Allan is South African, born, raised and educated. He has been in the financial services industry since 2001 and holds a Bachelor of Commerce degree. He shares his life with his wife Michelle and his two beautiful children Tristan and Skyla. They moved to New Zealand in 2011 for Allan to pursue his career in Financial Planning. Allan is an Authorised Financial Adviser.

In his role in the financial services industry, he has seen families split under financial pressure, people on six figure incomes not managing to save a cent and families lose everything through schemes and scams. Allan believes financial control will enable certainity of outcome and that comes from planning. Helping clients achieve their potential is how Allan would like to help you

Sheralee joined Camelot in 2012 as part of the Administration team in the Manawatu office after wanting a change in her career. After working with on the administration side, she developed an interest in becoming an Adviser. Sheralee is now studying towards becoming an Authorised Financial Adviser.
When Sheralee is not at work, she enjoys spending time with her 8 year old son.