Adviser-level distribution view
Advisers at FAPs that disclose Heartland Bank
14 NZ Financial Advice Providers have disclosed Heartland Bank in their public Product Disclosure Statement product panel, collectively employing 124 individual advisers across 26 cities. For the FAP-level roll-up (one row per firm), see the parent Heartland Bank distribution network page.
Name variants in the source data: Heartland, Heartland Bank, Heartland Bank Limited.
FAPs distributing Heartland Bank, by adviser headcount
14 FAPs · as of 2026-05-23- Mike Pero Mortgages Limited
FSP37033
27 advisers - Clemence Limited
FSP758931
24 advisers - Surecapital Investments Limited
FSP624289
17 advisers - Plaxo Mortgages Limited
FSP769518
12 advisers - Amp Services (nz) Limited
FSP38082
11 advisers - Opes Mortgages Limited
FSP745811
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 - The Best Limited
FSP724451
1 adviser
Individual advisers
100 of 124 shown- Debbie Lee PlaceFSP1002221
Amp Services (nz) Limited · Auckland Central
- Dipen AcharyaFSP412750
Amp Services (nz) Limited · Auckland Central
- Emily Claire OwensFSP1003200
Amp Services (nz) Limited · Parnell
- Jonas Julio Widjaja SaputraFSP1002247
Amp Services (nz) Limited · Auckland Central
- Kailun ZhangFSP1010156
Amp Services (nz) Limited · Auckland Central
- Katie Victoria IresonFSP1010155
Amp Services (nz) Limited · Auckland Central
- Kirsty Dawn HealeyFSP1007387
Amp Services (nz) Limited · Auckland
- Kriti Ashwin BahlFSP412706
Amp Services (nz) Limited · Auckland Central
- Maria Sheila Villamor Sarmenta-dayaoFSP1010154
Amp Services (nz) Limited · Auckland Central
- Mark DevonportFSP646969
Amp Services (nz) Limited · Auckland
- Shane NarayanFSP484606
Amp Services (nz) Limited · Auckland Central
- 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
- Andrew Nicolaas RoodFSP470826
Mike Pero Mortgages Limited · Tauranga
- Becs WildeFSP1010469
Mike Pero Mortgages Limited · Dunedin
- Christopher John ChannonFSP31521
Mike Pero Mortgages Limited · Auckland
- Daniel John BentleyFSP288905
Mike Pero Mortgages Limited · Manurewa
- Darren Larry Francis LawsonFSP1001947
Mike Pero Mortgages Limited · Christchurch
- David Ian Brian ClemensFSP659491
Mike Pero Mortgages Limited · Waikanae
- Gary Anthony DobbsFSP26102
Mike Pero Mortgages Limited · Timaru
- Jacqueline HemiFSP671531
Mike Pero Mortgages Limited · Inglewood
- Lynda Mary SpicerFSP462526
Mike Pero Mortgages Limited · Pokeno
- Mani FaletanoaiFSP637029
Mike Pero Mortgages Limited · Auckland
- Maria Akenese PereiraFSP32281
Mike Pero Mortgages Limited · Lower Hutt
- Mark John ThomsonFSP26105
Mike Pero Mortgages Limited · Wellington
- Mark Owen GreeneFSP278266
Mike Pero Mortgages Limited · Auckland
- Nicholas John SchnellFSP544166
Mike Pero Mortgages Limited · Havelock North
- Nigel Peter Sew HoyFSP559207
Mike Pero Mortgages Limited · Auckland
- Philippa Ann NormanFSP34881
Mike Pero Mortgages Limited · Auckland
- Ross William BellFSP36861
Mike Pero Mortgages Limited · Christchurch
- Ruth Marie ChaneyFSP1005973
Mike Pero Mortgages Limited · Auckland
- Samantha June SchuurmanFSP767133
Mike Pero Mortgages Limited · Christchurch
- Shalu SansanwalFSP1009696
Mike Pero Mortgages Limited · Papakura
- Simon Charles PartonFSP42101
Mike Pero Mortgages Limited · Lower Hutt
- Stephen James YoungFSP31163
Mike Pero Mortgages Limited · Auckland
- Stephen Raymond WalshFSP26151
Mike Pero Mortgages Limited · Christchurch
- Supreet MaheyFSP1001829
Mike Pero Mortgages Limited · Rolleston
- Teresa Dawn GreenhillFSP1002225
Mike Pero Mortgages Limited · Hawera
- Wayne Frederick James CollierFSP26101
Mike Pero Mortgages Limited · New Plymouth
- Yun Shan LiangFSP729491
Mike Pero Mortgages Limited · Auckland
- Robert Gordon ThumathFSP116885
Mortgage Mart (nz) Limited · Whakatane
- Gavin Milan LendichFSP20923
Mortgage Planners 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
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 Heartland Bank 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/heartland-bank 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 Heartland Bank. 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 Heartland Bank, 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 Heartland Bank — 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 Heartland Bank FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/heartland-bank
- Machine-readable JSON: /api/network/insurer/heartland-bank/advisers.json
- FAP-level JSON (parent): /api/network/insurer/heartland-bank.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.