Weight training and being active
Hi, I’m
Mark Caldwell
Business Adviser
Timaru,CAN
Summary
I’m an experienced and self-aware Business Adviser who understands where my strengths lie. With over 30 years in Finance, Business Advisory, and Commercial Banking, I bring sound judgment, analytical insight, and a strong sense of responsibility to help SME clients improve performance and navigate growth and transition.
I strive for excellence by setting high standards, demonstrating loyalty, and following through consistently. I value long-term relationships built on trust and collaboration. I’m seeking a role where I can continue to deliver meaningful results while working with like-minded professionals who share these values.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
28
years of professional experience
2001
years of post-secondary education
3
Certifications
1
Language
Work History
Succession Partners LimitedTimaru
Business Adviser (Founder)
03.2012 - Current
Job overview
- Company Overview: Self Employed
- Provide end-to-end business advisory services to SME clients, focusing on financial strategy, performance improvement, and succession planning.
- Act as a trusted advisor and sounding board for owners, bringing 30+ years’ experience across banking, finance, and business advisory.
- Engage directly as a contract Financial Controller for select clients — overseeing budgeting, forecasting, working capital, and monthly reporting via Xero, Fathom and Excel.
- Support transition planning, risk mitigation, and scenario analysis to guide long-term decisions.
- Foster open, action-oriented partnerships with owners to build profitable, resilient businesses.
- Key Skills: Business modelling, cash flow management, strategic planning, financial reporting, general advisory and governance.
South Canterbury Hockey Turf TrustTimaru
Trustee
11.2023 - Current
Job overview
- Provide oversight and financial leadership for a major turf redevelopment project completed in March 2025.
- Self-motivated, with a strong sense of personal responsibility.
- Assist with project planning, governance, and cash flow forecasting.
- Manage financial records in Xero, and ensure compliance with IRD obligations.
Loan Market - Mid and South CanterburyTimaru
Financial Adviser (Founder)
10.2014 - 09.2023
Job overview
- Established an award-winning Loan Market franchise.
- Built strong relationships with clients, fostering trust and loyalty in providing independent input into their financial and debt management obligations.
- Acted as a Financial Adviser in the provision of bank mortgages and risk insurance products to retail and business (SME) clients.
- Achieved and maintained a high Net Promoter Scores (NPS), underpinned by strong client relationships.
- Achievements: Multiple Loan Market performance awards, Business sold successfully in 2023.
ANZWellington & Timaru
Corporate & Commercial Bank - Relationship Manager
03.2002 - 07.2011
Job overview
- Managed strategic funding relationships with a diverse portfolio of Corporate, SME, and public sector clients across manufacturing, retail, education, local government, import/export, and the primary sector.
- Structured and executed complex lending facilities, including commercial loans, working capital solutions, financial derivatives, and trade finance.
- Mitigated risk by conducting thorough due diligence on potential borrowers, maintaining high credit quality within the portfolio.
- Analyzed financial statements and industry trends, providing valuable insights for relationship management strategy development.
- Delivered comprehensive financial analysis, enabling informed decision making regarding complex lending transactions.
- Established trust with clients through consistent communication and exceptional service delivery, fostering long-term partnerships.
- Collaborated with cross-functional teams to develop customized financial solutions tailored to clients' unique needs and objectives.
- Developed new business opportunities through targeted prospecting efforts, expanding the bank's client base.
KPMG Corporate FinanceWellington
Senior Analyst - Corporate Finance
06.2000 - 06.2002
Job overview
- Support to the Corporate Finance team, through developing financial models, valuation reports, and capital structuring strategies for private and public clients.
- Supported buy/sell mandates, due diligence, and IM preparation in Corporate Finance team.
- Collaborated closely with partners and clients across sectors on business and capital transactions.
Otago Polytechnic - Te PukengaDunedin
Tutor (Banking & Economics)
02.1997 - 09.2000
Job overview
- Delivered tertiary-level instruction in economics and finance aligned with NZQA standards.
- Prepared course material, assessments, and led academic sessions while completing University study.
Education
University of Otago
Postgraduate Diploma from Finance
University Overview
GPA: Major with Distinction
University of Otago
Bachelor of Commerce from Finance
Skills
Effective strategy development
Budget, cashflow and financial forecasting
Commercial Acumen
Business & Financial Performance Improvement
Relationship Management
Computer skills (Excel, Microsoft suite, Xero, Fathom)
Proactive Attitude
Teamwork and collaboration
Problem Solving
Financial Management
Communication Skills
Customer service
Certification
Formerly Authorised Financial Adviser, Open Polytechnic, 09/30/23
Interests
Avid watcher of family in sport - field hockey
Continuous learning and self improvement
Timeline
Trustee
South Canterbury Hockey Turf Trust
11.2023 - Current
Financial Adviser (Founder)
Loan Market - Mid and South Canterbury
10.2014 - 09.2023
Business Adviser (Founder)
Succession Partners Limited
03.2012 - Current
Corporate & Commercial Bank - Relationship Manager
ANZ
03.2002 - 07.2011
Senior Analyst - Corporate Finance
KPMG Corporate Finance
06.2000 - 06.2002
Tutor (Banking & Economics)
Otago Polytechnic - Te Pukenga
02.1997 - 09.2000
University of Otago
Bachelor of Commerce from Finance
12.1999
University of Otago
Postgraduate Diploma from Finance
12.2000