Disclosure statement (financial adviser)

 

Name of financial adviser:  Richard Turfrey

Address:  Level 1, 340 Victoria Avenue, Wanganui

Trading name:  Turfs Financial Services Limited t/a Insurance Works

Telephone number:  06 348 4577

Fax number:                06 348 4576

Email address:            enquiries@insuranceworks.co.nz

This disclosure statement was prepared on: 26 March 2013

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:-

·         Personal and business risk related products. 

·         Mortgages and fixed interest rates

·         House, contents and car insurance

I can also give you class action advice about Kiwisaver.

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 that I can try to fix the problem.

If we cannot agree on how to fix 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 at—

Address:                      P O Box 5967, Lambton Quay, Wellington    

Telephone number:    0800 347 257

Email address:            info@fscl.org.nz

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, Richard Ewan Turfrey, 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.

Signed: