Adviser-level distribution view
Advisers at FAPs that disclose Third party fund managers
1 NZ Financial Advice Provider have disclosed Third party fund managers in their public Product Disclosure Statement product panel, collectively employing 3 individual advisers across 1 city. For the FAP-level roll-up (one row per firm), see the parent Third party fund managers distribution network page.
FAPs distributing Third party fund managers, by adviser headcount
1 FAP · as of 2026-05-23- Sage Wealth Management Limited
FSP1003386
3 advisers
Individual advisers
3 of 3 shown- Kevin Michael O'DonnellFSP1004456
Sage Wealth Management Limited · Nelson
- Meredith Jane CorneliusFSP3581
Sage Wealth Management Limited · Nelson
- Thomas Nicholas James HuntFSP1000629
Sage Wealth Management Limited · Nelson
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 Third party fund managers 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/third-party-fund-managers 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 Third party fund managers. 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 Third party fund managers, 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 Third party fund managers — 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 Third party fund managers FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/third-party-fund-managers
- Machine-readable JSON: /api/network/insurer/third-party-fund-managers/advisers.json
- FAP-level JSON (parent): /api/network/insurer/third-party-fund-managers.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.