Adviser-level distribution view
Advisers at FAPs that disclose Investnow
2 NZ Financial Advice Providers have disclosed Investnow in their public Product Disclosure Statement product panel, collectively employing 12 individual advisers across 2 cities. For the FAP-level roll-up (one row per firm), see the parent Investnow distribution network page.
How 9,152 advisers split for Investnow
- 12 advisers (2 firms): Their firm's disclosure statement names Investnow.
- 3,617 advisers (289 firms): Their firm's disclosure statement does not name Investnow.
- 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 Investnow 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 Investnow, by adviser headcount
2 FAPs · as of 2026-06-06- Rival Wealth Limited
FSP30481
9 advisers - Morgan Steel Financial Services Limited
FSP431746
3 advisers
Individual advisers
12 of 12 shown- Catherine Lisa DrewFSP434586
Morgan Steel Financial Services Limited · Tauranga
- James Brendan SheridanFSP107364
Morgan Steel Financial Services Limited · Tauranga
- Lisa Jayne WeakleyFSP1003772
Morgan Steel Financial Services Limited · Tauranga
- Carissa Ann FairbrotherFSP91361
Rival Wealth Limited · Masterton
- Daryl Robert BuckinghamFSP238885
Rival Wealth Limited · Masterton
- Jenny Watson GriffithFSP110065
Rival Wealth Limited · Masterton
- Jurgen Antonie StringerFSP1007969
Rival Wealth Limited · Masterton
- Natalija Vladimirovna FieldFSP154404
Rival Wealth Limited · Masterton
- Rowena Elspeth Hume SmithFSP1011282
Rival Wealth Limited · Masterton
- Roxanne Barbara CarlsenFSP576867
Rival Wealth Limited · Masterton
- Sean Francis FolanFSP1005679
Rival Wealth Limited · Masterton
- Timothy Peter FairbrotherFSP90442
Rival Wealth Limited · Masterton
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 Investnow 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/investnow 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 Investnow. 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 Investnow, 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 Investnow — 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 Investnow FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/investnow
- Machine-readable JSON: /api/network/insurer/investnow/advisers.json
- FAP-level JSON (parent): /api/network/insurer/investnow.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.