+64 9 373 3465roger.su@srrs.co.nz

Prefessonial Services

SRRS Financial Service Ltd provide professional Accounting, Investment and Insurance services and advice for clients.
Accounting Services
Individual/Company Tax Services | Business Annual Financial Report | GST | Business Guidance
Investment Services
Bonds | Shares | Portfolio Investment | Portfolio Management
Insurance Services
Life Insurance | Business Insurance Cover | Trauma insurance | Health Insurance | Income Insurance
Other Services
Private Client Service

Welcome To SRRS

SRRS Financial Service (SRRS) is a New Zealand-owned financial service company, which is established in 2004, provides comprehensive financial service for its clients including investment, accounting and insurance service.

Our clients receive investment, accounting and insurance advice by specialists over the full spectrum of products and services. SRRS has been separated into two: SRRS Accounting Services and SRRS Portfolio Management.

The primary objective of SRRS is "best interests for our clients". With this focus we seek to deliver our clients both sustainable and attractive long benefits.

SRRS's core expertise advices on financial including accounting, investment and insurance. We welcome your visit and hope you will learn more about our financial service philosophy. We also looking forward to your suggestions on how we may improve our website and provide you with better service.

A disclosure statement is available on request for free of charge.

Accounting Services

SRRS Financial Service Ltd (SRRS) has developed a supportive accounting service for the self-employed, partnerships, small limited companies and individuals.

Investment, Insureance & Others

SRRS Financial Service Ltd (SRRS) provide you with professional investment, insurance and private services.
Investment Services
This is for do-it-yourself (DIY) investors who wish to transact independently of any advice. They feel confident researching, sele......
SRRS plus - Private Client Service
This is the premium service from SRRS and includes comprehensive portfolio design with administration, reporting and monitoring. W......
Insurance Services
SRRS is an insurance broker that provides advice and services on insurance policies from all suppliers. Save money by bundling all......

Our Professional Team

Director

Dr. Roger Su
Roger is General Manager of SRRS Financial Service, who is the founder of the company. Roger was a lecture of accounting and finance in Auckland University of Technology. He has over 17 years working experiences at finance and accounting. He was the general manager of Asian Business Division of Asia-pacific in Dorchester Pacific Group (2002 - 2006), and the only Chinese financial advisor of ANZ National Banking Group (2006-2010).

Roger holds Qualifications of Finance & Accounting:

• PHD - Doctor of Philosophy
• CPA – Certified Practising Accountant
• CA - Chartered Accountant
• CFP – Certified Financial Planner
• CLU – Chartered Life Underwriter
• AFA – Authorized Financial Advisor

Ray Cheng
Ray graduated from the University of Auckland majoring in accounting and finance. After his graduation, Ray has been working in a CA environment and providing accounting services to SMEs. Ray is now an accountant at SRRS Financial Service.
Ray is a Provisional Member of Chartered Accountants Australia and New Zealand (CAANZ). He is also a certified advisor of Xero accounting software.

Lucy Zhang
I got my bachelor’s degree as major of accounting in China in 2014, and then went to New Zealand to continue my study of professional accounting in Auckland University of Technology and got Master’s degree of MPA at the end of 2015. From June 2016, I start to work for SRRS Financial Service as an Accountant.

My major responsible for SRRS Accounting Service Ltd including preparing GST Report, Financial Statements and provide taxation advice for clients (individual and organizations). I also provide services for clients with GST, PAYE and Income tax return to IRD. Liaising with IRD regarding income tax and GST audits and checking income tax assessments.

Yuly Zhang
Yuly Zhang has prior experience in healthcare and hospitality industry, she joined SRRS in 2022 after completing master’s degree of Professional Accounting that armed her with strong knowledge in accounting. Yuly helps client with tax returns, accounts preparation and managing tax payment.

Luak Wang
Luka joined us as a tax consultant.
He is a highly experienced specialist with over eight years in taxation and recognise for his expertise in the property, construction and international tax sectors.
Luka has helped clients in a wide range from small businesses to significant enterprises.
His experience also encompasses tax dispute resolution proceedings and managing tax regulatory compliance.

Why Xero?

SRRS Accounting Service are Xero Partners
View all features at www.xero.com
www.xero.com www.xero.com
  • Xero is an online accounting software that has been designed for small to medium sized businesses.
  • It makes managing the financial health of your business more transparent, straightforward and fun.
  • Xero runs in the cloud so it’s easy to collaborate with us as we're both looking at the same real-time information from your business.
  • We don't need to ask for the bank statements every time when we file the GST as the bank transactions can be updated every day online.
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