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SW

Strategic Wealth Management Auckland Limited

Financial Adviser at Strategic Wealth Management Auckland Limited

Level 4,136 Customs Street West,Auckland Central,1010,New Zealand
Registered 10+ years

About Strategic Wealth Management Auckland Limited

Who is Strategic Wealth Management Auckland Limited?

Strategic Wealth Management Auckland Limited is a financial adviser, based in Auckland Central, appointed under the Financial Advice Provider Strategic Wealth Management Auckland Limited, and has been registered on the FSPR for 10 years.

How is Strategic Wealth Management Auckland Limited regulated?

Strategic Wealth Management Auckland Limited is registered on the Financial Service Providers Register (FSPR)as FSP498767, with first registration in 2016. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Strategic Wealth Management Auckland Limited specialise in?

Strategic Wealth Management Auckland Limited provides financial advice covering Investment Services. Refer to Strategic Wealth Management Auckland Limited's Public Disclosure Statement and the FSPR record for the binding scope of advice.

Areas of Expertise

Investment Services

Financial Advice Provider

Strategic Wealth Management Auckland Limited

Product providers this FAP has disclosed in their PDS →

Registration Details

Registered Since

June 2016

Dispute Resolution

Insurance & Financial Services Ombudsman Scheme Inc.

Registration Status

registered

Verify on FSPR

View on FSPR

Source: FSPR · synced 2 November 2025 · Report incorrect info

Contact Strategic Wealth Management Auckland Limited

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Phone

Not available

Email

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Website

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Address

Level 4,136 Customs Street West,Auckland Central,1010,New Zealand

Professional Details

Provider: Strategic Wealth Management Auckland Limited
FSP Number: 498767
DRS: Insurance & Financial Services Ombudsman Scheme Inc.

About Strategic Wealth Management Auckland Limited

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Qualifications & Education

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Work History

Financial Adviser

Strategic Wealth Management Auckland Limited

Current Position

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