Helm Wealth Advisory Limited
Alvarium Wealth (NZ) Limited, FSP20861 are licenced by the FMA as a Managed Investment Scheme Manager (MIS).
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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.
Alvarium Wealth (NZ) Limited, FSP20861 are licenced by the FMA as a Managed Investment Scheme Manager (MIS).
The New Zealand Guardian Trust Company Limited, FSP33501, is licensed by the FMA as Supervisor.
Covenant Trustee Services Limited, FSP30521, is licensed by the FMA as Supervisor.
Michelle Barbara FORSTER (FSP37101) is a licenced independent trustee
Fundrock NZ Limited, FSP127464, is a licensed Managed Investment Scheme Manager.
ICE Futures USA was previously licensed to operate a financial product market. This licence was cancelled on 5 April 2023. More details can be found here.
Saxe Coburg Limited is licensed to provide Discretionary Investment Management Services (DIMS)
Tanami Financial Services Limited is a DIMS