Adviser-level distribution view
Advisers at FAPs that disclose CFML
6 NZ Financial Advice Providers have disclosed CFML in their public Product Disclosure Statement product panel, collectively employing 56 individual advisers across 11 cities. For the FAP-level roll-up (one row per firm), see the parent CFML distribution network page.
FAPs distributing CFML, by adviser headcount
6 FAPs · as of 2026-05-23- Guardian Smith Limited
FSP1002543
25 advisers - Float Financial Advisors Limited
FSP545907
13 advisers - 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
56 of 56 shown- Blair William CooperFSP1001641
Float Financial Advisors Limited · Auckland
- Cory James BennettFSP659851
Float Financial Advisors Limited · Auckland
- Geoffrey George ChristopherFSP752252
Float Financial Advisors Limited · Onehunga
- Harrison Andersen EvansFSP1010416
Float Financial Advisors Limited · Auckland
- Jay Edward StothersFSP1001604
Float Financial Advisors Limited · Auckland
- Matthew De Luen GriggFSP1004067
Float Financial Advisors Limited · Auckland
- Matthew James PepperFSP626209
Float Financial Advisors Limited · Auckland
- Naylon Joseph Leslie CassidyFSP545847
Float Financial Advisors Limited · Auckland
- Niran Naresh IswarFSP1008919
Float Financial Advisors Limited · Auckland
- Suvithan Suresh KumarFSP1010152
Float Financial Advisors Limited · Auckland
- Tinelle Brooke CosgraveFSP1007212
Float Financial Advisors Limited · Auckland
- Wai Chi TsuiFSP500426
Float Financial Advisors Limited · Auckland
- Yiu Hung WuFSP1010865
Float Financial Advisors Limited · Auckland
- Alice Leah FooteFSP1011488
Guardian Smith Limited · Auckland Central
- Alokuoulu Joe Ofa SavietiFSP1011314
Guardian Smith Limited · Papakura
- Anna Georgia SheehanFSP1002706
Guardian Smith Limited · Christchurch
- Ashley Louise McCarty-carnahanFSP1006883
Guardian Smith Limited · Ashburton
- Briana Caitlin McDonaghFSP1007253
Guardian Smith Limited · West Melton
- Brianna Kate JonesFSP1009921
Guardian Smith Limited · Christchurch
- Bryce HelmsFSP1008565
Guardian Smith Limited · Auckland
- Craig BrownFSP1005059
Guardian Smith Limited · Christchurch
- Ella Madeleine McLeanFSP746311
Guardian Smith Limited · Christchurch
- Francis Ronald McCormickFSP1011445
Guardian Smith Limited · Auckland Central
- George Peter BlythFSP1009125
Guardian Smith Limited · Christchurch
- Jaya BhikhaFSP1009765
Guardian Smith Limited · Auckland
- Kathryn Rae McKinlayFSP1010622
Guardian Smith Limited · Auckland Central
- Laura Marie McKayFSP1011167
Guardian Smith Limited · Auckland Central
- Lewis David VosFSP1008372
Guardian Smith Limited · Auckland
- Marcel Simeon MarshFSP1005273
Guardian Smith Limited · Auckland Central
- Michael James SmithFSP618469
Guardian Smith Limited · Auckland
- Nathan Joshua PeaseFSP1008242
Guardian Smith Limited · Stratford
- Neal Anthony McIntoshFSP1009759
Guardian Smith Limited · Auckland Central
- Paige Jazmin PhillipsFSP1007836
Guardian Smith Limited · Christchurch
- Patrick SargissonFSP1006101
Guardian Smith Limited · Christchurch
- Sarah HoodFSP1003498
Guardian Smith Limited · Auckland
- Shanise Horiana PhillipsFSP1009907
Guardian Smith Limited · Paraparaumu
- Timothy Robert McGillFSP1008671
Guardian Smith Limited · Christchurch
- Zack Stephen HartshorneFSP749711
Guardian Smith Limited · Blenheim
- 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.