SW

Southern Wealth Management Limited

Financial Services Provider

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Wanaka

FSPR Registered

FSP Number: FSP37505

NZBN: 9429037855529

Team Size: 2 advisers

About Southern Wealth Management Limited

What is Southern Wealth Management Limited?

Southern Wealth Management Limited is a financial services provider, based in Wanaka, with 15 years on the FSPR register, and 2 appointed advisers on file.

How is Southern Wealth Management Limited regulated?

Southern Wealth Management Limited is registered on the Financial Service Providers Register (FSPR)as FSP37505, 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 Southern Wealth Management Limited offer?

Southern Wealth Management 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

Email

Not available

Website

Not available

Address

3 Redwood Lane,Wanaka,9305,New Zealand

About Southern Wealth Management Limited

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Location

3 Redwood Lane, Wānaka 9305, New Zealand · 1 other provider nearby

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

Adviser Team

2 advisers

DH

Donald Henry Broad

Financial Adviser

FSP60702

Based in Outram

03 443 8828 View profile

RM

Ross Martin Valentine

Financial Adviser

FSP48401

Based in Wanaka

03 443 8828 View profile

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Why Choose Southern Wealth Management Limited?

FSPR Registered - Licensed & regulated

0

Adviser Team - 2 advisers

Consultation Available - Contact to enquire

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