Meet The Team

We are a fun-loving team that love to help people become aware about the benefits of having Financial Freedom.

Phone: 04 213 4555
Mobile: 0211729078
Email: [email protected]
LinkedIn: /chris-batisan-30045673/
FSPR: FSP487166

Chris Batisan – your Financial Adviser

Chris is your Financial Adviser, and he is providing the advice on behalf of Stream-Gold Financial Services who is the Financial Advice Provider License holder.

Qualifications

Bachelor of Science in Commerce -Wesleyan University-Philippines
Diploma in Advanced Business Management-Concordia Institute of Business-Auckland
New Zealand Certificate in Financial Services – Level 5 Strategi Institute – Investment, Financial Planning, Mortgage, Core Strand

Experience

Following his father’s footsteps in the Government Service, Chris had a 14-year stint as a Banker in Land Bank of the Philippines, the biggest government bank in the Philippines. Chris holds a Bachelor’s degree in Commerce.
He was at the same time a Financial Planner with Philam Life and an entrepreneur, operating several franchises and owned retail businesses.

He held various positions with different NZ brands like Rendezvous Hotel, Armourguard and Z Energy. He was also a Retail and Marketing Manager of a jewellery shop, remittance and logistics company.

In Jan. 2016, Chris had made a comeback to financial sector by  joining Wellington-based Foxplan Ltd as a Financial Adviser.

In August 2017, Chris established his own financial services and became the Director of Stream-Gold Financial Services.

Professional Membership

Financial Advice New Zealand
NZ Financial Services Group

Services Chris Can Advise On

  • Cash management and budgeting
  • Retirement planning
  • Investment planning
  • Risk management
  • Debt management
  • Property investments

Products Chris Can Advise On

  • Personal and Group Insurance
  • General Insurance
  • Business Insurance
  • KiwiSaver 
  • Savings and Managed Funds
  • Loans including mortgages, reverse mortgages and personal 

Duties Information

Chris is bound by the duties of the Financial Markets Conduct Act to:

  1. Meet the standards of competence, knowledge and skill set out in the Code of Conduct
  2. Give priority to the client’s interest and
  3. Exercise care, diligence, and skill and
  4. Meet the standards of ethical behaviour, conduct, and client care set out in the Code of Conduct

Mobile: 0291257859
Email: [email protected]
LinkedIn: /wilsontionolinkedin/
FSPR: FSP769915

Wilson Tiono – your Financial Adviser

Wilson is your Financial Adviser, and he is providing the advice on behalf of Stream-Gold Financial Services who is the Financial Advice Provider License holder.

Qualifications

Bachelor of Commerce (Finance and Economics) from Curtin University, Australia
Master of Business Management from Auckland University of Technology, New Zealand
New Zealand Certificate in Financial Services Level 5 from Strategi Institute – Core Strand, Life Disability and Health Insurance Strand (on-going)

Experience

Prior to becoming a Financial Advisor at Stream-Gold Financial Services, I worked as a Retail Salesperson for Vodafone New Zealand for 9 weeks. I received 12 compliment emails from customers about how impressed they were with my outstanding customer service. This initiative is recognized with a thank you email from the CEO of Vodafone New Zealand, Justin Lobb.

My strength is providing outstanding customer service based on honesty, openness, and transparency. I love working with newly engaged and newly married young professional couples that understand financial responsibility and make decisions based on facts. Book an appointment with me if that is you!

Professional Membership

NZ Financial Services Group

Services Wilson Can Advise On

  • Risk management

Products Wilson Can Advise On

  • Personal and Group Insurance
  • General Insurance
  • Business Insurance
  • KiwiSaver (Class Advice) 

Duties Information

Chris is bound by the duties of the Financial Markets Conduct Act to:

  1. Meet the standards of competence, knowledge and skill set out in the Code of Conduct
  2. Give priority to the client’s interest and
  3. Exercise care, diligence, and skill and
  4. Meet the standards of ethical behaviour, conduct, and client care set out in the Code of Conduct

Phone: 04 213 4555
Mobile: 02108288281
Email: [email protected]
LinkedIn: /charina-batisan-937b91116/

Charina Batisan – your Xero Adviser

Charina is your Xero Adviser, and she is providing tax and bookkeeping advice and services on behalf of Stream-Gold Financial Services who is the Financial Advice Provider accredited by Inland Revenue Department and Xero Accounting.

Qualifications

Bachelor of Science in Accounting (College of the Immaculate Concepcion Philippines)
Certificate in Xero (New Zealand)

Experience

Charina had a five-year bookkeeping experience with a lending company in the Philippines.

Then she became the Finance and Accounting Officer of their owned and operated franchise businesses in the Philippines until she and her family moved to New Zealand.

She is currently the Treasurer of Lifepoint Church-Wellington and the Finance Administrator of Stream-Gold Financial Services

Services Charina Can Advise On

  • Bookkeeping
  • Payroll
  • Tax

Products Charina Can Advise On

  • Xero Accounting Software 

Gwyn Nambatac
Office and Marketing Administrator

Qualifications

BS in Financial Management, Dip in Software and Web Development

TALK TO US

Contact us for a FREE consultation to know the best options for you.