Momentum
Wealthcare Ltd was a private company providing comprehensive financial planning
advice. The business was founded by Colin Borcovsky in 1981 when he commenced
work as an agent for T&G (now AXA New Zealand) and was incorporated as a
limited company in 1999. James Dawson joined the business in 2005, and merged
the practise with Camelot NZ Limited Partnership in 2009.
James Dawson
Authorised Financial Adviser FSP No 57721
Mobile: 021 549 091
James has 22 years experience in Banking and Financial Services, providing Insurance and Investment Solutions to clients of two of the UK's leading financial institutions, Lloyds TSB Group PLC and Barclays PLC.
He worked for Lloyds Bank / Black Horse Life / Black Horse Financial Services from 1983 to 1999 and worked for Barclays Financial Management from 1999 to 2002.
James moved to Nelson in 2002 as he felt it was the perfect place to bring up a young family. Since 2004 he has worked at Momentum Wealthcare Ltd, becoming a shareholder and Director in April 2005.
Deborah Castledine
Authorised Financial Adviser FSP No 51141
Email: deborah_castledine@camelotgroup.co.nz
Mobile: 027 548-4946
Deborah has over 20 years experience in Financial Planning, Superannuation, Life Insurance Broking and Banking in Australia. Since relocating to New Zealand in 2002, Deborah has gained experience in Banking, Mortgage Broking, Life Insurance Broking and KiwiSaver.
Syd Hanna
Registered Financial Adviser FSP No 52881
Risk Adviser
Email: syd_hanna@camelotgroup.co.nz
Mobile: 0275 330 506
Syd has over 23 years experience giving advice on personal and business risk management, savings and KiwiSaver. Syd has previously worked for Bank of NZ, and has been an agent for AMP and was the Principle of Syd Hanna Insurance Brokers Ltd. Syd merged his business into Camelot in July 2010 and is now an employee of Camelot continuing with providing the ongoing advice and support to his existing clients.