Background & Experience
Anita has been part of the financial services industry since 2005, joining Camelot as an adviser and partner in 2010. She has over $20 Million under management and is highly qualified to give her clients expert advice in investments, risk protection for both business and personal needs, plus retirement planning to name a few advice areas. Anita has the distinction of being the first IFA member in New Zealand to achieve the new Certified Life Underwriter designation, and more recently received the Certified Financial Planner designation. Anita has an affinity with the disability sector, having a special needs grown daughter herself which often brings many challenges and complexities to our life paths. For leisure she enjoys crochet & yoga, and the outdoors and has passionately embraced the ketogenic way of eating lifestyle. Anita is dedicated to working with her clients to achieving their goals in their own financial futures.