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CARRIE THOMAS
Advisor 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.
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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
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Financial Adviser: FSP1005469
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Address: 308 Parnell Road, Parnell, Auckland 1052
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Phone Number: 020 4057 0891
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Email Address: carrie@smartac.co.nz
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QUALIFICATIONS
NZ Certificate in Financial Services – Level 5
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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.
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DUTIES INFORMATION
I am bound by the duties of the Financial
Markets Conduct Act to:
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Meet the standards of competence, knowledge and skill set out in the Code of Conduct
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Give priority to the clients’ interest and exercise care, diligence and skill and meet the standards of ethical behaviour and conduct.
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Client care as set out in the Code of Conduct.
SERVICES I CAN ASSIST WITH
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Domestic Insurance: Insurance protecting the Home, Contents, Vehicles, Classic Cars, Boat, Motorbike and Caravan as well as Landlord’s Protection Insurance and Travel Insurance.
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Rural Insurance: Insurance providing cover for farm and agricultural related activities.
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Commercial Insurance: Material Damage, Stock and Asset Protection, Business Interruption, Commercial Vehicles and Business Travel.
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Liability Insurance: Public Liability, Statutory Liability, Professional Indemnity, Directors & Officers, Cyber Liability.