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Assetwise Nz Limited

Financial Services Provider

Auckland
FSPR Registered
FSP Number: FSP553526
Team Size: 5 advisers

About Assetwise Nz Limited

What is Assetwise Nz Limited?

Assetwise Nz Limited is a financial services provider, based in Auckland, with 9 years on the FSPR register, and 5 appointed advisers on file.

How is Assetwise Nz Limited regulated?

Assetwise Nz Limited is registered on the Financial Service Providers Register (FSPR)as FSP553526, with first registration in 2017. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Assetwise Nz Limited offer?

Assetwise Nz Limited's scope of advice is recorded on the Financial Service Providers Register and in its Public Disclosure Statement. Refer to those sources for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Assetwise Nz Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure
not stated
Commission
No
Dispute scheme
IFSO
Linked docs
1

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

15 Lucia Glade,Meadowbank,Auckland,1072,New Zealand

About Assetwise NZ Limited

Company profile coming soon

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Public Disclosure Statement

Assetwise Nz Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.

→ View Assetwise Nz Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Receives commission
No — disclosed in PDS
Dispute resolution scheme
IFSO
Verbatim quotes from Assetwise Nz Limited's PDS (2 fields cited)

Dispute resolution

“If we can't resolve your complaint, or you aren't satisfied with the way we propose to do so, you can contact **The Insurance & Financial Services Ombudsman (IFSO)**.”

Ownership

“**Assetwise NZ Ltd** (FSP553526) is the Financial Advice Provider.”

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.

Additional disclosure documents

Documents linked from Assetwise Nz 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.

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

5 advisers
AK

Akshay Kalra

Financial Adviser

FSP1010988

Based in Auckland
View profile
GM

Gavin Maynard Thomas

Financial Adviser

FSP777211

Based in Pukekohe
View profile
NR

Naomi Ruth Lowe

Financial Adviser

FSP437726

Based in Remuera
View profile
SH

Scott Harvey Wilson

Financial Adviser

FSP120891

Based in Auckland
View profile
YD

Yun Dong

Financial Adviser

FSP511446

Based in Hamilton
View profile

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Why Choose Assetwise NZ Limited?

FSPR Registered - Licensed & regulated

0

Adviser Team - 5 advisers

Consultation Available - Contact to enquire

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Important: FinanceAdvisers.co.nz is a lead generation service. We connect consumers with FSPR-registered financial advisers but do not provide financial advice ourselves.

The information on this page is general in nature and should not be relied upon as financial advice. Your personal circumstances should be considered before making any financial decisions.

Always verify adviser credentials on the Financial Service Providers Register.