What is Story Financial Group Limited?
Story Financial Group Limited is a financial services provider, based in Christchurch, with 5 years on the FSPR register, and 4 appointed advisers on file.
Story Financial Group Limited
Financial Services Provider
Christchurch
FSPR Registered
About Story Financial Group Limited
How is Story Financial Group Limited regulated?
Story Financial Group Limited is registered on the Financial Service Providers Register (FSPR)as FSP763571, with first registration in 2020. Disputes are handled by Financial Dispute Resolution Scheme. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Story Financial Group Limited offer?
Story Financial Group Limited's Public Disclosure Statement lists the following scope of advice: Life Insurance, Health Insurance, KiwiSaver, Managed Funds, Investments, Retirement Planning. Refer to the original PDS for the binding scope.
Public Disclosure Statement highlights
Full PDS section ↓Extracted from Story Financial Group Limited's PDS dated 2026-06-01 · HTML source. View original.
- Fee structure
- commission only
- Commission
- Yes
- Dispute scheme
- FDRS
- Panel
- 14 providers
Scope of advice
- Life Insurance
- Health Insurance
- KiwiSaver
- Managed Funds
- Investments
- Retirement Planning
Contact Information
Phone
Not available
Not available
Website
Not available
Address
64 Ensign Street,Halswell,Christchurch,8025,New Zealand
About Story Financial Group Limited
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Public Disclosure Statement
14 providers on panelStory Financial Group Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-06-01 · source format HTML.
→ View Story Financial Group Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json
- Fee structure
- commission only
- Receives commission
- Yes — disclosed in PDS
- Dispute resolution scheme
- FDRS
- Scope of advice (verbatim from PDS)
-
- Life Insurance
- Health Insurance
- KiwiSaver
- Managed Funds
- Investments
- Retirement Planning
Distribution panel
Product providers Story Financial Group 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.
KiwiSaver · 5
- ANZ +38
- Fisher Funds +9
- AMP +6
- Booster Investment Management LTD
- Generate KiwiSaver Fund
Life & Health Insurance · 8
- Accuro +3
- NIB NZ Limited +2
- Fidelity Life Company
- Partners Life Company
- Cigna Life Insurance NZ
- Asteron Life NZ
- AIA
- Southern Cross Insurance
Investments & Funds · 1
- Consilium +5
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 KE
Kimberley Elise Stevenson
Financial Adviser
FSP542786
Based in Christchurch
View profile
LR
Lisa Rochelle Goss
Financial Adviser
FSP767459
Based in Prebbleton
View profile
MR
Michael Ross Fowler
Financial Adviser
FSP81644
Based in Prebbleton
View profile
SK
Sara Kate Wallace
Financial Adviser
FSP1009596
Based in Christchurch
View profile
Get Financial Guidance
Connect with Story Financial Group Limited for personalized financial guidance tailored to your needs.
Request ConsultationWhy Choose Story Financial Group Limited?
FSPR Registered - Licensed & regulated
Adviser Team - 4 advisers
Consultation Available - Contact to enquire
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