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

Peter Donovan

Financial Adviser, BA, AFA – FSP No. 90121

Mobile 027 501 5501

Peter has 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.

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 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.

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.


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.


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.