Our People


Aeneas is a Financial Adviser in our Auckland team and passionate about delivering exceptional client outcomes. He brings over 10 years’ experience in wealth management at one of New Zealand’s largest banks and has a depth of experience across senior leadership, distribution, operations, and strategy.
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Aeneas O’Sullivan

Financial Adviser
BSc, Cert IT, FA
In addition to a keen interest in investments, Andrew is passionate about the holistic side of planning and developing strategies that guide clients towards achieving their life and financial goals.
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Andrew Nuttall

Financial Adviser
Ashley has worked with a wide range of domestic and international clients to help them navigate and understand their New Zealand tax obligations. She has worked extensively in taxation, including ten years with KPMG.
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Ashley Salt

Financial Adviser
CA, BCom
Brigette is based in Auckland and advises both private clients and institutional investors, specialising in working with iwi and Māori entities. She is also a leader of our 'Women Stepping Forward' initiative.
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Brigette Arnold

Financial Adviser
BA (Hons), DipGrad Economics
Dominic spent several years working in Auckland on corporate strategy and business planning.
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Dominic Sheehan

Financial Adviser
As the leader of Cambridge Partners’ Institutional Advice division, Jacob works with organisations to design, implement, and manage risk-appropriate investment portfolios.
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Jacob Wolt

Executive Director, Financial Adviser
James has specialist expertise in dealing with international migrants and those wanting to invest in New Zealand. He is a member of the Institute of Chartered Accountants and an Authorised Financial Adviser.
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James Howard

Executive Director, Head of Growth & Advisory, Financial Adviser
CA, BCom
Jim has a broad range of experience in advising private clients and consulting for large institutional pension funds. He is a qualified Actuary, Chartered Financial Analyst, as well as being a Chartered Financial Planner and a Fellow of the UK’s Personal Finance Society.
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James Smith

Head of Professional Excellence, Financial Adviser
Johnny spent several years working in the fast-paced field of execution trading in London before returning home to take up his role at Cambridge Partners.
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Johnny Sharland

Financial Adviser
BCom (Hons)
Margot is an Associate Adviser and passionate about connecting with clients to help them build better futures.
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Margot Robinson

Associate Adviser
Paul began his working life at the Bank of New Zealand before progressing into the Private Bank/Investment division. He has a BCom from UC, and an Associateship Diploma from Trinity College, London.
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Paul Choi

Financial Adviser
Pip's 10+ years at Cambridge Partners have included asset protection, financial adviser, and leadership roles. She is passionate about putting clients first; helping them clarify their goals and optimise their financial position.
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Pip Kean

Head of Client Experience, Financial Adviser
Richard has many years of experience and service to the accounting profession. He has an interest in assisting clients with UK Pension transfers, Trusts, and not-for-profit organisations.
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Richard Austin

Executive Director, CEO, Financial Adviser
Scott works with both private and institutional clients including not-for-profit organisations, and Trusts. He is a Chartered Financial Analyst, which is a rare and prestigious professional Funds Management designation.
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Scott Rainey

Financial Adviser
CFA, CFPcm, BCom
Todd has worked in the financial services industry for over 27 years. He has a interest in retirement and succession planning, as well as working with clients with Australian superannuation funds.
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Todd Sutton

Financial Adviser
CA, DFP (FS), BCom

Business Operations

Anja leads our ongoing commitment to delivering the best client experience possible. She comes to us with a strong background in similar roles, including a recent stint at financial education provider Banqer.
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Anja Stork

Client Experience
MEd, Dipl.-Gyml.
Caroline has worked financial services industry for nearly 30 years. She has worked at Cambridge Partners for two years initially in an adviser support role, and has now moved into a compliance role.
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Caroline Usher

Compliance Manager
Christine holds a BCom and ACA, and has previously worked in accounts roles across the retail and manufacturing sectors.
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Christine Henson

In-house Accountant
I have built my career around helping purpose driven organisations, not only reduce the cost of doing business but also leverage and uplift capability to support business growth.
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Fiona Davis

Chief Operating Officer
Forbes has in-depth knowledge of Cambridge Partners’ investment products and is passionate about providing clients with efficient ways to make informed financial decisions.
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Forbes Leckie

Investment and Platform Manager
MBus, BComm
Jack grew up in Christchurch, and has studied and worked in the field of Technology. Starting his role at Airways Corporation, Jack worked as part of the IT department providing support and development of their digital systems.
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Jack Craig

I.T. Manager
Jenaia has been working in wealth management for more than 10 years drawing her experience from fund managers NZAM, and Pie Funds Management. She was involved in the startup of the JUNO KiwiSaver Scheme helping deliver exceptional client experience to members and partner networks.
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Jenaia Clarke

Head of Marketing
BBus(Mktg), Dip(StrMkt)
Jo started her career at the BNZ, before working with the PGG Trust then latterly Perpetual Trust. She went on to various roles before starting at Cambridge Partners in 2013.
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Jo Creed

Client Services Team Leader and Operations Manager
Liv has worked at Cambridge Partners for over eight years. She originally completed some work experience for them in 2011, and joined the team full time in 2012.
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Liv Watkins

Client Services
Michelle worked in two long-term Administration Support roles in Christchurch, before joining Cambridge Partners in 2016.
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Michelle Roberts

Client Services
Recently returned from the UK, Olyviah spent 2 years working front of house for a global investment management firm in London.
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Olyviah Hughes

Ruby has worked in customer service for her entire career. In 2019 she moved into the investment industry, which has allowed her to develop her knowledge of the industry to the benefit of our clients.
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Ruby Familton

Client Services
Steve has an interest, and expertise, in negotiating the complex issues faced by those with US citizenship living in New Zealand and other NZ Investor Visa migrants.
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Steve Mander

Non-Executive Director, Consultant
Tracy joined Cambridge Partners in July 2018 and has been with the team for just over a year. Before joining Cambridge Partners she ran her own Interior Design business for several years.
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Tracy Willetts

Client Services

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