# Echelon Advisers Limited

**FSP FSP100904** · **Auckland** · **registered** · registered 2011-03-15

Echelon Advisers Limited is an entity registered on the New Zealand Financial Service Providers Register.

**Licence type:** Licensed
**Dispute resolution scheme:** Insurance & Financial Services Ombudsman Scheme Inc.
**Display specialty:** Investment Services

## Services offered

- Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence
- 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.

- **financial-planning** — AI-classified from website, confidence 0.70 (source: <https://echelonadvisers.co.nz>)
- **investments** — AI-classified from website, confidence 0.70 (source: <https://echelonadvisers.co.nz>)
- **retirement-planning** — AI-classified from website, confidence 0.70 (source: <https://echelonadvisers.co.nz>)
- **life-insurance** — AI-classified from website, confidence 0.70 (source: <https://echelonadvisers.co.nz>)
- **trauma-insurance** — AI-classified from website, confidence 0.70 (source: <https://echelonadvisers.co.nz>)
- **income-protection** — AI-classified from website, confidence 0.70 (source: <https://echelonadvisers.co.nz>)
- **estate-planning** — AI-classified from website, confidence 0.70 (source: <https://echelonadvisers.co.nz>)

**Trading names:** Echelon Advisers Limited, Echelon Advisers, Echelon

**Registered address:** 28 Bath Street,Parnell,Auckland,1052,New Zealand

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP100904>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/adviser/echelon-advisers-limited-auckland-FSP100904>
- Machine-readable facts: <https://financeadvisers.co.nz/api/adviser/FSP100904/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: 2026-06-26*