Overview
Looking for part-time work (4 hours/day)
at $11.36/hour ($1,000.00/month)
Bachelors degree
Last Active
June 10th, 2024 (7 days ago)
Member Since
September 24th, 2021
Profile Description
I am a Senior Paraplanner in the Philippines, where I provide financial planning support and advice to clients across Australia. With over three years of experience in the field, I have acquired skills in financial planning, personal insurance, superannuation, investment, retirement, and SMSF which enable me to deliver high-quality and customized financial plans to meet the needs and goals of each client.I have a strong background in finance and financial management, having graduated with a Bachelor of Business Administration Major in Financial Management Services from Lyceum of Subic Bay in 2019. I am passionate about helping people achieve financial security and freedom, and I am always eager to learn new things and expand my knowledge and expertise in the industry.
Top Skills
Customer Support
Customer Support » Phone Support » English Speaking
Accounting » Financial Accounting » Financial Analysis
Accounting » Investment Accounting » Strategic Planning
Other Skills
Professional Services » Management Services » Inventory Management
Customer Support » Email Support
Accounting » Investment Accounting » Investment Research
Basic Information
- Age
- 26
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Olongapo City, Zambales
- Uploaded ID
- Sign Up with Pro Account to View
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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