

Our people
Our dedicated and experienced professional staff bring decades of expertise from all over the world. They are committed to our culture of professionalism and integrity. They share our high ethical standards and utilize their combined knowledge and expertise to keep our clients’ legacies safe and secure.

Amber Lillis
Group Compliance Manager
Qualifications
Bachelor of Arts (BA) - South Africa
Overview
Amber has held a variety of roles within Southpac, giving her a deep understanding of the full client lifecycle. She brings this broad perspective to her current position as Group Compliance Manager, where she oversees compliance and reporting across the group. With a strong appreciation for the importance of robust compliance frameworks, Amber is committed to protecting both Southpac and its clients. She approaches her work with a pragmatic, service-oriented mindset, ensuring compliance is not only effective but also client-focused.
Outside of work, Amber embraces a holistic lifestyle. She enjoys horse riding, practicing yoga, diving into a good book, and exploring her passion for music.
Although English is her first language, Amber is also proficient in Afrikaans.

Arthur Bresizki
Business Development Officer
Qualifications
Bachelor of Business (BBus) - Sydney Australia
Overview
Arthur’s role in the business development team sees him assisting new clients with the complex due diligence and compliance requirements of setting up their offshore structures. His experience in hospitality during his years of studying and traveling combined with his more recent roles in the banking sector see him bringing great client service and attention to detail at Southpac. Arthur enjoys traveling the world with his partner, occasional exercise, and meeting up with friends.
Arthur is fluent in English, German, and Russian.

Connor MacEachen
Finance and Administration Assistant
Qualifications
Bachelor in Electrical and Electronic Engineering - Heriot-Watt, Edinburgh, Scotland
Overview
Connor has held a range of finance and administration roles during his time with Southpac. In his current position, he is responsible for managing invoices, processing client receipts, and supporting the optimisation of financial processes. He also provides general IT support across the company and contributes to the smooth operation of internal systems and technology.
Originally from Scotland, Connor moved to New Zealand after completing his university studies. With a background in engineering, he brings an analytical mindset to his work, applying it across various administrative and accounting tasks within Southpac’s finance function.
Outside of work, Connor enjoys cycling, volunteering, online gaming, and tinkering with new technology.

Daisy Soria
Systems Support Officer
Qualifications
Bachelor of Science (BSc) - Cozabato, Philippines
Diploma in Business (Level 7) - Auckland, New Zealand
Overview
Daisy has held a variety of roles during her time at Southpac, bringing a strong foundation in quality management systems from her previous professional experience. In her current role as Systems Support Officer, she works across Southpac’s operating and financial systems, with a sharp focus on data accuracy and reporting. Her attention to detail helps ensure the smooth operation and ongoing maintenance of the company’s internal systems.
Daisy is fluent in English, Filipino, Cebuano, and Hiligaynon, which supports her communication across a diverse client and team base.
Outside of work, Daisy enjoys cooking for her family, walking her dogs, carpentry, sewing, and volunteering in community services.

Deborah Wilson
Business Development Supervisor
Qualifications
Diploma in Legal Executive Studies (Level 6) - New Zealand
Overview
As Business Development Supervisor, Deborah is the first point of contact for all onboarding and establishment enquiries. She also plays a key role in coordinating the establishment process between the compliance and trust teams. Deborah brings a strong service ethic to her role and takes great care to ensure that each client’s introduction to Southpac is as smooth and seamless as possible.
Deborah is married with two teenage boys. When she is not enjoying the outdoors with family and friends and making the most of New Zealand’s stunning natural landscape, she can often be found relaxing with a good book or watching her favorite shows on TV.

Guy Carson
Head of Banking and Investment
Qualifications
Master of Business (MBus) - Otago, New Zealand
Bachelor of Commerce (BCom) - Otago, New Zealand
New Zealand Certificate in Financial Services Level 5 (Investment)
Overview
As Head of Banking and Investment, Guy manages Southpac’s relationships with our trusted investment advisors and banking partners. He also works closely with clients to connect them with tailored investment and banking solutions that align with their specific needs.
Guy brings a wealth of experience from his previous role at Commonwealth Private Bank, where he was responsible for the bank’s direct equity strategies and oversaw over $1 billion in Funds Under Advice. Prior to that, he held Portfolio Manager roles at Clime Investment Management and Adam Smith Asset Management, following the start of his career as an Investment Analyst at Macquarie Private Bank, where he evaluated opportunities across all asset classes.
Outside the office, Guy enjoys supporting his children’s sporting pursuits—watching his son play tennis and his daughter compete in swimming. He still plays cricket himself, having left behind earlier ambitions in swimming, tennis, and rugby. A long-time NFL enthusiast, Guy has been a devoted Cincinnati Bengals fan for over 20 years and is always happy to talk American football with our U.S. clients.

Jen Ruffley
Head of Trust Services
Qualifications
Bachelor of Science (Hons) - Southampton, United Kingdom
TEP - Full Member of STEP (Society of Estate & Trust Practitioners)
Diploma in International Trust Management (STEP)
Certificate in Foundations (Trusts & Estates) (STEP)
Certificate in Accounting Fundamentals & Principles in Trust and Company Law (ICSA)
Overview

Jessica Waldon
Finance and Administration Officer
Qualifications
Bachelor of Applied Hospitality & Tourism Management - New Zealand
Diploma in Accounting - New Zealand
Overview
Jess brings a unique blend of hospitality experience and a growing passion for accounting to her role at Southpac. With a Bachelor of Applied Hospitality and Tourism Management, she is well equipped to handle client enquiries and is often the first friendly voice you’ll hear when calling Southpac. Her warm communication style and client-focused approach ensure a smooth start to every interaction.
Alongside her front-line responsibilities, Jessica is an integral part of our finance team. She has a keen interest in developing her accounting skills and is actively pursuing further qualifications in the field. Prior to joining Southpac in, Jessica built her experience in the hotel industry, working in both New Zealand and Australia.
Outside of work, she enjoys spending time with family, walking around Mount Maunganui, and reading a good book.

Kelly Madigan
Legal Executive: Trust Services
Qualifications
Legal Executive Diploma - New Zealand
Overview
Kelly brings over 20 years of legal experience to her role, having worked in top-tier law firms in Auckland and overseas, as well as in smaller, family-focused practices. Since obtaining her Legal Executive Diploma in 2012, she has maintained a strong passion for helping clients succeed and is dedicated to delivering the highest standard of service.
At Southpac, Kelly primarily supports clients with transactional matters related to their structures, ensuring a smooth and compliant process at every stage.
Now based in Tauranga, Kelly enjoys the more relaxed pace of life and the beauty of the surrounding beaches. Outside of work, she spends countless hours in her garden and loves planning road trips to explore more of Aotearoa, the land of the long white cloud.

Kurt Brosnahan
Head of Finance and Administration
Qualifications
Bachelor of Management Studies (BMS) - Waikato, New Zealand
Chartered Accountant (CA) - Australia & New Zealand
Overview
As Head of Finance and Administration Kurt is responsible for overseeing Southpac’s financial operations and reporting, as well as the systems and data infrastructure that support the delivery of services to clients.
Kurt is focused on enhancing Southpac’s operating model to align with the company’s commitment to providing world-class asset protection and wealth management services.
He began his career in Tauranga, where he qualified as a Chartered Accountant, before spending 15 years in the UK insurance and investment management sectors. There, he gained extensive experience in financial reporting, systems transformation, project management, mergers and acquisitions, and Treasury and Foreign Exchange management.
Outside of work, Kurt enjoys spending time with his family, cycling, and exploring New Zealand’s great outdoors.

Matthew Smith
Director: Business Development, TEP
Qualifications
BA (Hons), PgDip Law, PgDip Legal Practice, Barrister and Solicitor New Zealand, Solicitor England and Wales, TEP
Overview
Matthew joined Southpac Group in March 2017 and spent nearly 6 years in the Legal Team as Legal Counsel and General Counsel. He assumed the role of Group General Manager in January 2023 before moving into his current role in April 2025. As Director: Business Development, Matthew is focused firmly on growing Southpac’s profile, product range, referrer base and business throughout the world. He is a director of Southpac Group.
Matthew is a dual-qualified UK/NZ lawyer/attorney and the proud recipient of three Excellence Awards from STEP, the Society of Trust and Estate Practitioners, which showcase his world-leading expertise in the field of international trust management. He has worked closely with many of Southpac’s clients and referrers during his time with the company and is an advocate not just for Southpac but for the international financial services industries in the Cook Islands and Nevis. He regularly represents Southpac on the international stage and has participated in numerous conferences and webinars. He is passionate about ensuring Southpac provides world-class fiduciary services to its clients to help them safeguard their assets and protect their legacies.
Outside of work, Matthew enjoys spending time with his wife and four kids and the occasional foray into surfing, rock climbing and golf.
Achievements

Meidiana Utomo
Banking and Investment Officer
Qualifications
Master of Finance (with credit) (MFinc) - Otago, New Zealand
Chartered Financial Analyst - Level 1
Bachelor of Management (with distinction) - Bandung, Indonesia
Overview
As a Banking and Investment Officer, Meidiana is responsible for establishing bank and investment advisory accounts for clients in multiple jurisdictions, as well as maintaining Southpac’s database of due diligence. In addition, she also assists the Head of Banking and Investment in interpreting client’s investment performance and assessing potential banking and investment relationships.
Outside of work, Meidiana enjoys trying out new restaurants and going for a walk in nature. In addition to English, Meidiana is also fluent in Indonesion.

Michael Ritter
Lawyer: Trust Services
Qualifications
Bachelor of Law (LLB) - Pretoria, South Africa
Bachelor of Science (BSc) - Pretoria, South Africa
Admitted as a Barrister & Solicitor of the High Court of New Zealand
Admitted as a Solicitor of the Supreme Court of New South Wales, Australia
Admitted as an Attorney of the High Court of South Africa
Overview
Michael brings over seven years of legal experience across South Africa, Australia, and New Zealand. Committed to building a broad foundation in the law, he has focused primarily on labour law, criminal law, and general litigation. This background has equipped him with strong skills in critical analysis, legal research, and problem solving—capabilities that bring valuable perspective to Southpac’s clients.
While new to the field of trust and asset protection, Michael applies his strong client service ethos and relationship management expertise in his role at Southpac. He is fluent in both Afrikaans and English.

Ngaire Utanga
Accountant
Qualifications
Diploma in Business (Level 5)
Overview
Ngaire joined our legal team at Southpac in 2012 and transferred to our finance division in 2013 after wrestling over her passion for numbers over letters. In 2015, Ngaire relocated from our Cook Islands Office to our then newly established Tauranga office and has worked her way up the ladder in the business to our senior accounting position.
As Accountant, Ngaire is responsible for ensuring that the treasury management and reporting functions are accurate and on time. Ngaire has a Diploma in New Zealand Business from Toi-Ohomai Institute of Technology, and is working towards her Bachelor of Business in Accounting. With expansive skills across the business, Ngaire has long standing relationships with many of our clients.

Rajeshni Naidu
Legal Executive: Trust Services
Qualifications
Legal Executive Diploma (Level 6) - New Zealand
Overview
Rajeshni has a natural talent for service and support. With a background in frontline customer service roles, she brings excellent communication skills and a calm, solutions-focused approach – key traits for delivering exceptional client experiences. More recently, she has worked in a support role within a finance-based business, where she played an essential part in the company’s overall service delivery.
Her dedication to service, combined with her ongoing legal executive studies, makes Rajeshni a valued and integral member of our trust services team.
Originally from the beautiful Fiji Islands, Rajeshni is fluent in both Hindi and English. Outside of work, she enjoys spending quality time with her daughters and has a passion for travel, with aspirations to one day explore the world with her family.

Sarah Williams
Lawyer: Trust Services
Qualifications
Bachelor of Law (LLB) - New Zealand
Diploma of Legal Studies - Australia
Admitted as a Barrister and Solicitor of the High Court of New Zealand
Overview
Sarah brings over a decade of legal experience to her role, both from her time at Southpac and in prior positions. Her enthusiasm and positive outlook foster strong, lasting relationships with clients. With meticulous attention to detail and extensive expertise in trusts, Sarah consistently delivers exceptional service to clients as they establish and manage their structures with Southpac.
Beyond the office, Sarah enjoys quality time with family and friends—especially her beautiful baby girl. She has a love for the outdoors and is a regular at live music festivals.

Sara Windle
Lawyer: Trust Services
Qualifications
Bachelor or Arts (BA) - Colorado, USA
Master of Business Administration (MBA) - Arizona, USA
Master of International Management (MIM) - Arizona, USA
Juris Doctor (JD) - California, USA
Admitted to California State Bar
Admitted as a Barrister & Solicitor of the High Court of New Zealand
Overview
Sara plays a key role in liaising with clients and their attorneys to support the effective management of corporate and trust entities. She works closely with banks, advisors, and other intermediaries to ensure wealth planning structures are properly administered and remain compliant with applicable legislation.
With a background in consumer analytics, Sara brings a strong commercial lens to her work and offers valuable insights through her keen interest in data analysis.
Originally from the Rocky Mountains of the USA, Sara has embraced coastal life in New Zealand. Outside of work, she can often be found surfing with friends, cycling, or planning her next adventure along one of the country’s breathtaking Great Walks.

Simran Dipnarain
Lawyer: Trust Services
Qualifications
International Diploma in Governance, Risk and Compliance – ICA
International Diploma in Anti-Money Laundering – ICA
Master of Laws (LLM) – Durban, South Africa
Bachelor of Laws (LLB) – Durban, South Africa
Admitted as a Solicitor – England and Wales
Admitted as an Attorney – High Court, Pietermaritzburg, South Africa (NP)
Overview
Simran is an experienced lawyer with a background in immigration, public law, and advocacy. More recently, she has brought her expertise to Southpac’s trust services team. Known for building strong client relationships, Simran applies her legal knowledge to each client’s unique circumstances, delivering bespoke solutions tailored to their needs.
At Southpac, Simran guides clients through making the most of their structures, administering transactions, and meeting regulatory obligations—critical components of a well-executed asset protection or estate plan.
Outside of work, Simran enjoys cooking, often drawing inspiration from her extensive travels. She also expresses her creative side through pottery and painting, though she modestly claims to be “pretending” at both.
Simran is fluent in Hindi and Urdu, proficient in Afrikaans, and conversational in Dutch.