Adviser-level distribution view
Advisers at FAPs that disclose CFML
4 NZ Financial Advice Providers have disclosed CFML in their public Product Disclosure Statement product panel, collectively employing 18 individual advisers across 2 cities. For the FAP-level roll-up (one row per firm), see the parent CFML distribution network page.
FAPs distributing CFML, by adviser headcount
4 FAPs · as of 2026-05-23- Plaxo Mortgages Limited
FSP769518
12 advisers - Lift Capitals Limited
FSP754351
4 advisers - Mortgage Planners Limited
FSP726391
1 adviser - Saffron Financial Services Limited
FSP724111
1 adviser
Individual advisers
18 of 18 shown- Lin Fung GohFSP1006872
Lift Capitals Limited · Auckland
- Qufei XieFSP590669
Lift Capitals Limited · Auckland
- Riona Ana-hera Bronwyn RamekaFSP615549
Lift Capitals Limited · Pokeno
- Weijie LeiFSP590649
Lift Capitals Limited · Auckland
- Gavin Milan LendichFSP20923
Mortgage Planners Limited · Auckland
- Boran YuFSP569387
Plaxo Mortgages Limited · Auckland
- Cheuk Man Chapman LeungFSP428266
Plaxo Mortgages Limited · Auckland
- Fengkai HanFSP1010732
Plaxo Mortgages Limited · Auckland
- Huaxiong WuFSP612409
Plaxo Mortgages Limited · Auckland
- Peng FuFSP583148
Plaxo Mortgages Limited · Auckland
- Pengqi SunFSP1001342
Plaxo Mortgages Limited · Auckland
- Yoke Hui WongFSP1004859
Plaxo Mortgages Limited · Auckland
- Yong MengFSP572007
Plaxo Mortgages Limited · Auckland
- Yong ZhangFSP60941
Plaxo Mortgages Limited · Auckland
- Yu ShiFSP662151
Plaxo Mortgages Limited · Auckland
- Yuqian JinFSP1008828
Plaxo Mortgages Limited · Auckland
- Zheng LiuFSP1003183
Plaxo Mortgages Limited · Auckland
- Nimish Jitendrakumar ParikhFSP296766
Saffron Financial Services Limited · Auckland
How this list is built
Under New Zealand's Financial Markets Conduct Act 2013, every Financial Advice Provider (FAP) must publish a Public Disclosure Statement under section 431 covering — among other things — the product providers they are appointed to distribute. FinanceAdvisersNZ mirrors these PDSes and parses the product-panel section into structured data.
For this page, we filter network_edges_mv to the edges where CFML appears as a
disclosed provider, resolve the FAPs at the from end of each edge, then enumerate the individual advisers
currently appointed under each of those FAPs via the FSPR register.
Methodology + limits
- Source: Mirror of NZ FAP Public Disclosure Statements filed under FMC Act 2013 s431, joined to the FSPR adviser–FAP appointment register.
- Extraction: Product-provider names are extracted from PDS markdown by Claude (LLM-extracted, confidence tier C). Name variants are collapsed via a hand-curated alias list — see the parent /network/insurer/cfml page for the canonical variants merged into this slug.
- Scope (HARD): Being on a FAP's product panel does not mean every adviser at that FAP personally advises on CFML. Individual advisers may be scoped to a subset of their FAP's panel depending on licensing and specialty. This page lists everyone whose FAP-wide disclosure includes CFML, not advisers verified to personally advise on it.
- Coverage: FinanceAdvisersNZ has PDS data on file for ~107 of ~2,444 NZ FAPs (~4.5%) as of 2026-06-01. A FAP not listed here may still distribute CFML — we simply do not yet have their PDS in our corpus.
- Display cap: This page renders up to 100 advisers; pages with more advisers link out to the parent CFML FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/cfml
- Machine-readable JSON: /api/network/insurer/cfml/advisers.json
- FAP-level JSON (parent): /api/network/insurer/cfml.json
- Distribution network hub: all NZ FAP product panels
- Find an adviser by service + city: filterable directory
FinanceAdvisersNZ is a directory mirror of public NZ register and FAP disclosure data. We are not a Financial Advice Provider, do not provide regulated financial advice, and do not vet, verify, or endorse advisers.