Adviser-level distribution view
Advisers at FAPs that disclose NBS
4 NZ Financial Advice Providers have disclosed NBS in their public Product Disclosure Statement product panel, collectively employing 50 individual advisers across 19 cities. For the FAP-level roll-up (one row per firm), see the parent NBS distribution network page.
Name variants in the source data: Nelson Building Society, NBS.
FAPs distributing NBS, by adviser headcount
4 FAPs · as of 2026-05-23- Mike Pero Mortgages Limited
FSP37033
27 advisers - Surecapital Investments Limited
FSP624289
17 advisers - 5 advisers
- Mortgage Mart (nz) Limited
FSP755011
1 adviser
Individual advisers
50 of 50 shown- Anna-may MartinFSP1000091
Castle Trust Financial Planning Limited · Richmond
- Chevaun Lee MarshallFSP1007097
Castle Trust Financial Planning Limited · Richmond
- Glyn Lewis-jonesFSP60101
Castle Trust Financial Planning Limited · Richmond
- Kathryn Danielle AlboroughFSP34785
Castle Trust Financial Planning Limited · Richmond
- Stuart Francis PopeFSP32187
Castle Trust Financial Planning Limited · Nelson
- 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
- Edward LaiFSP567547
Surecapital Investments Limited · Auckland
- Hao TanFSP1004777
Surecapital Investments Limited · Auckland
- Hui-yin KwokFSP663951
Surecapital Investments Limited · Auckland
- Jiali LiangFSP100646
Surecapital Investments Limited · Auckland
- Lina RenFSP1005000
Surecapital Investments Limited · Auckland
- Lujia WangFSP1007963
Surecapital Investments Limited · Auckland
- Shuo CuiFSP449827
Surecapital Investments Limited · Auckland
- Si LiFSP1004236
Surecapital Investments Limited · Auckland
- Sisi HeFSP757971
Surecapital Investments Limited · Auckland
- Wenbo MaFSP777031
Surecapital Investments Limited · Auckland
- Wenqian ShiFSP763631
Surecapital Investments Limited · Auckland
- Xiaotang HuangFSP602390
Surecapital Investments Limited · Auckland
- Xue HanFSP1006881
Surecapital Investments Limited · Auckland
- Xue YangFSP607510
Surecapital Investments Limited · Auckland
- Yingjie ZhaoFSP1000361
Surecapital Investments Limited · Auckland
- Yuqiong GuFSP774040
Surecapital Investments Limited · Auckland
- Yuxia LiuFSP462706
Surecapital Investments 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 NBS 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/nbs 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 NBS. 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 NBS, 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 NBS — 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 NBS FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/nbs
- Machine-readable JSON: /api/network/insurer/nbs/advisers.json
- FAP-level JSON (parent): /api/network/insurer/nbs.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.