Camelot Bay of Plenty traces its roots back to two long established financial services companies. Life Financial and Harmer Parr had each been operating in Tauranga for over twenty years before merging with Camelot NZ Limited Partnership in 2009.
Stephen Parr
JP, CFPCM, Authorised Financial Adviser FSP No 52161
Mobile: (027) 433 8834
Stephen has over 20 years experience as an Investment Adviser and Financial Planner. He now specialises in portfolios over $500,000. He enjoys assisting people as they transition into the retirement lifestyle change, including assisting with their income and estate planning needs.
Stephen is involved in community affairs as a JP and Trustee of Charitable and Community Trusts. In his spare time he enjoys tramping and adventure travel.
Todd Blythe
BBS, CFP CM, Authorised Financial Adviser FSP No 40861
Mobile: (027) 734 0584
Todd has 3 years experience as a Financial Adviser, receiving his certification as a Financial Planner in 2010.
Todd's areas of expertise includes advice on investment and retirement planning as well as personal insurance, business insurance and KiwiSaver.
Todd and his partner have two small children. He is a keen sportsman having represented New Zealand in rugby and athletics.
Sandra Allan
Authorised Financial Adviser FSP No 51381
Risk Adviser
Mobile: 021 565 459
Sandra has a strong background in sales, management, account management and business development. Her experience ranges from 8 years in management for Michael Hill to managing and developing a portfolio of over 100 properties for Remax Leaders in Wellington.
Prior to relocating to Tauranga, Sandra was a Sales Executive for the Lexus brand of luxury vehicles and established a database consisting of NZ leaders in different businesses. Her focus is now on promoting the benefits of financial security by providing appropriate personal and business financial solutions via the Camelot network.
Basie Smit
Authorised Financial Adviser FSP No 35506
Email: basie_smit@camelotgroup.co.nz
Mobile: 027 5121608
Basie Smit joined the Insurance and Investment Industry in 2002 and in 2005 he joined Life Financial.
Basie holds a Diploma in Marketing Management (South Africa). He is currently extending his accreditation by external financial studies through Massey University. He also has extensive experience of 20 years in the retail and manufacturing jewellery industry and 8 years in marketing and sales management.
Ann-Marie (Anna) Martyn
Grad Dip BS, Authorised Financial Adviser FSP No 31482
Mobile: 021 876 003
Anna is an Authorised Financial Adviser based in Tauranga. Anna offers the full range of financial planning services together with advice on wealth protection, wealth creation and estate planning. She specialises in KiwiSaver and mentors business clients in the Bay of Plenty. Anna holds a Graduate Diploma in Personal Financial Planning and has been an adviser for 13 years with a strong taxation and banking background.
Anna has a keen interest in her community and is actively involved with education governance and sport committees. Anna is married with 3 children. Her husband is self-employed in the construction industry.