What is Fundsmart Limited?
Fundsmart Limited is a financial services provider, based in Auckland, with 1 year on the FSPR register, and 8 appointed advisers on file.
FU
Fundsmart Limited
Financial Services Provider
Auckland
FSPR Registered
About Fundsmart Limited
How is Fundsmart Limited regulated?
Fundsmart Limited is registered on the Financial Service Providers Register (FSPR)as FSP1008314, with first registration in 2024. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Fundsmart Limited offer?
Fundsmart 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.
Contact Information
Phone
Not available
Not available
Website
Not available
Address
Flat 1, 14 Prospect Terrace,Milford,Auckland,0620,New Zealand
About Fundsmart Limited
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Adviser Team
8 advisers CS
Cleo Sagin Tholath
Financial Adviser
FSP1007083
Based in Hamilton
View profile
IB
Ian Brett Campbell
Financial Adviser
FSP1010553
Based in Auckland
View profile
IC
Ian Charles Bailey
Financial Adviser
FSP1000411
Based in Auckland
View profile
JS
Jonathan Smith
Financial Adviser
FSP1006669
Based in Auckland Central
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LB
Lyubov Bykova
Financial Adviser
FSP1010055
Based in Wellsford
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RK
Ramanpreet Kaur
Financial Services
FSP1011906
Based in Takanini
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SG
Steven Garner
Financial Adviser
FSP1011623
Based in Auckland
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TG
Tod Graham Tait
Financial Adviser
FSP1010715
Based in Christchurch
View profile
Get Financial Guidance
Connect with Fundsmart Limited for personalized financial guidance tailored to your needs.
Request ConsultationWhy Choose Fundsmart Limited?
FSPR Registered - Licensed & regulated
Adviser Team - 8 advisers
Consultation Available - Contact to enquire
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Source: FSPR · synced 24 October 2025 · Report incorrect info
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.