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.

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.

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.

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.

Dominic spent several years working in Auckland on corporate strategy and business planning.

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

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.

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.

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.

Margot is an Associate Adviser and passionate about connecting with clients to help them build better futures.

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.

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.

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.

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.

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.