Edgar Bajamundi – Paraplanner

Hello, I am Edgar Bajamundi, you can call me Ed. I am currently working as a Contract Paraplanner for an Australian Financial Advisory firm. I graduated Magna Cum Laude from Far Eastern University in 2015 where I earned a Bachelor of Science degree in Business Administration majoring in Business Management. I also obtained Advanced Diploma of Paraplanning focused on Australian Financial Planning and Services from Monarch Institute. I am proficient in using financial planning software such as Xplan and Midwinter for financial modelling and advice documents generation.

I once feared of not completing my tertiary education due to my parents’ financial situation. Every day was a struggle as we deal with financial crisis. My parents knew how important it is to have a diploma, and ever since they have emphasized the value of education to me. I have never seen myself as less fortunate despite being poor. Because in lacking something, I appreciated what I have. I dreamt big and worked hard to achieve them. I burned the midnight oil to maintain my scholarship. With the help of my parents and Lord’s guidance, I am where I am today.

I joined several Business Process Outsourcing (BPO) firms providing Financial Services where I gained experience in trade (fixed income and equity securities) management and settlements. I have also earned significant experience in customer service and financial markets related query management and resolution.

I started my career in Financial Services under Investment Management Services as an Analyst for Trade Settlements where I conducted necessary investigations to identify the root cause of fails and settlement issues and provided the best solutions to settle corporate bonds transactions. After a year, I got promoted to a Senior Analyst post assigned under Trade Management Team.
I also served as an Associate Financial Services Representative where I handled inbound calls from our customers and provided the best solutions to resolve their issues regarding account opening, deposits, withdrawals, documentary requirements, and trade related queries.
Since I want to have a day shift job, I decided to pursue a career in the Australian Financial Planning industry. I started as a Financial Planning Administrator where I was responsible in completing product comparisons, and insurance comparisons and quotes. After 7 months, I got promoted to a Paraplanner role where I drafted compliant Statement of Advice (SoA) in collaboration with the Financial Advisers and accomplished complex product comparisons and modelling requests.

As I embark on my career, I hope to develop and enhance further my knowledge and skills by handling challenging tasks as well as taking further relevant studies.

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