Adviser-level distribution view
Advisers at FAPs that disclose XE Money
7 NZ Financial Advice Providers have disclosed XE Money in their public Product Disclosure Statement product panel, collectively employing 39 individual advisers across 11 cities. For the FAP-level roll-up (one row per firm), see the parent XE Money distribution network page.
How 9,152 advisers split for XE Money
- 39 advisers (7 firms): Their firm's disclosure statement names XE Money.
- 3,590 advisers (284 firms): Their firm's disclosure statement does not name XE Money.
- 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 XE Money 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 XE Money, by adviser headcount
7 FAPs · as of 2026-06-06- Agile Financial Services Limited
FSP745556
16 advisers - H&c Financial Services Limited
FSP1000923
7 advisers - Personalised Mortgages Limited
FSP765691
6 advisers - The Mortgage Centre Group Limited
FSP773516
4 advisers - Flax Street Mortgages & Advisory Limited
FSP1005134
3 advisers - Wonder Finance Limited
FSP774403
2 advisers - Atpw Limited
FSP1006483
1 adviser
Individual advisers
39 of 39 shown- Alicia Eve McMillanFSP1005961
Agile Financial Services Limited · Christchurch
- Amelia Rose-marie EssexFSP1008190
Agile Financial Services Limited · Christchurch
- Antonia Louise McAtamneyFSP145904
Agile Financial Services Limited · Christchurch
- Dallas Murray RobertsFSP745575
Agile Financial Services Limited · Christchurch
- David Alan JenkinsFSP1008802
Agile Financial Services Limited · Wanaka
- Deborah Marie LynskeyFSP1010552
Agile Financial Services Limited · Sefton
- Hannah Kate ParlaneFSP1008189
Agile Financial Services Limited · Christchurch
- Hayley-rose Leigh RiceFSP1007310
Agile Financial Services Limited · Christchurch
- Jacqueline Marie ReubenFSP1002695
Agile Financial Services Limited · Christchurch
- Jacquelyn Elizabeth Zwies-crosbieFSP1011476
Agile Financial Services Limited · Timaru
- Jasmine Sarah McGurkFSP1008715
Agile Financial Services Limited · Wanaka
- Lisa Nicole CooperFSP1006332
Agile Financial Services Limited · Christchurch
- Mark Peter John HemmingsFSP1006890
Agile Financial Services Limited · Wanaka
- Nigel Jia HoFSP763272
Agile Financial Services Limited · Christchurch
- Rodney Edward KingFSP745651
Agile Financial Services Limited · Christchurch
- Yun TianFSP1005223
Agile Financial Services Limited · Christchurch
- Amy Louise BryantFSP765191
Atpw Limited · Nelson
- Emma Louise FaleFSP1009945
Flax Street Mortgages & Advisory Limited · Grey Lynn
- Matthew David PeneFSP751431
Flax Street Mortgages & Advisory Limited · Mount Albert
- Scott Kevin LewisFSP751412
Flax Street Mortgages & Advisory Limited · Auckland
- Ami ShuklaFSP1011001
H&c Financial Services Limited · Auckland
- Ashna KumaranFSP542147
H&c Financial Services Limited · Ellerslie
- Baljinder DhillonFSP1011390
H&c Financial Services Limited · Auckland
- Karan KhoslaFSP628629
H&c Financial Services Limited · Auckland
- Navrit MahindraFSP1009485
H&c Financial Services Limited · Auckland
- Saileshni Verma KumarFSP1003755
H&c Financial Services Limited · Auckland
- Satinder SinghFSP652851
H&c Financial Services Limited · Mount Wellington
- Adam Simon DayFSP736111
Personalised Mortgages Limited · Auckland
- Aditya GoelFSP1007520
Personalised Mortgages Limited · Auckland
- Andrew Duncan SmillieFSP360766
Personalised Mortgages Limited · Auckland
- Graham Anthony BullardFSP1008155
Personalised Mortgages Limited · Nelson
- Grant Richard StephensFSP668251
Personalised Mortgages Limited · Auckland
- Jashneel ChandraFSP1007533
Personalised Mortgages Limited · Auckland
- Jungeun ZhouFSP773537
The Mortgage Centre Group Limited · Rotorua
- Li MaFSP1001935
The Mortgage Centre Group Limited · Rotorua
- Min ZhuangFSP1001934
The Mortgage Centre Group Limited · Rotorua
- Praveen Singh BhatiFSP774395
The Mortgage Centre Group Limited · Rotorua
- Allan Zhonglun TanFSP774402
Wonder Finance Limited · Auckland
- Bryn Rhys MorgansFSP567767
Wonder Finance Limited · Auckland
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 XE Money 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/xe-money 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 XE Money. 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 XE Money, 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 XE Money — 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 XE Money FAP roll-up.
Machine-readable + related
- FAP roll-up (parent page): /network/insurer/xe-money
- Machine-readable JSON: /api/network/insurer/xe-money/advisers.json
- FAP-level JSON (parent): /api/network/insurer/xe-money.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.