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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Independent trustee

Philippa Rosemary Drury

Philippa Rosemary Drury, FSP461526, is a licensed Independent Trustee.

Discretionary investment management scheme (DIMS)

John Peter Milner

John Peter Milner (Collaborative Consulting Ltd), FSP9761, is licensed to provide Discretionary Investment Management Services (DIMS).

Discretionary investment management scheme (DIMS)

Trustees Executors Limited

Trustees Executors Limited, FSP37383, is licensed to provide Discretionary Investment Management Services (DIMS).

Discretionary investment management scheme (DIMS)

ANZ Bank New Zealand Limited

ANZ Bank New Zealand Limited, FSP36405, is licensed to provide Discretionary Investment Management Services (DIMS).

Discretionary investment management scheme (DIMS)

Balmer, Jeffs & Company Limited

Balmer, Jeffs & Company Limited, FSP14261, is licensed to provide Discretionary Investment Management Services (DIMS).

Discretionary investment management scheme (DIMS)

Forsyth Barr Investment Management Limited

Forsyth Barr Investment Management Limited, FSP25021, is licensed to provide Discretionary Investment Management Services (DIMS).

Discretionary investment management scheme (DIMS)

Craigs Investment Partners Limited

Craigs Investment Partners Limited, FSP29641, is licensed to provide Discretionary Investment Management Services (DIMS).

Discretionary investment management scheme (DIMS)

New Zealand Discretionary Investment Management Services Limited

New Zealand Discretionary Investment Management Services Limited (Previous name: Stewart Group Wealth Management Limited), FSP441406, is licensed to provide Discretionary Investment Management Services (DIMS).

Discretionary investment management scheme (DIMS)

ASB Bank Limited

ASB Bank Limited, FSP29003, is a licensed to provide Discretionary Investment Management Services (DIMS).

Discretionary investment management scheme (DIMS)

Cambridge Partners Limited

Cambridge Partners Limited, FSP26104, is licensed to provide Discretionary Investment Management Services (DIMS).

Discretionary investment management scheme (DIMS)

Anthony John Munro

Anthony John Munro, FSP5501, is licensed to provide Discretionary Investment Management Services (DIMS).

Discretionary investment management scheme (DIMS)

Generation Wealth Management Limited

Generation Wealth Management Limited, FSP19601, is licensed to provide Discretionary Investment Management Services (DIMS).

Peer-to-peer lending service providers

Lending Crowd Limited

Lending Crowd Limited, FSP390986, is licensed to provide peer-to-peer lending service.

Discretionary investment management scheme (DIMS)

Morgan Steel Financial Services Limited

Morgan Steel Financial Services Limited, FSP431746, is licensed to provide Discretionary Investment Management Services (DIMS).

Discretionary investment management scheme (DIMS)

Canterbury Financial Services (2005) Limited

Canterbury Financial Services (2005) limited, FSP29382, is licensed to provide Discretionary Investment Management Services (DIMS).

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