Transparency is Everything
Our Disclosures & Policies
We believe in transparency, so we have created this one-page resource for you to easily access all official information, including our key disclosures and policies, such as privacy, complaints, terms of engagement, and adviser disclosure information.
Who is CBN?
Redwood is part of the Community Broker Network (CBN). CBN NZ holds the Financial Advice Provider licence under which we operate, and is regulated in New Zealand.
Public Disclosure Statement
How we’re licensed, what advice we provide, how we’re paid, and how complaints are handled.
Privacy Policy
Find out what personal information we collect, how we use it, and how we keep it secure. Our Privacy Policy is provided by CBN. Click the link below to read it.
Complaints Process
How to raise a concern, what happens next, and how we work to put things right. Our Complaints Process is provided by CBN. Click the link below to find out more.
Terms Of Engagement
What you can expect from us, and what we need from you, when we act on your behalf.
Nicky Roberts
Adviser Disclosure Statement
Your adviser’s role, responsibilities, and any relevant interests or incentives.
Stephanie Alsweller
Adviser Disclosure Statement
Your adviser’s role, responsibilities, and any relevant interests or incentives.