Disclosure Statements

Float Financial Advisors Limited is a registered Financial Services Provider. We are governed by the NZ Financial Services Group (NZFSG) and belong to a registered Financial Disputes Resolution Scheme (Financial Services Complaints Limited). See disclosure statements below for further info.

Professional Indemnity Insurance

All our advisors are covered with Professional Indemnity Insurance Policies. This provides protection for our customers in cases of financial loss to due misrepresentation, negligence, financial loss through fraud, omission or employee dishonesty.

To see our Float Financial Adviser Declarations please see links below:

Naylon Cassidy – RFA Disclosure Statement

Jason Longo – RFA Disclosure Statement

Matt Pepper – RFA Disclosure Statement

Tina Tsui – AFA Disclosure Statement

Terms of Engagement

To read our Terms of Engagement click here.

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