Cambridge Partners
Cambridge Partners is one of New Zealand's leading fee-only investment advisory and wealth management firm. Our holistic, consultative approach puts the client at the heart of everything we do. We specialise in wealth management, retirement planning, investment portfolios, families and individuals and executive financial planning. Disclosure information is available on request and is free of charge.
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Verified contacts
31
available on Kipplo
LinkedIn employees
33
11 to 50 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
1
tools in use
Monthly traffic
2
organic / mo
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Decision-makers and verified team members
31 contacts with verified email or phone · masked until revealed.
- DS
Dominic Sheehan
Principal · Finance & Accounting
EmailPhone - PC
Paul Choi
Principal · Finance & Accounting
EmailPhone - AS
Ashley Salt
Adviser · Finance & Accounting
EmailPhone - CU
Caroline Usher
Compliance Manager · Finance & Accounting
EmailPhone - DH
Daniel Hur
Client Services Manager · Customer/Client Service
EmailPhone - DL
Daniel Lingard
Technical Lead · Information Technology
EmailPhone - JS
Johnny Sharland
Adviser · Finance & Accounting
EmailPhone - LF
Leah Fredric
Client Services Manager · Customer/Client Service
EmailPhone - RF
Ruby Familton
Client Services Team Manager · Customer/Client Service
EmailPhone
Showing 9 of 31 verified contacts
Top roles at Cambridge Partners
21 distinct titles indexed · top 10 shown.
- 3client services manager
- 3financial adviser
- 3principal
- 2adviser
- 2financial adviser at cambridge partners limited
- 2financial advisor
- 1associate adviser
- 1associate financial advisor
- 1authorised financial adviser
- 1ceo principal financial adviser
- +11more titles
Sign up to unlock all 31 contacts at Cambridge Partners
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