Meet the team
We recognise that to support day to day operations, compliance, and growth, SMEs need a range of skills and expertise. AdviSME provides you with a single point of contact with a relationship manager who will work with you to understand your objectives and to know your business. AdviSME gives you access to a team of experts, each a specialist in their respective legal field, who will be available when needed, providing you expertise, certainty and reassurance.
Phil leads AdviSME and has been the architect of its design and creation. With a background that includes working in London for Baker McKenzie, the worlds largest law firm, Phil is a senior lawyer who advises clients on business and personal structuring, the sale and purchase of businesses and shares, succession, shareholders’ agreements, governance, terms of trade, general contractual matters and financing. Phil was recently listed as a Recommended Lawyer in the Asia Pacific region in The Legal 500.
P +64 7 834 6250
M 021 705 914
Morgan is one of our commercial law experts within the SME sector. Before becoming a lawyer, Morgan worked as a commercial analyst for a major bank, developing a broad range of financial skills working with business clients to develop and create financial solutions to support their business strategy. With a strong understanding of how business operates, Morgan has been a driving force in the establishment of AdviSME and has developed the automation around our smart legal documents.
P +64 7 838 6036
M 027 251 7439
Karina is one of our employment law specialists, working with our clients to protect their commercial interests by providing pragmatic advice to manage and mitigate risk. Karina’s employment practice includes advising clients on employment agreements, industrial relations and collective bargaining, policy development and organisational restructuring including redundancy and consultation.
P +64 7 838 6008
M 021 665 465
Kate is a commercial and corporate lawyer experienced in advising clients on a range of commercial property matters including the sale and purchase of commercial property, leases, titles and different title ownership structures. Kate has an extensive SME background with significant experience working with retail businesses. Kate has a particular focus area working with property developers on complex development and subdivision projects, including the purchase of commercial property, financing, the structure/subdivision of developments, tenant leasing and resale.
P +64 7 838 6010
M 021 149 5395
Shelley is our Intellectual Property law specialist. She has specific experience in trade mark law, providing trade mark watching services, preparing and filing trade mark applications and submissions and managing proceedings with the Intellectual Property Office of NZ. Shelley also advises on brand protection, strategy and infringement issues and has significant experience advising public sector organisations.
P +64 7 838 6004
M 021 868 950
Gemma specialises in all aspects of property transactions with a particular focus on farming transactions, subdivisions, commercial property, refinancing and residential, and commercial leasing. Working with private clients, Gemma assists with the establishment and maintenance of trusts, wills and enduring powers of attorney,
P +64 7 838 6033
M 021 337 530
Carlo Wan 温家樂
Carlo has a particular focus on business acquisitions, corporate structuring (domestic and international), commercial contracts and various corporate governance matters. Carlo started as a graduate in a major accounting firm before moving to a national law firm in Australia. After returning from Brisbane, Carlo worked as the in-house counsel of a major food manufacturer in New Zealand advising on consumer law and various food regulatory compliance matters. Carlo is fluent in Mandarin and Cantonese.
P +64 9 973 6055
M 021 747 433
Tomasina advises on all aspects of property law including refinancing and restructuring multi-party entities, assists clients with succession planning and asset protection strategies including maximising the benefits of a Family Trust. Her skills combine to help SMEs cover their property and personal arrangements and ensure they have the right structures in place.
P +64 7 834 6256
M 027 541 7770
Fiona is a specialist in employment law, assisting our clients with a range of employment issues, drafting employment agreements and policy documents, minimum wage and Holidays Act disputes and reconciliations. Fiona can also help clients deal with personal grievances including representing clients in mediation.
P +64 7 838 5781
M 027 363 5526