Our People

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.

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

Jim has a broad range of experience in advising private clients and consulting to 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.

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.

Julie has had previous experience working in Fire & General Insurance here and in the UK. She have worked in the Government sector and also for a Non-Government Organisation.

Kaden recently finished his studies at the University of Canterbury (Politics and Economics) and this is his first full time job. He grew up on a farm on the West Coast, so he really has been working all of his life!

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.

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

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.

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.