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Our People

Advisers

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
CFPcm, AIF, BSc
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
DipGrad Economics, BA (Hons)
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Cameron Mouat

Financial Adviser
PhD
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Dominic Sheehan

Associate Adviser
BBus
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

Financial Adviser &
Managing Partner
CFPcm, AIF, BSc
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

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

Business Manager
FIA, CERA, CFA, FRM, FPFS, AIFA, BSc
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

Associate Adviser
BCom (Hons)
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
BCom
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

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

Financial Adviser &
Managing Partner
FCA, BBS, MInstD, AETI
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

Support Team

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
BA, CII FPC, CII MAQ, NZCFS
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

Business Integration Manager
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Jack Craig

I.T. Manager
BICT
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
Julie Bohnenn has been the Independent Chair of Cambridge Partners since the incorporation of the business in 2017 and was previously the Independent Chair of Bradley Nuttall, having been appointed to their Board in 2015.
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Julie Bonhenn

Independent Chair of the Board of Directors
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.
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Julie Carter

Client Services
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!
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Kaden Fitzgerald

Client Services
BA
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
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Olyviah Hughes

Receptionist
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Ruby Familton

Client Services
BA
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

Consultant
MBA, TEP, CMInstD, BCom
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
Cambridge Partners Financial Advisers
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Cambridge Partners offers a premium wealth management and investment advisory service. We typically work with clients who have a minimum of $500,000 in investable funds and/or need assistance navigating through financial complexity. If you are looking for help managing debt or budget planning, we have a range of helpful links to explore.

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0800 864 164

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