The firm was established in 1963 by David McLeod. After various mergers and associations he was joined in 1990 by Richard Owen.
In 1998 David McLeod sold out of the firm and Richard Owen took over. The firm was incorporated in 2002, which was the same year we took over the accountancy practice of the late Peter Reilly.
We now have a staff of thirteen, four of whom are qualified, and five who are on the path of becoming qualified.
The firm provides clients with financial and management reporting, GST, FBT and PAYE return preparation, tax return preparation, trust and company record keeping and business consultancy services.
In addition we also provide auditing services for not for profit organisations, companies, societies, charitable trusts and a large part of our auditing work is acting as an agent of the Auditor General.
Richard Owen (CA)
Before joining David McLeod in 1990, Richard had worked as a tax inspector for ten years and as a tax manager for KPMG.
Scott McDonald (CA)
Scott joined the firm in 1994 as audit manager after graduating from the Waikato Polytech with a National Diploma in Accountancy and completed his CA qualifications in 1997.
He re-joined the firm again as an accounting manager in 2002, after spending 3 years working in the finance sector in London with Morgan Stanley.
Prior to joining the firm in 1994 he gained audit, accounting and taxation experience with Deloitte, BDO, and the Inland Revenue Department.
Scott enjoys working closely with his clients who range from finance companies to property developers.
Gary Edwards (CA)
Gary joined the firm in 2002 after spending many years working for the Audit Office.
Ri McConnell (CA)
Ri joined Owen McLeod in 2011. He previously worked at Telecom for seven years, with experience in the telecommunication industry. He completed his NZICA professional exams in 2013 and qualified as a CA in 2014. He holds a Bachelor of Management studies, with majors of Economics and Strategic Management, and a Graduate Diploma and Graduate Certificate in Accounting – all through the University of Waikato.
Marilyn Castillo (CA)
Marilyn joined the firm in 2009. NZQA recognised her overseas Bachelor of Science in Accountancy and credited her with a Bachelor of Business. She passed her PAS/PCE2 professional studies in November 2014. She works with a range of clients in both the Accounting and Audit fields. She is fluent in Filipino and English.
Zoe Yao (CA)
Zoe joined our firm in early 2008. She has completed her Bachelor of Management Studies through the University of Waikato. Zoe is a CA member of NZICA and completed her professional studies in October 2015. Zoe works with both Accounting and Audit fields. She is fluent in Chinese and English.
Margie has been working with the firm since 2003. She has over 25 years experience in Administration and Accounting. Margie has completed a Diploma in Systems Management through the University of Waikato. She manages the administration at Owen McLeod and also works on accounting and payroll for clients.
Trang joined the firm at the end of 2013 and has been working with accounting and audit clients. She completed her Bachelor of Management Studies from the University of Waikato during 2014 and is fluent in both Vietnamese and English.
Yvonne Wong (CA)
Yvonne joined our firm at the beginning of 2014 after finishing her Bachelor of Management Studies through the University of Waikato. She is currently working with accounting and audit clients.
David joined our firm at the beginning of 2015 and is currently working with accounting and audit clients. He has completed a Bachelor of Management Studies majoring in accounting at the University of Waikato and aims to complete his professional qualifications by the end of 2017.
Sarah joined our firm in April 2016. She has a Bachelor of Management Studies from the University of Waikato. She is currently working with accounting and audit clients. She is currently studying towards her CA membership.
Ashi joined our firm in 2016. She is a Chartered Accountant and a member of the Association of Chartered Certified Accountants UK (ACCA). She also holds a post-graduate in Applied Management. She is currently working with accounting and audit clients. She is fluent in French and English.
Abhay joined our firm in 2017. He has a Bachelor of Management Studies and a Bachelor of Law from the University of Waikato. He is currently working with accounting and audit clients as well as administraion duties. He is currently studying towards his CA membership.