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
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
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