General information
Independent Financial Advisers Association Limited
Type: NZ Limited Company (Ltd)9429032195552
New Zealand Business Number
2264726
Company Number
Registered
Company Status
No ABN Number
Australian Business Number
102693374
GST Number
K642040 - Insurance Broking Service
Industry classification codes with description
Independent Financial Advisers Association Limited (NZBN 9429032195552) was incorporated on 23 Jun 2009. 5 addresess are currently in use by the company: Level 1, 281 Trafalgar Street, Nelson, 7010 (type: office, delivery). 94 Nile Street, Nelson had been their physical address, until 02 Dec 2020. Independent Financial Advisers Association Limited used other aliases, namely: Plus 4 Insurance Solutions Limited from 28 Jul 2010 to 28 Jul 2010, Backroom Holdings Limited (23 Jun 2009 to 28 Jul 2010). 19000 shares are issued to 19 shareholders who belong to 19 shareholder groups. The first group is composed of 1 entity and holds 1000 shares (5.26% of shares), namely:
Legacy One Limited (an entity) located at Hanley Downs, Queenstown postcode 9371. As far as the second group is concerned, a total of 1 shareholder holds 5.26% of all shares (exactly 1000 shares); it includes
Sheehan Financial Limited (an entity) - located at Nelson, Nelson. The third group of shareholders, share allocation (1000 shares, 5.26%) belongs to 1 entity, namely:
Harness Insurance Limited, located at 95 Customhouse Quay, Wellington (an entity). "Insurance broking service" (ANZSIC K642040) is the category the Australian Bureau of Statistics issued to Independent Financial Advisers Association Limited. The Businesscheck information was updated on 07 May 2025.
| Current address | Type | Used since |
|---|---|---|
| Po Box 126, Nelson, Nelson, 7040 | Postal | 07 Jul 2020 |
| Level 1, 281 Trafalgar Street, Nelson, 7010 | Registered & physical & service | 02 Dec 2020 |
| Level 1, 281 Trafalgar Street, Nelson, 7010 | Office & delivery | 02 Jun 2021 |
Contact info
64 3 3910028
Phone (Landline)
64 22 0431882
Phone (Primary number)
64 800 001921
Phone (0800 number)
hq@ifaa.co.nz
Email (nzbn-reserved-invoice-email-address-purpose)
hq@plus4.co.nz
Email (nzbn-reserved-invoice-email-address-purpose)
hq@plus4.co.nz
Email
www.plus4.co.nz
Website
Directors
| Name and Address | Role | Period |
|---|---|---|
|
Mark Gregory Sheehan
Maitai, Nelson, 7010
Address used since 01 May 2019 |
Director | 01 May 2019 - current |
|
David William Jochem
Upper Riccarton, Christchurch, 8041
Address used since 06 Nov 2023 |
Director | 06 Nov 2023 - current |
|
Warren Douglas Borlase
Nelson South, Nelson, 7010
Address used since 01 Apr 2024 |
Director | 01 Apr 2024 - current |
|
Theresa Margaret Hatton
Castor Bay, Auckland, 0620
Address used since 01 Apr 2024 |
Director | 01 Apr 2024 - current |
|
Gemma Miranda Pope
Rd 7, Amberley, 7477
Address used since 01 Apr 2024 |
Director | 01 Apr 2024 - current |
|
Ian Jordan
Tirohanga, Lower Hutt, 5010
Address used since 01 Apr 2024 |
Director | 01 Apr 2024 - current |
|
Samuel Wilson Rees-thomas
Titahi Bay, Porirua, 5022
Address used since 02 Nov 2020 |
Director | 02 Nov 2020 - 01 May 2024 |
|
Michael James Tonks
Queenstown, 9371
Address used since 02 Jun 2021
Queenstown, 9371
Address used since 08 Jun 2017 |
Director | 08 Jun 2017 - 06 Nov 2023 |
|
Roy Edward Charles Norris
St Heliers, Auckland, 1071
Address used since 07 Dec 2015 |
Director | 07 Dec 2015 - 31 Mar 2023 |
|
Ross Graham Collett
Highfield, Timaru, 7910
Address used since 14 Nov 2014 |
Director | 14 Nov 2014 - 02 Nov 2020 |
|
Peter Owen Rickards
Nelson, 7010
Address used since 07 Dec 2015 |
Director | 14 Nov 2014 - 02 Nov 2020 |
|
Matthew Alexander Thomson
Onehunga, Auckland, 1061
Address used since 11 Nov 2016 |
Director | 11 Nov 2016 - 30 Nov 2017 |
|
Jason Ross Hennessey
Rd 2, Hamilton, 3282
Address used since 04 Mar 2014 |
Director | 04 Mar 2014 - 08 Jun 2017 |
|
Grant David Uridge
Khandallah, Wellington, 6035
Address used since 13 Jan 2015 |
Director | 27 Apr 2011 - 11 Nov 2016 |
|
Alan John Bradnock
Nelson, 7010
Address used since 23 Jun 2009 |
Director | 23 Jun 2009 - 14 Nov 2014 |
|
Roger Mark Adams
Matakana, Warkworth, 0985
Address used since 27 Apr 2011 |
Director | 27 Apr 2011 - 14 Nov 2014 |
|
Peter Owen Rickards
Rd 1, Richmond, 7081
Address used since 17 May 2010 |
Director | 17 May 2010 - 04 Mar 2014 |
|
John Kenneth Grant
Bayswater, Auckland 0622,
Address used since 23 Jun 2009 |
Director | 23 Jun 2009 - 29 Oct 2009 |
Addresses
Principal place of activity
| 94 Nile Street , Nelson , Nelson , 7010 |
| Previous address | Type | Period |
|---|---|---|
| 94 Nile Street, Nelson, 7010 | Physical & registered | 19 Jun 2015 - 02 Dec 2020 |
| 94 Nile Street, Nelson 7001 | Registered & physical | 23 Jun 2009 - 19 Jun 2015 |
Financial Data
Financial info
19000
Total number of Shares
June
Annual return filing month
27 Jun 2024
Annual return last filed
NZ
Country of origin
Shares Allocation #1 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Legacy One Limited Shareholder NZBN: 9429032312614 Entity (NZ Limited Company) |
Hanley Downs Queenstown 9371 |
26 Jan 2015 - current |
Shares Allocation #2 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Sheehan Financial Limited Shareholder NZBN: 9429035561101 Entity (NZ Limited Company) |
Nelson Nelson 7010 |
15 Sep 2011 - current |
Shares Allocation #3 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Harness Insurance Limited Shareholder NZBN: 9429041541425 Entity (NZ Limited Company) |
95 Customhouse Quay Wellington 6011 |
06 Sep 2016 - current |
Shares Allocation #4 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Melw Limited Shareholder NZBN: 9429046249487 Entity (NZ Limited Company) |
Leamington Cambridge 3432 |
10 Dec 2021 - current |
Shares Allocation #5 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Common Sense Financial Planning Limited Shareholder NZBN: 9429046694546 Entity (NZ Limited Company) |
Rd 3 Napier 4183 |
04 Mar 2021 - current |
Shares Allocation #6 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
John Gaudion Limited Shareholder NZBN: 9429042215646 Entity (NZ Limited Company) |
Frankton Queenstown 9304 |
10 Dec 2021 - current |
Shares Allocation #7 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Stonham & Co Limited Shareholder NZBN: 9429030333284 Entity (NZ Limited Company) |
Mount Albert Auckland 1025 |
29 Aug 2019 - current |
Shares Allocation #8 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Ogilvie Financial Solutions Limited Shareholder NZBN: 9429041389270 Entity (NZ Limited Company) |
Nelson Nelson 7010 |
15 Dec 2014 - current |
Shares Allocation #9 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Shaun Vining Limited Shareholder NZBN: 9429043378210 Entity (NZ Limited Company) |
Rd 3 Balclutha 9273 |
10 Dec 2021 - current |
Shares Allocation #10 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Jordan Financial Planning NZ Limited Shareholder NZBN: 9429030875593 Entity (NZ Limited Company) |
Tirohanga Lower Hutt 5010 |
02 Jun 2021 - current |
Shares Allocation #11 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Policywise Limited Shareholder NZBN: 9429046341662 Entity (NZ Limited Company) |
Mount Maunganui Mount Maunganui 3116 |
31 Mar 2020 - current |
Shares Allocation #12 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Accent Insurance Brokers Limited Shareholder NZBN: 9429038075629 Entity (NZ Limited Company) |
Highland Park Howick Auckland 2010 |
14 Oct 2015 - current |
Shares Allocation #13 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
R&g Consultants Limited Shareholder NZBN: 9429030029309 Entity (NZ Limited Company) |
St Heliers Auckland 1071 |
30 Mar 2015 - current |
Shares Allocation #14 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Insure Limited Shareholder NZBN: 9429041169582 Entity (NZ Limited Company) |
Christchurch Central Christchurch 8011 |
25 Oct 2014 - current |
Shares Allocation #15 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Brackenridge Total Financial Solutions Limited Shareholder NZBN: 9429036675784 Entity (NZ Limited Company) |
Hobsonville Auckland 0616 |
07 Jun 2012 - current |
Shares Allocation #16 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Chris Mackay Financial Planning Limited Shareholder NZBN: 9429040779508 Entity (NZ Limited Company) |
Lower Hutt |
22 Nov 2011 - current |
Shares Allocation #17 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
New Zealand Financial Brokers Limited Shareholder NZBN: 9429034053317 Entity (NZ Limited Company) |
Wellington Central Wellington 6011 |
15 Sep 2011 - current |
Shares Allocation #18 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Maddison Financial Services Limited Shareholder NZBN: 9429030708402 Entity (NZ Limited Company) |
Arrowtown 9302 |
23 Jun 2014 - current |
Shares Allocation #19 Number of Shares: 1000
| Shareholder Name | Address | Period |
|---|---|---|
|
Steve Oliver Financial Services Limited Shareholder NZBN: 9429030707788 Entity (NZ Limited Company) |
20 Don Street Invercargill 9810 |
23 Jun 2014 - current |
Historic shareholders
| Shareholder Name | Address | Period |
|---|---|---|
|
Insurancebase Limited Shareholder NZBN: 9429031956260 Company Number: 2314858 Entity |
Hamilton Central Hamilton 3204 |
27 Apr 2012 - 05 Jul 2023 |
|
Keenan Financial Services Limited Shareholder NZBN: 9429041458464 Company Number: 5486685 Entity |
Dunedin Central Dunedin 9016 |
26 Jan 2015 - 11 Apr 2022 |
|
Zenith Group Limited Shareholder NZBN: 9429035943594 Company Number: 1324982 Entity |
Invercargill 9810 |
18 Apr 2018 - 14 Jun 2023 |
|
Oliver Financial Planning Limited Shareholder NZBN: 9429030092716 Company Number: 4604699 Entity |
Dunedin Central Dunedin 9016 |
24 Dec 2014 - 30 Jun 2022 |
|
Viva Communication Services Limited Shareholder NZBN: 9429032275063 Company Number: 2237807 Entity |
23 Jun 2009 - 23 Jun 2009 | |
|
Carver Financial Limited Shareholder NZBN: 9429048899253 Company Number: 8150530 Entity |
Lower Shotover Queenstown 9304 |
10 Dec 2021 - 27 Jun 2024 |
|
Sydcam Limited Shareholder NZBN: 9429035906063 Company Number: 1339681 Entity |
Rd 1 Carterton 5791 |
15 Sep 2011 - 12 Mar 2024 |
|
Dave Conner Holdings Limited Shareholder NZBN: 9429039249821 Company Number: 459833 Entity |
Invercargill 9810 |
18 Apr 2018 - 14 Jun 2023 |
|
Collett, Ross Graham Individual |
Highfield Timaru 7910 |
27 Sep 2013 - 20 Apr 2021 |
|
Gillespie Insurances Limited Shareholder NZBN: 9429030292703 Company Number: 4376538 Entity |
Hastings Hastings 4122 |
04 Jul 2016 - 28 Feb 2018 |
|
Ross Fowler Limited Shareholder NZBN: 9429032661231 Company Number: 2151431 Entity |
Rotorua Rotorua 3010 |
15 Sep 2011 - 12 Mar 2024 |
|
Jozac Hillary Limited Shareholder NZBN: 9429046785312 Company Number: 6844674 Entity |
Rockdale Invercargill 9810 |
10 Dec 2021 - 12 Mar 2024 |
|
Insbrok Financial Services Limited Shareholder NZBN: 9429032855685 Company Number: 2107442 Entity |
15 Sep 2011 - 29 Jun 2017 | |
|
At Ease Insurance Limited Shareholder NZBN: 9429030586932 Company Number: 3918482 Entity |
Rangiora 7400 |
28 Feb 2018 - 05 Jul 2023 |
|
Radka Financial Services Limited Shareholder NZBN: 9429036087648 Company Number: 1282652 Entity |
Mount Maunganui Mount Maunganui 3116 |
01 Nov 2020 - 14 Jun 2023 |
|
Lifeco Limited Shareholder NZBN: 9429033761060 Company Number: 1884030 Entity |
Hairini Tauranga 3112 |
25 Jun 2020 - 14 Apr 2023 |
|
Snomac Consulting Limited Shareholder NZBN: 9429043364435 Company Number: 6127532 Entity |
23 Dec 2016 - 19 Nov 2020 | |
|
Mark Sheehan Financial Limited Shareholder NZBN: 9429032676792 Company Number: 2147331 Entity |
The Wood Nelson 7010 |
23 Jun 2014 - 31 Mar 2020 |
|
A.s.k. Consulting Limited Shareholder NZBN: 9429035021452 Company Number: 1589093 Entity |
15 Sep 2011 - 23 Jun 2014 | |
|
Simple Insurance Limited Shareholder NZBN: 9429033144412 Company Number: 1983836 Entity |
Papakura Papakura 2110 |
15 Sep 2011 - 15 Mar 2018 |
|
Tony Chave Financial Services Limited Shareholder NZBN: 9429041074275 Company Number: 4926399 Entity |
Dunedin Central Dunedin 9016 |
24 Dec 2014 - 11 Apr 2022 |
|
Six-step Financial Services Limited Shareholder NZBN: 9429038304217 Company Number: 812136 Entity |
Nelson Nelson 7010 |
15 Sep 2011 - 11 Apr 2022 |
|
Managh Investments Limited Shareholder NZBN: 9429037010416 Company Number: 1115280 Entity |
Puhoi Silverdale 0994 |
24 Dec 2014 - 20 Apr 2021 |
|
Stewart Financial Group Limited Shareholder NZBN: 9429040213187 Company Number: 164885 Entity |
Napier South Napier 4110 |
04 Jul 2016 - 03 Feb 2021 |
|
Tom West Risk Advisers Limited Shareholder NZBN: 9429030020351 Company Number: 4712119 Entity |
31 Mar 2020 - 11 Apr 2022 | |
|
Guy Turner - Financial G.p. Limited Shareholder NZBN: 9429038647932 Company Number: 638663 Entity |
15 Sep 2011 - 29 Aug 2016 | |
|
East Coast Financial Services Limited Shareholder NZBN: 9429036793266 Company Number: 1158160 Entity |
15 Sep 2011 - 29 Aug 2016 | |
|
Afl Insurance Limited Shareholder NZBN: 9429032079272 Company Number: 2292927 Entity |
22 Apr 2013 - 23 Jun 2014 | |
|
Viva Consulting Services Limited Shareholder NZBN: 9429032275063 Company Number: 2237807 Entity |
23 Jun 2009 - 23 Jun 2009 | |
|
Cover Group Limited Shareholder NZBN: 9429032580044 Company Number: 2168973 Entity |
24 Dec 2014 - 29 Jun 2017 | |
|
Mainland Financial Services Limited Shareholder NZBN: 9429037467937 Company Number: 982426 Entity |
Strowan Christchurch 8052 |
15 Sep 2011 - 20 Apr 2021 |
|
Auckland City Brokers Limited Shareholder NZBN: 9429037633158 Company Number: 950716 Entity |
Greenlane Auckland 1544 |
23 Jun 2014 - 20 Apr 2021 |
|
Oliver Financial Planning Limited Shareholder NZBN: 9429030092716 Company Number: 4604699 Entity |
Dunedin Central Dunedin 9016 |
24 Dec 2014 - 30 Jun 2022 |
|
Tom West Risk Advisers Limited Shareholder NZBN: 9429030020351 Company Number: 4712119 Entity |
Dunedin Central Dunedin 9016 |
31 Mar 2020 - 11 Apr 2022 |
|
Keenan Financial Services Limited Shareholder NZBN: 9429041458464 Company Number: 5486685 Entity |
Dunedin Central Dunedin 9016 |
26 Jan 2015 - 11 Apr 2022 |
|
Tony Chave Financial Services Limited Shareholder NZBN: 9429041074275 Company Number: 4926399 Entity |
Dunedin Central Dunedin 9016 |
24 Dec 2014 - 11 Apr 2022 |
|
Bradnock, Alan John Individual |
Nelson Nelson 7010 |
31 Mar 2020 - 11 Apr 2022 |
|
Six-step Financial Services Limited Shareholder NZBN: 9429038304217 Company Number: 812136 Entity |
Nelson Nelson 7010 |
15 Sep 2011 - 11 Apr 2022 |
|
Mainland Financial Services Limited Shareholder NZBN: 9429037467937 Company Number: 982426 Entity |
Strowan Christchurch 8052 |
15 Sep 2011 - 20 Apr 2021 |
|
Auckland City Brokers Limited Shareholder NZBN: 9429037633158 Company Number: 950716 Entity |
Greenlane Auckland 1544 |
23 Jun 2014 - 20 Apr 2021 |
|
A.s.k. Consulting Limited Shareholder NZBN: 9429035021452 Company Number: 1589093 Entity |
15 Sep 2011 - 23 Jun 2014 | |
|
Viva Consulting Services Limited Shareholder NZBN: 9429032275063 Company Number: 2237807 Entity |
23 Jun 2009 - 23 Jun 2009 | |
|
Gillespie Insurances Limited Shareholder NZBN: 9429030292703 Company Number: 4376538 Entity |
Hastings Hastings 4122 |
04 Jul 2016 - 28 Feb 2018 |
|
Guy Turner - Financial G.p. Limited Shareholder NZBN: 9429038647932 Company Number: 638663 Entity |
15 Sep 2011 - 29 Aug 2016 | |
|
Managh Investments Limited Shareholder NZBN: 9429037010416 Company Number: 1115280 Entity |
Puhoi Silverdale 0994 |
24 Dec 2014 - 20 Apr 2021 |
|
Cover Group Limited Shareholder NZBN: 9429032580044 Company Number: 2168973 Entity |
24 Dec 2014 - 29 Jun 2017 | |
|
Stewart Financial Group Limited Shareholder NZBN: 9429040213187 Company Number: 164885 Entity |
Hastings Hastings 4122 |
04 Jul 2016 - 03 Feb 2021 |
|
East Coast Financial Services Limited Shareholder NZBN: 9429036793266 Company Number: 1158160 Entity |
15 Sep 2011 - 29 Aug 2016 | |
|
Snomac Consulting Limited Shareholder NZBN: 9429043364435 Company Number: 6127532 Entity |
Torbay Auckland 0630 |
23 Dec 2016 - 19 Nov 2020 |
|
Tarpley, Stephen William Individual |
Camborne Porirua 5026 |
16 Mar 2012 - 29 Aug 2016 |
|
Old Rma Trustee Company Limited Shareholder NZBN: 9429032721829 Company Number: 2137388 Entity |
15 Sep 2011 - 29 Jun 2017 | |
|
Makarios Insurance Limited Shareholder NZBN: 9429032580044 Company Number: 2168973 Entity |
24 Dec 2014 - 29 Jun 2017 | |
|
Afl Insurance Limited Shareholder NZBN: 9429032079272 Company Number: 2292927 Entity |
22 Apr 2013 - 23 Jun 2014 | |
|
Insbrok Financial Services Limited Shareholder NZBN: 9429032855685 Company Number: 2107442 Entity |
15 Sep 2011 - 29 Jun 2017 | |
|
Simple Insurance Limited Shareholder NZBN: 9429033144412 Company Number: 1983836 Entity |
Papakura Papakura 2110 |
15 Sep 2011 - 15 Mar 2018 |
|
Bradnock, Alan John Individual |
Nelson |
23 Jun 2009 - 16 Mar 2012 |
|
Old Rma Trustee Company Limited Shareholder NZBN: 9429032721829 Company Number: 2137388 Entity |
15 Sep 2011 - 29 Jun 2017 | |
|
Makarios Insurance Limited Shareholder NZBN: 9429032580044 Company Number: 2168973 Entity |
24 Dec 2014 - 29 Jun 2017 | |
|
Mark Sheehan Financial Limited Shareholder NZBN: 9429032676792 Company Number: 2147331 Entity |
Nelson Nelson 7010 |
23 Jun 2014 - 31 Mar 2020 |
Location
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