Overview
Looking for part-time work (4 hours/day)
at $5.07/hour ($480.00/month)
Bachelors degree
Last Active
May 19th, 2026 (30 days ago)
Member Since
September 15th, 2019
Profile Description
I hold a bachelor’s degree in Accountancy and have been working for the past three and a half years as a Financial Planning Assistant for an Australian financial advisory firm. Before this, I spent three years as an Internal Auditor for a Philippine micro-finance organization. Outside my work in finance, I have a genuine love for creative writing, and it’s something that keeps me inspired in both my professional and personal life.
Top Skills
Accounting » Financial Accounting » Financial Planning
Experience: 2 - 5 years
I am currently employed as a financial planning assistant to an Australian client. I support Australian Financial Advisers by preparing and processing implementation paperwork based on the Statement of Advice, ensuring compliance and delivering high-quality client service. I maintain and organize client data within financial planning software, summarizing key details to support efficient planning and reviews. I manage the full application workflow—from preparing and submitting forms to tracking progress and following up—while also communicating with super and investment providers to gather client information and confirm requirements.
Other Skills
E-Commerce » Inventory Management » Auditing
Experience: 2 - 5 years
I worked as an internal auditor for 3 years and 8 months. I conducted regular operational and financial audits across various branch locations to ensure compliance with company policies and procedures. I also performed investigative audits when potential fraud was detected, either during routine audits or through reports from branch staff. I delivered objective audit findings and provided actionable recommendations to help branches address issues and maintain adherence to company standards.
Accounting » Bookkeeping
Experience: 1 - 2 years
During my undergraduate years, I became a financial secretary in our local church. I also became the bookkeeper of our Student Council for one year.
Marketing » Content Creation » Article Writing
Experience: 6 months - 1 year
While I was pursuing a financial management career path, I am also a passionate creative writer. I write literary compositions. I became a part of our student publication in the university that I graduated from.
Basic Information
- Age
- 29
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Dauis, Bohol
- Tests Taken
- IQ
- Score: 138
- DISC
- Dominance: 10
- Influence: 7
- Steadiness: 43
- Compliance: 40
- English
- C2(Advanced/Mastery)
- Government ID
- Sign Up with Pro Account to View
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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