# Shaw And Partners Financial Services Limited

**FSP FSP93061** · **Auckland** · **registered** · registered 2011-03-11

Shaw And Partners Financial Services Limited is an entity registered on the New Zealand Financial Service Providers Register.

**Licence type:** Licensed
**Dispute resolution scheme:** Insurance & Financial Services Ombudsman Scheme Inc.
**Display specialty:** Fund Manager

## Services offered

- Investment manager under an FMC offer
- Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence
- DIMS provider - wholesale service/relying on exemption from licensing - Wholesale service
- Keeping
- investing
- administering
- or managing money
- securities
- or investment portfolios on behalf of other persons

## 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** — Public Disclosure Statement, confidence 0.90 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **kiwisaver** — Public Disclosure Statement, confidence 0.90 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **retirement-planning** — Public Disclosure Statement, confidence 0.90 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **general-insurance** — Public Disclosure Statement, confidence 0.90 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **income-protection** — Public Disclosure Statement, confidence 0.90 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **trauma-insurance** — Public Disclosure Statement, confidence 0.90 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **life-insurance** — Public Disclosure Statement, confidence 0.90 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **business-insurance** — Public Disclosure Statement, confidence 0.90 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)
- **health-insurance** — Public Disclosure Statement, confidence 0.90 (source: <http://www.shawandpartners.co.nz/assets/Uploads/Shaw-Wellington-DS-Final.pdf>)

**Trading names:** Jmi Wealth Limited, Jmis Limited, Jmi Wealth Limited, Shaw And Partners Financial Services Limited, Jmi Wealth Limited, Jmi Wealth Limited

**Registered address:** Level 1, 87 Hurstmere Road,Takapuna,Auckland,0622,New Zealand

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP93061>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/adviser/shaw-and-partners-financial-services-limited-auckland-FSP93061>
- Machine-readable facts: <https://financeadvisers.co.nz/api/adviser/FSP93061/facts.json>
- All advisers in Auckland: <https://financeadvisers.co.nz/advisers/auckland>

*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: 2026-07-10*