Chris Batisan – your Financial Adviser

He is providing advice on behalf of Stream-Gold Financial Services which 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 – Life, Disability, and Health Strand, 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 owning 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 January 2016, Chris had made a comeback to the 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

Referral Only

• General Insurance

Erlina Ocdao – your Financial Adviser

She is providing advice on behalf of Stream-Gold Financial Services which is the Financial Advice Provider License holder.

Qualifications

Bachelor of Science in Computer Science from MSH College, Philippines
Master in Business Management from Capitol University, Philippines
Doctor in Management – Leadership and Organizational from Liceo de Cagayan University, Philippines
Postgraduate Certificate in Business, University of Southern Queensland, New Zealand
New Zealand Certificate in Financial Services Level 5 – Life and Health Insurance Strand from Open Polytechnic, New Zealand

Experience

Prior to becoming a Financial Adviser at Stream-Gold Financial Services, Erlina worked as a Financial Adviser at another company, offering life, health, and disability insurance. She also worked as an Operations Analyst in the Training sector for five years. She worked in the IT sector for two years overseas. In addition to these, she also worked in the health industry for ten years in various areas such as Quality Assurance, Claims Processor, and Business Process Section.

Her strength is providing outstanding customer service. Her passion is to help clients have peace of mind by providing advice on life, health, and disability insurance suitable to the client’s personal life insurance needs.

Professional Membership

NZ Financial Services Group

Referral Only

• General Insurance
• KiwiSaver
• Mortgage (Investment)

Aiza Gonzales – your Financial Adviser

She is providing advice on behalf of Stream-Gold Financial Services which is the Financial Advice Provider License holder.

Qualifications

Post Graduate Certificate in Business Administration (Level 8), Auckland Institute of Studies
Bachelor of Science in Chemical Engineering (Board Passer)

Experience

Referral Only

• General Insurance
• KiwiSaver
• Mortgage

Lawrence Yu – your Financial Adviser

He is providing advice on behalf of Stream-Gold Financial Services which is the Financial Advice Provider License holder.

Qualifications

Bachelor of Science in Business Administration, Major in Marketing – Ateneo de Davao University, Philippines
Diploma in Business Management Level 7 – CIBT, New Zealand
New Zealand Certificate in Financial Services – Level 5 Strategi Institute – Life, Disability, and Health Strand, Mortgage, Core Strand
New Zealand Certificate in Small Business & Project Management (Level 4) – Te Wānanga o Aotearoa

Experience

Before migrating to New Zealand, Lawrence used to work as a Financial Planner with PruLife UK, one of the largest British companies in the Philippines. In his 13 years in the Life Insurance Industry, he was able to achieve 5-time membership to the Million Dollar Round Table (MDRT).

He used to be a New Business Consultant for NZHL in the last 4 years, and in 2023, Lawrence achieved the Top 7 in the NBC category.

Lawrence is always passionate about helping others achieve what they want in life.

Professional Membership

NZ Financial Services Group

Referral Only

• General Insurance
• KiwiSaver

Zandro Magtoto – your Financial Adviser

He is providing advice on behalf of Stream-Gold Financial Services which is the Financial Advice Provider License holder.

Qualifications

Bachelor of Science in Electronics and Communications Engineering
New Zealand Certificate in Financial Services Level 5 – Life, Disability, and Health Insurance Strand from Open Polytechnic, New Zealand

Experience

Zandro holds a bachelors degree in Electronics and Communications Engineering, with earned MBA units. His experience in the IT industry widely varies from Technology Support, Software Engineering Quality Assurance, Technology Architecture and Consulting. He’s been working as Technical Architect Lead with Accenture New Zealand since 2016.

One of Zandro’s passions is growing and learning about personal finance. This is the very reason why he joined the team at Stream-Gold to provide unique service, great value, and support to new clients.

Zandro loves gardening, cooking, sketching and playing sports. Basketball is one of his favourites. Together with his few mates they organised a social basketball club in Wellington that casually play games each Saturday and hosting average of 2 tournaments per year.

Professional Membership

NZ Financial Services Group

Referral Only

• General Insurance
• KiwiSaver
• Mortgage

Ninez Rebosura – your Financial Adviser

She is providing advice on behalf of Stream-Gold Financial Services which is the Financial Advice Provider License holder.

Qualifications

Bachelor of Science in Pharmacy – University of Bohol, Philippines
New Zealand Certificate in Pharmacy Technician – NZMA, New Zealand
New Zealand Certificate in Financial Services Level 5 – Life and Health Insurance Strand – Open Polytechnic, New Zealand

Experience

Prior to becoming a Financial Adviser at Stream-Gold Financial Services, Ninez worked as a Financial Adviser at another company offering life, health, and disability insurance.

Being in the medical field helped her appreciate the importance of personal risk insurance as part of the choices you make as these choices can impact you and your family for years. This is where her passion to help comes from.

Ninez ensures that she provides help in finding an insurance plan that best suits your personal needs and budget. By educating you on all the options available, she will give you the freedom to choose. She will put it in real life terms based on your circumstances to find the right fit and value for you.

Professional Membership

NZ Financial Services Group

Referral Only

• General Insurance
• KiwiSaver
• Mortgage

Mae Sabo-o – your Financial Adviser

She is providing advice on behalf of Stream-Gold Financial Services which is the Financial Advice Provider License holder.

Qualifications

Bachelor of Science in Mathematics – Adventist University of the Philippines
Master of Arts in Mathematics Education – University of the Philippines (Diliman Campus)
NZ Certificate in Sterilizing Technology (Level 3) – Open Polytechnic, New Zealand
NZ Certificate in Sterilizing Technology (Level 5) – Open Polytechnic, New Zealand
NZ Certificate in Quality Assurance (Level 5) – Open Polytechnic, New Zealand
NZ Certificate in Financial Services (Level 5) – Open Polytechnic, New Zealand

Experience

Prior to becoming a Financial Adviser at Stream-Gold Financial Services, Mae was already working as a Financial Adviser offering life, health, and disability insurance. She also worked in the Education sector as a Mathematics Teacher back in the Philippines for 16 years.  Since coming to New Zealand, 15 years ago, she worked in the health sector in various capacities as a Sterile Supply Technician, a team leader in CSSD, an educator in CSSD and currently in an Aged Care Facility as a Facility Manager.

Mae is passionate about quality and exceeding customer expectations in everything she does. She cares about the people she worked with and the people she worked for.  She goes above and beyond what is required to help her clients get the best personal insurance they need and help them in the claims process.  She cares for her clients and treats them as her friends and family.

Professional Membership

NZ Financial Services Group

Referral Only

• General Insurance
• KiwiSaver
• Mortgage

Charina Batisan – your Xero Adviser and Finance Administrator

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

Gwyn Nambatac – your Office and Marketing Administrator

She is providing office administration, customer service, and support to Financial Advisers of Stream-Gold Financial Services.

Qualifications

Bachelor of Science in Business Administration – Financial Management, Xavier University – Ateneo de Cagayan, Philippines
Diploma in Web Development and Design (Level 5), Computer Power Plus, New Zealand
Diploma in Software Development (Level 6), Computer Power Plus, New Zealand

Experience

Gwyn has over four years of experience working in customer service for the retail and food industry before becoming part of the Stream-Gold Team. While doing this, she was also completing her diploma in IT for both levels 5 and 6 in New Zealand.

Back in the Philippines, she worked as an Office Administrator for a short period after finishing her Financial Management degree before coming to New Zealand. She is passionate about assisting clients with their queries and needs and providing support to our Financial Advisers.

Sheryl Sullano – your Client Marketing and Servicing Consultant

Her main role is to generate new client leads and provide individualised servicing.

Qualifications

Bachelor of Science in Information Technology, University of Perpetual Help DALTA System, Philippines

Experience

Sheryl is working in the IT Industry focusing on software testing for several years now. She’s been able to work across different industry groups such as banking, insurances, retail, health and public services. Outside work, Sheryl loves to explore nature, do hiking, cooking, attending lifegroup and playing/ministering children.

Thelma Carlos – your Client Marketing and Servicing Consultant

Her main role is to generate new client leads and provide individualised servicing.

Qualifications

Bachelor of Science in Electrical Engineering, Technological Institute of the Philippines

Experience

Thelma has almost 7 years experience working as a Supervisor for a healthcare assembler company. She has worked in retail, property sales, and insurance in the Philippines.

She is a member of Ministers of the Word in Auckland. Her interests are attending bible studies and seminars about the church.