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Oldershaw & Co (wealth) Limited logo

Oldershaw & Co (wealth) Limited

Financial Services Provider

Napier
FSPR Registered
FSP Number: FSP292726
Team Size: 4 advisers

About Oldershaw & Co (wealth) Limited

What is Oldershaw & Co (wealth) Limited?

Oldershaw & Co (wealth) Limited is a financial services provider, based in Napier, with 13 years on the FSPR register, and 4 appointed advisers on file.

How is Oldershaw & Co (wealth) Limited regulated?

Oldershaw & Co (wealth) Limited is registered on the Financial Service Providers Register (FSPR)as FSP292726, with first registration in 2013. Disputes are handled by Insurance & Financial Services Ombudsman Scheme Inc.. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Oldershaw & Co (wealth) Limited offer?

Oldershaw & Co (wealth) Limited's Public Disclosure Statement lists the following scope of advice: Managed Funds (Equity and Bond Funds), International and Domestic Equities and Bonds, Currency, Direct Equities (Shares), Direct Bonds, Unit Trusts. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Oldershaw & Co (wealth) Limited's PDS dated 2026-06-01 · HTML source. View original.

Fee structure
mixed
Commission
No
Dispute scheme
IFSO

Scope of advice

  • Managed Funds (Equity and Bond Funds)
  • International and Domestic Equities and Bonds
  • Currency
  • Direct Equities (Shares)
  • Direct Bonds
  • Unit Trusts
  • Listed Property Companies
  • Private Equity
  • +3 more

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

36 Bridge Street,Ahuriri,Napier,4110,New Zealand

About Oldershaw & Co (wealth) Limited

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Public Disclosure Statement

3 providers on panel

Oldershaw & Co (wealth) Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-06-01 · source format HTML.

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

Fee structure
mixed
Receives commission
No — disclosed in PDS
Dispute resolution scheme
IFSO
Scope of advice (verbatim from PDS)
  • Managed Funds (Equity and Bond Funds)
  • International and Domestic Equities and Bonds
  • Currency
  • Direct Equities (Shares)
  • Direct Bonds
  • Unit Trusts
  • Listed Property Companies
  • Private Equity
  • KiwiSaver
  • Fixed term deposits
  • Comprehensive financial planning including cashflow modelling and regular reviews

Distribution panel

Product providers Oldershaw & Co (wealth) 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 · 2

  • Consilium +5
  • FNZ Custodians Ltd

Other products · 1

  • Apex Group via Investment Custodial Services Limited

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

4 advisers
JC

Jing Chen

Financial Adviser

FSP745632

Based in Napier
View profile
MR

Marc Richard Nel

Financial Adviser

FSP56182

Based in Napier
View profile
ND

Neil Donald Edmundson

Financial Adviser

FSP743393

Based in Napier
View profile
SM

Shaun Michael Brown

Financial Adviser

FSP56241

Based in Napier
View profile

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Why Choose Oldershaw & Co (wealth) Limited?

FSPR Registered - Licensed & regulated

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Adviser Team - 4 advisers

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