Who is Forward Planning Limited?
Forward Planning Limited is a financial adviser, based in Burnside, appointed under the Financial Advice Provider Forward Planning Limited, and has been registered on the FSPR for 6 years.
FP
Forward Planning Limited
Financial Adviser at Forward Planning Limited
About Forward Planning Limited
How is Forward Planning Limited regulated?
Forward Planning Limited is registered on the Financial Service Providers Register (FSPR)as FSP708752, with first registration in 2020. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Forward Planning Limited specialise in?
Forward Planning Limited provides financial advice covering Financial Adviser. Refer to Forward Planning Limited's Public Disclosure Statement and the FSPR record for the binding scope of advice.
Areas of Expertise
Financial Adviser
Financial Advice Provider
Forward Planning Limited
Registration Details
Registered Since
January 2020
Dispute Resolution
Insurance & Financial Services Ombudsman Scheme Inc.
Registration Status
registered
Verify on FSPR
View on FSPRSource: FSPR · synced 10 April 2026 · Report incorrect info
Contact Forward Planning Limited
Get in touch for financial guidance tailored to your needs. Some advisers offer free initial consultations — confirm directly.
Phone
Not available
Not available
Website
Not available
Address
Floor 2,5 Sir William Pickering Drive,Burnside,8053,New Zealand
Professional Details
Provider: Forward Planning Limited
FSP Number: 708752
DRS: Insurance & Financial Services Ombudsman Scheme Inc.
About Forward Planning Limited
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Qualifications & Education
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Work History
Financial Adviser
Forward Planning Limited
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