Julie Carter

Client Services

Julie Carter

Meet Julie Carter

What's your background?

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

What do you enjoy most about your role?

I enjoy helping people – contributing to ensuring that our clients receive first class service at every point of contact.

What qualities make you well suited to this position?

I am a people person – I work hard on building relationships. I am a detailed person and respectful of our clients confidentiality at all times. Trust and confidence underpins our relationships.

What do you love most about being part of Cambridge Partners?

I enjoy our team culture – we all work hard for the best possible outcomes for our clients. We care about our clients and are supportive of each other.

What do you enjoy doing outside of work hours?

I enjoy sports – especially cricket and netball. Reading – I am an avid history reader and like nothing better than to travel and experience places of historical importance.

Contact Julie Carter


Building Wealth Series

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Our series of real-world case studies will help give you a full understanding of your investment options, and how different strategies are suited to different situations, goals and timelines.

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