. Megan has 10 years experience working at Inland Revenue – an excellent help for our clients with more technical queries. She also has experience as a Management Accountant in the Building industry. Megan is a very hard worker and a wee bit of a perfectionist. She not only works hard but studies hard, too. As a qualified Legal Executive and Accountant, she is now taking the next step in her accounting career to become a Certified Practising Accountant. Megan loves the location of the Tauranga office being in the heart of the Lakes, Tauranga and is looking forward to working with existing Matley clients as well as new clients that will come on board. However, it isn’t all work of course. Megan loves a glass of wine at the end of the day and relaxing with her partner, his 13 year old daughter, Ella and the family Rotweiller, Madde.