Overview
Looking for full-time work (8 hours/day)
at $10.00/hour ($1,760.00/month)
Bachelors degree
Last Active
April 27th, 2024 (12 days ago)
Member Since
March 3rd, 2024
Profile Description
Accounting Technology graduate with general knowledge on QuickBooks online and bookkeeping.
Experienced Paraplanner with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Planning, Financial Planning, Financial Services, and Finance. Strong finance professional with a Bachelor's degree focused in Accounting Technology from University of the East.
Paraplanner with more than 6 years experience in providing Australian clients with market leading, unique, and highly competitive financial advice solutions tailor fit for their needs and objectives with a couple of administration tasks.
Financial solutions I provide include the following advice or strategy - superannuation advice, insurance advice, gearing strategy, estate planning, cashflow, and debt management.
Administration tasks include the following - drafting and lodging various forms (investment switch forms, nomination of beneficiary forms, insurance consolidation, and ATO rollover forms), drafting policy committee meeting papers, outbound calls to 3rd party superannuation and insurance providers.
Top Skills
Accounting » Quickbooks
Experience: Less than 6 months
Accounting » Bookkeeping
Experience: Less than 6 months
Office and Administration » Microsoft Power Point
Experience: 5 - 10 years
Office and Administration » Microsoft Word
Experience: Less than 6 months
Other Skills
Marketing » Content Creation » Article Writing
Experience: 5 - 10 years
Office and Administration » Microsoft Excel
Experience: 5 - 10 years
Accounting » Financial Accounting » Financial Planning
Experience: 5 - 10 years
Basic Information
- Age
- 28
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Tests Taken
- None
- Uploaded ID
- Sign Up with Pro Account to View
“My Filipino specialist who is absolutely amazing..go get your OFS today!”
Eden Einav
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