Tracey Jones

Tracey jones

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location of Tracey JonesAuckland, Auckland, New Zealand
Followers of Tracey Jones758 followers
  • 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 - 1997
      B.com accounting
  • Experience

    • Price waterhouse coopers

      Jan 1998 - Jan 2000
      Associate
    • Tappenden holdings ltd

      Jan 2000 - Nov 2003
      • Finance Manager

        Jan 2001 - Nov 2003
      • Corporate Accountant

        Jan 2000 - Jan 2001
    • Tappenden holdings limited

      Nov 2003 - Nov 2015

      Tracey 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 2015
      • CFO

        Nov 2003 - May 2014
    • Kepa investments ltd

      Apr 2004 - now
      Director & shareholder
    • Lamcam ltd (formerly named tutanekai investments ltd)

      Apr 2011 - now
      Independent director

      Investment company with equity, property and fund interests.Investment advisory and governnace services in private equity and hedge funds

    • Harmoney ltd

      Jul 2014 - Nov 2023
      Independent director & audit and risk committee chair

      Harmoney 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 2021
      Member of the board

      The Guardians oversee the management of New Plymouth District’s multi-million dollar ratepayer Perpetual Investment Fund (PIF).

    • Jones family office partners

      Apr 2017 - now
      Principal | founder
    • Nikko asset management group

      Aug 2017 - now
      Chairperson - nikko asset management nz ltd

      At 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 - now
      Founder

      Artisan small batch natural products worshiping our bodies and the environment. Sustainably using the best local and ethically sourced ingredients.

    • Punakaiki fund

      Jan 2022 - Mar 2024
      Independent director

      Punakaiki Fund Limited makes long-term investments into high-growth, revenue-generating New Zealand technology and SaaS companies.

    • Partners life

      Nov 2022 - now
      Non executive director, chair audit committee

      Partners 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 - now
      Non executive director

      Stride 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 - now
      Chairperson - welcome ltd
  • Licenses & Certifications

    • Chartered accountant

      Chartered accountants australia and new zealand
      Jan 1997
  • Volunteer Experience

    • Member Of The Board Of Advisors

      Issued by ArcAngels NZ on May 2022
      ArcAngels NZAssociated with Tracey Jones
    • Chair - Board of Trustees

      Issued by Petal Foundation - Charitable Trust on Sept 2018
      Petal Foundation  - Charitable TrustAssociated with Tracey Jones
    • Treasurer

      Issued by Just Move Charitable Trust on May 2019
      Just Move Charitable TrustAssociated with Tracey Jones
    • President

      Issued by Ngauruhoe Ski Club Org on Apr 2018
      Ngauruhoe Ski Club OrgAssociated with Tracey Jones
    • Treasurer

      Issued by Ngauruhoe Ski Club Org on Apr 2016
      Ngauruhoe Ski Club OrgAssociated with Tracey Jones