Diana Ronquillo – Senior Paraplanner

diana-ronquillo-vaI was born on a warm and sunny day in October of 1988 in General Santos City, Philippines. I live with my mom, Elizabeth; my brothers, Jose and Harry Franz; my husband Sherwin, and my daughter Samantha. I am the sweetest daughter, and I would do anything for my family. There might be some ups and downs but still, the love of my family really matters to me the most. I finished my bachelor’s degree in RMMC, and I was actively involved in several extra-curricular activities.

I’ve been in paraplanning for 5 years and obtained my diploma in financial planning from Monarch Institute Australia. I support Advisers in Australia by providing a compliant Statement of Advice, perform financial modelling through coin and assess strategies if recommendations are of the best interest of the client. I also provide other support services such as completing/updating fact find, creating a product comparison and updating of BID Working Paper. My long-term goal is to become a Senior Paraplanner/ Associate Adviser. I want to use my commitment and I am inclined to process improvement with whatever I do. I am self-motivated and love to always learn new things which could be of use for the success of my work and team. My previous experiences as a paraplanner would be helpful in whatever work that I do.

I would like to continue developing my paraplanning expertise over the next several years. Not just a simple plan but most especially complex plans in different practices. I believe this experience will serve me well in achieving my goal. Making a meaningful difference by providing full support to the advisers motivates me to strive for excellence in everything I do. All aspects of producing professional high quality compliant and tailored SOAs, with appropriate strategic & investment recommendations.

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