Hayden Yardley CADirector
Hayden is a full Chartered Accountant
with 10 years experience working with SME businesses and
Hayden enjoys building personal
trusting relationships with his customers and acts in a business
support role. He often gets told he's not your typical accountant
Hayden is from a farming background
and he takes a broad view to his accountancy role and will
challenge the way you think about your business. Hayden holds
specific interests in agribusiness and has practical experience in
both sheep and dairy farming. This has lead him to develop the Farm
Plus framework in combination with his father Dave Yardley. For
your business to succeed it is important to have a strong
foundation of business support services. This is Hayden's role and
he always keeps one eye on the end results of your business,
constantly reviewing your business model and objectives and
ensuring smart business decisions are being made.
Hayden engages clients on a number of
levels including business planning and development, business
strategy, business structuring, long term tax planning and software
support solutions. Hayden brings his enthusiasm and proven business
acumen to all business projects, so for business advice with a
trusted and honest professional give Hayden a call to discuss your
Alex Lo CADirector
Alex is a Chartered Accountant and has been working in public
practice for 17 years. Alex enjoys taking up opportunities to help
our customers to overcome their business challenges. A master of
taxation and annual compliance but helping businesses to overcome
their cash flow issues and achieving their business goals is really
where he gets his job satifsaction from.
Alex has been involved in various accounting engagements with
our customers these include business structuring, succession &
transition planning, and also business valuations. Customers hold
Alex in high esteem for his ability to assist them to resolve
problems with innovative solutions and sound advice and his high
degree of technical knowledge.
Always interested in the development in new technology, he is
very keen in new software, computer systems and accounting systems.
In the past 10 years, he has adopted new technology to help improve
efficiency in our practice. He has also recommended this to a lot
of our customers to assist them in their business. Alex has a very
approachable nature so for accounting with a personal touch give
Alex is looking forward to working with many new chinese clients
as he develops a ongoing business relationship with Wayne
Phone 03 466 5078
Neil McDonaldAccountant / Consultant
Neil started his own accounting
practice in 1994 after many years in the motor trade industry and
also was the company accountant for a large vehicle dealership and
real estate company. In 2007 Neil merged his business with Yardley
Lo & Associates Limited and then joined the practice working
from our office since. Neil caters for a number of high profile
customers and has a special interest in property taxation and
investment. Neil also has vast experience in company law and
business structuring and has helped numerous customers develop
detailed shareholder agreements and resoultions.
With Neil being part of the Yardley Lo
and Associates team we have the added benefit of of his huge amount
of experience, he is a real asset to our team, we are lucky to be
able to draw on his extensive knowledge and experience which he is
always willing to share.
Wayne Chin CAConsultant
Wayne joined Yardley Lo in March 2013 after 25 years of running
his own accounting practice. The intention is for Wayne to work
closely with Alex and the compliance team to offer timely services
to his many Chinese clients. Wayne is reducing his hours to 2 - 3
days a week for the coming year, as he merges his practice into
Yardley Lo systems and management.
Wayne's Direct Dial is 03 466 5088
Brian Hailes CAConsultant
Brian ran his own accounting business for over 25 years working
from home with his wife Jane. Brian and Hayden met and the decision
was made to merge the practices to allow Yardley Lo to assist Brian
handle his work load and work towards eventual retirement. Brian
and Hayden now spend a day a week on the road visiting many of
Brians long standing clients.
Brian is still hands on with the business and is acting as a
consultant and also helping with client reviews.
Dave YardleyFarming Consultant
Dave has worked as a farm consultant for over 15 years, he
has also overseen numerous dairy conversions. Previous occupations
also include a being a farm supervisor for International Dairy
Company Tasman Agriculture Ltd. Dave also farmed in West Otago
owning a large scale sheep and beef farm for 20 years.
Dave's skills are in the farming operations, and also pasture
and stock management. This knowledge combined with his
understanding of the financial performance and how farming
operations impact the overall economic farm surplus makes his input
and advice to clients of considerable value.
Dave joined Yardley Lo and Associates to co head the Farm Plus
service framework in 2012 with son Hayden Yardley. Linking
practical farming ideas and processes with key financial components
is the key to Dave's services. We then tie this into Yardley Lo
& Associates accountancy services ensuring our Farm Plus
services covers all farming issues in a one stop scenario.
He understands every aspect of farming and seeks to use
his knowledge in helping farms lift their farm performance and
Trudy Syme CASenior Accountant
Trudy recently joined Yardley Lo and Associates and is very
excited to be returning to public practice at a time when the
practice is growing exponentially. She is a chartered
accountant with over 20 years experience. Trudy has been in public
practice for the majority of her working life, including 6 years in
Edinburgh. She also has worked in manufacturing as a Management
& Financial Accountant for 6 years followed by 2 years working
in the healthcare sector as a Corporate Services Manager. Both
roles provided invaluable industry experience developing and
broadening my skill set.
Yardley Lo is delighted Trudy has joined our team in a senior
position. Trudy is looking to develop her own client base with us
and will be looking after our tax management area. We see Trudys
life and business experience taking her along way in public
Please feel free to contact Trudy if she can be of assistance to
Sapphira Friend ACAAssociate Accountant
Sapphira is a University of Otago graduate, with a Bachelor of
Commerce in Accounting. Since graduating she has gained valuable
accounting experience working for a Wanaka based accounting firm
for two years and has also spent time travelling and working
Sapphira assists the team with the preparation of annual
accounts and tax returns as well as looking after payroll services
for some of our clients. She is hoping to start her professional
exams and training to become a Chartered Accountant in the next
year. Sapphira is quickly gaining appreciation from our customers
for her willingness to help and approachable and friendly
Stephanie Simmons ATAssociate Accountant
Stephanie Simmons joined Yardley Lo & Associates
Limited in April 2012. Originally from Scotland, Stephanie spent
time in the United Kingdom and Hong Kong before moving to New
Zealand in 2005.
Stephanie has a Bachelor of Commerce in Accounting &
DipGrad in Accounting from University of Otago and is under-way to
taking the next steps in achieving her goal of Chartered
Accountancy; working closely with Hayden and Alex should put her
well on the way to building the skills needed to complete these
Stephanie came to us highly recommended and has the
personal attributes needed for Yardley Lo culture. She possesses
enthusiasm for people and business. We are excited to have
Stephanie as part of the team and feel she will benefit many
customers in the coming years. Currently Stephanie is helping
customers with GST returns, processing payroll, preparation of tax
returns and financial statements and is looking forward to building
strong client relations.
Nikola WebsterAssociate Accountant
Nikola is a graduate of Otago University. She has transferred to
Yardley Lo from one of Dunedin's largest accounting firms bringing
with her a wealth of experience and knowledge. Nikola is very
astute and will very quickly grow the confidence of many
We see Nikola as an integral part of the future of Yardley Lo
and were over the moon when she decided to join our team. Nikola
has two young children so is currently working three days a week.
Nikola and Hayden have known each other for many years which has
helped her fit into the Yardley Lo culture very quickly.
Gill has a Bachelor of Commerce in Accounting from Otago
University. Gill worked with Brian Hailes for five years and
started working for Yardley Lo when Brian merged his business.
She works from home in Middlemarch where lives on a sheep,
deer and cattle farm. Gill has many years accounting
experience and prepares annual financial statements and tax returns
for many rural clients.
Caroline StrackPractice Manager / Tax Administrator
Caroline joined our team in April 2011, after making the move
down here from Christchurch. She works on reception and is the
friendly face that greets you when you come in. She also looks
after the day to day running of the office including accounts and
tax administration, marketing and payroll services. Caroline is
great at liaising with the IRD so if you have any questions about
your IRD statements, tax payments or any questions for the IRD give
her a call.
Brooke FordOffice Administrator
Originally from Auckland, Brooke made the move to Dunedin
to study at the University of Otago and joined our team in May
2013. Brooke is the Practice Manager and looks after the day to day
running of the office including accounts, tax administration,
marketing and payroll services.
Courtney WilsonOffice Administrator
Courtney joined Yardley Lo in April 2013 as an office
administrator and a client service role. She is based out the front
and will greet all calls into the office. Courtney is full of life
and very welcoming, skills she has learnt from the hospitality
industry. Courtney is proving very capable of growing her position
and role within Yardley Lo. Courtney is currently running our front
of office and also assisting the team with a variety of tasks, our
challenge is keeping up with her.