Originally named Richard Lockhart & Associates Limited, Lockhart O’Shea was established in 1995, and since then has progressively developed into a sizeable accounting practice. Starting with no clients and without buying any accounting fees or advertising, the business has grown to a client base of over 1,000.
Our team of accountants at Lockhart O’Shea together have over 40 years experience in accounting in New Zealand, as well as several years’ international exposure.
Confidentiality and discretion are absolutely fundamental to our core values.
As a small dynamic team, our staff have an excellent understanding of the structure and ongoing activities of each of our trusts and companies. This means we are able to offer a flexible and adaptive approach to the needs of our clients. We are proud of our management staff stability, and all of our managers have been with the company for a minimum of five years.
Our Management Team:
Founder and Director of Lockhart O’Shea Limited
Chartered Accountant, M.Com. (Hons)
Richard has more than 25 years of accountancy and tax experience dealing with a wide range of businesses as well as individuals both locally and internationally.
Earlier in his career Richard worked in a Big Four Accounting firm, as well as another reputable New Zealand Chartered Accounting firm.
After furthering his accounting experience with time as a corporate accountant for a large multinational publicly listed corporation, where he was nominated for New Zealand young accountant of the year, he decided to set up his own chartered accountancy practice.
As well as being the driving force behind the growth of the practice, Richard is an internationally recognised sports personality having competed at the 1988 Olympic Games, the 1986 and 1990 Commonwealth Games. He still swims regularly and was the World Masters Champion in 2008 and 2009. He often lends his considerable knowledge to sports journalists and commentators providing expert commentary, and also has sat on many boards in the business, sporting and cultural fields.
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Partner of Lockhart O’Shea Limited
ACCA, BSc (Hons) Applied Accounting, TEP
A UK qualified accountant with over 15 years of senior management experience within the trust and private wealth management industries with a particular interest in the international wealth structuring and taxation planning fields.
He has focused on advising and representing high net worth international private clients and international businesses in the area of trust, tax and estate planning.
He has held senior roles in many different offshore jurisdictions; these roles have included head of Accounting for one of Australasia’s largest Trustee Companies, Deputy CEO of a licensed Trust Company in Bermuda, Chief Financial Officer for a Middle East based private bank and Executive Director of Operations and Client Development for a Middle East based trust company.
As well as holding an accountancy designation he is also the holder of the Trust and Estate Practitioners (T.E.P.) designation from the Society of Trust and Estate Practitioners and the Executor and Trustees Institute of Australia designation.
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Certificate of Public Practice
Nine years of service with Lockhart O’Shea Limited has stood Brenda in good stead in understanding the wide and varied range of the practice clients.
Brenda is a fully qualified Chartered Accountant in New Zealand and holds a certificate of Public Practice.
Brenda is a firm believer in genuinely understanding clients’ affairs and businesses. Only then can we deliver best practice advice and services.
Brenda’s key responsibilities are focusing on smooth running of the practice and making sure all deadlines are met, mentoring junior and intermediate staff, and dealing with clients on a daily basis or as required.
Brenda is also a keen runner and loves reading fiction and movies.
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The only non-accountant in the management team, Cheryl’s background is in general business management, consulting, marketing, research and statistics.
Her primary focus is on the smooth running of Lockhart O’Shea, and keeping staff client focussed. With her career history and expertise she also can offer client services in the areas of research, general business management, cashflow management and forecasting.
Cheryl is a keen runner and is addicted to coffee. And yes, she is married to Richard.
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