Chris Batisan – your Financial Adviser

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 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 the advice on behalf of Stream-Gold Financial Services who 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 (Ongoing) – 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

Enrino Panes – your Financial Adviser

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 Accountancy, Mountain View College, Philippines
Masters in Business Administration, Adventist University of the Philippines, Philippines
Postgraduate Certificate in Business, University of Southern Queensland, Australia
New Zealand Certificate in Financial Services Level 5 (Ongoing), Open Polytechnic, New Zealand

Experience

Enrino has been working in Accounting and Finance for more than fifteen years, holding various positions both in New Zealand and abroad. Before becoming a Financial Adviser at Stream-Gold Financial Services, he previously worked at another company as a Financial Adviser offering life, trauma, income protection, and KiwiSaver advice.

Professional Membership

NZ Financial Services Group
CPA Australia (Associate Member)

Referral Only

• General Insurance

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.

Zandro Magtoto – your Client Marketing and Servicing Consultant

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

Qualifications

Bachelor of Science in Electronics and Communications Engineering

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.

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.

Aiza Gonzales – your Client Marketing and Servicing Consultant

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

Qualifications

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

Experience