Overview
Looking for full-time work (8 hours/day)
at $12.50/hour ($2,200.00/month)
Bachelors degree
Last Active
April 18th, 2024 (6 days ago)
Member Since
April 11th, 2022
Profile Description
I have completed RG 146 (Diploma in Financial Planning) last February 2020. I have a 2-year experience in the preparation of Statement of Advice and Record of Advice using both COIN and XPlan. I am proficient with Wealth Solver, Risk Researcher, Xtools+ Modelling and document editing in Microsoft Word.
Top Skills
Customer Support » Email Support
Office and Administration » Data Entry
Other Skills
Accounting
Accounting » Bookkeeping
Office and Administration » Transcription
Customer Support » Phone Support » English Speaking
Marketing » Content Creation » Proofreading
Real Estate » Appointment Setting
Office and Administration » Translation
Office and Administration » Microsoft Excel
Office and Administration » Email Management
Office and Administration » Travel Planning
Office and Administration » Personal Assistant
Basic Information
- Age
- 28
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Consolacion, Cebu
- Tests Taken
- IQ
- Score: 120
- DISC
- Dominance: 17
- Influence: 24
- Steadiness: 22
- Compliance: 36
- English
- C1(Advanced)
- Uploaded ID
- Sign Up with Pro Account to View
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From Homeless to Homeowner – A Filipino Financial Analyst’s Success Story
This is the story of how a Filipino financial analyst is healing the trauma of his inner child by creating a better future for his own child.
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