I’ve worked at Cambridge Partners for over 8 years. I originally completed some work experience with them in 2011 and joined them full time when I left high school in 2012.
I enjoy meeting and getting to know our clients, I feel a great sense of satisfaction knowing that as a team, we can help make our clients financial lives easier.
I enjoy working for multiple advisers as they each have a different style which varies my days.
I like to be well organised to ensure that everything gets done. I’m adaptable and have worked with multiple advisers and have developed a very good understanding of how each of them like to work.
We care about our clients and are supportive of each other to provide the best possible outcomes. We build a relationship based on trust to help clients with their financial lives, providing financial security and guidance.
I really love the Cambridge Partners team and culture. I help run the social committee and enjoy organising events for the team.
I enjoy socialising with friends and spending time with my family including dog, Missy. I try to get over to Akaroa as often as I can as well as travelling further afar every now and again.
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