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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 291 results. Displaying page 17 of 20

  1. Discretionary investment management scheme (DIMS)

    31 October 2015

    TRILOGY FINANCIAL SOLUTIONS NZ LIMITED

    TRILOGY FINANCIAL SOLUTIONS NZ LIMITED, FSP24782, are licensed to provide Discretionary Investment Management Services (DIMS).
  2. Discretionary investment management scheme (DIMS)

    31 October 2015

    Forsyth Barr Investment Management Limited

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

    31 October 2015

    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).
  4. Discretionary investment management scheme (DIMS)

    30 October 2015

    Cambridge Partners Limited

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

    30 October 2015

    Bank of New Zealand

    The Bank of New Zealand, FSP25101, is licensed to provide Discretionary Investment Management Services (DIMS).
  6. Discretionary investment management scheme (DIMS)

    16 October 2015

    Anthony John Munro

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

    13 October 2015

    Generation Wealth Management Limited

    Generation Wealth Management Limited, FSP19601, is licensed to provide Discretionary Investment Management Services (DIMS).
  8. Peer-to-peer lending service providers

    9 October 2015

    Lending Crowd Limited

    Lending Crowd Limited, FSP390986, is licensed to provide peer-to-peer lending service.
  9. Discretionary investment management scheme (DIMS)

    7 October 2015

    Morgan Steel Financial Services Limited

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

    2 October 2015

    Canterbury Financial Services (2005) Limited

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

    1 October 2015

    AMP Services (NZ) Limited

    AMP Services (NZ) Limited, FSP38082, is licensed to provide Discretionary Investment Management Services (DIMS).
  12. Discretionary investment management scheme (DIMS)

    1 October 2015

    Milford Private Wealth Limited

    Milford Private Wealth Limited, FSP391786, is licensed to provide Discretionary Investment Management Services (DIMS).
  13. 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).
  14. 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).
  15. 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).