FINANCIAL DISCLOSURE STATEMENT
Name of Financial Adviser: Stacey Noeline Hall
Financial Services Provider Number: FSP183164
Address: PO Box 4234, New Plymouth
Trading Name: JRI Limited
Phone Number: 06 758 8440
Email Address: stacey@jri.co.nz
Disclosure Prepared On: 24 June 2014
It is important you read this document
This information will help you to choose a financial adviser that best suits your needs. It will also provide some useful information about the financial service provider that you choose.
What sort of adviser am I?
I am a registered financial adviser. I am not however, authorised to give advice in relation to securities, land investment products, futures contracts, or investment-linked insurance contracts. I can give you advice about insurance contracts other than investment-linked insurance contracts.
What should you do if something goes wrong?
If you have a problem, concern, or complaint about any part of my service, please tell my employer so that our internal complaints scheme can try to resolve the problem. You may contact our internal complaints scheme by notifying us in writing at:
Attention: The Complaints Manager, JRI Limited, PO Box 4234, New Plymouth 4340
If we cannot agree on how to resolve the issue or if you decide not to use the internal complaints scheme, you can contact the Insurance & Saving Ombudsman. This service is free and will help us resolve any disagreements.
Insurance & Saving Ombudsman, PO Box 10845, Wellington 6143, Phone: 0800 888 002 or 04) 499 7612, Email: membership@iombudsman.org.nz, Website: www.iombudsman.org.nz, Member Number: 2000121
How am i regulated by the Government?
You can check that I am a registered financial adviser at www.fspr.govt.nz. The Financial Markets Authority regulates financial advisers. Contact the Financial Markets Authority for more information, including financial tips and warnings. You can report information or complain about my conduct to the Financial Markets Authority, but in the event of a disagreement, you may choose to first use the dispute resolution procedures described above - under 'What should you do if something goes wrong?'
Declaration
I, Stacey Noeline Hall, declare that to the best of my knowledge and belief, the information contained in this disclosure statement is true and complete and complies with the disclosure requirements in the Financial Advisers Act 2008 and the Financial Advisers (Disclosure) Regulations Act 2010.
Stacey Hall
Domestic Claims & Travel / Marine Broker






