What is Albany Insurance Services Limited?
Albany Insurance Services Limited is a financial services provider, based in North Shore, with 15 years on the FSPR register, and 10 appointed advisers on file.
Albany Insurance Services Limited
Financial Services Provider
Source: Google Business Profile. Reflects this firm's listing, not individual advisers.
North Shore
FSPR Registered
About Albany Insurance Services Limited
How is Albany Insurance Services Limited regulated?
Albany Insurance Services Limited is registered on the Financial Service Providers Register (FSPR)as FSP26201, with first registration in 2010. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Albany Insurance Services Limited offer?
Albany Insurance Services Limited's Public Disclosure Statement lists the following scope of advice: insurance. Refer to the original PDS for the binding scope.
Public Disclosure Statement highlights
Full PDS section ↓Extracted from Albany Insurance Services Limited's PDS dated 2026-05-18 · PDF source. View original.
- Fee structure
- fee and commission
- Commission
- Yes
- Dispute scheme
- IFSO
- Services
- 1 named
- FAQs
- 6 answered
- Linked docs
- 5
Scope of advice
- insurance
Contact Information
Phone
09 415 8211Not available
Website
www.albanyins.co.nzAddress
222 Dairy Flat Highway,Albany Village,North Shore,0632,New Zealand
About Albany Insurance Services Limited
Company profile coming soon
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Public Disclosure Statement
Albany Insurance Services Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-18 · source format PDF.
→ View Albany Insurance Services Limited's original disclosure PDF · FA-NZ mirror (Markdown) · facts.json
- Fee structure
- fee and commission
- Receives commission
- Yes — disclosed in PDS
- Dispute resolution scheme
- IFSO
- Scope of advice (verbatim from PDS)
-
- insurance
Verbatim quotes from Albany Insurance Services Limited's PDS (6 fields cited)
Fees
“We may charge clients fees for financial advice. We will tell you what the fee is before you accept any advice from us or our Advisers. We will charge fees that are payable by you the client when our advice is followed, accepted and the insurance policy is purchased. The fees we charge are for our service, placement, implementation and administration of the insurance policies that you choose to accept and purchase.”
Commission
“AIS receives commission when the client accepts our financial advice and purchases an insurance policy. The commission is paid by the Insurer (product provider's) for the insurance business on each insurance policy that the Client purchases. The commission that is paid to us can be between the range of 0-30% of the insurer portion (total premium of the Insurance Policy less government levies and taxes).”
Conflicts of interest
“You should be aware there are potential conflicts of interest that you the Client may need to take into consideration when you decide to seek and accept financial advice from us, we will make you aware of any conflicts when giving advice.”
Scope of advice
“AIS and our advisers give financial advice on Insurance Products for Commercial and Domestic clients.”
Dispute resolution
“If you feel your complaint is not resolved to your satisfaction using the AIS complaints process, or you are dissatisfied with the response or resolution, you can contact Insurance & Financial Services Ombudsman Scheme. IFSO is a dispute resolution scheme of which we are a member.”
Material relationships
“AIS is a member of NZbrokers Management Limited, NZbrokers Management Limited provides services such as IT, education, training, technical insurance product and claims support and group member benefits to AIS. When a client accepts our financial advice as your adviser and purchases a policy NZbrokers may receive a service fee or technology fee from the Product Provider.”
Verbatim spans extracted from the source PDS dated 2026-05-18. Each quote was substring-verified against the original document; spans that failed verification were dropped. View source.
Services this firm offers
Named service offerings extracted from Albany Insurance Services Limited's PDS. Names are verbatim from the source document; descriptions and fee notes are AI-summarised — refer to the original PDS for binding wording.
-
Insurance Products
AdvisoryFinancial advice on insurance products for Commercial and Domestic clients in New Zealand.
Fees: Fees charged on policy purchase plus commission of 0-30% of insurer portion paid by the insurer.For: both
FAQs from this firm's PDS
Common consumer questions answered in Albany Insurance Services Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.
What financial advice can Albany Insurance Services provide?
“AIS and our advisers give financial advice on Insurance Products for Commercial and Domestic clients.”
What fees does AIS charge for financial advice?
“We may charge clients fees for financial advice. We will tell you what the fee is before you accept any advice from us or our Advisers. We will charge fees that are payable by you the client when our advice is followed, accepted and the insurance policy is purchased. The fees we charge are for our service, placement, implementation and administration of the insurance policies that you choose to accept and purchase.”
How does AIS get paid for financial advice and products?
“AIS receives commission when the client accepts our financial advice and purchases an insurance policy. The commission is paid by the Insurer (product provider's) for the insurance business on each insurance policy that the Client purchases. The commission that is paid to us can be between the range of 0-30% of the insurer portion (total premium of the Insurance Policy less government levies and taxes).”
How can you make a complaint to AIS?
“If you have a problem, concerns or you are dissatisfied with either a product or financial advice Service that has been provided by us or our Advisers and you require action to be taken, please tell us so that we can help and fix the issue. To make a Complaint please follow this link www.albanyins.co.nz which will give details on our Complaints Process and how to make a Complaint.”
What can you do if your complaint is not resolved by AIS?
“If you feel your complaint is not resolved to your satisfaction using the AIS complaints process, or you are dissatisfied with the response or resolution, you can contact Insurance & Financial Services Ombudsman Scheme. IFSO is a dispute resolution scheme of which we are a member. This service will cost you nothing and is an independent service that will help investigate or resolve the complaint.”
What are the duties of AIS advisers?
“Our advisers give financial advice to clients on AIS behalf. When giving advice all our advisers must: - Hold a Level 5 New Zealand Certificate in Financial Services - Maintain competence, knowledge and skills for giving financial advice by completing continuing professional development. - Abide by the Code of Professional Conduct for Financial Services and have Ethical behaviour, good conduct and provide client Care.”
Additional disclosure documents
Documents linked from Albany Insurance Services Limited's PDS. URLs verified to appear in the source document at extract time; links may rot — verify with the firm before relying on a specific version.
- Financial Service Providers Register · Parent Licence
- Insurer ratings register · Other disclosure
- AIS Complaints Process · Complaints Process
- Make a complaint to IFSO · Complaints Process
- Code of Professional Conduct for Financial Advice Services · Scope of Service
Notes: Facts and product panel are LLM-extracted from the source document (confidence tier B). Verbatim quote block above is Sonnet-extracted then substring-verified against the source markdown. For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.
Location
Albany, Auckland 0632, New Zealand · 2 other providers nearby
Map tiles © OpenStreetMap, © CARTO. Office coordinates from Google Places.
Adviser Team
10 advisers AI
Adam Ian Croft
Financial Adviser
FSP57961
Based in North Shore
09 415 8211
View profile
DJ
Danny James Knox
Financial Adviser
FSP1002487
Based in Auckland
09 415 8211
View profile
DJ
Deborah Jane Dunbar Hutton
Financial Adviser
FSP57922
Based in North Shore
09 415 8211
View profile
HL
Hannah Lily O'Brien
Financial Adviser
FSP1006887
Based in Auckland
09 415 8211
View profile
JC
Jeremy Charles Bleakley
Financial Adviser
FSP57901
Based in North Shore
09 415 8211
View profile
MM
Marina Matta
Financial Adviser
FSP659531
Based in Auckland
09 415 8211
View profile
MC
Mikayla Cisca Dowling
Financial Adviser
FSP1007116
Based in Auckland
09 415 8211
View profile
PK
Piyatida Kunsakorn
Financial Adviser
FSP1010397
Based in Auckland
09 415 8211
View profile
TE
Thomas Edmund Benison
Financial Adviser
FSP57861
Based in North Shore
09 415 8211
View profile
VH
Victoria Helen Margaret Casey
Financial Adviser
FSP1001480
Based in Albany
09 415 8211
View profile
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4.6 Star Rating - 7 reviews
Adviser Team - 10 advisers
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