Peter Cave
CFP CM, CLU, Authorised Financial Adviser FSP No 54062
Managing Director
Email: peter_cave@camelotgroup.co.nz
Mobile: (027) 4368 675
Peter is the Managing Director of the Camelot NZ Limited Partnership, having commenced a career in financial planning in 1988. Over the last 20 years he has worked with businesses and private clients in the Taranaki and Wellington areas.
Tina Evans
BA, CFP CM, CLU, Authorised Financial Adviser FSP No 49461
General Manager
Email: tina_evans@camelotgroup.co.nz
Mobile: (027) 241 3223
Tina is the General Manager of the Camelot NZ Limited Partnership, having commenced a career in financial planning in 1997.
Tina enjoys assisting her clients to assess their financial goals and directions and implementing the structures to help her clients succeed in their endeavours.
Alan Warden
CFP CM, CLU, Authorised Financial Adviser FSP No 49882
Email: alan_warden@camelotgroup.co.nz
Mobile: (027) 4535 323
Alan joined Prime Planning in 1996 following 29 years in the financial service sector specialising in business advisory and taxation activities. Alan completed his Diploma in Business Studies through Massey University in 1999 and became a Certified Financial Planner (CFP) in 2000.
Alan advises clients on taxation issues along with providing experienced and professional management of their financial planning requirements.
Alan continues to enjoy the personal contact with clients by using the financial planning processes to help his clients achieve their financial goals.
Patricia (Trish) Iversen
BBS, CLU, Authorised Financial Adviser FSP No 49850
Mobile: (027) 2453 939
Trish joined Prime Planning in 2005 as a Client Adviser, and has over 15 years experience in the financial services sector, primarily in retail banking, where she studied investment Trish holds a Bachelor of Business Studies which she completed in 2008, and is a Chartered Life Underwriter (CLU). She is currently studying towards a Diploma in Financial Planning.
Trish enjoys the personal contact with clients by helping them to identify their financial goals and objectives and then assisting them by preparing solutions and monitoring progress towards the attainment of these goals and objectives.