Ashley Quiroben – Financial Planning

ashley-ann-quiroben-vaHi! I am Ashley Ann Quiroben. I’m a graduate of Bachelor of Science in Accounting Technology at the University of San Carlos.

My first work experience is my internship in Mercedes-Benz Group Services Philippines Inc. where I worked with the Accounts Payable-Thailand team. As an intern, I assisted with verifying and posting invoices through SAP.

My second work experience, which is my current job, is being an outsourced staff for an Australian Financial Planning firm. I’ve been with the company for almost 3 years now. I have worked closely with the financial adviser and have gained me profound knowledge and experience in the Australian financial planning industry.

Being an outsourced staff, I have experienced working with less supervision and still getting the job done. My tasks include but are not limited to:

  • Data entry
  • Product research
  • Review meeting report preparation
  • Interpretation of the Statement of Advice
  • Implementation of advice strategies
  • Investment fee/MER calculation
  • Fee Disclosure Statement preparation
  • SMSF-related tasks such as Investment Strategy preparation
  • Performance reports preparation and analysis
  • ashley-ann-quiroben-vaAsset allocation report preparation and analysis
  • Bank transaction analysis
  • Super contributions and pension payments management throughout the financial year

I have also been a speaker and facilitator of the Accountancy and Business Management Immersion Program for graduating Senior High School students. I mentored students and organized activities that they might encounter in the workplace in the future and gave them a glimpse of what is outside the four-walled room of their classroom.

My greatest career achievement is when I had the chance to be invited to Australia for an office visit. This opportunity has helped me gain confidence in myself and the craft that I do.

I am the breadwinner and the eldest daughter of my family. This has developed some of my traits which are being diligent, responsible, reliable, goal-getter and hardworking. I believe that I will be a valuable asset to the team.

In addition, I am also a Certified Bookkeeper. The other platforms that I am familiar with are Xplan, Adobe Acrobat PDF, Microsoft Excel and Word. I have also tried using Chantwest and Mercer.

For a copy of Ashley’s resume please click here.