Adviser-level distribution view
Advisers at FAPs that disclose NZCU Baywide
3 NZ Financial Advice Providers have disclosed NZCU Baywide in their public Product Disclosure Statement product panel, collectively employing 20 individual advisers across 4 cities. For the FAP-level roll-up (one row per firm), see the parent NZCU Baywide distribution network page.
FAPs distributing NZCU Baywide, by adviser headcount
3 FAPs · as of 2026-05-23- Mortgagehq Limited
FSP463846
14 advisers - 5 advisers
- The Best Limited
FSP724451
1 adviser
Individual advisers
20 of 20 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
- 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
- Ewald BiesenbachFSP320426
The Best Limited · Tauranga
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.