Adviser-level distribution view
Advisers at FAPs that disclose Finbase
22 NZ Financial Advice Providers have disclosed Finbase in their public Product Disclosure Statement product panel, collectively employing 151 individual advisers across 23 cities. For the FAP-level roll-up (one row per firm), see the parent Finbase distribution network page.
How 9,152 advisers split for Finbase
- 151 advisers (22 firms): Their firm's disclosure statement names Finbase.
- 3,478 advisers (269 firms): Their firm's disclosure statement does not name Finbase.
- 5,523 advisers (2,132 firms): We hold no product panel for their firm, so we can't say.
Product panels are disclosed by the firm (FAP), not the individual adviser, and are AI-extracted from each firm's Public Disclosure Statement. A firm whose disclosure does not name Finbase may still arrange it, and the “can't say” group is firms whose disclosure we have not yet read. Counts cover individual advisers with a current FAP appointment on the FSPR.
FAPs distributing Finbase, by adviser headcount
22 FAPs · as of 2026-09-04- Guardian Smith Limited
FSP1002543
25 advisers - Clemence Limited
FSP758931
24 advisers - Surecapital Investments Limited
FSP624289
17 advisers - Tony Mounce Mortgages Limited
FSP451986
11 advisers - All Seasons Mortgage Limited
FSP1007045
10 advisers - Blueprint Finance Limited
FSP1006023
6 advisers - Priority Loans Limited
FSP754771
6 advisers - Rapson Loans & Finance Limited
FSP767832
6 advisers - Youm Limited
FSP69281
5 advisers - Coconut Mortgages Limited
FSP739771
5 advisers - Kripa Financial Solutions Limited
FSP771115
5 advisers - The Loanary Limited
FSP1000973
4 advisers - Tella (new Zealand) Limited
FSP1001727
4 advisers - Supercity Mortgages Group Limited
FSP1002625
4 advisers - Tbb Mortgage Limited
FSP659051
4 advisers - Mortgage First New Zealand Limited
FSP773712
4 advisers - Kensington Castles Limited
FSP476806
3 advisers - Prosperity Advisors Limited
FSP762831
3 advisers - Boost Brokers (nz) Limited
FSP1003888
2 advisers - Ellison Financial Services Limited
FSP759531
1 adviser - Access Home Loans (canterbury) Limited
FSP763411
1 adviser - Allan Financial Limited
FSP764291
1 adviser
Individual advisers
100 of 151 shown- Darren Edward James CaldwellFSP338886
Access Home Loans (canterbury) Limited · Christchurch
- Anuj WaliaFSP1007570
All Seasons Mortgage Limited · Papakura
- Jagdip Kaur RandhawaFSP1010098
All Seasons Mortgage Limited · Pokeno
- Mohit Kumar SharmaFSP1007843
All Seasons Mortgage Limited · Pukekohe
- Navneet SranFSP1011002
All Seasons Mortgage Limited · Papakura
- Nihal KaushikFSP1010387
All Seasons Mortgage Limited · Takanini
- Priyanka SharmaFSP1009544
All Seasons Mortgage Limited · Auckland
- Rahul VermaFSP1007890
All Seasons Mortgage Limited · Auckland
- Rajat AggarwalFSP1004604
All Seasons Mortgage Limited · Papakura
- Sandeep SainiFSP1010695
All Seasons Mortgage Limited · Takanini
- Shubham AggarwalFSP1010701
All Seasons Mortgage Limited · Papamoa
- Richard Grant AllanFSP94321
Allan Financial Limited · Lincoln
- Daniel Mark LipmanFSP558986
Blueprint Finance Limited · Auckland
- David Timothy ChamberlainFSP1007210
Blueprint Finance Limited · Auckland
- Jack Lister Salisbury HammondFSP1009177
Blueprint Finance Limited · Auckland
- Jonathan Mark SmithFSP1005699
Blueprint Finance Limited · Auckland
- Madhav BhandariFSP1002464
Blueprint Finance Limited · Auckland
- Trina Monisha SinghFSP1006005
Blueprint Finance Limited · Auckland
- Isabella O'Halloran MarottaFSP1005006
Boost Brokers (nz) Limited · Whangarei
- Joanne Marie MarshallFSP695631
Boost Brokers (nz) Limited · Wellsford
- 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
- Hongni SunFSP505346
Coconut Mortgages Limited · Auckland
- Jiajia ShenFSP627669
Coconut Mortgages Limited · Auckland
- Jing QiFSP673731
Coconut Mortgages Limited · Auckland
- Miaomiao LiuFSP1003493
Coconut Mortgages Limited · Auckland
- Xiaoning ZhangFSP640909
Coconut Mortgages Limited · Auckland
- Jacob Raniera EllisonFSP760611
Ellison Financial Services Limited · Porirua
- Alice Leah FooteFSP1011488
Guardian Smith Limited · Auckland Central
- Alokuoulu Joe Ofa SavietiFSP1011314
Guardian Smith Limited · Auckland
- 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
- Claudia Paige SansonFSP1011220
Kensington Castles Limited · Whangarei
- Erika Christina Rocha BlankFSP1009739
Kensington Castles Limited · Whangarei
- Matthew Hugh KensingtonFSP478566
Kensington Castles Limited · Whangarei
- Anu Cochuparambil MuraleedharanFSP1010133
Kripa Financial Solutions Limited · Auckland
- Jose Aldrin RozarioFSP1011453
Kripa Financial Solutions Limited · Auckland
- Krishnapriya Santoshkumar YadavFSP770719
Kripa Financial Solutions Limited · Auckland
- Nimisha ThomasFSP1009341
Kripa Financial Solutions Limited · Hamilton
- Simi SethuFSP771114
Kripa Financial Solutions Limited · Auckland
- Anthony Duncan Jie Chao YeeFSP418946
Mortgage First New Zealand Limited · Canterbury
- Guy Armstrong ParsonsFSP771095
Mortgage First New Zealand Limited · Canterbury
- Karen Louise DilgerFSP537966
Mortgage First New Zealand Limited · Canterbury
- Samuel Armstrong ParsonsFSP394406
Mortgage First New Zealand Limited · Canterbury
- Carly Hinerangi HollandFSP1004074
Priority Loans Limited · Hamilton
- Christopher Jacobus VollebregtFSP637409
Priority Loans Limited · Hamilton
- Glenn Robert ColcloughFSP681671
Priority Loans Limited · Hamilton
- Katherine Anne KraakmanFSP414666
Priority Loans Limited · Hamilton
- Lisa Jane BurtFSP768197
Priority Loans Limited · Hamilton
- Nicole Cherie KeaneFSP532926
Priority Loans Limited · Hamilton
- Haomin WangFSP1006725
Prosperity Advisors Limited · Rosedale
- Shuo LuFSP1009577
Prosperity Advisors Limited · Auckland
- Yu WangFSP299126
Prosperity Advisors Limited · Auckland
- Brooke Louise ReynoldsFSP772671
Rapson Loans & Finance Limited · Tauranga
- Diana McIntyreFSP1006863
Rapson Loans & Finance Limited · Wellington
- Graham John ClarkeFSP1008911
Rapson Loans & Finance Limited · Tauranga
- Jacques PittsFSP1003586
Rapson Loans & Finance Limited · Tauranga
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 Finbase 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/finbase 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 Finbase. 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 Finbase, 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 Finbase — 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 Finbase FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/finbase
- Machine-readable JSON: /api/network/insurer/finbase/advisers.json
- FAP-level JSON (parent): /api/network/insurer/finbase.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.