Jeff Attwell
CLU, Authorised Financial Adviser FSP No 53282
Email: jeff_attwell@camelotgroup.co.nz
Mobile: 021 467 857
Jeff is a Partner and Financial Adviser of Camelot NZLP, having commenced a career in the insurance and financial services industry as an adviser in 1970 as a sole trader and then merging his business into Rutherford Rede in 2008 which then merged with Camelot NZ LP in 2009.
Alan Rowell
CFP CM, Authorised Financial Adviser FSP No 54183
Alan joined Camelot in July 2010, previous to this Alan was Managing Director and also the founder of Alan Rowell Financial Services Ltd in 1988. Alan worked as an Insurance and Investment Adviser with Metropolitan Life Assurance Company NZ Ltd and Sovereign for 16 years from 1984 to 2000. He then became a director and financial planner for Broadbase Manawatu for 5 years.
Rebecca Clifton
Registered Financial Adviser FSP No 167104
Trainee Adviser
Mobile: 021 511 646
Rebecca joined Camelot as a Trainee Financial Adviser in August 2011, after recently moving from the UK. Whilst living in the UK Rebecca worked at a Financial Advisory firm where she gained solid knowledge and experience in a wide range of financial service products including mortgages, insurances and pensions. Her role as a Financial Adviser was to discuss with clients their financial objectives and requirements and provide a tailored plan that would meet the clients needs and also protect their valuable assets. Rebecca has over 12 months work experience as a Financial Adviser.
Noel Charles
Authorised Financial Adviser FSP No 112351
Mobile: (0274) 980 395
Noel Charles "Leon" to his friends in the industry, joined Guardian Royal Exchange (GRE) in 1999, and almost immediately went to Progressive Brokers in Lower Hutt, experiencing training from Darron Connelly, with whom Noel worked for several years. Early introduction to the Life Brokers Association moulded a positive and professional attitude with life risk, and people seeking business risk advice. Noel was awarded the Fidelity Life million dollar award in 2005 followed by the Fidelity Life GMC membership in 2007. Noel is currenty a Fellow Member and President of the Life Brokers Association. Noel's hobbies are motor cycles, and flying light aircraft. Noel is married to Dianne with three adult children.
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.