Disclosure statement: It is important that you read this...
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.
Name: Tara Natalie Nel
Address: Suite 3, 58 Surrey Crescent, Grey Lynn
Trading name: The Insurance Pad
Telephone number: 022 062 1749
Email address: tara@theinsurancepad.co.nz
This disclosure statement was prepared on: 13th June 2017
Name: Tara Natalie Nel
Address: Suite 3, 58 Surrey Crescent, Grey Lynn
Trading name: The Insurance Pad
Telephone number: 022 062 1749
Email address: tara@theinsurancepad.co.nz
This disclosure statement was prepared on: 13th June 2017
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 specialist personal risk adviser and can provide advice as well as transactional services relating to life, disability and medical insurance only.
I genuinely care about client’s wellbeing now and in the future, and financial security is a big part of this. I endeavour to provide great service, solid advice and an on-going relationship in which you will feel supported and cared for over the period of time in which you have insurance needs.
I genuinely care about client’s wellbeing now and in the future, and financial security is a big part of this. I endeavour to provide great service, solid advice and an on-going relationship in which you will feel supported and cared for over the period of time in which you have insurance needs.
What should you do if something goes wrong?
If you have a problem, concern, or complaint about any part of my service, please tell my internal complaints scheme so they can try to fix the problem. You may contact the internal disputes scheme by telephoning 09 392 9123, by email complaints@theinsurancepad.co.nz, or in writing to Suite 7, 20 Augustus Terrace, Parnell, Auckland.
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 Financial Services Complaints Limited (FSCL). This service will cost you nothing, and will help us resolve any disagreements. You can contact the FSCL at:
Financial Services Complaints Limited
By Email: complaints@fscl.org.nz
By Phone: 0800 347257 or 04 472 3725
By Fax: 04 472 3728
By Postal Address: PO Box 5967, Wellington 6011
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 Financial Services Complaints Limited (FSCL). This service will cost you nothing, and will help us resolve any disagreements. You can contact the FSCL at:
Financial Services Complaints Limited
By Email: complaints@fscl.org.nz
By Phone: 0800 347257 or 04 472 3725
By Fax: 04 472 3728
By Postal Address: PO Box 5967, Wellington 6011
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?”).
DeclarationI, Tara Nel, 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.
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?”).
DeclarationI, Tara Nel, 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.
