Overview
Looking for full-time work (8 hours/day)
at $7.56/hour ($1,454.56/month)
Bachelors degree
Last Active
June 26th, 2026 (yesterday)
Member Since
September 27th, 2022
Profile Description
Enthusiastic and detail-oriented Paraplanner with over seven years of experience in the Australian financial services industry, specializing in risk and insurance advice. Skilled in preparing Statements of Advice (SOAs), conducting research and strategy analysis, policy reviews, and ensuring compliance with regulatory requirements. Dedicated to delivering accurate, actionable advice while maintaining exceptional attention to detail and a strong commitment to optimal client outcomes.
Top Skills
Office and Administration » Data Analytics
Experience: 5 - 10 years
Conducted comprehensive research on risk insurance products to support tailored financial strategies and compiled and analyzed detailed report summaries to facilitate proactive reviews of existing clients' insurance policies, ensuring optimized coverage and alignment with client goals.
Accounting » Financial Accounting » Financial Planning
Experience: 5 - 10 years
Partnered directly with Financial Advisers to draft accurate insurance Statements of Advice (SOAs), Records of Advice (ROAs), and Nil Advice documents, and conducted comprehensive research on risk insurance products to support tailored financial strategies, ensuring precise alignment with client goals and Australian compliance standards.
Office and Administration » Administrative Support
Experience: 5 - 10 years
Provided seamless operational support by managing critical correspondence, generating specialized ad-hoc reports, facilitating smooth day-to-day practice efficiency, overseeing secure file management, executing precise data entry, and handling essential client communications.
Other Skills
Office and Administration » Data Entry
Experience: 5 - 10 years
Maintained high standards of practice efficiency by executing precise data entry.
Office and Administration » Data Management
Experience: 5 - 10 years
Designed and automated custom tracking tools using MS Excel and Google Sheets, streamlining internal data processes and maintaining policy renewal and benchmarking registers.
Basic Information
- Age
- 27
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Danao City, Cebu
- Tests Taken
- IQ
- Score: 128
- Government ID
- Sign Up with Pro Account to View
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