Camelot Professional Financial Advice

Adviser Manawatu

Camelot Manawatu

Contact: Peter Donovan
251 Broadway Avenue,
PO Box 12086, Palmerston North 4444
Phone: (06) 355 2508
Fax: (06) 355 1223
Email: manawatu@camelotgroup.co.nz

Peter Donovan

BA; Authorised Financial Adviser – FSP No. 90121

Mobile 027 501 5501

Peter recently joined the Camelot Group as a Partner, after more than 30 years in the financial services industry. He specialises in funds investment and insurance requirements.

Peter is an Arts graduate, a member of the SIFA and PAA and an AFA.

Peter is passionate about the great outdoors and regularly tramps, climbs, bike rides and canoes. He is also a keen motor cyclist.

John Sorensen

Authorised Financial Adviser – FSP No. 187604

Mobile (021) 512 535

John has over 30 years experience in managing his own businesses mainly in the farming sector, as well as Directorships of several private companies. Three years ago he completed his Bachelor of Business Studies majoring in Finance from Massey University. He was the owner and sole director or Money Concepts Horowhenua/Kapiti - Sorensen Financial Planning.

John has a passion for the outdoors and is an Outdoor Education Contractor for local colleges where he teaches kayaking, mountain biking, tramping, mountaineering and rock climbing. John is married with two daughters.

Sheralee Searancke

Authorised Financial Adviser – FSP No. 278905

Mobile 021 467 857

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 an Authorised Financial Adviser.

When Sheralee is not at work, she enjoys spending time with her son.

Ian Westcott

Authorised Financial Adviser, BBS, GDBS (PFP), MMGT (BANK) – FSP No. 315326

Mobile 027 471 6582

Ian is an adviser for Camelot, managing implementing insurance for his clients. He joined the financial services industry in 2012 working for ASB, and then transitioned to an adviser role with Camelot in Palmerston North in 2013. Ian holds the Authorised Financial Adviser designation. This study comes of the back of significant tertiary study in finance, economics, banking and personal financial planning.

Ian holds a BBS in Finance and Economics, Diploma in Business Studies: Personal Financial Planning and Masters of Management (Banking).

Kyla Wallace

Client Services – FSP No.

Mobile

Kyla has been an administrator in the Finance Industry for about 12 years and started working for Camelot in August 2010. Kyla enjoys the challenge in this industry and assisting people with their needs.
Kyla is married and has two daughters and loves getting outside and spending time with her family.

Shanna Coe

Client Services – FSP No.

Mobile

Shanna has been doing administrative roles since she was 17. She moved from Johannesburg to New Zealand with her Mom in 2005 to be with her side of the family and now has her own little 2 year old kiwigirl.