Forbes is one of our Associate Advisers at Cambridge Partners. He has extensive experience in wholesale financial markets and draws his expertise from broking firms ICAP and Tradition and OM Financial.

His passion for client work has seen him transition from his role as Investment and Platform Manager to join our Advice Team. Therefore, Forbes has a great understanding of our investment custodians and platforms, investments, trading, and reporting and Cambridge Partners’ investment products. Forbes loves to provide clients with efficient ways to make informed financial decisions.

He moved to Christchurch with his wife Millie from his hometown of Wellington and enjoys the outdoors, in particular fishing, and spending time with his young son and dog.

Forbes has a Master in Applied Finance and a Bachelor of Commerce in Economics and Finance.