iRefi Ltd is a regulated financial services provider, our governing bodies are the NZFSG and PAA and FSCL.

PAA: Professional advisors association acts to promote a high standard of professionalism within the industry. iRefi complies with the PAA’s Membership Rules and Code of Ethics and Standards.  You can view their code of ethics here.

If you feel we have breached their standards you can make a complaint to them here.

FSCL: Financial services complaints Ltd provide independent, impartial dispute resolution services, for our customers as an alternative to legal proceedings for resolving financial services disputes.

Professional indemnity insurance

All of our financial advisors have professional indemnity insurance covering all areas of their practice. What this means is that our clients are protected from financial loss in the case of any error or omission, defamation, employee dishonesty, misrepresentation,  fraud or gross negligence

Click below to view our disclosure statements:

Blandon Leung

Brandon Lipman

Daniel Lipman

David Chamberlain

Jeremy Grey

Andrew Malcolm

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