Adviser-level distribution view
Advisers at FAPs that disclose Cressida
4 NZ Financial Advice Providers have disclosed Cressida in their public Product Disclosure Statement product panel, collectively employing 41 individual advisers across 7 cities. For the FAP-level roll-up (one row per firm), see the parent Cressida distribution network page.
FAPs distributing Cressida, by adviser headcount
4 FAPs · as of 2026-05-23- Clemence Limited
FSP758931
24 advisers - Finsol Financial Services Limited
FSP627069
8 advisers - 5 advisers
- Lift Capitals Limited
FSP754351
4 advisers
Individual advisers
41 of 41 shown- Anna-may MartinFSP1000091
Castle Trust Financial Planning Limited · Richmond
- Chevaun Lee MarshallFSP1007097
Castle Trust Financial Planning Limited · Richmond
- Glyn Lewis-jonesFSP60101
Castle Trust Financial Planning Limited · Richmond
- Kathryn Danielle AlboroughFSP34785
Castle Trust Financial Planning Limited · Richmond
- Stuart Francis PopeFSP32187
Castle Trust Financial Planning Limited · Nelson
- Analyn Apigo OrdonezFSP456107
Clemence Limited · Auckland
- Bianca SchoemanFSP1007057
Clemence Limited · Christchurch
- Bounty Yolanda DavisFSP1010474
Clemence Limited · Christchurch
- Cesar Romeo Cameron BaillieFSP1005879
Clemence Limited · Auckland
- Dylan Jarrod BooysensFSP1010175
Clemence Limited · Christchurch
- Emma Louise ClemenceFSP1006989
Clemence Limited · Christchurch
- Harrison James Louie BennettFSP1007998
Clemence Limited · Christchurch
- Hunter Te Aho Adcock-dinningtonFSP1011060
Clemence Limited · Christchurch
- Jackson McCormick JonesFSP1006755
Clemence Limited · Christchurch
- James Samuel Patrick DalzellFSP1003306
Clemence Limited · Christchurch
- John PhelanFSP1001101
Clemence Limited · Christchurch
- Jordan BootyFSP1008779
Clemence Limited · Christchurch
- Jordan Ward ClemenceFSP507426
Clemence Limited · Christchurch
- Kyle James McElwainFSP1000038
Clemence Limited · Christchurch
- Luke De RooFSP1006146
Clemence Limited · Christchurch
- Matthew HansonFSP1003933
Clemence Limited · Christchurch
- Mitchell Riley Timms CoxFSP1011037
Clemence Limited · Christchurch
- Sayukta Shruti PrasadFSP1008612
Clemence Limited · Christchurch
- Stephen Leslie HillFSP105723
Clemence Limited · Auckland
- Thomas ReaFSP1010473
Clemence Limited · Christchurch
- Tristan Charl VorsterFSP1008579
Clemence Limited · Christchurch
- Tyler Jay DanielsonFSP1010176
Clemence Limited · Christchurch
- Wan XuFSP1009026
Clemence Limited · Christchurch
- Zoe Lara PottingerFSP1011309
Clemence Limited · Christchurch
- Ahmad Paul EjammeFSP484426
Finsol Financial Services Limited · Auckland
- Douglas Ian WhiteFSP616229
Finsol Financial Services Limited · Auckland
- Emma Jane FletcherFSP1008990
Finsol Financial Services Limited · Napier
- Gareth Ivan Joseph DobsonFSP90761
Finsol Financial Services Limited · Napier
- Gimhani Nadeesha Ranasinghe Ranasinghe ArachchigeFSP1000104
Finsol Financial Services Limited · Auckland
- Kareem Anwar Shehata HannaFSP769121
Finsol Financial Services Limited · Christchurch
- Samara Gassan AjjamFSP1010930
Finsol Financial Services Limited · Browns Bay
- Stuart Lee WilsonFSP1008216
Finsol Financial Services Limited · Napier
- 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
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 Cressida 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/cressida 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 Cressida. 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 Cressida, 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 Cressida — 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 Cressida FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/cressida
- Machine-readable JSON: /api/network/insurer/cressida/advisers.json
- FAP-level JSON (parent): /api/network/insurer/cressida.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.