Disclosure Statement
Registered Financial Adviser
NAME OF FINANCIAL ADVISER
Shaun Neil Adams
FSP NUMBER
FSP637049
BUSINESS ADDRESS
4 Warkworth Street, Warkworth, Auckland, 0910
POSTAL ADDRESS
PO Box 133 256, Eastridge, Auckland, 1146
TRADING NAMES
Debtfix Limited and Simply Budget
CONTACT NUMBER
0800 3328 101
This disclosure statement was prepared on: 26th October 2018
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: restructuring your personal debt, including:
Budget Advice
Repayment Agreements with Creditors
Debt Management Plans
Debt Consolidation Loans
Formal personal insolvency procedures, including:
No Asset Procedure
Summary Instalment Order or Debt Repayment Order
Creditors’ Proposals
Bankruptcy
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, or if you decide not to use the internal complaints scheme, you can contact Financial Dispute Resolution Service. This service will cost you nothing and will help us resolve any disagreements.
You can contact Financial Dispute Resolution Service at:
PHYSICAL ADDRESS
Level 4, 142 Lambton Quay, Wellington Central
POSTAL ADDRESS
Freepost 231075, PO Box 2272, Wellington 6140
CONTACT NUMBER
Free on 0508 337 337
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, Shaun Neil Adams, 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.
26th October 2018