Who is Optima Wealth Limited?
Optima Wealth Limited is a financial adviser, based in Christchurch, appointed under the Financial Advice Provider Optima Wealth Limited, and has been registered on the FSPR for 6 years.
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Optima Wealth Limited
Financial Adviser at Optima Wealth Limited
About Optima Wealth Limited
How is Optima Wealth Limited regulated?
Optima Wealth Limited is registered on the Financial Service Providers Register (FSPR)as FSP712272, 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 Optima Wealth Limited specialise in?
Optima Wealth Limited provides financial advice covering Investment Services. Refer to Optima Wealth Limited's Public Disclosure Statement and the FSPR record for the binding scope of advice.
Areas of Expertise
Investment Services
Financial Advice Provider
Optima Wealth Limited
Registration Details
Registered Since
February 2020
Dispute Resolution
Insurance & Financial Services Ombudsman Scheme Inc.
Registration Status
registered
Verify on FSPR
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Contact Optima Wealth 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
23 Rochdale Street,Fendalton,Christchurch,8014,New Zealand
Professional Details
Provider: Optima Wealth Limited
FSP Number: 712272
DRS: Insurance & Financial Services Ombudsman Scheme Inc.
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Work History
Financial Adviser
Optima Wealth Limited
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