With a combination of over 50 years’ experience in the financial industry, our team of dedicated, local, and welcoming professionals can help you.
With a strong finance background and following on from excelling in leadership roles within the Australian Army, James has recently settled his young family in Port Fairy and is returning to the financial world as the Principal of Ambleside Wealth Advisers. James has a knack for understanding client aspirations, and paired with his disciplined traits he helps to create optimum strategies to support clients in achieving their goals.
His young family and love of water sports dominate his weekends. As a keen kite surfer and runner, the move from inner Melbourne to the coastal haven of Port Fairy was the perfect chance to dedicate more time to both his love of the water, and his role within the financial advice profession. James works closely and collectively with both the in-house Ambleside team and each individual client to improve their financial position, helping them to achieve their dreams sooner.
Ever since she was a little girl Anna has been telling people how to spend and invest their money. She knew she wanted to work in finance and loves helping people to achieve their goals. Her interest in this profession grew throughout her schooling and her mind was made up and a future career path as a financial adviser was set.
When she isn’t making all your goals a reality – with that winning smile on her face – Anna loves to relax with a good book and her heated throw rug, which she claims has literally changed her life.
As a lover of food, travelling and experiencing new cultures, Anna likes to practice what she preaches by putting plans in place to allow her to buy that wine, that cheese, or that trip to Hawaii.
Seeing her clients achieve their goals is one of the most rewarding aspects of her role and why Anna loves what she does.
Caitlin began with Ambleside in an Associate Adviser role and has transitioned in to a management position before progressing in to the role she was destined for - Financial Adviser.
With a great understanding of what is involved in the client facing and management side of Ambleside, Caitlin can help work with you to achieve the best possible outcome.
A keen traveller, with more than a few notches on her passport, and small business owner, Caitlin understands the importance of taking time to enjoy life while also continuing to drive for success. She knows that through strategic planning and support to improve your financial position, that you can take the time to enjoy life too.
Paul has spent decades founding, building and developing Ambleside with a passion for motivating clients to achieve their dreams, keeping them on track and ensure security for years to come.
Just listening to Paul talk about financial planning is enough to trust him with your life savings – it is obvious where his passion lies. However, also an avid golfer and keen family man Paul really enjoys family trips and taking time out to concentrate on his other two loves.
He loves the constant challenge the game of golf throws at him and is constantly looking at ways to improve – in both golf and his career. In 2012 Paul was lucky enough to travel to the US Masters and see Bubba Watson take home the green jacket.
Helping you stay motivated, Paul inspires and improves your financial position, enabling clients to achieve their dreams and he is willing to stop at nothing to make that happen.
Finance and lending has been a huge part of Rodney’s life since he was old enough to get a job at the local bank. Problem solving and creating plans for clients is why Rodney loves working in this profession, and at Ambleside in particular.
Local football, holidaying on Lake Charm, and his family are Rodney’s other passions and he knows just how to put plans in place to ensure he can spend as much time with all three as possible.
Working in a management role before coming to Ambleside, Rodney realised that his passion was in the finance industry and when he realised what he wanted to do with the rest of his life, he wanted the rest of his life to start right away. The rest is history.
Nicole is the friendly face greeting you at the front door and a knack for doing a million things at once.
She is a huge believer in taking time to introduce fun into her life, wanting to look back on her life with no regrets herself. She hopes to inspire this thought with clients as well. Nicole knows how to set a goal and work towards it. She brings that persistence and determination to her work to help others achieve goals they once thought impossible.
Constantly researching new and improved ways to do things, Nicole is always ahead of the curve. If you hear about a new craze today, chances are Nicole already tweeted about it yesterday.
One of Nicole’s favourite quotes is from one of her biggest inspirations, Richard Branson - “The best way of learning about anything is by doing.”
CLIENT SERVICES MANAGER
Always looking forward, Laine’s ability to ask the tough questions and attempt to find efficiencies in every element of her role makes her a fantastic addition to the team, freeing up the advisers to spend more time with their clients.
With a loving and generous nature, Laine is always looking to achieve excellence in what she does, assisting in the innovation and development of Ambleside. While she loves to be busy, Laine also appreciates her down time and enjoys relaxing in front of the TV with her own little family.
The diversification of the financial industry and her role is what Laine loves about her job as well as providing efficient practices to help clients to achieve their goals.
CLIENT SERVICES MANAGER
With a strong background in financial advice businesses, both big and small, Anna knows her stuff. Her knowledge of process and procedure within the industry is second to none and she knows how to get things done with minimal fuss.
Anna has a family of her own and understands how important planning for your future is. Other than her family, Anna has a passion for crunching the numbers, and is dedicated to her own professional development within the finance industry
Working within a team environment helps Anna thrive in her day to day tasks and assist the Ambleside team in delivering the best results for their clients. She will always go above and beyond to help clients achieve their goals.
CLIENT SERVICES MANAGER
Working to tight deadlines, understanding processes, and streamlining procedures is what Evy does best, freeing up the advisers to spend more time with their clients.
As a mother of two boys Evy understands the importance of ensuring financial security, which is why she finds it hugely rewarding to recognise the work she does helps the Ambleside clients to complete their bucket list goals.
Evy loves working as part of a team and communicating with advisers to provide efficient practises, helping clients to achieve their goals.
MARKETING AND PR CONSULTANT
While her understanding of financial advice may not be as prominent as the rest of the team, Julia’s public relations knowledge and marketing experience is second to none.
Julia has a strong understanding of what motivates people and understanding why they do what they do, and isn't afraid to admit that money plays a pivotal role in clients’ lives. She believes that everyone has different dreams and goals for their future, and can see through the rest of the team how with the right advice there is no reason why everyone shouldn’t be able to achieve theirs.
With a background in boutique and not-for-profit companies, Julia brings a fresh perspective to the financial space. A perfectionist at heart, she will proofread, and then re-proofread, to ensure all i’s are dotted and t’s are crossed.
With more than 12-years’ experience in the financial services industry and from managing multiple busy and successful workplaces, Danielle knows how to get things done. She knows that there is always an answer to something, you just have to search hard enough.
Other than treasured time spent with her family Danielle doesn’t really understand the concept of ‘down-time’. Not one to rest on her laurels, she is constantly challenging herself to improve on efficiencies; whether it be creating an inventive Tuesday night dinner or chasing agencies for documents.
From helping clients reach their potential to offering the most appropriate advice available, Danielle will not only give 100 percent, but inspire the team to do the same.
Feeling very fortunate to be working in an industry where every day she witnesses clients achieve another goal, Danielle’s validation comes from the understanding that client relationships with Ambleside are built on trust, openness and a shared view of success.