Camelot Financial Advisers

Adviser Manawatu

Camelot Manawatu

251 Broadway Avenue,
PO Box 12-086, Palmerston North 4444
Phone: (06) 355 2508
Fax: (06) 355 1223
Email: manawatu@camelotgroup.co.nz

Peter Donovan

Financial Adviser, BA, AFA – FSP No. 90121

Mobile 027 501 5501

Peter has more than 30 years of experience in the Financial Services industry. He has held executive positions in corporate and merchant banking sectors.

After managing his own Financial Advisory business for a number of years, Peter merged with Camelot in 2013.

Peter specialises in funds investment, retirement planning and insurance requirements.

Peter is a long standing member of SIFA (Previously Society of Independent Financial Advisers) and PAA.

Peter is married with 3 children and 6 grandchildren. His love of the outdoors leads to regular tramping, climbing and canoeing. He is also a keen motorcyclist.

Many of Peter’s longstanding investment clients have become close friends.

Disclosure Statement is available on request and free of charge

John Sorensen

Financial Adviser BBS, AFA – FSP No. 187604

Mobile 021 512 535

John has over 30 years of experience in managing his own businesses, mainly in the farming sector, as well of directorships of several private companies.

Once John ‘retired’ from running the dairy farm he completed his Batchelor of Business Studies majoring in Finance at Massey University. He then completed his Authorised Financial Advisor qualification and has worked for and has been a shareholder in Camelot for the past 5 years.

John has a passion for the outdoors where he enjoys mountain biking, tramping, skiing, mountaineering and rock climbing. John is married with two daughters.

John is a respected professional, has over $20 million of private funds under his management and provides expert advice in the areas of investment and retirement planning.

Disclosure Statement is available on request and free of charge

Ian Westcott

Financial Adviser, BBS, Grad. Dip BS, AFA – 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, Graduate Diploma in Business Studies: Personal Financial Planning and Masters of Management (Banking).

Disclosure Statement is available on request and free of charge

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.