# Alan David Lee

**FSP FSP25088** · **Auckland** · **registered** · registered 2010-11-30

Alan David Lee is an individual financial adviser on the New Zealand Financial Service Providers Register, currently appointed under Shaw And Partners Financial Services Limited (FAP FSP93061).

**Parent FAP:** Shaw And Partners Financial Services Limited (FSP93061)
Provider profile: <https://financeadvisers.co.nz/provider/shaw-and-partners-financial-services-limited-auckland-FSP93061>

**Licence type:** Non-licensed
**Dispute resolution scheme:** Insurance & Financial Services Ombudsman Scheme Inc.
**Display specialty:** Financial Adviser

## Services offered

- Financial advice service (including financial advisers) - Financial adviser
- Keeping
- investing
- administering
- or managing money
- securities
- or investment portfolios on behalf of other persons

## Specialties (source-tagged)

Each specialty below carries its data source + confidence. Cascade: self-attest 1.00 > PDS 0.90 > PDS-inherited 0.85 > AI-classified 0.70. For binding regulatory statements refer to the source link.

- **investments** — inherited from parent FAP FSP93061, confidence 0.85 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **kiwisaver** — inherited from parent FAP FSP93061, confidence 0.85 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **retirement-planning** — inherited from parent FAP FSP93061, confidence 0.85 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **general-insurance** — inherited from parent FAP FSP93061, confidence 0.85 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **income-protection** — inherited from parent FAP FSP93061, confidence 0.85 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **trauma-insurance** — inherited from parent FAP FSP93061, confidence 0.85 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **life-insurance** — inherited from parent FAP FSP93061, confidence 0.85 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **business-insurance** — inherited from parent FAP FSP93061, confidence 0.85 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **health-insurance** — inherited from parent FAP FSP93061, confidence 0.85 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)

**Trading names:** Alan David Lee, Jmi Wealth Limited, Jmi Wealth Limited

**Registered address:** Level 1, 87 Hurstmere Road,Takapuna,Auckland,0622,New Zealand

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP25088>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/adviser/alan-david-lee-auckland-FSP25088>
- Machine-readable facts: <https://financeadvisers.co.nz/api/adviser/FSP25088/facts.json>
- All advisers in Auckland: <https://financeadvisers.co.nz/advisers/auckland>

*FinanceAdvisersNZ is a directory mirror of public FSPR data. We do not regulate, vet, or endorse advisers, and we do not provide financial advice. For binding regulatory purposes refer to the FSPR record linked above.*

*Last refreshed: 2026-06-20*