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Eric James And Associates Limited

Financial Services Provider

4.3 Read 7 reviews on Google

Source: Google Business Profile. Reflects this firm's listing, not individual advisers.

Christchurch
FSPR Registered
FSP Number: FSP158904
Team Size: 6 advisers

About Eric James And Associates Limited

What is Eric James And Associates Limited?

Eric James And Associates Limited is a financial services provider, based in Christchurch, with 14 years on the FSPR register, and 6 appointed advisers on file.

How is Eric James And Associates Limited regulated?

Eric James And Associates Limited is registered on the Financial Service Providers Register (FSPR)as FSP158904, with first registration in 2011. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Eric James And Associates Limited offer?

Eric James And Associates Limited's Public Disclosure Statement lists the following scope of advice: Life Insurance, Disability Insurance, Trauma Insurance, Income Protection, Mortgage Protection, Health Insurance. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Eric James And Associates Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure
commission only
Commission
Yes
Dispute scheme
FSCL
Services
1 named
FAQs
1 answered

Scope of advice

  • Life Insurance
  • Disability Insurance
  • Trauma Insurance
  • Income Protection
  • Mortgage Protection
  • Health Insurance
  • Travel Insurance (Inbound to NZ)

Contact Information

Email

Not available

Address

1/160,Ferry Rd,Christchurch,8011,New Zealand

About Eric James and Associates Limited

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Public Disclosure Statement

7 providers on panel

Eric James And Associates Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.

→ View Eric James And Associates Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure
commission only
Receives commission
Yes — disclosed in PDS
Dispute resolution scheme
FSCL
Scope of advice (verbatim from PDS)
  • Life Insurance
  • Disability Insurance
  • Trauma Insurance
  • Income Protection
  • Mortgage Protection
  • Health Insurance
  • Travel Insurance (Inbound to NZ)
Specialties
  • Life Insurance
  • General Insurance
  • Disability Insurance
  • Trauma Insurance
  • Income Protection
  • Mortgages
  • Health Insurance

Hover any specialty to see its source. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.

Distribution panel

Product providers Eric James And Associates Limited is appointed to distribute, grouped by product category. Counts show how many other NZ FAPs FA-NZ has on file as distributing the same provider.

Lending & Mortgages · 7

  • AIA logo
    AIA +40
  • Partners Life logo
    Partners Life +39
  • Fidelity Life logo
    Fidelity Life +35
  • nib logo
    nib +23
  • Chubb Life logo
    Chubb Life +14
  • Resolution Life +9
  • Asteron Life logo
    Asteron Life +9
Verbatim quotes from Eric James And Associates Limited's PDS (6 fields cited)

Fees

“Eric James & Associates' services are at no cost to you.”

Product panel

“Partners Life - AIA - Fidelity Life - NIB - Chubb Life - Resolution Life - Asteron”

Conflicts of interest

“EJA may receive a referral fee from Penberthy's if you implement a mortgage via them. If you would like a referral, please ask.”

Scope of advice

“We provide advice on the following range of products for personal and business insurance needs: - Life Insurance - Disability Insurance - Trauma Insurance - Income Protection - Mortgage Protection - Health Insurance - Travel Insurance (Inbound to NZ)”

Dispute resolution

“Financial Services Complaints Ltd (FSCL) – A Financial Ombudsman Service”

Material relationships

“Advisers have a contractual relationship with Eric James & Associates, who holds agencies with these Insurers.”

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 Eric James And Associates 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 Implementation Service Requests

    Advisory

    Provides product quotes and information to assist with insurance implementation on instruction from the client.

    Fees: No cost to client; EJA receives commission from product providers ranging from 0–230% depending on product and provider.
    For: retail

FAQs from this firm's PDS

Common consumer questions answered in Eric James And Associates Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.

What are my obligations when receiving advice from EJA?
“Any advice provided as a result of this needs analysis can only be as good as the information received from you, so we ask that you provide advisers with the information they request. Without relevant and correct information about your personal and financial situation advisers run the risk of giving advice that is not appropriate to your needs.”

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

1/160 Ferry Road, Waltham, Christchurch 8011, New Zealand · 5 other providers nearby

Open in Google Maps →

Map tiles © OpenStreetMap, © CARTO. Office coordinates from Google Places.

Adviser Team

6 advisers
BT

Benjamin Taulaga Williams

Financial Services

FSP1011935

Based in Christchurch
View profile
CJ

Chun Jin

Financial Adviser

FSP774057

Based in Christchurch
View profile
JA

James Arnold Smith

Financial Services

FSP1011934

Based in Christchurch
View profile
JL

Jayden Levi Black

Financial Adviser

FSP1004271

Based in Christchurch
View profile
MP

Michael Paul Kelly

Financial Adviser

FSP774044

Based in Christchurch
View profile
XZ

Xiaoqing Zhao

Financial Adviser

FSP1004272

Based in Christchurch
View profile

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Why Choose Eric James and Associates Limited?

FSPR Registered - Licensed & regulated

4.3 Star Rating - 7 reviews

Adviser Team - 6 advisers

Consultation Available - Contact to enquire

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