financial adviser

disclosure statement

Name of Financial Adviser:              Tai Nuualiitia
FSP Number:                                      106465
Address:                                              190 Hutchinson Avenue, Titirangi North, Auckland 0600
Trading Name:                                    Equal3 Limited
Telephone:                                          +64 275625446
Email:                                                    tai@equal3.co.nz
Disclosure Statement prepared:      12 January 2021
It is important that you read this document

This information will help you to choose a financial adviser that best suits your needs. It will also provide you some useful information about the financial adviser that you choose.

What sort of adviser an I?

I am a registered, but not authorised financial adviser. I can give advice about:

  • fire and general products, such as commercial and personal insurance [excludes life insurance];

  • professional and specialist general insurance;

  • risk management and mitigation practices.

What should you do if something goes wrong?

If you have problem, concern or complaint about any part of my service, please contact me so I can try to fix the problem in the first instance.

If we cannot agree on how to fix the issue, or if you decide not to approach Equal3, you can contact FSCL (Financial Services Complaints Limited) which is a free dispute resolution scheme I am a member of.

You can contact FSCL via the link here, or use the information below:

  • Telephone 0800 347 257

  • Email info@fscl.org.nz

  • Post PO Box 5967; Lambton Quay, Wellington 6145

How am I regulated by the Government?

You can check that I am a registered financial adviser through the Financial Service Providers Register here.

The Financial Markets Authority regulates financial advisers. Contact the Financial Markets Authority for more information, including financial tips and warnings here.

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 process described above under "What should I do if something goes wrong?".

DECLARATION

I, Tai Nuualiitia, declare that to the best of my knowledge and belief, the information contained in this Disclosure Statement is true, complete and complies with the disclosure requirements of the Financial Advisers Act 2008 and the Financial Advisers (Disclosure) Regulations 2010.