About Us
About Wisdom8
Wisdom8 (Wisdom Management Ltd FSP36983) holds a full Class 2 Licence issued by the Financial Markets Authority on 1 April 2022.
Wisdom8 was established in 2005 and is managed by financial adviser- Maggie Chen. With more than 25 years of financial service experience, she promotes insurance services to a more intimate and responsible management attitude and business philosophy.
→ Wisdom8 Disclosure Statement
→ About Us and Privacy Statement
→ FMA Approval Letter – FSP36983
Background of Financial Service
NEW FINANCIAL ADVICE REGIME
From the start of the new financial advice regime on Monday 15 March 2021, the Government is removing the current adviser classifications: Authorised Financial Adviser, Registered Financial Adviser and QFE Adviser.
If Advisers want to continue providing financial advice to their clients, they may need to update the registration details on the Financial Service Providers Register (FSPR). How Advisers register will vary based on how they plan to operate in the new regime.
Read more: https://www.fma.govt.nz/consumer/
Who is a Financial Advice Provider (FAP)
A financial advice provider (FAP) is an individual or entity (e.g. a company) that provides a “financial advice service”. An individual or entity provides a financial advice service if they give regulated financial advice to their clients on their own account, or they engage others to give regulated financial advice to their clients on their behalf.
Who is a Financial Adviser (FA)
To use the term Financial Adviser from the start of the new financial advice regime on Monday 15 March 2021, you must be registered on the Financial Service Providers Register (FSPR) and engaged by a licensed financial advice provider (FAP) (or authorised body).
If advisers provide advice to retail clients, they also must either:
• hold a Financial Advice Provider licence OR
• be an authorised body under somebody else’s Financial Advice Provider licence.
Meet Our Team
Maggie Chen
Eva Tsai
Financial Adviser
–
FSP1006401
Disclosure Statement
• Provide financial advise to client
• Adviser Support of Maggie Chen
• Client Services
• Claim Process
• New Business Process follow up
• Relationship with existing clients
• Upload compliance documents
• Prepare quotes in company portals
• Maintain good rapport with clients
