Overview
Looking for full-time work (8 hours/day)
at $5.63/hour ($1,090.91/month)
Bachelors degree
Last Active
April 3rd, 2026 (64 days ago)
Member Since
September 17th, 2022
Profile Description
Highly motivated and detail-oriented paraplanner with three years of experience in the financial planning industry. Possessing a Diploma of Financial Planning (RG146) and a strong understanding of regulatory requirements and compliance standards. Skilled in conducting research, analysis, and preparing detailed reports and recommendations. Proven ability to work collaboratively with financial advisers and build strong relationships with clients. Well-versed in financial planning software such as XPLAN and committed to providing high- quality, personalized financial advice to clients and ensuring compliance with relevant laws and regulations.
Top Skills
Accounting » Financial Accounting » Financial Forcasting
Experience: 2 - 5 years
Other Skills
Accounting » Financial Accounting » Analysis
Experience: 2 - 5 years
Accounting » Financial Accounting » Financial Planning
Experience: 2 - 5 years
Office and Administration » Attention to Detail
Experience: 2 - 5 years
Office and Administration » Microsoft 365
Experience: 2 - 5 years
Basic Information
- Age
- 30
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Cebu, Cebu
- Tests Taken
- None
- Government ID
- Sign Up with Pro Account to View
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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