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Adviser-level distribution view

Advisers at FAPs that disclose Property Funding Trustees

1 NZ Financial Advice Provider have disclosed Property Funding Trustees in their public Product Disclosure Statement product panel, collectively employing 17 individual advisers across 1 city. For the FAP-level roll-up (one row per firm), see the parent Property Funding Trustees distribution network page.

How 9,151 advisers split for Property Funding Trustees

  • 17 advisers (1 firm): Their firm's disclosure statement names Property Funding Trustees.
  • 3,612 advisers (290 firms): Their firm's disclosure statement does not name Property Funding Trustees.
  • 5,522 advisers (2,133 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 Property Funding Trustees 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 Property Funding Trustees, by adviser headcount

1 FAP · as of 2026-05-24

Individual advisers

17 of 17 shown
  • Edward Lai

    Surecapital Investments Limited · Auckland

    FSP567547
  • Hao Tan

    Surecapital Investments Limited · Auckland

    FSP1004777
  • Hui-yin Kwok

    Surecapital Investments Limited · Auckland

    FSP663951
  • Jiali Liang

    Surecapital Investments Limited · Auckland

    FSP100646
  • Lina Ren

    Surecapital Investments Limited · Auckland

    FSP1005000
  • Lujia Wang

    Surecapital Investments Limited · Auckland

    FSP1007963
  • Shuo Cui

    Surecapital Investments Limited · Auckland

    FSP449827
  • Si Li

    Surecapital Investments Limited · Auckland

    FSP1004236
  • Sisi He

    Surecapital Investments Limited · Auckland

    FSP757971
  • Wenbo Ma

    Surecapital Investments Limited · Auckland

    FSP777031
  • Wenqian Shi

    Surecapital Investments Limited · Auckland

    FSP763631
  • Xiaotang Huang

    Surecapital Investments Limited · Auckland

    FSP602390
  • Xue Han

    Surecapital Investments Limited · Auckland

    FSP1006881
  • Xue Yang

    Surecapital Investments Limited · Auckland

    FSP607510
  • Yingjie Zhao

    Surecapital Investments Limited · Auckland

    FSP1000361
  • Yuqiong Gu

    Surecapital Investments Limited · Auckland

    FSP774040
  • Yuxia Liu

    Surecapital Investments Limited · Auckland

    FSP462706

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 Property Funding Trustees 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/property-funding-trustees 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 Property Funding Trustees. 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 Property Funding Trustees, 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 Property Funding Trustees — 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 Property Funding Trustees 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.