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SW

Summit Wealth Limited

Financial Services Provider

Matamata
FSPR Registered
FSP Number: FSP768791
Team Size: 1 adviser

About Summit Wealth Limited

What is Summit Wealth Limited?

Summit Wealth Limited is a financial services provider, based in Matamata, with 5 years on the FSPR register, and 1 appointed adviser on file.

How is Summit Wealth Limited regulated?

Summit Wealth Limited is registered on the Financial Service Providers Register (FSPR)as FSP768791, with first registration in 2021. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Summit Wealth Limited offer?

Summit Wealth 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

Not available

Email

Not available

Website

Not available

Address

41 Arawa Street,Matamata,Matamata,3400,New Zealand

About Summit Wealth Limited

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Adviser Team

1 adviser
KJ

Kyle James Imeson

Financial Adviser

FSP607609

Based in Matamata
View profile

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Why Choose Summit Wealth Limited?

FSPR Registered - Licensed & regulated

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Adviser Team - 1 adviser

Consultation Available - Contact to enquire

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Always verify adviser credentials on the Financial Service Providers Register.