Skip to main content

Adviser-level distribution view

Advisers at FAPs that disclose Multi-asset class funds

1 NZ Financial Advice Provider have disclosed Multi-asset class funds in their public Product Disclosure Statement product panel, collectively employing 5 individual advisers across 2 cities. For the FAP-level roll-up (one row per firm), see the parent Multi-asset class funds distribution network page.

How 9,152 advisers split for Multi-asset class funds

  • 5 advisers (1 firm): Their firm's disclosure statement names Multi-asset class funds.
  • 3,624 advisers (290 firms): Their firm's disclosure statement does not name Multi-asset class funds.
  • 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 Multi-asset class funds 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 Multi-asset class funds, by adviser headcount

1 FAP · as of 2026-02-20

Individual advisers

5 of 5 shown

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 Multi-asset class funds 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/multi-asset-class-funds 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 Multi-asset class funds. 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 Multi-asset class funds, 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 Multi-asset class funds — 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 Multi-asset class funds FAP roll-up.

Machine-readable + related

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.