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Adviser-level distribution view

Advisers at FAPs that disclose Synergy

2 NZ Financial Advice Providers have disclosed Synergy in their public Product Disclosure Statement product panel, collectively employing 8 individual advisers across 3 cities. For the FAP-level roll-up (one row per firm), see the parent Synergy distribution network page.

How 9,152 advisers split for Synergy

  • 8 advisers (2 firms): Their firm's disclosure statement names Synergy.
  • 3,621 advisers (289 firms): Their firm's disclosure statement does not name Synergy.
  • 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 Synergy 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 Synergy, by adviser headcount

2 FAPs · as of 2026-05-24

Individual advisers

8 of 8 shown

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 Synergy 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/synergy 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 Synergy. 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 Synergy, 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 Synergy — 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 Synergy 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.