Name of Financial Adviser                               :               Jan Sarel Emmett Viljoen 

Office address                                                    :               36 Downing Place,   
                                                                                             Welcome Bay, Tauranga, 3112                                                                          

Trading name                                                    : JV FINANCIAL SERVICES LIMITED

Telephone number                                       :               022 599 8127

Email address                                                     :               info@jvfs.co.nz

Financial Service Provider                              :               FSP605149

   This Disclosure Statement was prepared on 20 May 2019 

It is important that 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 adviser that you choose.  

What sort of adviser am I?   

I am a registered financial adviser with number FSP 605149. I can give you advice about: 

Life Cover  Locum Cover 
Family Protection  Business Overheads Protection 
Accidental Death  Private Health Insurance 
Trauma Insurance  Business Insurance 
Disability Income Protection  Mortgage Protection 
Waiver of Premium  Start-up Income Protection 
Key Person Benefit  Mortgages

What should you do if something goes wrong?  

If you have a problem, concern, or complaint about any part of my service, please tell me so I can try to fix the problem. You may contact the internal complaints scheme: 


Email:           admin@jvfs.co.nz 

Poatage:       36 Downing Place, Welcome Bay, 3112 

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 Financial Services Complaints Ltd.  This service will cost you nothing and  will help us resolve any disagreements.   

You can contact Financial Services Complaints LTD at –   

Address:      PO Box 5967,



Telephone number: 0800 347 257    

Email address: complaints@fscl.org.nz

How am I regulated by the Government?  

You can check that I am a registered Financial Adviser at http://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?”).   


I, Jan Sarel Emmett Viljoen, 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 2010.