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.
Hans van der Wilt
Authorised Financial Adviser FSP No 54202
Mobile: (027) 230 1045
Hans was the founding Director of van der Wilt Financial Ltd which he established in 1999 following nine years with National Mutual Life. Hans merged his company with Prime Planning in 2008, prior to their merger with Rutherford Rede Central Ltd in 2009.
Hans is currently studying towards completing the Diploma in Financial Services. In working together with clients Hans' enjoys helping with personal and business risk and investment planning where he can use his experience in risk and wealth management to identify and implement financial solutions. He is married with four children.
Todd Power
Authorised Financial Adviser FSP No 51762
Mobile: (027) 4716 582
Todd joined Prime Planning in 2005 when Power Financial Services merged with Prime Planning. Todd has 9 years experience in the financial services sector, both with Power Financial Services and also having previously worked for 4 years with ASB Bank as a Customer Service Officer.
Todd is working towards the qualification of Diploma in Business Studies: Personal Financial Planning and maintains his membership status by completing at least 60 hours of Continuing Professional Development (CPD) every two years as required by the IFA. CPD hours are earned by participating in approved courses, briefings, conferences and educational activities.
Todd enjoys working with clients to help identify their risk exposures and wealth creation goals, and through implementing structures and solutions to help them achieve their objectives.
Cathy Kerr
CA, Authorised Financial Adviser FSP No 49401
Mobile: 021 744 587
Cathy joined Prime Planning as a Client Adviser in 2009 which merged into Camelot NZ LP in July 2009. Previously Cathy worked for 2 years as a Financial Consultant and prior to that as Chief Financial Officer at Grosvenor Financial Services Group Limited. Cathy is currently studying towards her NZ Certificate in Financial Services.
Charmaine Davis
Registered Financial Adviser FSP 97444
Mobile: (027) 522 6842
Charmaine joined the Georja Group as a Risk Adviser in 2008, the joined the Camelot Group in August 2011. Charmaine is working towards the qualification of Authorised Financial Adviser.
Daryl McAlinden
Authorised Financial Adviser FSP No 85223
Email: daryl_mcalinden@camelotgroup.co.nz
Mobile: (021) 844 764
Daryl has over 30 years in the Financial Services industry, with a background in General Management roles during that time.
Daryl's area of expertise lies in Investment Portfolio Advice, Comprehensive Financial Planning and Business Insurance Risk.
In his spare time, he enjoys spending quality time with his family, playing golf and fishing.