I have been a Financial Planning Assistant for Australian clients since 2016. I have provided support to financial advisors by handling a wide range of administrative and operational tasks. I have extensive experience of the end-to-end financial planning process from onboarding to yearly review. I have also used different CRM and task management tools. I am a fast learner and a detail-oriented person who is willing to learn new skills when required.
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.