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makati, philippines
It's currently 8:28 AM here
Joined September 16, 2018
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Shiela A.
@shielafreelancer
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makati, philippines
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Accounting / Financial Planning / Data Entry
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Experience
Financial Planner
Aug 2015 - Present
Duties and Responsibilities:
- Assist broker in the loan process.
- Ad hoc backup administrative support.
- Prepare Statement of Advice.
- Prepare projections for clients.
- Communicate with the financial advisers (e.g call or email) for the provision of advice to clients.
- Ensure that the document plans are in line with compliance standards.
- Assisting in the collection of supporting documents for adviser’s strategic advice.
- Complete insurance and super research as requested by the adviser.
Financial Planner
Jun 2014 - Aug 2015 (1 year, 2 months)
Duties and Responsibilities:
- Prepare Statement of Advice.
- Prepare projections for clients.
- Communicate with the financial advisers (e.g call or email) for the provision of advice to clients (confirm financial strategies, clarify questions and concerns, request for additional documents as required).
- Search additional information regarding current and recommended products.
- Ensure that the document plans are in line with compliance standards.
Accounting Staff
Nov 2013 - Jun 2014 (7 months, 1 day)
Duties and Responsibilities:
Accounts Receivable
Other Responsibilities
- Assist in preparation of Balance Sheet and Income Statement
- Assist in making internal policies within the department.
- Perform any other related tasks as required
Education
Bachelor of Science in Accountancy
(4 years)
Qualifications
Certificate IV in Finance and Mortgage Broking
KAPLAN Professional Education (Australia)
2018
Certificate IV in Finance and Mortgage Broking
KAPLAN Professional Education (Australia) - 05/2018
Diploma of Financial Planning (RG 146)
KAPLAN Professional Education (Australia)
2013
Diploma of Financial Planning (RG 146)
KAPLAN Professional Education (Australia) - 10/2013
Certified Public Accountant
Board of Accountancy
2010
Certified Public Accountant
Philippines - 05/2010
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