Overview
Work History
Education
References
Timeline
Generic

Lachy Rountree

49 Woodhurst Drive,Christchurch

Overview

3
3
years of professional experience

Work History

Trustee

Self-employed
, Christchurch
03.2023 - Current
  • Alongside my other roles, I currently serve as a self-employed trustee for private family trusts. I provide governance and oversight of trust assets, including property and investment portfolios, while ensuring compliance with legal obligations and trust deeds. The role involves working closely with beneficiaries and professional advisors to support wealth planning, and effective decision-making. This ongoing work requires discretion, financial acumen, and a strong understanding of financial management in governance settings.

Treasurer

Canterbury Suburban Darts Association
, Christchurch
02.2024 - Current
  • I took on the role of Treasurer during a time of financial difficulty. Since then, I’ve led a financial turnaround by strengthening budgeting processes, restoring proper financial controls, and improving overall financial reporting. The club is now in a stable position with clear, accountable financial management. This experience has given me valuable insight into the operational challenges at the local level and a strong foundation to contribute at a national governance level within the sport of darts.

MP Support Advisor

Dr Hamish Campbell MP
, Christchurch
06.2024 - Current
  • Provided ongoing support in Dr. Hamish Campbell's MP office, alongside other professional commitments, and throughout my time at university. The role involved supporting community engagement and assisting with government-related processes. This experience enhanced my understanding of community dynamics and the practical workings of government.

Financial Advisor

Smiths Insurance & KiwiSaver
, Christchurch
11.2022 - 11.2024
  • As a Financial Advisor, I provided comprehensive investment advice on KiwiSaver, I also advised on personal and business insurance across life, health, income protection, and key person cover, ensuring clients were well-protected at every stage. My approach combined strategic planning with regulatory compliance, building trust through clear, client-focused communication. This role strengthened my ability to align investment strategies with risk protection in both personal and commercial contexts.

Education

Bachelor of Commerce - Accounting & Economics

University of Canterbury
01-2025

New Zealand Certificate in Financial Services (Level 5) -

Open Polytechnic
01-2023

References

References available upon request.

Timeline

MP Support Advisor

Dr Hamish Campbell MP
06.2024 - Current

Treasurer

Canterbury Suburban Darts Association
02.2024 - Current

Trustee

Self-employed
03.2023 - Current

Financial Advisor

Smiths Insurance & KiwiSaver
11.2022 - 11.2024

Bachelor of Commerce - Accounting & Economics

University of Canterbury

New Zealand Certificate in Financial Services (Level 5) -

Open Polytechnic
Lachy Rountree