DISCLOSURE STATEMENT for Rhonda Mills
Mortgage Advisor at The Mortgage Advisor
Email: rhonda@themortgageadvisor.co.nz
Mobile: 027 482 0871
Address: 129a Flightys Road, Judgeford, Porirua 5381
Web: www.themortgageadvisor.co.nz
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 some useful information about the financial adviser that you choose.
What sort of adviser am I?
I am a registered, but not authorised, financial adviser. I can give you advice about category 2 financial products such as life insurance, health insurance, risk insurance, consumer credit contracts, home loans, mortgages, and other insurance products. I am a specialised mortgage adviser who can provide you advice as well as transactional services relating to mortgages.
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.
If we cannot agree on how to resolve the issue, you can contact Financial Services Complaints Limited. This service will cost you nothing, and will help us resolve any disagreements. You can contact Financial Services Complaints Limited by emailing info@fscl.org.nz, calling Financial Services Complaints Limited on 0800 347 257, or in writing to PO Box 5967, Lambton Quay, Wellington 6145
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?”).
Declaration
I, Rhonda Mills 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.
Date: 11/06/2018
This Disclosure Statement, (version one), was prepared on 11/06/2018.
What sort of Adviser am I?
- I am a specialist mortgage broker and can provide you advice as well as transactional services relating to mortgages.
- I am a specialist mortgage broker and can provide you advice as well as transactional services relating to mortgages. I can also provide you a transactional service for mortgage protection insurance.
- I am a specialist mortgage broker and personal risk adviser and can provide you advice as well as transactional services relating to mortgages, life insurance, disability and medical insurance.
- I am a specialist personal risk adviser and can provide advice as well as transactional services relating to life, disability and medical insurance. I can also provide you a transactional service for mortgages.
- I am a specialist personal risk adviser and can provide advice as well as transactional services relating to life, disability and medical insurance.
You can also add ‘business or commercial services’ where appropriate. Ensure you are clear about advice and transactional or no advice services.
Financial Services Complaints Limited
Email: info@fscl.org.nz
Phone: 0800 347257 or 04 472 3725
Fax: 04 472 3728
Postal Address: PO Box 5967, Wellington 6011
Location
Pauatahanui, Wellington
Call me
027 482 0871
