# Lisa Maree Parata

**FSP FSP675151** · **Dunedin** · **registered** · registered 2019-07-31

Lisa Maree Parata is an individual financial adviser on the New Zealand Financial Service Providers Register, currently appointed under Polson Higgs Wealth Management Limited (FAP FSP26381).

**Parent FAP:** Polson Higgs Wealth Management Limited (FSP26381)
Provider profile: <https://financeadvisers.co.nz/provider/polson-higgs-wealth-management-limited-dunedin-FSP26381>

**Licence type:** Non-licensed
**Display specialty:** Financial Adviser

## Services offered

- Financial advice service (including financial advisers) - Financial adviser

## 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.

- **investments** — inherited from parent FAP FSP26381, confidence 0.85 (source: <https://www.phwealth.co.nz/disclosures-policies/service-disclosure-statement/>)
- **financial-planning** — inherited from parent FAP FSP26381, confidence 0.85 (source: <https://www.phwealth.co.nz/disclosures-policies/service-disclosure-statement/>)

**Trading names:** Lisa Maree Parata, Polson Higgs Wealth Management Ltd, Phwealth

**Registered address:** 139 Moray Place,Dunedin Central,Dunedin,9016,New Zealand

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP675151>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/adviser/lisa-maree-parata-dunedin-FSP675151>
- Machine-readable facts: <https://financeadvisers.co.nz/api/adviser/FSP675151/facts.json>
- All advisers in Dunedin: <https://financeadvisers.co.nz/advisers/dunedin>

*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: 2026-06-24*