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Page last updated: 09 February 2023

Licensed & reporting entities

The businesses/people listed on this page have been granted a licence or have been authorised by the FMA. It's important to only deal with licensed people and businesses because if things go wrong you will have access to free dispute resolution services. Details including the provider's business address, list of services and the name of their independent dispute resolution scheme can be found on the Financial Service Providers Register. 

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Found 293 results. Displaying page 18 of 20

  1. Discretionary investment management scheme (DIMS)

    30 September 2015

    Lifetime Investments (NZ) Limited

    Camelot NZ Limited, FSP422586, is licensed to provide Discretionary Investment Management Services (DIMS).
  2. Discretionary investment management scheme (DIMS)

    30 September 2015

    MILESTONE FINANCIAL SERVICES (SOUTHERN) LIMITED

    Milestone Financial Planning (Canterbury) 2016, FSP35702, is licensed to provide Discretionary Investment Management Services (DIMS).
  3. Discretionary investment management scheme (DIMS)

    7 September 2015

    Milestone Financial Services (Auckland) Limited

    Milestone Financial Services (Auckland) Limited, FSP305566, is licensed to provide Discretionary Investment Management Services (DIMS).
  4. Managed investment schemes

    1 September 2015

    Pie Funds Management Limited

    Pie Funds Management Limited, FSP12181, is a licensed Managed Investment Scheme Manager.
  5. Discretionary investment management scheme (DIMS)

    31 August 2015

    Become Wealth Ltd

    Become Wealth Ltd, previously known as Milestone Direct Limited, FSP249805, is licensed to provide Discretionary Investment Management Services (DIMS).
  6. Discretionary investment management scheme (DIMS)

    31 August 2015

    Rutherford Rede Limited

    Rutherford Rede Limited, FSP174024, is licensed to provide Discretionary Investment Management Services (DIMS).
  7. Discretionary investment management scheme (DIMS)

    21 August 2015

    Polson Higgs Wealth Management Limited

    Polson Higgs Wealth Management Limited, FSP26381, is licensed to provide Discretionary Investment Management Services (DIMS).
  8. Discretionary investment management scheme (DIMS)

    19 August 2015

    Investment World Limited

    Investment World Limited, FSP49702, is licensed to provide Discretionary Investment Management Services (DIMS).
  9. Peer-to-peer lending service providers

    7 August 2015

    Squirrel Money Limited

    Squirrel Money Limited, FSP354706, is licensed to provide peer-to-peer lending service.
  10. Discretionary investment management scheme (DIMS)

    5 August 2015

    Fisher Funds Management Limited

    Fisher Funds Management Limited, FSP38581, is licensed to provide Discretionary Investment Management Services (DIMS).
  11. Discretionary investment management scheme (DIMS)

    3 August 2015

    Select Wealth Management Limited

    Select Wealth Management Limited, FSP443706, is licensed to provide Discretionary Investment Management Services (DIMS).
  12. Discretionary investment management scheme (DIMS)

    29 July 2015

    Fiona Mary Judd

    Fiona Mary Judd, FSP31602, is licensed to provide Discretionary Investment Management Services (DIMS).
  13. Managed investment schemes

    14 July 2015

    Aspiring Asset Management Limited

    Aspiring Asset Management Limited, FSP3141, is a licensed Managed Investment Scheme Manager.
  14. Independent trustee

    3 July 2015

    Paul Gerard Drummond

    Paul Gerard Drummond, FSP30203, is a licensed Independent Trustee.
  15. Discretionary investment management scheme (DIMS)

    16 June 2015

    Foundry Asset Management Limited

    Foundry Asset Management Limited, FSP35303, is licensed to provide Discretionary Investment Management Services (DIMS).