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Sureplan Financial Limited

Financial Adviser at Sureplan Financial Limited

Level 4, 1 Nugent Street,Grafton,Auckland,1023,New Zealand
Registered 14+ years

About Sureplan Financial Limited

Who is Sureplan Financial Limited?

Sureplan Financial Limited is a financial adviser, based in Auckland, appointed under the Financial Advice Provider Sureplan Financial Limited, and has been registered on the FSPR for 14 years.

How is Sureplan Financial Limited regulated?

Sureplan Financial Limited is registered on the Financial Service Providers Register (FSPR)as FSP162244, with first registration in 2011. Disputes are handled by Financial Dispute Resolution Scheme. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Sureplan Financial Limited specialise in?

Sureplan Financial Limited provides financial advice covering Financial Adviser. Refer to Sureplan Financial Limited's Public Disclosure Statement and the FSPR record for the binding scope of advice.

Areas of Expertise

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

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.

Financial Adviser

Financial Advice Provider

Registration Details

Registered Since

August 2011

Dispute Resolution

Financial Dispute Resolution Scheme

Registration Status

registered

Verify on FSPR

View on FSPR

Source: FSPR · synced 18 October 2025 · Report incorrect info

Contact Sureplan Financial Limited

Get in touch for financial guidance tailored to your needs. Some advisers offer free initial consultations — confirm directly.

Phone

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Email

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Website

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Address

Level 4, 1 Nugent Street,Grafton,Auckland,1023,New Zealand

Professional Details

Provider: Sureplan Financial Limited
FSP Number: 162244
DRS: Financial Dispute Resolution Scheme

About Sureplan Financial Limited

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Qualifications & Education

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Work History

Financial Adviser

Sureplan Financial Limited

Current Position

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The information on this page is general in nature and should not be relied upon as financial advice. Your personal circumstances should be considered before making any financial decisions.

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