Morgan Steel Financial Services Limited

Financial Services Provider

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Tauranga

FSPR Registered

FSP Number: FSP431746

NZBN: 9429033330310

Team Size: 3 advisers

Verify on FSPR

About Morgan Steel Financial Services Limited

What is Morgan Steel Financial Services Limited?

Morgan Steel Financial Services Limited is a financial services provider, based in Tauranga, with 11 years on the FSPR register, and 3 appointed advisers on file.

How is Morgan Steel Financial Services Limited regulated?

Morgan Steel Financial Services Limited is registered on the Financial Service Providers Register (FSPR)as FSP431746, with first registration in 2015. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Morgan Steel Financial Services Limited offer?

Morgan Steel Financial Services Limited's Public Disclosure Statement lists the following scope of advice: Mortgages, Life insurance, Health insurance, Fire & general insurance, Investments, KiwiSaver. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Morgan Steel Financial Services Limited's PDS dated 2026-06-06 · HTML source. View original.

Fee structure: commission only
Commission: Yes
Dispute scheme: FSCL
Panel: 54 providers

Scope of advice

Mortgages
Life insurance
Health insurance
Fire & general insurance
Investments
KiwiSaver
Discretionary Investment Management Service (DIMS) — provided by Morgan Steel Financial Services Limited t/a SHARE

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

Level 1, R251 State Highway 2,Bethlehem,Tauranga,3110,New Zealand

About Morgan Steel Financial Services Limited

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Public Disclosure Statement

54 providers on panel

Morgan Steel Financial Services Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-06-06 · source format HTML.

→ View Morgan Steel Financial Services 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): Mortgages
Life insurance
Health insurance
Fire & general insurance
Investments
KiwiSaver
Discretionary Investment Management Service (DIMS) — provided by Morgan Steel Financial Services Limited t/a SHARE
Ownership: SHARE NZ Services Limited (FSP683711) is the licensed Financial Advice Provider. Most SHARE advisers are shareholders of SHARE NZ Services Limited. Multiple authorised bodies trade under the SHARE licence as separately incorporated companies.

Distribution panel

Product providers Morgan Steel Financial Services 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 · 27

ANZ +38
BNZ +36
Westpac +35
ASB Bank +32
Avanti Finance +27
First Mortgage Trust +26
Heartland Bank +24
SBS Bank +24
Cressida Capital +22
DBR Property Finance +21
Prospa +21
ASAP Finance +18
Basecorp Finance +17
Southern Cross Partners +16
Funding Partners +15
Resimac +15
Bank of China +10
Pallas Capital +7
The Co-operative Bank +7
Liberty Financial +5
Peppermoney +5
Kiwibank +4
Lock Finance +4
Simplify +4
AIA Homeloans +1
Challenger NZ +1
Unity Credit Union +1

KiwiSaver · 10

AIA +40
Booster +21
Generate +21
NZ Funds +9
ANZ Investments +3
Kernel Wealth +2
Milford Asset Management +2
AMP Wealth
Fisher Funds
Pathfinder KiwiSaver

Life & Health Insurance · 9

Partners Life +39
Fidelity Life +35
Asteron Life +26
Southern Cross +25
Chubb Life +14
nib +11
Resolution Life +9
UniMed +3
PPS Mutual +2

General Insurance · 3

Tower Insurance +4
Vero +3
AON +2

Investments & Funds · 5

Consilium +5
Investnow +1
Amova Asset Management
Lifetime Investments
Shaw and Partners Financial Services

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.