Sheree joined the team in 2018 and has over 30 years’ experience in the legal industry.

She commenced at Fitzherbert Rowe with 20 years of experience working within legal firms and a further 11 years of dedicated work within the professional trustee industry. Her attention to detail and friendly nature compliments her expertise in Trust Administration, Enduring Powers of Attorney, Estate Planning and Wills.

Sheree is a Registered Legal Executive and Fellow of the New Zealand Institute of Legal Executives having obtained her NZLS Legal Executive Certificate in 2005. Sheree graduated from Massey University in 1993 with a Bachelor of Business Studies (Business Law, Management).

Sheree has overseen the formation, administration and winding up of countless Trusts and can assist clients in understanding their responsibilities, meeting their obligations and navigating the changing legislation in this area following the introduction of the Trusts Act 2019. She is also very experienced in providing advice on Wills, Enduring Powers of Attorney and structuring options to achieve your estate plans.

Secretary

Qualifications

  • Bachelor of Business Studies (Business Law, Management) – Massey University
  • New Zealand Legal Executive Certificate
  • National Certificate in Financial Services (Level 5)

Expertise

Sheree’s Team