About

Herbert Morton has been providing management advice, accounting and taxation services to individuals and businesses of all sizes throughout the Waikato region and New Zealand for over 30 years.

Located on the Waikato River, in the historic Souter House, directors Nicola Adam, Kyle Owens and Tim Chapman have a vast range of experience in Chartered Accountancy and business advisory.

The name Herbert Morton derives from the two founding Directors of the business – Keith Herbert and Peter Morton. Keith and Peter founded the business in Cambridge in September 1985, and established a second office located in Carterton in 1998.

Niki Adam and Kyle Owens both become directors of the firm in 2016, with Tim Chapman joining as a director in 2024.

The Herbert Morton team has been growing over the years and we currently have 24 team members.

Our team

The team at Herbert Morton strives to provide you with top quality service and promise you reliable, and timely accounting and advice from all of our competent and dependable staff.

We are here to help you with all facets of accountancy and to help you grow your business working  alongside you throughout the year making sure you are on track to achieve your goals.

- Directors + Associates -

Niki Adam

BBus, CA

Niki joined the firm as a school trainee in 1998. She became a director in 2016.

Niki Adam

Kyle Owens

BBus, CA

Kyle joined the firm in 2009 after working in London. He became a director in 2016.

Kyle Owens

Sarah Smith


Sarah joined the firm in 1993. She became an associate in 2011 and runs our Carterton office.

Sarah Smith

Tim Chapman

BMS, CA

Based in Cambridge

Tim joined Herbert Morton in 2018. He became a director in 2024.

Tim Chapman

- Accounting Managers -

Mickaela Healy


Based in Cambridge

Joined Herbert Morton in 2024

 Mickaela Healy

Nicole Tocker


Based in Carterton

Joined Herbert Morton in 2007

Nicole Tocker

Briar McKenzie

BAM

Based in Cambridge

Joined Herbert Morton in 2013

Briar McKenzie

Rebecca Lyons

BBus, CA

Based in Cambridge

Joined Herbert Morton in 2023

Rebecca Lyons

- Admin -

Belinda Murray


Based in Cambridge

Joined Herbert Morton in 2016

Belinda Murray

Helen Short


Based in Cambridge

Joined Herbert Morton in 1990

Helen Short

Raewyn Garrett


Based in Cambridge

Joined Herbert Morton in 2020

Raewyn Garrett

Kaye Cleaver


Based in Cambridge

Joined Herbert Morton in 2021

Kaye Cleaver

- Accounting Team -

Cathy Dallinger


Based in Cambridge

Joined Herbert Morton in 2017

Cathy Dallinger

Cushla Vallance

AT

Based in Cambridge

Joined Herbert Morton in 1993

Cushla Vallance

Eileen Linton

AT

Based in Carterton

Joined Herbert Morton in 2021

Eileen Linton

Karen Miller


Based in Carterton

Joined Herbert Morton in 1998

Karen Miller

Kathryn Douglas


Joined Herbert Morton in 2002

Kathryn Douglas

Kim Riddiford


Based in Cambridge

Joined Herbert Morton in 2003

Kim Riddiford

Nic Bassett


Based in Carterton

Joined Herbert Morton in 2001

Nic Bassett

Paul Blackstock

BBus, ACA

Based in Cambridge

Joined Herbert Morton in 1997

Paul Blackstock

Rebecca Findlater


Based in Cambridge

Joined Herbert Morton in 2013

Rebecca Findlater

Shelbey Arlidge

BAM

Based in Cambridge

Joined Herbert Morton in 2022

Shelbey Arlidge

Shelley Dodds

BBus

Based in Cambridge

Joined Herbert Morton in 2010

Shelley Dodds

CAANZ Member

Herbert Morton is a member of Chartered Accountants Australia and New Zealand (CAANZ). Membership is limited to Chartered Accountants who hold a current Certificate of Public Practice (CPP).

As a CAANZ member we are required to comply with various requirements and must be able to demonstrate at all times that our actions, behaviour and conduct comply with the Code of Ethics.

We are subject to a Practice Review procedure to ensure these standards are maintained. 

Approved Training Employer

Herbert Morton is an Approved Training Employer (ATE) which means we are able to provide a programme of practical experience that provides trainees with the opportunities to gain the practical experience required to gain admission to the College of Chartered Accountants with CAANZ.

We also provide attractive job opportunities from time to time within the firm for students leaving school who are keen to pursue the accountancy profession by offering apprenticeship type positions to the right applicants.