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Steve Orton, CA

Steve Orton, CA

Landscape gardener

Followers of Steve Orton, CA119 followers
location of Steve Orton, CATauranga, Bay of Plenty, New Zealand

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  • Timeline

  • About me

    Accountant at First Mortgage Trust

  • Education

    • Unitec Institute of Technology

      -
      Bachelor's Degree Business - Accounting

  • Experience

    • Claire Mee - Garden Design and Landscaping

      Jan 2002 - Jan 2005
      Landscape gardener

    • ANZ Investments

      Aug 2006 - now

      Creating monthly investment reports for the wholesale clientsSupport for the Wholesale Relationship management team.Private Bank performance and tax reportingCalculate and invoice management feesProcessing client cashflows Accounts rec. and payablesDaily bank reconciliationsMonthly balance sheet reconciliationsMonthend journals Verifying daily prices for the wholesale unit trusts and KiwiSaver funds Compare the funds performance with the relevant indexesPrepare monthly balance sheets - ensuring accuracy and tidy presentation Prepare monthly and quarterly reports for the trustees

      • Fund Accountant - Wholesale Reporting

        Jan 2013 - now

      • Fund Accountant - Corporate finance secondment role

        Jun 2012 - Dec 2012

      • Assistant Accountant - Unit Pricing

        Aug 2006 - May 2012

    • First Mortgage Trust

      Jul 2017 - now
      Accountant

  • Licenses & Certifications

    • Chartered Accountant

      Chartered Accountants Australia & New Zealand
      Feb 2016