Who is Katee Wendy Wallis?
Katee Wendy Wallis is a financial adviser, based in Auckland, appointed under the Financial Advice Provider Coast Insurance Brokers Limited, and has been registered on the FSPR for 15 years.
KW
Katee Wendy Wallis
Financial Adviser at Coast Insurance Brokers Limited
About Katee Wendy Wallis
How is Katee Wendy Wallis regulated?
Katee Wendy Wallis is registered on the Financial Service Providers Register (FSPR)as FSP27603, with first registration in 2010. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Katee Wendy Wallis specialise in?
Katee Wendy Wallis provides financial advice covering Financial Adviser. Refer to Katee Wendy Wallis's Public Disclosure Statement and the FSPR record for the binding scope of advice.
Areas of Expertise
Financial Adviser
Financial Advice Provider
Coast Insurance Brokers Limited
FSP 778876 Whangaparaoa 5 advisers
Registration Details
Source: FSPR · synced 1 September 2025 · Report incorrect info
Contact Katee Wendy Wallis
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
16a Tamariki Avenue,Orewa,Auckland,0931,New Zealand
Professional Details
Provider: Coast Insurance Brokers Limited
FSP Number: 27603
About Katee Wendy Wallis
Professional profile coming soon
Get in touch to add your professional bio and background
Qualifications & Education
Qualifications coming soon
Professional credentials and certifications will be displayed here
Work History
CI
Financial Adviser
Coast Insurance Brokers LimitedMar 2023 – Present
LT
Financial Adviser
Long Train Running Limited
Mar 2022 – Mar 2025
Is this your profile?
Claim it to add your photo, bio, direct contact details, and start receiving leads. Free to claim.
Related searches
Same specialty + city
Financial Advisers in Auckland
All advisers in
Auckland
Regional overview
Auckland financial advisers
Full team at
Coast Insurance Brokers Limited (5 advisers)
Other Auckland financial advisers
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.