Who is Simon James Clarke?
Simon James Clarke is a financial adviser, based in Christchurch, appointed under the Financial Advice Provider Nz Wealth Planning Limited, and has been registered on the FSPR for 6 years.
SJ
Simon James Clarke
Financial Adviser at Nz Wealth Planning Limited
About Simon James Clarke
How is Simon James Clarke regulated?
Simon James Clarke is registered on the Financial Service Providers Register (FSPR)as FSP703591, with first registration in 2019. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Simon James Clarke specialise in?
Simon James Clarke provides financial advice covering Financial Adviser. Refer to Simon James Clarke's Public Disclosure Statement and the FSPR record for the binding scope of advice.
Areas of Expertise
Financial Adviser
Financial Advice Provider
Nz Wealth Planning Limited
FSP 771178 Christchurch 1 adviser
Registration Details
Source: FSPR · synced 31 July 2025 · Report incorrect info
Contact Simon James Clarke
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Phone
Not available
Not available
Website
Not available
Address
14 Dallimore Drive,Belfast,Christchurch,8051,New Zealand
Professional Details
Provider: Nz Wealth Planning Limited
FSP Number: 703591
About Simon James Clarke
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Qualifications & Education
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Work History
NW
Financial Adviser
Nz Wealth Planning LimitedFeb 2023 – Present
NW
Financial Adviser
Nz Wealth Planning LimitedJul 2021 – Feb 2023
LS
Financial Adviser
Logan Smythe & Associates Limited
Jul 2021 – Jul 2022
WN
Financial Adviser
Westpac New Zealand LimitedApr 2021 – Jun 2021
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