What sort of adviser am I?
I am a registered, but not authorised, Financial Adviser. I can give you advice on the following products:, Income Protection Insurance, Medical Insurance , Trauma Insurance, Life Insurance, Total Disability Insurance, Key Person Insurance, Shareholder Protection, Debt Protection, ACC Levy Advice, Business Insurance, Mortgages, Finance.
What should you do if something goes wrong?
If you have a problem, concern, or complaint about any part of my service, please tell me so I can try to fix the problem. You may contact our internal disputes service:
Sean Joseph, Allsure Financial Solutions Ltd
Phone: (09) 950 5935
Mobile: 022 108 7981
In writing: 70 Danbury Drive, Torbay, Auckland 0632
If we cannot agree on how to resolve the issue, or if you decide not to use the internal complaints scheme, you can contact the external disputes resolution service. This service will cost you nothing, and will help us resolve any disagreements. You can contact:
Name: Financial Services Complaints Limited
Telephone: (call free) 0800 347 257 or
Wellington: (04) 472 FSCL (472 3725)
Fax: (04) 472 3728
Physical Address: 13th Floor, 45 Johnston Street, Wellington, New Zealand
Postal Address: PO Box 5967, Lambton Quay, Wellington 6145, New Zealand
How am I regulated by the Government?
You can check that I am a registered Financial Adviser at http://www.fspr.govt.nz. The Financial Markets Authority regulates financial advisers. Contact the Financial Markets Authority for more information, including financial tips and warnings.
You can report information or complain about my conduct to the Financial Markets Authority, but in the event of a disagreement, you may choose to first use the dispute resolution procedures described above (under “What should you do if something goes wrong?”).
To the best of our knowledge and belief, the information contained in this disclosure statement is true and complete and complies with the disclosure requirements in the Financial Advisers Act 2008 and the Financial Advisers (Disclosure) Regulations 2010.