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Britannia Financial Planning Limited

Financial Adviser at Britannia Financial Planning Limited

4/106 Bush Road,Rosedale,Auckland,0632,New Zealand
Registered 15+ years

About Britannia Financial Planning Limited

Who is Britannia Financial Planning Limited?

Britannia Financial Planning Limited is a financial adviser, based in Auckland, appointed under the Financial Advice Provider Britannia Financial Planning Limited, and has been registered on the FSPR for 15 years.

How is Britannia Financial Planning Limited regulated?

Britannia Financial Planning Limited is registered on the Financial Service Providers Register (FSPR)as FSP40721, with first registration in 2010. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Britannia Financial Planning Limited specialise in?

Britannia Financial Planning Limited provides financial advice covering Investment Services. Refer to Britannia Financial Planning Limited's Public Disclosure Statement and the FSPR record for the binding scope of advice.

Areas of Expertise

  • Retirement Planning
  • Financial Planning
  • Kiwisaver
  • Investments
  • Life Insurance
  • Trauma Insurance
  • Income Protection
  • Estate Planning

Source-tagged specialties. Hover for source & confidence. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.

Investment Services

Financial Advice Provider

Britannia Financial Planning Limited

Product providers this FAP has disclosed in their PDS →

Registration Details

Registered Since

November 2010

Dispute Resolution

Insurance & Financial Services Ombudsman Scheme Inc.

Registration Status

registered

Verify on FSPR

View on FSPR

Source: FSPR · synced 25 November 2025 · Report incorrect info

Contact Britannia Financial Planning Limited

Get in touch for financial guidance tailored to your needs. Some advisers offer free initial consultations — confirm directly.

Phone

Not available

Email

Not available

Website

Not available

Address

4/106 Bush Road,Rosedale,Auckland,0632,New Zealand

Professional Details

Provider: Britannia Financial Planning Limited
FSP Number: 40721
DRS: Insurance & Financial Services Ombudsman Scheme Inc.

About Britannia Financial Planning Limited

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Qualifications & Education

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Work History

Financial Adviser

Britannia Financial Planning Limited

Current Position

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