Our core business:
Our core business centres on investment opportunities for the Australian and New Zealand stock markets alongside international markets with the view to bring an element of diversification away from the traditional real estate market. Transpacific Wealthcare has a strategic alliance with Craigs Investment Partners which provides us with a Platform to draw upon security research, market best practices, infrastructure and disciplines.
We are focused on providing the right level of tailored advice, not on selling products. Your Investment Adviser works with you to develop an investment strategy to meet your needs and, backed by extensive research and following a disciplined investment advisory process, will recommend the appropriate investments to help you achieve your financial goals. As this is a non-discretionary service, we do not “take control” of your investments, we only execute recommended transactions on your consent.
Over the course of the financial adviser service we provide, we use and arrange certain investment related services of Craigs Investment Partners such as facilitation and execution of transactions, custodial services, cash management, research services. Your portfolio will be administrated by a custodian in order to ensure your assets are protected. This means that all paperwork for your portfolio, including tax reporting, is managed by the custodian to save you time and hassle.
Name and registration number of Authorised Financial Adviser (AFA):
Jérôme Châtenay - FSP380346
More information can be obtained from: http://fspr.govt.nz
Financial adviser services:
Jérôme is able to provide on all mainstream products and investments including, but not limited to, advice on Australian, New Zealand and International Equities, Public Offerings, New Zealand Bonds (including New Zealand Government Stocks, Kiwi Bonds, Local Authority Stocks, Corporate Bonds), Managed Funds, Exchange Traded Funds (ETF’s).
Certificate of Authorisation AFA, Jérôme attained his AFA status by completing Standard Set A, B, C, and D of the National Certificate in Financial Services (Financial Advice) (Level 5). He also holds a Masters Degree in Banking & Finance from Paris-Dauphine University.
As an Authorised Financial Adviser, he must comply with the Code of Professional Conduct for Authorised Financial Advisers. He also has other obligations under the Financial Advisers Act 2008 (including regulations made under the Act) and under the general law.
More information can be obtained from: https://www.fma.govt.nz
Professional and business experience:
Director of his own financial advisory firm since June 2014, Jérôme has over 30 years experience in the financial services industry and has worked in French organisations in a variety of management roles. His previous work history details include:
2003-2016-- INFI NC, Financial Arranger / Structured Finance (New Caledonia & Paris)
Founder and Director
2000-2003 -- CAC Pacifique, Financial Adviser Service Company (New Caledonia)
Founder and Director
1997-2000 -- Société Générale, Bank (New Caledonia)
Deputy Head of Corporate Banking
1994-1997 -- Banque Paribas Pacifique, Bank (New Caledonia & Paris)
Senior Relationship Manager, Corporate Banking
1991-1994 -- Société Minière du Sud Pacifique, Nickel Mining Industry (New Caledonia)
Chief Financial Officer
1989-1990 -- Jacques Pillet & Associés, Dealing Room Treasury Consultant (Paris)
Treasury Dealer Interest Rate and Foreign Exchange
Adviser disclosure statements available on request and free of charge.
Dispute resolution scheme:
If you have a problem, concern, or complaint about any part of our service, please tell us so that we can try to fix the problem. If we cannot agree on how to fix the issue, or if you decide not to use our internal complaints scheme, you can contact Financial Services Complaints Ltd. This service will cost you nothing, and will help us resolve any disagreements.
Financial Services Complaints Limited
(call free) 0800 347257
PO Box 5967, Lambton Quay, Wellington 6145