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RACHAEL THOMPSON
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.
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: Rachael Thompson
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Financial Adviser: FSP476876
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Address: 28a Springfield Road, Morningside, Auckland 1022
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Phone Number: 021 311 988
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Email Address: rachael@smartac.co.nz
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QUALIFICATIONS
NZ Certificate in Financial Services – Level 5
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EXPERIENCE
I have been working in Financial Services in NZ and a Financial Adviser since 2013.
I have been accredited in Residential lending (Mortgages) since 2016.
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DUTIES INFORMATION
I am bound by the duties of the Financial Markets Conduct Act to:
Meet the standards of competence, knowledge and skill set out in the Code of Conduct
Give priority to the clients’ interest and exercise care, diligence and skill and meet the standards of ethical behaviour and conduct.
Client care as set out in the Code of Conduct.
SERVICES I CAN ASSIST WITH
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Residential Lending (Mortgages): Type of Loan you can use to buy or refinance a property
Limitations to my Advice:
Life, Trauma, Health and Income Mortgage Protection Insurance: I do not provide advice in this area of Financial Service, however I am obligated to make you aware that I am accredited.