Name of Financial Adviser
This disclosure statement was prepared on: 20th March 2019
First Step Home Loans Ltd
What Sort Of Adviser Am I?
I am a registered, but not authorised Financial Adviser. I can give you advice about:
- Home Loans
- Business Loans
- Personal Loans
- Commercial Property Loans
- Farm Loans
- & reviews of existing lending facilities.
How Are Financial Service Advisers Regulated By The Government?
The Financial Markets Authority(FMA) regulates Financial Advisers. You can contact the FMA for information including financial tips and warnings. Plus by visiting the Financial Service Providers Register at http://www.fspr.govt.nz you can verify who are registered financial advisers.
Reporting information or misconduct can go directly to the Financial Markets Authority or in the event of a disagreement or complaint we have provided contact details below of whom can assist you.
What Should You Do If Something Goes Wrong?
If you have a query or complaint, please contact us or use the two options below.
As a registered Financial Service Adviser, I am a member of an approved dispute resolution scheme. The contact details for the scheme are:
Address: Managing Director, Mortgage Link (NZ) Ltd, PO Box 305237, Triton Plaza Box Lobby, Auckland 0758
Telephone: 021 835 506
Email Address: [email protected]
If the above contact does not resolve your issue or you wish to contact The Financial Services Complaints Ltd team instead, their details are below:
Address: PO Box 5967, Lambton Quay, Wellington 6143
Telephone: 0800 34 257
Email address: [email protected]
Rest assured this service will cost you nothing.
I, Richard Goodall declare that to the best of my 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.