
Timeline
About me
Non Executive Director | Family Office Advisor
Education

New zealand institute of chartered accountants
1998 -Chartered accountant
St margarets college - christchurch
1985 - 1991
University of canterbury
1993 - 1997B.com accounting
Experience

Price waterhouse coopers
Jan 1998 - Jan 2000Associate
Tappenden holdings ltd
Jan 2000 - Nov 2003Finance Manager
Jan 2001 - Nov 2003Corporate Accountant
Jan 2000 - Jan 2001

Tappenden holdings limited
Nov 2003 - Nov 2015Tracey lead the funds under management, operations and finance of one of the country’s largest private investment portfolios and Family Office. During which time she was responsible for governance, investment, accounting, taxation and operations for over 60 operational, investment and special purpose entities. Farmer Family Office
COO & CFO - Family Office Executive
May 2014 - Nov 2015CFO
Nov 2003 - May 2014

Kepa investments ltd
Apr 2004 - nowDirector & shareholder
Lamcam ltd (formerly named tutanekai investments ltd)
Apr 2011 - nowIndependent directorInvestment company with equity, property and fund interests.Investment advisory and governnace services in private equity and hedge funds

Harmoney ltd
Jul 2014 - Nov 2023Independent director & audit and risk committee chairHarmoney builds technology that helps people achieve more with money. Life is about opportunities, and Harmoney believes that access to money through responsible lending helps people seize those opportunities. A multi-award winning FinTech company that is revolutionising the way consumers access and use credit in New Zealand and Australia. Harmoney has been growing at an exponential rate, and with innovative products constantly in the pipeline, it’s not slowing down anytime soon.Since our beginnings in 2014, Harmoney has sought to transform the way people borrow and lend money. We’ve created Australasia's largest personal loan marketplace, having facilitated over $2 billion in loans to over 50,000 customers on both sides of the Tasman, giving people more choice and options. Along the way, we’ve created over 100 jobs, and created a purpose‑driven culture focusing on helping people do better through technology, big data, and responsible lending. Show less

New plymouth pif guardians
Oct 2016 - Jun 2021Member of the boardThe Guardians oversee the management of New Plymouth District’s multi-million dollar ratepayer Perpetual Investment Fund (PIF).

Jones family office partners
Apr 2017 - nowPrincipal | founder
Nikko asset management group
Aug 2017 - nowChairperson - nikko asset management nz ltdAt Nikko AM NZ we’re committed to delivering performance for our clients and are the only dedicated asset manager in New Zealand with local expertise, backed by a global network of investment professionals. We actively manage over $8 billion of assets for a range of clients including KiwiSaver Schemes, institutional clients, philanthropic organisations, financial planners and retail investors through fund platforms.

Cove road soapworks ltd
Sept 2019 - nowFounderArtisan small batch natural products worshiping our bodies and the environment. Sustainably using the best local and ethically sourced ingredients.

Punakaiki fund
Jan 2022 - Mar 2024Independent directorPunakaiki Fund Limited makes long-term investments into high-growth, revenue-generating New Zealand technology and SaaS companies.

Partners life
Nov 2022 - nowNon executive director, chair audit committeePartners Life is proud to be a New Zealand operated company. Like many Kiwi companies, we began with humble beginnings as a small start-up in 2011. Since then, we've become a recognised industry leader in life and health insurance with many of our products rated as being number 1 for the market.

Stride property limited
Apr 2023 - nowNon executive directorStride Property Limited (‘Stride’) owns one of New Zealand’s largest diversified investment property portfolios of commercial office, retail and industrial properties located in the main urban areas throughout New Zealand. Stride is a Portfolio Investment Entity in which investors hold shares and is managed by its own internal management team. Stride is listed on the Main Board equity market of NZX Limited under the stock code ‘STR’. Stride is included in the NZX 50 Portfolio, NZX MidCap, NZX All and NZX Property indices. Stride also manages Diversified NZ Property Fund Limited, a wholesale property fund. Show less

Welcome ltd
Apr 2024 - nowChairperson - welcome ltd
Licenses & Certifications

Chartered accountant
Chartered accountants australia and new zealandJan 1997
Volunteer Experience
Member Of The Board Of Advisors
Issued by ArcAngels NZ on May 2022
Associated with Tracey JonesChair - Board of Trustees
Issued by Petal Foundation - Charitable Trust on Sept 2018
Associated with Tracey JonesTreasurer
Issued by Just Move Charitable Trust on May 2019
Associated with Tracey JonesPresident
Issued by Ngauruhoe Ski Club Org on Apr 2018
Associated with Tracey JonesTreasurer
Issued by Ngauruhoe Ski Club Org on Apr 2016
Associated with Tracey Jones
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