What is Apex Advice Group Limited?
Apex Advice Group Limited is a financial services provider, based in Newmarket, with 15 years on the FSPR register, and 42 appointed advisers on file.
Apex Advice Group Limited
Financial Services Provider
Newmarket
FSPR Registered
About Apex Advice Group Limited
How is Apex Advice Group Limited regulated?
Apex Advice Group Limited is registered on the Financial Service Providers Register (FSPR)as FSP44869, with first registration in 2011. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Apex Advice Group Limited offer?
Apex Advice Group Limited's Public Disclosure Statement lists the following scope of advice: Insurance, Home Loans, Investments. Refer to the original PDS for the binding scope.
Public Disclosure Statement highlights
Full PDS section ↓Extracted from Apex Advice Group Limited's PDS dated 2026-05-24 · HTML source. View original.
- Fee structure
- commission only
- Commission
- Yes
- Dispute scheme
- IFSO
- Services
- 1 named
- FAQs
- 3 answered
- Linked docs
- 4
Scope of advice
- Insurance
- Home Loans
- Investments
Contact Information
Phone
Not available
Not available
Website
Not available
Address
Level 2, Fidelity House,81 Carlton Gore Road,Newmarket, Auckland,1023,New Zealand
About Apex Advice Group Limited
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Public Disclosure Statement
Apex Advice Group Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.
→ View Apex Advice Group Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json
- Fee structure
- commission only
- Receives commission
- Yes — disclosed in PDS
- Dispute resolution scheme
- IFSO
- Scope of advice (verbatim from PDS)
-
- Insurance
- Home Loans
- Investments
Verbatim quotes from Apex Advice Group Limited's PDS (8 fields cited)
Fees
“We do not usually charge our customers for the advice we provide (the product provider normally pays for it). However, in some circumstances you may be charged a fee for acting on our advice. Whether a fee will be charged and the way it will be charged will be explained to you by your adviser before any fees are incurred.”
Commission
“AAG receive commissions from the product providers for the financial products we place and/or service; in turn AAG pay our Advisers commissions or other incentives.”
Product panel
“AAG provide the following types of financial advice about products from the providers listed at: **Insurance, Home Loans, and Investments Providers** — https://apexadvice.co.nz/insurance-home-loans-investments-providers/”
Conflicts of interest
“AAG receive commissions from the product providers for the financial products we place and/or service; in turn AAG pay our Advisers commissions or other incentives. We recognise that this may pose a conflict of interest and have implemented internal processes to ensure that all advice given prioritises our clients' best interests”
Scope of advice
“AAG provide the following types of financial advice about products from the providers listed at: **Insurance, Home Loans, and Investments Providers** — https://apexadvice.co.nz/insurance-home-loans-investments-providers/”
Dispute resolution
“We are a member of the Insurance and Financial Services Ombudsman (IFSO) dispute resolution scheme.”
Ownership
“Apex Advice Group Limited (FSP44869) holds a full licence issued by the Financial Markets Authority (FMA) to provide Financial Advice. The following company is authorised under Apex Advice Group's licence: - APEX Financial Group HB Limited (FSP754591)”
Material relationships
“AAG receive commissions from the product providers for the financial products we place and/or service; in turn AAG pay our Advisers commissions or other incentives.”
Verbatim spans extracted from the source PDS dated 2026-05-24. 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 Apex Advice Group 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, Home Loans, and Investments
AdvisoryFinancial advice on insurance, home loans, and investment products from a panel of providers.
Fees: Usually no fee to client; provider pays commission. A fee may apply in some circumstances, disclosed before incurring.For: retail
FAQs from this firm's PDS
Common consumer questions answered in Apex Advice Group Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.
What duties does Apex Advice Group have when giving financial advice?
“AAG and anyone who gives financial advice on our behalf, have duties under the Financial Market Conduct Act 2013 relating to the way that we give advice. We are required to: - Give priority to your interests by taking reasonable steps to make sure our advice isn't materially influenced by our own interests. - Exercise care, diligence, and skill in providing you with advice. - Meet standards of competence, knowledge, and skill set by the Code of Professional Conduct for Financial Advice Services. - Meet standards of ethical behaviour, conduct and client care set by the Code of Professional Conduct for Financial Advice Services.”
Will I be charged a fee for financial advice?
“We do not usually charge our customers for the advice we provide (the product provider normally pays for it). However, in some circumstances you may be charged a fee for acting on our advice. Whether a fee will be charged and the way it will be charged will be explained to you by your adviser before any fees are incurred.”
How does Apex Advice Group manage conflicts of interest?
“AAG receive commissions from the product providers for the financial products we place and/or service; in turn AAG pay our Advisers commissions or other incentives. We recognise that this may pose a conflict of interest and have implemented internal processes to ensure that all advice given prioritises our clients' best interests and meets their needs and expectations. We provide regular training to our Advisers on identifying and managing conflicts of interest and undertake regular quality checks to ensure compliance with our conflict-of-interest policies.”
Additional disclosure documents
Documents linked from Apex Advice Group 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.
- Insurance, Home Loans, and Investments Providers · Scope of Service
- Internal complaints process · Complaints Process
- Code of Professional Conduct for Financial Advice Services · Other disclosure
- IFSO website · Complaints Process
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.
Adviser Team
42 advisers AC
Aaron Charles Maisey
Financial Adviser
FSP645169
Based in Hamilton
View profile
AL
Amanda Louise Bridge
Financial Adviser
FSP1008713
Based in Auckland
View profile
AJ
Andrew John Hay
Financial Adviser
FSP156604
Based in Auckland
View profile
AP
Ardhendu Prasad Mohanty
Financial Adviser
FSP1009031
Based in Auckland
View profile
BS
Ben Sweetland
Financial Adviser
FSP1002101
Based in Auckland
View profile
BN
Brent Norman Lattimore
Financial Adviser
FSP4561
Based in Christchurch
View profile
CJ
Cameron James Beech
Financial Adviser
FSP1010028
Based in Mount Maunganui
View profile
CB
Christophe Bryant
Financial Adviser
FSP711011
Based in Auckland
View profile
CF
Claire Falkner
Financial Adviser
FSP409446
Based in Auckland
View profile
CA
Craig Allan Lawson
Financial Adviser
FSP157725
Based in Auckland
View profile
DJ
Dominic John Morley
Financial Adviser
FSP1009022
Based in Hamilton
View profile
DG
Dusten Gordon Renshaw
Financial Adviser
FSP64542
Based in Christchurch
View profile
ES
Ekta Singha Roy
Financial Adviser
FSP678131
Based in Auckland
View profile
GM
Gary McDonald Anderson
Financial Adviser
FSP120940
Based in Christchurch
View profile
GS
Gavin Steven Greaves
Financial Adviser
FSP60601
Based in Mount Eden
View profile
JJ
Jaco Jonk Van Den Berg
Financial Adviser
FSP1005730
Based in Red Beach
View profile
JJ
Jarrett Jordan John Finch
Financial Adviser
FSP1010166
Based in Auckland
View profile
JM
Jarrod Max Lobb
Financial Adviser
FSP1006777
Based in Christchurch
View profile
JD
John David White
Financial Adviser
FSP91402
Based in Whakatane
View profile
JJ
Joshua Jordan Simpson
Financial Adviser
FSP1010863
Based in Christchurch
View profile
KJ
Karen Joy Greenhalgh
Financial Adviser
FSP47502
Based in Te Awamutu
View profile
KF
Karyn Frances Grindlay
Financial Adviser
FSP175346
Based in Mount Maunganui
View profile
KA
Kim Ackeus
Financial Adviser
FSP1003762
Based in Auckland
View profile
KA
Kristy Ann Stewart
Financial Adviser
FSP773425
Based in Christchurch
View profile
LA
Lara Alves
Financial Adviser
FSP1008510
Based in Christchurch
View profile
LA
Laura Amy Dempsey
Financial Adviser
FSP761492
Based in Mount Maunganui
View profile
LM
Lisa Maria Hulena
Financial Adviser
FSP210325
Based in Havelock North
View profile
ME
Marc England
Financial Adviser
FSP90725
Based in Mount Maunganui
View profile
MR
Michael Roy Rawlings
Financial Adviser
FSP460566
Based in Auckland
View profile
MK
Michaela Kelly Wylie
Financial Adviser
FSP1009627
Based in Queenstown
View profile
NE
Na Eun Kim
Financial Adviser
FSP1007096
Based in Auckland
View profile
NO
Nadezda O'Brien
Financial Adviser
FSP21042
Based in Auckland
View profile
PK
Patricia Kathleen Marsden
Financial Adviser
FSP91441
Based in Whakatane
View profile
PG
Paul George Stolworthy
Financial Adviser
FSP417547
Based in Christchurch
View profile
SS
Sagar Santosh More
Financial Adviser
FSP1008559
Based in Auckland
View profile
SJ
Samuel John Olivier
Financial Adviser
FSP1005720
Based in Auckland
View profile
SK
Sook Kyoung Curlett
Financial Adviser
FSP616029
Based in Auckland
View profile
TV
Tia Vorster
Financial Adviser
FSP1007618
Based in Christchurch
View profile
WP
Warren Paul Devoy
Financial Adviser
FSP617869
Based in Auckland
View profile
WK
William Kennedy Pritchard
Financial Adviser
FSP1005250
Based in Auckland
View profile
WN
Willidy Nelson Leang
Financial Adviser
FSP168844
Based in Auckland
View profile
YZ
Yilong Zhu
Financial Adviser
FSP1007507
Based in Auckland
View profile
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Request ConsultationWhy Choose Apex Advice Group Limited?
FSPR Registered - Licensed & regulated
Adviser Team - 42 advisers
Consultation Available - Contact to enquire
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