The Financial Advice NZ Trusted Adviser designation indicates that an adviser’s level of qualification, experience, and focus on ethics has been recognised by a professional body, Financial Advice New Zealand. These requirements are at a higher level than required by New Zealand law and code.

Financial Advice New Zealand Trusted Advisers have met the following criteria:
– is a member of Financial Advice New Zealand and has agreed to abide by its Rules of Conduct
– holds a qualification in Financial Services (Level 5 or higher)
– has been providing regulated financial advice to retail clients for at least the last three years
– has committed to a professional development plan and ongoing training every year
– has agreed to abide by the Financial Advice New Zealand Code of Ethics and attends a Professional Ethics workshop.

Search for a Financial Advice New Zealand Trusted Adviser near you

Instructions for the search tool
You can search by location or surname, or advice practice – or a mix of all. Please use the following search codes in the Region and Area of Advice boxes.

Region codes:
Northland/North Auckland – code=04    Auckland – code=03      Waikato/BOP – code=11    Taranaki/Manawatu – code=10  Gisborne/Hawkes Bay – code=07    Wellington/Wairarapa – code=01   Nelson/Marlborough/West Coast – code=08    Otago/Southland – code=9

Advice practices (area of advice):
Business Insurances – code = 02   Estate Planning – code = 06   Financial Planning – code = 07
Home & Vehicle Insurance – code = 09   Life / Income Protection – code = 10   Investment – code = 11
Health Insurance – code = 12   KiwiSaver/Retirement – code = 13   Mortgages – code = 15,
Tax – code = 16   UK Pensions – code = 17

Designation Key:
TA – Financial Advice NZ Trusted Adviser, CFP – CERTIFIED FINANCIAL PLANNER, CLU – CERTIFIED LIFE UNDERWRITER

Become a Trusted Adviser