Adviser-level distribution view
Advisers at FAPs that disclose NZCU Baywide
11 NZ Financial Advice Providers have disclosed NZCU Baywide in their public Product Disclosure Statement product panel, collectively employing 65 individual advisers across 14 cities. For the FAP-level roll-up (one row per firm), see the parent NZCU Baywide distribution network page.
Name variants in the source data: NZCU Baywide, NZCU baywide.
How 9,152 advisers split for NZCU Baywide
- 65 advisers (11 firms): Their firm's disclosure statement names NZCU Baywide.
- 3,564 advisers (280 firms): Their firm's disclosure statement does not name NZCU Baywide.
- 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 NZCU Baywide 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 NZCU Baywide, by adviser headcount
11 FAPs · as of 2026-09-04- Cole Murray Group Limited
FSP42652
15 advisers - Mortgagehq Limited
FSP463846
14 advisers - Onboard Lending Limited
FSP761712
7 advisers - Blueprint Finance Limited
FSP1006023
6 advisers - Megan Ward Consultancy Limited
FSP778693
6 advisers - 5 advisers
- Penguin Financial Services Limited
FSP710951
3 advisers - Trebla Partners Limited
FSP728251
3 advisers - Jatz Limited
FSP768071
3 advisers - Dm Consult (nz) Limited
FSP716311
2 advisers - The Best Limited
FSP724451
1 adviser
Individual advisers
65 of 65 shown- 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
- 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
- David RiddellFSP1000113
Cole Murray Group Limited · Hastings
- Grae Cooper GillespieFSP1003935
Cole Murray Group Limited · Hastings
- Hayley Sylvia O'BrienFSP774673
Cole Murray Group Limited · Hastings
- Ian Andrew FraserFSP358006
Cole Murray Group Limited · Hastings
- Jeremy Hugh ColeFSP84402
Cole Murray Group Limited · Hastings
- Judith Mary SteinerFSP91661
Cole Murray Group Limited · Napier
- Kate Maree GustafsonFSP1009158
Cole Murray Group Limited · Hastings
- Michael Jonothan MurrayFSP84206
Cole Murray Group Limited · Hastings
- Nobin AntonyFSP1009740
Cole Murray Group Limited · Hastings
- Peter Wiremu BarryFSP447066
Cole Murray Group Limited · Napier
- Samuel John StovellFSP690231
Cole Murray Group Limited · Hastings
- Stacey Lee CrispinFSP1006874
Cole Murray Group Limited · Hastings
- Steven Lewis DaviesFSP113144
Cole Murray Group Limited · Hastings
- Susan Therese DaulbyFSP331346
Cole Murray Group Limited · Hastings
- Tania Dorothy HeighwayFSP649709
Cole Murray Group Limited · Hastings
- Darrin Christopher McCormackFSP369206
Dm Consult (nz) Limited · Havelock North
- Emma Jean HallFSP582447
Dm Consult (nz) Limited · Havelock North
- Gian Robert BothaFSP1011048
Jatz Limited · Paraparaumu
- Lee John MasonFSP303586
Jatz Limited · Paraparaumu
- Rachel Eunice SummersFSP1003217
Jatz Limited · Upper Hutt
- Christene Ellen RichardsonFSP1002120
Megan Ward Consultancy Limited · Christchurch
- Colin James SutherlandFSP141984
Megan Ward Consultancy Limited · Christchurch
- Colin ThomsFSP107768
Megan Ward Consultancy Limited · Somerfield
- David AdamsFSP1010170
Megan Ward Consultancy Limited · Christchurch
- Erica Marie TubbFSP1009273
Megan Ward Consultancy Limited · Leeston
- Megan Marie WardFSP273845
Megan Ward Consultancy Limited · Christchurch
- Alejandro Wong YangFSP1008789
Mortgagehq Limited · Auckland
- Alexander Kagan JoyceFSP1010259
Mortgagehq Limited · Auckland
- Andrew TurnerFSP283225
Mortgagehq Limited · Auckland
- Anna SavageFSP442466
Mortgagehq Limited · Auckland
- Blandon LeungFSP304266
Mortgagehq Limited · Auckland
- Calvin Jay HouseFSP1009905
Mortgagehq Limited · Auckland
- Chun Tat WongFSP756471
Mortgagehq Limited · Auckland
- Haoyu ChenFSP779354
Mortgagehq Limited · Auckland
- Hari Kapila EdeyFSP1008699
Mortgagehq Limited · Auckland
- Jason LaiFSP1007338
Mortgagehq Limited · Auckland
- Simon Anthony McDonaldFSP1004071
Mortgagehq Limited · Auckland
- Zhiyang ChengFSP731711
Mortgagehq Limited · Auckland
- Zifeng Frankie SuFSP1008768
Mortgagehq Limited · Auckland
- Zirui WangFSP1004187
Mortgagehq Limited · Auckland
- Angus Wardell EvansFSP749671
Onboard Lending Limited · Auckland
- Ashley Raymond MitchellFSP1003119
Onboard Lending Limited · Auckland
- Bradley Robert TonkinFSP1004576
Onboard Lending Limited · Mount Maunganui
- Heath Brendon RyanFSP1010722
Onboard Lending Limited · Auckland
- Jared Philip WhitburnFSP1011178
Onboard Lending Limited · Oamaru
- Jesse RobertsonFSP1011148
Onboard Lending Limited · Auckland
- Josephine AckermanFSP1009780
Onboard Lending Limited · Auckland
- Ajay LambaFSP710952
Penguin Financial Services Limited · Auckland
- Sahil AroraFSP1009797
Penguin Financial Services Limited · Auckland
- Udita SoodFSP303526
Penguin Financial Services Limited · Auckland
- Ewald BiesenbachFSP320426
The Best Limited · Tauranga
- Alva Vinepa TalopauFSP601629
Trebla Partners Limited · Tauranga
- Joanne Rachelle WalkerFSP380146
Trebla Partners Limited · Auckland
- Moana Arapeta AlbertFSP433026
Trebla Partners 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 NZCU Baywide 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/nzcu-baywide 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 NZCU Baywide. 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 NZCU Baywide, 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 NZCU Baywide — 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 NZCU Baywide FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/nzcu-baywide
- Machine-readable JSON: /api/network/insurer/nzcu-baywide/advisers.json
- FAP-level JSON (parent): /api/network/insurer/nzcu-baywide.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.