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Sherpa Limited

Financial Services Provider

Christchurch
FSPR Registered
FSP Number: FSP650789
Team Size: 12 advisers

About Sherpa Limited

What is Sherpa Limited?

Sherpa Limited is a financial services provider, based in Christchurch, with 7 years on the FSPR register, and 12 appointed advisers on file.

How is Sherpa Limited regulated?

Sherpa Limited is registered on the Financial Service Providers Register (FSPR)as FSP650789, with first registration in 2019. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Sherpa Limited offer?

Sherpa Limited's Public Disclosure Statement lists the following scope of advice: Domestic general insurance: house, contents, landlord, motor vehicle, and boat insurance, Commercial general insurance: commercial property, business interruption, commercial motor, marine, liability, professional indemnity, and cyber insurance. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Sherpa Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure
fee and commission
Commission
Yes
Dispute scheme
FSCL
Services
2 named
FAQs
4 answered
Linked docs
1

Scope of advice

  • Domestic general insurance: house, contents, landlord, motor vehicle, and boat insurance
  • Commercial general insurance: commercial property, business interruption, commercial motor, marine, liability, professional indemnity, and cyber insurance

Contact Information

Email

Not available

Address

119 Blenheim Road,Riccarton,Christchurch,8041,New Zealand

About Sherpa Limited

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Public Disclosure Statement

1 provider on panel

Sherpa Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.

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

Fee structure
fee and commission
Receives commission
Yes — disclosed in PDS
Dispute resolution scheme
FSCL
Scope of advice (verbatim from PDS)
  • Domestic general insurance: house, contents, landlord, motor vehicle, and boat insurance
  • Commercial general insurance: commercial property, business interruption, commercial motor, marine, liability, professional indemnity, and cyber insurance
Specialties
  • General Insurance
  • Business Insurance

Hover any specialty to see its source. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.

Ownership
Sherpa Limited (FSP650789) is authorised under a financial advice provider licence held by Howden Broking Limited (FSP1001677), a related company.

Distribution panel

Product providers Sherpa 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.

General Insurance · 1

  • Various insurers (New Zealand and overseas markets)

Services this firm offers

Named service offerings extracted from Sherpa 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.

  • Domestic general insurance

    Advisory

    Financial advice on house, contents, landlord, motor vehicle, and boat insurance products.

    Fees: Fees may apply and will be disclosed at time of advice; commission may also be received.
    For: retail
  • Commercial general insurance

    Advisory

    Financial advice on commercial property, business interruption, motor, marine, liability, PI, and cyber insurance.

    Fees: Fees may apply and will be disclosed at time of advice; commission may also be received.
    For: retail

FAQs from this firm's PDS

Common consumer questions answered in Sherpa Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.

What financial advice does Sherpa Limited provide?
“Sherpa Limited provides financial advice to clients about their general insurance needs. Our financial advisers provide financial advice in relation to: - **Domestic general insurance:** house, contents, landlord, motor vehicle, and boat insurance - **Commercial general insurance:** commercial property, business interruption, commercial motor, marine, liability, professional indemnity, and cyber insurance”
What fees does Sherpa Limited charge?
“Sherpa Limited may charge fees for providing financial advice, and for arranging, altering, or cancelling your general insurance programme. If a fee applies, we will disclose this to you at the time the advice is provided.”
How does Sherpa Limited manage conflicts of interest?
“We recognise that commissions and incentives may give rise to conflicts of interest. To manage these conflicts, we have policies and processes in place to ensure advice is based on your objectives, needs, and circumstances, and that any conflicts are appropriately identified and managed.”
What should I do if I have a complaint?
“If you are not satisfied with our services, please raise your concerns in the first instance with your financial adviser or Sherpa Limited. We will take your complaint seriously and seek to resolve it in a fair and timely manner. If we are unable to resolve your complaint to your satisfaction, you may refer it to: **Financial Services Complaints Limited (FSCL)**”

Additional disclosure documents

Documents linked from Sherpa 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.

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

Location

Ground Floor/299 Durham Street North, Christchurch Central City, Christchurch 8013, New Zealand · 5 other providers nearby

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Map tiles © OpenStreetMap, © CARTO. Office coordinates from Google Places.

Adviser Team

12 advisers
AA

Anshal Antika Devi

Financial Adviser

FSP630070

Based in Christchurch
View profile
BW

Bradley William MacKenzie

Financial Adviser

FSP723451

Based in Christchurch
View profile
CE

Charlotte Elyse Deane

Financial Adviser

FSP666371

Based in Christchurch
View profile
DB

Daniel Brian Mathieson

Financial Adviser

FSP594429

Based in Christchurch
View profile
EC

Eden Chloe Tabak

Financial Adviser

FSP778692

Based in Auckland Central
View profile
KH

Kristin Hanna

Financial Adviser

FSP710791

Based in Christchurch
View profile
LA

Lynette Ann Moore

Financial Adviser

FSP1008685

Based in Christchurch
View profile
MP

Megan Philippa Daniel

Financial Adviser

FSP712891

Based in Christchurch
View profile
PJ

Peng Jackie Ji

Financial Adviser

FSP559806

Based in Christchurch
View profile
RL

Rachael Leigh Bateman

Financial Adviser

FSP776253

Based in Christchurch
View profile
RJ

Richard James Hinks

Financial Adviser

FSP329746

Based in Christchurch
View profile
RJ

Rosemary Janice Burton

Financial Adviser

FSP1007054

Based in Christchurch
View profile

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Why Choose Sherpa Limited?

FSPR Registered - Licensed & regulated

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Adviser Team - 12 advisers

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