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Castle Trust Financial Planning Limited

Financial Adviser at Castle Trust Financial Planning Limited

278 Queen Street,Richmond,7020,New Zealand
Registered 15+ years

About Castle Trust Financial Planning Limited

Who is Castle Trust Financial Planning Limited?

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

How is Castle Trust Financial Planning Limited regulated?

Castle Trust Financial Planning Limited is registered on the Financial Service Providers Register (FSPR)as FSP59941, with first registration in 2011. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Castle Trust Financial Planning Limited specialise in?

Castle Trust Financial Planning Limited provides financial advice covering Financial Adviser. Refer to Castle Trust Financial Planning Limited's Public Disclosure Statement and the FSPR record for the binding scope of advice.

Areas of Expertise

  • Mortgages
  • Income Protection
  • Trauma Insurance
  • Life Insurance
  • General Insurance
  • Kiwisaver
  • Investments
  • Lending
  • Retirement 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.

Financial Adviser

Financial Advice Provider

Castle Trust Financial Planning Limited

Product providers this FAP has disclosed in their PDS →

Registration Details

Registered Since

February 2011

Dispute Resolution

Financial Services Complaints Limited

Registration Status

registered

Verify on FSPR

View on FSPR

Source: FSPR · synced 2 April 2026 · Report incorrect info

Contact Castle Trust 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

278 Queen Street,Richmond,7020,New Zealand

Professional Details

Provider: Castle Trust Financial Planning Limited
FSP Number: 59941
DRS: Financial Services Complaints Limited

About Castle Trust Financial Planning Limited

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Qualifications & Education

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Work History

Financial Adviser

Castle Trust Financial Planning Limited

Current Position

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Important: FinanceAdvisers.co.nz is a lead generation service. We connect consumers with FSPR-registered financial advisers but do not provide financial advice ourselves.

The information on this page is general in nature and should not be relied upon as financial advice. Your personal circumstances should be considered before making any financial decisions.

Always verify adviser credentials on the Financial Service Providers Register.