Adviser-level distribution view
Advisers at FAPs that disclose First Mortgage Trust
15 NZ Financial Advice Providers have disclosed First Mortgage Trust in their public Product Disclosure Statement product panel, collectively employing 143 individual advisers across 16 cities. For the FAP-level roll-up (one row per firm), see the parent First Mortgage Trust distribution network page.
Name variants in the source data: FMT, First Mortgage Trust.
FAPs distributing First Mortgage Trust, by adviser headcount
15 FAPs · as of 2026-05-23- The Mortgage Lab Nz Limited
FSP587228
33 advisers - Clemence Limited
FSP758931
24 advisers - Surecapital Investments Limited
FSP624289
17 advisers - Mortgagehq Limited
FSP463846
14 advisers - Plaxo Mortgages Limited
FSP769518
12 advisers - Opes Mortgages Limited
FSP745811
10 advisers - Visavis Financial Limited
FSP509126
10 advisers - Finsol Financial Services Limited
FSP627069
8 advisers - Prosper Group Limited
FSP81063
6 advisers - Lift Capitals Limited
FSP754351
4 advisers - Saffron Financial Services Limited
FSP724111
1 adviser - Mortgage Mart (nz) Limited
FSP755011
1 adviser - Home Loan Finance Limited
FSP752411
1 adviser - Mortgage Planners Limited
FSP726391
1 adviser - Springhall Brokers Limited
FSP725312
1 adviser
Individual advisers
100 of 143 shown- 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
- Matthew James MooreFSP567307
Home Loan Finance Limited · Mount Maunganui
- 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
- Robert Gordon ThumathFSP116885
Mortgage Mart (nz) Limited · Whakatane
- Gavin Milan LendichFSP20923
Mortgage Planners Limited · Auckland
- Alejandro Wong YangFSP1008789
Mortgagehq Limited · Auckland
- Alexander Kagan JoyceFSP1010259
Mortgagehq Limited · Auckland
- Andrew TurnerFSP283225
Mortgagehq Limited · Auckland
- Anna SavageFSP442466
Mortgagehq Limited · Auckland
- Blandon LeungFSP304266
Mortgagehq Limited · Auckland
- Calvin Jay HouseFSP1009905
Mortgagehq Limited · Auckland
- Chun Tat WongFSP756471
Mortgagehq Limited · Auckland
- Haoyu ChenFSP779354
Mortgagehq Limited · Auckland
- Hari Kapila EdeyFSP1008699
Mortgagehq Limited · Auckland
- Jason LaiFSP1007338
Mortgagehq Limited · Auckland
- Simon Anthony McDonaldFSP1004071
Mortgagehq Limited · Auckland
- Zhiyang ChengFSP731711
Mortgagehq Limited · Auckland
- Zifeng Frankie SuFSP1008768
Mortgagehq Limited · Auckland
- Zirui WangFSP1004187
Mortgagehq Limited · Auckland
- Cameron Jon CrawleyFSP1011074
Opes Mortgages Limited · Christchurch
- Daniel Michael DaveyFSP1010043
Opes Mortgages Limited · Christchurch Central
- Edward Philip LundFSP1000909
Opes Mortgages Limited · Auckland
- Frances Jennifer CatonFSP1008499
Opes Mortgages Limited · Christchurch Central
- Georgia Louise LynchFSP1010160
Opes Mortgages Limited · Christchurch Central
- Kirstie Marie RhodesFSP1009139
Opes Mortgages Limited · Christchurch
- Natalie Kathleen ColliganFSP1000348
Opes Mortgages Limited · Auckland Central
- Peter Gordon NorrisFSP240425
Opes Mortgages Limited · Auckland Central
- Robert John CrossFSP1006775
Opes Mortgages Limited · Christchurch
- Samuel Edward Willoughby BrownFSP1006169
Opes Mortgages 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
- Baden Frederick GrayFSP69302
Prosper Group Limited · Auckland
- Felecia Ruth HewsonFSP91381
Prosper Group Limited · Rotorua
- Karen Elaine MillarFSP64461
Prosper Group Limited · Taupo
- Peter John ReillyFSP221885
Prosper Group Limited · Auckland
- Robyn Wendy KlinacFSP90321
Prosper Group Limited · Bay Of Plenty
- Seyed Ali Reza ToumadjFSP144884
Prosper Group Limited · Auckland
- Nimish Jitendrakumar ParikhFSP296766
Saffron Financial Services Limited · Auckland
- George McRae SpringhallFSP95824
Springhall Brokers Limited · Auckland
- Edward LaiFSP567547
Surecapital Investments Limited · Auckland
- Hao TanFSP1004777
Surecapital Investments Limited · Auckland
- Hui-yin KwokFSP663951
Surecapital Investments Limited · Auckland
- Jiali LiangFSP100646
Surecapital Investments Limited · Auckland
- Lina RenFSP1005000
Surecapital Investments Limited · Auckland
- Lujia WangFSP1007963
Surecapital Investments Limited · Auckland
- Shuo CuiFSP449827
Surecapital Investments Limited · Auckland
- Si LiFSP1004236
Surecapital Investments Limited · Auckland
- Sisi HeFSP757971
Surecapital Investments Limited · Auckland
- Wenbo MaFSP777031
Surecapital Investments Limited · Auckland
- Wenqian ShiFSP763631
Surecapital Investments Limited · Auckland
- Xiaotang HuangFSP602390
Surecapital Investments Limited · Auckland
- Xue HanFSP1006881
Surecapital Investments Limited · Auckland
- Xue YangFSP607510
Surecapital Investments Limited · Auckland
- Yingjie ZhaoFSP1000361
Surecapital Investments Limited · Auckland
- Yuqiong GuFSP774040
Surecapital Investments Limited · Auckland
- Yuxia LiuFSP462706
Surecapital Investments 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 First Mortgage Trust 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/first-mortgage-trust 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 First Mortgage Trust. 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 First Mortgage Trust, 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 First Mortgage Trust — 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 First Mortgage Trust FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/first-mortgage-trust
- Machine-readable JSON: /api/network/insurer/first-mortgage-trust/advisers.json
- FAP-level JSON (parent): /api/network/insurer/first-mortgage-trust.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.