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Yovich & Co Limited logo

Yovich & Co Limited

Financial Services Provider

Whangarei
FSPR Registered
FSP Number: FSP14321
Team Size: 3 advisers

About Yovich & Co Limited

What is Yovich & Co Limited?

Yovich & Co Limited is a financial services provider, based in Whangarei, with 15 years on the FSPR register, and 3 appointed advisers on file.

How is Yovich & Co Limited regulated?

Yovich & Co Limited is registered on the Financial Service Providers Register (FSPR)as FSP14321, 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 Yovich & Co Limited offer?

Yovich & Co Limited's Public Disclosure Statement lists the following scope of advice: Share market investments, Portfolio management, KiwiSaver, Managed funds. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Yovich & Co Limited's PDS dated 2026-06-06 · HTML source. View original.

Fee structure
mixed
Commission
Yes
Dispute scheme
FSCL

Scope of advice

  • Share market investments
  • Portfolio management
  • KiwiSaver
  • Managed funds

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

23 Rathbone Street,Whangarei,0110,New Zealand

About Yovich & Co Limited

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Public Disclosure Statement

4 providers on panel

Yovich & Co Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-06-06 · source format HTML.

→ View Yovich & Co Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure
mixed
Receives commission
Yes — disclosed in PDS
Dispute resolution scheme
FSCL
Scope of advice (verbatim from PDS)
  • Share market investments
  • Portfolio management
  • KiwiSaver
  • Managed funds
Ownership
Yovich & Co Limited FSP 14321, trading as Yovich & Co Wealth Management

Distribution panel

Product providers Yovich & Co 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.

Investments & Funds · 4

  • ANZ New Zealand Investments Limited +2
  • Smartshares logo
    Smartshares +1
  • Milford Funds Limited
  • KiwiWRAP

Notes: Facts and product panel are LLM-extracted from the source document (confidence tier C). For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.

Adviser Team

3 advisers
JJ

Jarrod James Goodall

Financial Adviser

FSP198885

Based in Whangarei
View profile
NT

Nathanael Timothy William McDonald

Financial Adviser

FSP629229

Based in Whangarei
View profile
RA

Racheal Anne Morgan

Financial Adviser

FSP1011386

Based in Whangarei
View profile

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Why Choose Yovich & Co Limited?

FSPR Registered - Licensed & regulated

0

Adviser Team - 3 advisers

Consultation Available - Contact to enquire

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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.