Adviser-level distribution view
Advisers at FAPs that disclose Koura Wealth
3 NZ Financial Advice Providers have disclosed Koura Wealth in their public Product Disclosure Statement product panel, collectively employing 45 individual advisers across 7 cities. For the FAP-level roll-up (one row per firm), see the parent Koura Wealth distribution network page.
Name variants in the source data: Koura Wealth, Koura Wealth Limited.
FAPs distributing Koura Wealth, by adviser headcount
3 FAPs · as of 2026-09-04- Penberthy Insurance Limited
FSP31885
23 advisers - Agile Financial Services Limited
FSP745556
16 advisers - Blueprint Finance Limited
FSP1006023
6 advisers
Individual advisers
45 of 45 shown- Alicia Eve McMillanFSP1005961
Agile Financial Services Limited · Christchurch
- Amelia Rose-marie EssexFSP1008190
Agile Financial Services Limited · Christchurch
- Antonia Louise McAtamneyFSP145904
Agile Financial Services Limited · Christchurch
- Dallas Murray RobertsFSP745575
Agile Financial Services Limited · Christchurch
- David Alan JenkinsFSP1008802
Agile Financial Services Limited · Wanaka
- Deborah Marie LynskeyFSP1010552
Agile Financial Services Limited · Sefton
- Hannah Kate ParlaneFSP1008189
Agile Financial Services Limited · Christchurch
- Hayley-rose Leigh RiceFSP1007310
Agile Financial Services Limited · Christchurch
- Jacqueline Marie ReubenFSP1002695
Agile Financial Services Limited · Christchurch
- Jacquelyn Elizabeth Zwies-crosbieFSP1011476
Agile Financial Services Limited · Timaru
- Jasmine Sarah McGurkFSP1008715
Agile Financial Services Limited · Wanaka
- Lisa Nicole CooperFSP1006332
Agile Financial Services Limited · Christchurch
- Mark Peter John HemmingsFSP1006890
Agile Financial Services Limited · Wanaka
- Nigel Jia HoFSP763272
Agile Financial Services Limited · Christchurch
- Rodney Edward KingFSP745651
Agile Financial Services Limited · Christchurch
- Yun TianFSP1005223
Agile Financial Services Limited · Christchurch
- 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
- Ann Louise BartonFSP1009072
Penberthy Insurance Limited · Auckland
- Dean Hayden WolleyFSP555687
Penberthy Insurance Limited · Auckland
- Deborah Anne PrestonFSP1000214
Penberthy Insurance Limited · Auckland
- Dewaal BothaFSP1009203
Penberthy Insurance Limited · Auckland
- Elaine Salomi Rudolph Shalini MirandaFSP1006465
Penberthy Insurance Limited · Takapuna
- Francesca Mae ThirdFSP769573
Penberthy Insurance Limited · Takapuna
- Ilan WisenbergFSP737811
Penberthy Insurance Limited · Auckland
- Jeanette Frances PenberthyFSP77741
Penberthy Insurance Limited · North Shore
- Jennifer RyanFSP469586
Penberthy Insurance Limited · Auckland
- John Joseph Ah KuoiFSP103944
Penberthy Insurance Limited · Auckland
- John Robert PenberthyFSP77441
Penberthy Insurance Limited · Auckland
- Jonathan Kelvin AngleseyFSP661211
Penberthy Insurance Limited · Auckland
- Kendall Jade EdwardsFSP1005909
Penberthy Insurance Limited · Auckland
- Magda Karolina DabkowskaFSP371886
Penberthy Insurance Limited · Auckland
- Mark James PenberthyFSP403066
Penberthy Insurance Limited · Auckland
- Milada De VilliersFSP1009077
Penberthy Insurance Limited · Auckland
- Nastassia Jenean D'angeloFSP1000213
Penberthy Insurance Limited · Auckland
- Rachel Dannielle MussoFSP194665
Penberthy Insurance Limited · Auckland
- Regan Claire HudsonFSP77721
Penberthy Insurance Limited · North Shore
- Richard Grant PenberthyFSP77783
Penberthy Insurance Limited · North Shore
- Shane Martin ReillyFSP77706
Penberthy Insurance Limited · North Shore
- Shirina Marie FalkFSP1007191
Penberthy Insurance Limited · Auckland
- Tania NelFSP762215
Penberthy Insurance 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 Koura Wealth 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/koura-wealth 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 Koura Wealth. 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 Koura Wealth, 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 Koura Wealth — 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 Koura Wealth FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/koura-wealth
- Machine-readable JSON: /api/network/insurer/koura-wealth/advisers.json
- FAP-level JSON (parent): /api/network/insurer/koura-wealth.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.