Overview
Looking for gig work
at $8.29/hour
Bachelors degree
Last Active
July 5th, 2026 (5 days ago)
Member Since
July 17th, 2022
Profile Description
• Produce Statement of Advice (SOA) and Record of Advice (ROA) documents with financial strategies involving Superannuation, Retirement Planning, Investments (Outside Super), Personal Insurance, Debt Management, Social Security and Cash Flow Management
• Data Entry of client accounts in XPlan software
• Prepare research documents such as super, pension, investment and insurance Product Cost Comparisons via XPlan Wealthsolver and Risk Researcher
• Generate recommended insurance quotes
• Create financial projections via Xtools CALM
• Write BID Working Papers / Advice Development Worksheet
• Exposed to utilising tools such as XPlan, Draft Online, ClientHub and Practifi
Top Skills
Other Skills
Basic Information
- Age
- 28
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Cebu City, Cebu
- Tests Taken
- None
- Government ID
- Sign Up with Pro Account to View
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