Adviser-level distribution view
Advisers at FAPs that disclose Select Wealth
5 NZ Financial Advice Providers have disclosed Select Wealth in their public Product Disclosure Statement product panel, collectively employing 28 individual advisers across 7 cities. For the FAP-level roll-up (one row per firm), see the parent Select Wealth distribution network page.
How 9,152 advisers split for Select Wealth
- 28 advisers (5 firms): Their firm's disclosure statement names Select Wealth.
- 3,601 advisers (286 firms): Their firm's disclosure statement does not name Select Wealth.
- 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 Select Wealth 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 Select Wealth, by adviser headcount
5 FAPs · as of 2026-09-04- Foxplan Limited
FSP39630
13 advisers - Stream-gold Financial Services Limited
FSP716071
6 advisers - Dux Financial Planning Limited
FSP731551
6 advisers - Dux Financial Services Limited
FSP670191
2 advisers - Affinity Nz Limited
FSP731671
1 adviser
Individual advisers
28 of 28 shown- William Laurence DragicevicFSP1011326
Affinity Nz Limited · Wellington
- Alan Karl BorthwickFSP101164
Dux Financial Planning Limited · Wellington
- Helen Margaret GrantFSP1004224
Dux Financial Planning Limited · Silverdale
- Manik BathlaFSP1005706
Dux Financial Planning Limited · Te Aro
- Samuel Robert HallFSP1008541
Dux Financial Planning Limited · Te Aro
- Terence Benjamin OrchardFSP1005382
Dux Financial Planning Limited · Te Aro
- Tharindu Danushka BakmeedeniyaFSP1011190
Dux Financial Planning Limited · Te Aro
- Michael Robert CraigFSP559947
Dux Financial Services Limited · Te Aro
- Thivakar PushparajFSP106084
Dux Financial Services Limited · Wellington
- Blake Andrew ChamberlainFSP778114
Foxplan Limited · Wellington
- Brodie Ben Jack HaggertyFSP778174
Foxplan Limited · Wellington
- Dillan KorkieFSP1007506
Foxplan Limited · Feilding
- Hayden Keith WoodFSP1010800
Foxplan Limited · Wellington
- Jay Adam JensenFSP1010944
Foxplan Limited · Wellington
- Mark James StoneFSP503446
Foxplan Limited · Wellington
- Natasha Katrina DunnFSP1010132
Foxplan Limited · Wellington
- Peter Warwick WalkerFSP59463
Foxplan Limited · Wellington
- Prashant Nileshkumar ModiFSP1003614
Foxplan Limited · Te Aro
- Stephanus Bernardus Maria JagersFSP70761
Foxplan Limited · Wellington
- Stephen Mark BakerFSP67983
Foxplan Limited · Wellington
- Tianying WuFSP1010135
Foxplan Limited · Wellington
- Timothy Gordon EllisFSP778196
Foxplan Limited · Wellington
- Aiza Cerrina Barril GonzalesFSP1003531
Stream-gold Financial Services Limited · Lower Hutt
- Christopher Segismundo BatisanFSP487166
Stream-gold Financial Services Limited · Lower Hutt
- Erlina Mondejar OcdaoFSP714351
Stream-gold Financial Services Limited · Kelston
- Lawrence YuFSP682851
Stream-gold Financial Services Limited · Auckland
- Thelma Cataros CarlosFSP1008625
Stream-gold Financial Services Limited · Wellington
- Zandro Diwa MagtotoFSP1003993
Stream-gold Financial Services Limited · Lower Hutt
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 Select Wealth 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/select-wealth 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 Select Wealth. 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 Select Wealth, 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 Select Wealth — 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 Select Wealth FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/select-wealth
- Machine-readable JSON: /api/network/insurer/select-wealth/advisers.json
- FAP-level JSON (parent): /api/network/insurer/select-wealth.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.