Who is Totara Wealth Management Limited?
Totara Wealth Management Limited is a financial adviser, based in Nelson, appointed under the Financial Advice Provider Totara Wealth Management Limited, and has been registered on the FSPR for 9 years.
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Totara Wealth Management Limited
Financial Adviser at Totara Wealth Management Limited
About Totara Wealth Management Limited
How is Totara Wealth Management Limited regulated?
Totara Wealth Management Limited is registered on the Financial Service Providers Register (FSPR)as FSP561546, with first registration in 2017. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Totara Wealth Management Limited specialise in?
Totara Wealth Management Limited provides financial advice covering Wealth Manager. Refer to Totara Wealth Management Limited's Public Disclosure Statement and the FSPR record for the binding scope of advice.
Areas of Expertise
- Investments
- Kiwisaver
- Retirement Planning
- Financial Planning
- Tax Advice
- General Insurance
- 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.
Wealth Manager
Financial Advice Provider
Totara Wealth Management Limited
Registration Details
Registered Since
June 2017
Dispute Resolution
Financial Services Complaints Limited
Registration Status
registered
Verify on FSPR
View on FSPRSource: FSPR · synced 27 June 2025 · Report incorrect info
Contact Totara Wealth Management Limited
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Phone
Not available
Not available
Website
Not available
Address
Level 1, 15 Bridge Street,Nelson,Nelson,7010,New Zealand
Professional Details
Provider: Totara Wealth Management Limited
FSP Number: 561546
DRS: Financial Services Complaints Limited
About Totara Wealth Management Limited
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Work History
Financial Adviser
Totara Wealth Management Limited
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