Adviser Disclosure

I am a Financial Adviser for The Smart Advice Collective. I provide financial advice on behalf of Wealthpoint Limited (FSP678011) which holds a Financial Advice Provider Licence.

Unless detailed in this document, my advice and recommendations will be personalised to your specific situation, considering your goals, personal situation, or your specific needs.

Name: Carrie Thomas

Financial Adviser: FSP1005469

Address: 308 Parnell Road, Parnell, Auckland 1052

Phone Number: 020 4057 0891

Email Address: carrie@smartac.co.nz

Website: https://www.thesmartadvicecollective.co.nz

QUALIFICATIONS
NZ Certificate in Financial Services – Level 5

EXPERIENCE

I have been a Financial Adviser since 2021, specialising in general insurance, business and commercial cover. I am experienced in working with the Earthquake commission after the
Kaikoura Earthquakes.

SERVICES I CAN ASSIST WITH

• Domestic Insurance: Insurance protecting the Home, Contents, Vehicles, Classic Cars, Boat, Motorbike and Caravan as well as Landlord’s Protection Insurance and Travel Insurance.

• Rural Insurance: Insurance providing cover for farm and agricultural related activities.

• Commercial Insurance: Material Damage, Stock and Asset Protection, Business Interruption, Commercial Vehicles and Business Travel.

• Liability Insurance: Public Liability, Statutory Liability, Professional Indemnity, Directors & Officers, Cyber Liability.