Adviser-level distribution view
Advisers at FAPs that disclose Midlands Funds Management
9 NZ Financial Advice Providers have disclosed Midlands Funds Management in their public Product Disclosure Statement product panel, collectively employing 52 individual advisers across 13 cities. For the FAP-level roll-up (one row per firm), see the parent Midlands Funds Management distribution network page.
How 9,152 advisers split for Midlands Funds Management
- 52 advisers (9 firms): Their firm's disclosure statement names Midlands Funds Management.
- 3,577 advisers (282 firms): Their firm's disclosure statement does not name Midlands Funds Management.
- 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 Midlands Funds Management 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 Midlands Funds Management, by adviser headcount
9 FAPs · as of 2026-09-04- Guardian Smith Limited
FSP1002543
25 advisers - Priority Loans Limited
FSP754771
6 advisers - Youm Limited
FSP69281
5 advisers - Coconut Mortgages Limited
FSP739771
5 advisers - Tbb Mortgage Limited
FSP659051
4 advisers - Mortgage First New Zealand Limited
FSP773712
4 advisers - Ellison Financial Services Limited
FSP759531
1 adviser - Access Home Loans (canterbury) Limited
FSP763411
1 adviser - Allan Financial Limited
FSP764291
1 adviser
Individual advisers
52 of 52 shown- Darren Edward James CaldwellFSP338886
Access Home Loans (canterbury) Limited · Christchurch
- Richard Grant AllanFSP94321
Allan Financial Limited · Lincoln
- 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
- 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
- Jie YuFSP205625
Tbb Mortgage Limited · Auckland
- Jing ZhangFSP618349
Tbb Mortgage Limited · Auckland
- Lingxin ZhangFSP1004231
Tbb Mortgage Limited · Auckland
- Wenqing HuaFSP428426
Tbb Mortgage Limited · Auckland
- Brent Christopher JaslarzFSP72522
Youm Limited · Palmerston North
- Craig Robert SetonFSP69063
Youm Limited · Palmerston North
- Nikita Louise ViningFSP1006262
Youm Limited · Palmerston North
- Patricia Susan SeymourFSP743511
Youm Limited · Palmerston North
- Simon James Michael LeesFSP703951
Youm Limited · Palmerston North
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 Midlands Funds Management 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/midlands-funds-management 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 Midlands Funds Management. 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 Midlands Funds Management, 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 Midlands Funds Management — 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 Midlands Funds Management FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/midlands-funds-management
- Machine-readable JSON: /api/network/insurer/midlands-funds-management/advisers.json
- FAP-level JSON (parent): /api/network/insurer/midlands-funds-management.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.