1. Consumers
  2. Getting financial advice
  3. How to find an adviser

How to find an adviser

You can find searchable lists of advisers on various professional adviser association websites and the NZX website. You can also talk to your existing financial services provider to see what they offer.

Services offered

Where to find a list

Mortgages

Institute of Financial Advisers: www.ifa.org.nz

Professional Advisers Association: www.paa.co.nz

Insurance

Institute of Financial Advisers: www.ifa.org.nz

Professional Advisers Association: www.paa.co.nz

Insurance Brokers Association: www.ibanz.co.nz

Triple A Advisers Association: www.triplea.org.nz

Investments and investment planning

Institute of Financial Advisers: www.ifa.org.nz

Professional Advisers Association: www.paa.co.nz

SIFA: www.sifanz.org

Triple A Advisers Association: www.triplea.org.nz

NZX participants: www.nzx.com

 

You can also download and search the list of Authorised Financial Advisers - current as at 30 November 2016.

Please note:

  • We rely on advisers keeping their own details up-to-date, so can’t guarantee the accuracy of any of the lists linked to from this page.
  • Check the listing details of individual advisers to see what they offer. Not all advisers offer all services.

Recommendations

A recommendation from friends or family is another way to find an adviser. If you do choose one this way, make sure you interview them in the same way you would any other adviser. See choosing an adviser for tips on things to find out.

Bear in mind, your friend or family member is likely to have different financial objectives to you, and if they’ve only recently taken advice, it’s hard to tell whether an adviser has done a good job. This often isn’t clear until years after the advice has been given. If this is the case, it’s a good idea to ask your adviser for examples of how they’ve successfully helped people similar to you.

Is the adviser on the Financial Service Providers Register (FSPR)?

Please note that registration on the FSPR is not an official approval of an individual, business, or organisation and does not necessarily indicate that the provider is licensed or regulated in New Zealand or any other country.

You can find out more about the financial adviser you are dealing with on the public Financial Service Providers Register (FSPR) at www.fspr.govt.nz

The register will tell you their business address and list the financial services they can provide. It will also tell you whether they are just registered and/or licensed as an AFA (this will be in the list of financial services).

QFE advisers don't have to be listed individually on the register but the financial service company they work for must be there.

If a person giving you financial advice is not on the register when they should be, then don't deal with them and contact us to let us know.

Learn more about:

Paying for advice