What is Fisher Funds Management Limited?
Fisher Funds Management Limited is a financial services provider, based in Takapuna, with 15 years on the FSPR register, and 34 appointed advisers on file.
Fisher Funds Management Limited
Financial Services Provider
Takapuna
FSPR Registered
About Fisher Funds Management Limited
How is Fisher Funds Management Limited regulated?
Fisher Funds Management Limited is registered on the Financial Service Providers Register (FSPR)as FSP38581, with first registration in 2010. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Fisher Funds Management Limited offer?
Fisher Funds Management Limited's Public Disclosure Statement lists the following scope of advice: KiwiSaver, Managed Funds, Superannuation Scheme, Workplace Savings Scheme, Discretionary Investment Management Service (Private Portfolio Service). Refer to the original PDS for the binding scope.
Public Disclosure Statement highlights
Full PDS section ↓Extracted from Fisher Funds Management Limited's PDS dated 2026-05-23 · PDF source. View original.
- Fee structure
- fee only
- Commission
- No
- Dispute scheme
- FSCL
- Panel
- 1 providers
- Services
- 10 named
- FAQs
- 3 answered
- Linked docs
- 1
Scope of advice
- KiwiSaver
- Managed Funds
- Superannuation Scheme
- Workplace Savings Scheme
- Discretionary Investment Management Service (Private Portfolio Service)
Contact Information
Phone
Not available
Not available
Website
Not available
Address
Level 1,67-73 Hurstmere road,Takapuna, Auckland,0622,New Zealand
About Fisher Funds Management Limited
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Public Disclosure Statement
1 provider on panelFisher Funds Management Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-23 · source format PDF.
→ View Fisher Funds Management Limited's original disclosure PDF · FA-NZ mirror (Markdown) · facts.json
- Fee structure
- fee only
- Receives commission
- No — disclosed in PDS
- Dispute resolution scheme
- FSCL
- Scope of advice (verbatim from PDS)
-
- KiwiSaver
- Managed Funds
- Superannuation Scheme
- Workplace Savings Scheme
- Discretionary Investment Management Service (Private Portfolio Service)
Distribution panel
Product providers Fisher Funds Management 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.
KiwiSaver · 1
- Fisher Funds +8
Verbatim quotes from Fisher Funds Management Limited's PDS (7 fields cited)
Fees
“Fisher Funds, our financial advisers and nominated representatives do not charge separate fees, expenses or other amounts for the financial advice services we provide.”
Commission
“our financial advisers and nominated representatives do not receive commissions in respect of the Financial Advice Products you choose to invest in.”
Product panel
“Fisher Funds KiwiSaver Scheme — Managed Fund - KiwiSaver Scheme - Fisher Funds TWO KiwiSaver Scheme — Managed Fund - KiwiSaver Scheme - Fisher Funds Premium Service — Managed Fund - Fisher Funds Managed Funds — Managed Fund - Fisher Funds Investment Series — Managed Fund - FuturePlan — Managed Fund - Superannuation Scheme - Fisher Funds LifeSaver Plan — Managed Fund - Workplace Savings Scheme - Fisher Funds KiwiSaver Plan — Managed Fund - KiwiSaver Scheme - Fisher Funds Investment Funds — Managed Fund”
Conflicts of interest
“Fisher Funds (including its related entities) develops and offers the Financial Advice Products that we advise on and receives revenue from investors who invest in our Products. We implement your investment decisions in our Financial Advice Products by investing in Fisher Funds' wholesale funds and/or directly held funds.”
Scope of advice
“Fisher Funds, our financial advisers and nominated representatives may provide financial advice services on Financial Advice Products issued by Fisher Funds and any of its related entities only as below. We provide advice in person (including face-to-face and telephone advice) and digitally.”
Dispute resolution
“Financial Services Complaints Limited (FSCL) is a Financial Ombudsman service providing access to a free independent dispute resolution service which can help you to investigate or resolve a complaint that has not been resolved to your satisfaction through our internal complaints process.”
Material relationships
“Where third parties refer potential clients to Fisher Funds, we may pay a fee to that third party for the referral.”
Verbatim spans extracted from the source PDS dated 2026-05-23. 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 Fisher Funds Management 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.
-
Fisher Funds KiwiSaver Scheme
AdvisoryKiwiSaver managed fund scheme offered and advised on by Fisher Funds.
Fees: No separate fees charged for financial advice services.For: retail -
Fisher Funds TWO KiwiSaver Scheme
AdvisorySecond KiwiSaver managed fund scheme offered and advised on by Fisher Funds.
Fees: No separate fees charged for financial advice services.For: retail -
Fisher Funds Premium Service
AdvisoryManaged fund service offered and advised on by Fisher Funds.
Fees: No separate fees charged for financial advice services.For: retail -
Fisher Funds Managed Funds
AdvisoryManaged fund products offered and advised on by Fisher Funds.
Fees: No separate fees charged for financial advice services.For: retail -
Fisher Funds Investment Series
AdvisoryManaged fund investment series offered and advised on by Fisher Funds.
Fees: No separate fees charged for financial advice services.For: retail -
FuturePlan
AdvisoryManaged fund superannuation scheme offered and advised on by Fisher Funds.
Fees: No separate fees charged for financial advice services.For: retail -
Fisher Funds LifeSaver Plan
AdvisoryManaged fund workplace savings scheme offered and advised on by Fisher Funds.
Fees: No separate fees charged for financial advice services.For: retail -
Fisher Funds KiwiSaver Plan
AdvisoryKiwiSaver managed fund plan offered and advised on by Fisher Funds.
Fees: No separate fees charged for financial advice services.For: retail -
Fisher Funds Investment Funds
AdvisoryManaged fund investment products offered and advised on by Fisher Funds.
Fees: No separate fees charged for financial advice services.For: retail -
Private Portfolio Service
DIMSDiscretionary investment management service provided by Fisher Funds, with advice provided in connection with it.
Fees: No separate advice fees stated; fee model for DIMS not detailed in this disclosure.
FAQs from this firm's PDS
Common consumer questions answered in Fisher Funds Management Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.
Does Fisher Funds charge separate fees for financial advice?
“Fisher Funds, our financial advisers and nominated representatives do not charge separate fees, expenses or other amounts for the financial advice services we provide.”
What types of advice does Fisher Funds NOT provide?
“We do not provide advice on estate or insurance planning, taxation or legal matters. You should consult a specialist if you need advice on these matters.”
What is FSCL and how can I contact them?
“Financial Services Complaints Limited (FSCL) is a Financial Ombudsman service providing access to a free independent dispute resolution service which can help you to investigate or resolve a complaint that has not been resolved to your satisfaction through our internal complaints process.”
Additional disclosure documents
Documents linked from Fisher Funds Management 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.
- fisherfunds.co.nz/complaints · 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
34 advisers AS
Aaron Stewart Hinks
Financial Adviser
FSP635089
Based in Takapuna
View profile
AS
Andrea Sara Harris
Financial Adviser
FSP1007917
Based in Auckland
View profile
BW
Bernard William Hazewinkel
Financial Adviser
FSP1007898
Based in Auckland
View profile
BR
Bevan Robert O'Brien
Financial Adviser
FSP457206
Based in Takapuna
View profile
CM
Carlos Mari Garrido De La Fuente
Financial Adviser
FSP1010042
Based in Auckland Central
View profile
EW
Elliott William Young
Financial Adviser
FSP750832
Based in Auckland
View profile
GA
George Arthur Alex Ring
Financial Adviser
FSP1006251
Based in Auckland Central
View profile
GN
Gerard Noel Shortall
Financial Adviser
FSP52681
Based in Auckland
View profile
GD
Gregory Drummond Ford
Financial Adviser
FSP1008096
Based in Auckland
View profile
GK
Guy Kenneth Sloan
Financial Adviser
FSP769552
Based in Auckland
View profile
HY
Huijuan Yan
Financial Adviser
FSP1006611
Based in Takapuna
View profile
JR
Jack Radojkovich Brock
Financial Adviser
FSP640769
Based in Wellington
View profile
JA
Jacobus Andries Bester
Financial Adviser
FSP413346
Based in Christchurch
View profile
JN
Jayleeca Nicholls-Tau
Financial Adviser
FSP1010956
Based in Takapuna
View profile
JP
Josephine Penlington
Financial Adviser
FSP1001421
Based in Wellington
View profile
LA
Laura Adele O'Reilly
Financial Adviser
FSP606149
Based in Auckland
View profile
LH
Lori Haggarty
Financial Adviser
FSP1010262
Based in Auckland
View profile
LO
Louise O'Brien
Financial Adviser
FSP103524
Based in Auckland
View profile
MN
Mahdee Nokairi
Financial Adviser
FSP1007846
Based in Takapuna
View profile
MK
Michele Kaye McGaughran
Financial Adviser
FSP323826
Based in Wellington
View profile
NA
Nicholas Archibald Grant
Financial Adviser
FSP1002343
Based in Auckland
View profile
NG
Nicholas Gordon Smith
Financial Adviser
FSP715271
Based in Takapuna
View profile
QL
Qingchun Liu
Financial Adviser
FSP78121
Based in Auckland
View profile
RA
Robyn Anne Conway
Financial Adviser
FSP1007198
Based in Auckland
View profile
RG
Roger Grainge Browne
Financial Services
FSP122304
Based in Wellington
View profile
RJ
Ryan Jeffrey Ming Shack
Financial Adviser
FSP1009682
Based in Takapuna
View profile
SG
Sharon Gay Webber
Financial Adviser
FSP683091
Based in Auckland
View profile
TD
Tomas Daniel Casey Thurston
Financial Adviser
FSP1009354
Based in Takapuna
View profile
TF
Tracey Finlay
Financial Adviser
FSP1002584
Based in Wellington
View profile
VT
Vanessa Tracy Shaw
Financial Adviser
FSP127324
Based in Wellington
Central
View profile
VA
Victoria Alyssa Lockhart
Financial Adviser
FSP1010323
Based in Auckland
View profile
VS
Vivian Sebastian Gomes
Financial Adviser
FSP1009055
Based in Auckland
View profile
WM
Wendy Ma
Financial Adviser
FSP1010617
Based in Auckland
View profile
WB
William Badger Bartrum Potter
Financial Adviser
FSP1008741
Based in Auckland
View profile
Get Financial Guidance
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Request ConsultationWhy Choose Fisher Funds Management Limited?
FSPR Registered - Licensed & regulated
Adviser Team - 34 advisers
Consultation Available - Contact to enquire
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