I am a Principal Financial Adviser at Cambridge Partners. I have seen the difference that good planning and regular review can make to clients’ lives and have an enduring passion for delivering high quality financial advice as a result. Using a consultative process, I work together with clients to evaluate where they are, where they’d like to be, and what gaps may need to bridged so that we can work together to implement strategies that will get clients on track. By keeping in contact and completing regular reviews we can ensure they stay that way. This is incredibly satisfying and rewarding work and I love it. I have more than 20 years’ experience in the wealth management industry and hold the Chartered Financial Analyst and Certified Financial Planner™ designations. I started out in 2003 with Perpetual Trust, where I completed my financial planning papers and worked with a wide variety of individuals, Trusts, and Estates. In 2010 I joined Bradley Nuttall because of their evidence based investment approach and commitment to putting clients’ interests first. It was a great move and I became an owner in 2013.