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Rebalance Financial Planning (2022) Limited

Financial Adviser at Rebalance Financial Planning (2022) Limited

Unit A3, 59 Apollo Drive,Rosedale,Auckland,0632,New Zealand
Registered 4+ years

About Rebalance Financial Planning (2022) Limited

Who is Rebalance Financial Planning (2022) Limited?

Rebalance Financial Planning (2022) Limited is a financial adviser, based in Auckland, appointed under the Financial Advice Provider Rebalance Financial Planning (2022) Limited, and has been registered on the FSPR for 4 years.

How is Rebalance Financial Planning (2022) Limited regulated?

Rebalance Financial Planning (2022) Limited is registered on the Financial Service Providers Register (FSPR)as FSP1002902, with first registration in 2022. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Rebalance Financial Planning (2022) Limited specialise in?

Rebalance Financial Planning (2022) Limited provides financial advice covering Wealth Manager. Refer to Rebalance Financial Planning (2022) Limited's Public Disclosure Statement and the FSPR record for the binding scope of advice.

Areas of Expertise

  • Financial Planning
  • Investments
  • Retirement Planning
  • Kiwisaver
  • Estate Planning
  • Tax Advice

Source-tagged specialties. Hover for source & confidence. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.

Wealth Manager

Financial Advice Provider

Rebalance Financial Planning (2022) Limited

Product providers this FAP has disclosed in their PDS →

Registration Details

Registered Since

June 2022

Dispute Resolution

Insurance & Financial Services Ombudsman Scheme Inc.

Registration Status

registered

Verify on FSPR

View on FSPR

Source: FSPR · synced 20 June 2025 · Report incorrect info

Contact Rebalance Financial Planning (2022) Limited

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Phone

Not available

Email

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Website

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Address

Unit A3, 59 Apollo Drive,Rosedale,Auckland,0632,New Zealand

Professional Details

Provider: Rebalance Financial Planning (2022) Limited
FSP Number: 1002902
DRS: Insurance & Financial Services Ombudsman Scheme Inc.

About Rebalance Financial Planning (2022) Limited

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Qualifications & Education

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Work History

Financial Adviser

Rebalance Financial Planning (2022) Limited

Current Position

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