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 a number of years working in the finance sector in London. 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 CAANZ 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 CAANZ and completed her professional studies in October 2015. Zoe works with both Accounting and Audit fields. She is fluent in Mandarin, Cantonese, 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.
David Paulussen (CA)
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 qualified as a CA in March 2018.
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.
Sayesha has been a part of our firm since May 2018. She completed her Bachelor’s in Commerce, with majors of Accounting and Finance in 2015 from Mumbai University. Sayesha is an aspiring member of CAANZ, and has completed her Master’s in Professional Accounting from the University of Waikato. Sayesha’s practise is specialised in the field of taxation, auditing and accounting. She is fluent in English and a few other regional Indian languages.
April joined our firm in May 2018. She has completed her Bachelor of Business Analysis through the University of Waikato, and is currently studying towards her professional exams. April works with both Accounting and Audit fields. She is fluent in Chinese and English.
Jess joined our firm in June 2018, she has recently completed her Bachelor of Financial Analysis at the University of Waikato. Jessica is currently working towards completing her CA qualification. Jessica works with both Accounting and Audit clients.
Dyan joined our firm in July 2018 and has been working with accounting and audit clients. She has completed her Bachelor’s Degree in Accounting at Auckland University of Technology. Dyan is a member of CAANZ and she is currently studying towards her professional exams. She is fluent in Tagalog and English.
Margaret joined our firm in November 2018 after relocating to the Waikato from Auckland. She completed her Bachelor of Accounting degree at Massey University and has an advanced Diploma of Business computing. Margaret worked a number of years in the software industry before retraining as an accountant. She has worked in both financial and business advisory accounting positions and has several years experience with implementing Xero accounting software for small to medium businesses.
Ling joined our firm in January 2019. NZQA recognised her overseas Bachelor Degree in Commerce (Hons) Accounting and credited her with a Bachelor of Commerce. Ling is a member of CPA Australia and is currently working towards completing her CA qualification. She works with both accounting and audit fields. She is fluent in Chinese, Malay and English.