# Icib Financial Independence Limited — Public Disclosure Statement

*Mirror of FAP Public Disclosure Statement filed under FMC Act 2013 s431.*

- **Version date:** 2026-05-24
- **Source URL:** https://www.financialindependence.co.nz/aboutus
- **Source PDF SHA256:** `6bacc6d526981da0a76a45cda814621a...`
- **Confidence tier:** B (parsed-PDS structured fact)
- **Extracted via:** sonnet-html-v1
- **Ingested:** 2026-05-24
- **Machine-readable facts:** [facts.json](https://financeadvisers.co.nz/api/provider/FSP1006538/facts.json)
- **All versions on file:** [filings.json](https://financeadvisers.co.nz/api/provider/FSP1006538/filings.json)
- **Authoritative register:** https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP1006538

> **About this document.** FAP Public Disclosure Statements are regulated documents that financial advice providers must publish under the Financial Markets Conduct Act 2013, section 431. The content below is the FA-NZ mirror — machine-parsed from the source PDF on the date shown above. For binding regulatory purposes, refer to the firm's own current publication via the source URL above.

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# Your Adviser Information and Engagement Letter

## FI Group — Statement of Services

This page provides access to individual adviser information documents and Engagement Letters for advisers operating under the FI Group (Financial Independence) FAP.

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## Adviser Disclosure Documents

Each adviser's individual information and Scope of Engagement document is available via the links below.

| Adviser | Document |
|---|---|
| **Ben Ruthe** | [Ben R About Me & Acknowledgement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_0b83d6ba8f4d41c0b8aa40d789d9eacc.pdf) |
| **Steve Rogers** | [Steve R Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_8e3fc891f2874d0cadd16408dc5816bf.pdf) |
| **Dom Harrison** | [Dom Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_5abd451c5d9b42118c15faf38e9a6369.pdf) |
| **Joyce McInally** | [Joyce Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_3db4529c16834d3bad9a638ff6be7427.pdf) |
| **Sara Lawrence** | [Sara Lawrence Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_75c99132d87040e8b611c6d16dc641df.pdf) |
| **Neil Meyer** | [Neil Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_f0c188e85a334cd49404cb286922189a.pdf) |
| **Tracy Bidois** | [Tracy Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_af59bf532e3d4a6599ac7d5693652ba7.pdf) |
| **Amanda Leighton** | [Amanda Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_82f206cb7e1f4b9da173f95620a3f62a.pdf) |
| **Ben Hoskin** | [Ben Hoskin Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_675d8d72302e4c278f4f1eb42b50b63b.pdf) |
| **Bree Rangitakatu** | [Bree Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_6b0a89ce8cb243f188b31373e18b0db0.pdf) |
| **Shay Samuelson** | [Shay Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_d0997d3aab784bdcb1f916f59f34a014.pdf) |
| **Sodi Wahl** | [Sodi Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_3de02fc10db243d2b049ce12d0f0a69b.pdf) |
| **Izaan Silva** | [Izaan Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_dbe91a77bd8545bca1ef21ee1e5d2089.pdf) |
| **Caitlin Slater** | [Caitlin Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_51b73fa1a58541569374ce540474ab04.pdf) |
| **Susanna Fiebiger** | [Susanna Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_2bfaa328ad6345a69441428eabdf6c09.pdf) |
| **Kate Da Silva** | [Kate Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_a1dbc8a002dd48f2920d3fa68d1ad9ee.pdf) |
| **Jude Stowe** | [Jude Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_979bc4247edc4d13a67e513c73f4859a.pdf) |
| **David Crawford** | [ICIB FI Adviser Information and Engagement Letter — David Crawford (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_011c3619b28946c499160eaa81a83077.pdf) |
| **Imogen Hall** | [Imogen Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_7747a9d668e141afa0d93b7ce00547e2.pdf) |
| **James Rea** | [James Rea Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_2048c38e09e645468ff68e769524cc84.pdf) |
| **Kayla Richardson** | [Kayla Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_e660c312a5ab4631bc08be34d506e617.pdf) |
| **Laraine Carter** | [Laraine Scope of Engagement (PDF)](https://www.financialindependence.co.nz/_files/ugd/6bbae9_c8a26f02a03d43828acc7328b080bbcc.pdf) |

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> **Note:** The full disclosure content (including fees, commissions, conflicts of interest, complaints process, dispute resolution scheme, professional indemnity insurance details, scope of advice, and product/provider panel information) is contained within each adviser's individual PDF document linked above. The web page itself contains only the index of adviser names and links to those sub-documents.