About Us – Who we are and how we can help you
Insurance and Investment Services Ltd (FSP697311) is licensed under clause 73 of Schedule 4 of the Financial Markets Conduct Act 2013 to provide a financial adviser service.
In operating our financial adviser service, the Financial Markets Conduct (Regulated Financial Advice Disclosure) Amendment Regulations 2020 require us to provide you with important disclosure information to help you make important financial decisions. Information must be provided in writing on request, and is free of charge.
Our principal Financial Adviser, Norm Waldon, is registered under the NZ Financial Services Providers Register (FSPR) as Adviser FSP76483. Norm is also a member of Financial Advice New Zealand (FANZ), and he has had 19 years experience providing financial advice on personal insurances, investments and UK Pension transfers.
Office Manager, Linda Dawson, supports Norm and coordinates our systems and processes to ensure we provide you with the best service possible.
Contact us on 03 6660084, 0274 852035 or email@example.com and we will be happy to have a chat to see how we can help.
4/49 Sir William Pickering Drive, Burnside