Donn Johnson R. Cera, CPA, DFP

Donn Johnson R. Cera, CPA, DFP - Paraplanner I started working at a very young age with the mission to help my family with our finances. Since then, I have become the breadwinner of the family. I graduated with a Bachelor's Degree in Business Administration and Accountancy. Right after passing the National Licensure Examination, I worked for two years [...]

2021-09-02T19:05:27+10:00

Maria Concepcion R. Mercado, Dip FP

I am a Paraplanner with experience working with clients around the globe, including Australia. My Diploma in Financial Planning was achieved through an Australian college and I am experienced in preparing Statements of Advice (SoA) using XPLAN and working with ROA’s. I am proficient using QuickBooks, MYOB and Peachtree, have worked with preparing tax returns – covering withholding taxes, VAT and income taxes. I have also coordinated with external auditors and performed general administration duties.

2020-03-13T13:43:32+10:00

May Ubaldo-Boquiron

I am one of the pioneers and most experienced Paraplanners in the Philippines. I have more than ten years of management experience in paraplanning. I have worked extensively with Australian and New Zealand clients and have created in excess of 1,000 Statements of Advice for clients using a range of Financial Planning Software platforms including XPlan.

2021-01-29T14:00:23+10:00
Go to Top