Edgar Bajamundi
Edgar has obtained an Advanced Diploma in Paraplanning focused on Australian Financial Planning and Services. He is proficient in Xplan and Midwinter.
Stella Mar Baban
Stella Baban - Accounting, Financial Advisor I am Stella Mar Baban, 39 years old. I am a wife and a mother of 2, a boy aged 9 years old and a girl aged 11 years old. I am a graduate of Bachelor of Science in Commerce major in Management Accounting in Capitol University, Cagayan de Oro City, Philippines. I [...]
Karla Sofya Hipona
Karla Hipona - Administrative Assistant, Customer Service Hi, I am Karla Sofya Ferolino-Hipona, or you can call me Kissa. I am happily married and a mother to one lovely boy. I graduated with a bachelor’s degree in Business Management from Ateneo de Davao University. The learnings I attained encouraged me to create a small craft business online that aims [...]
Al Aguilos
Al Aguilos - Financial Planning Hi, my name is Al Aguilos, a 27 year old lad who was born and raised in Tacloban City. I graduated with a degree in Entrepreneurship from Eastern Visayas State University (EVSU) - Main campus in 2019. I also took two years in Civil Engineering, hoping to continue the legacy of my paternal grandfather, [...]
Ivy David
Ivy David - Financial Planning Admin Assistant, Bookkeeper Hi, My name is Ivy David. I graduated from Holy Angel University last April 2003 with a degree in Finance and Management Accounting. I've been working for almost 18 years in different financial institutions. I spent almost 3 years in NepoMall under the accounting department, almost 8 years in SecurityBank, 2 [...]
Ana Carina Ababon
Ana Ababon - Customer Service Representative Hi, my name is Ana Carina Ababon. I graduated with a Bachelor's Degree in Business Administration major in Financial Management. After my graduation, I volunteered to serve as a full-time missionary in our Church for 18 months. After my voluntary services, I got my first job as an Administrative Assistant for 6 months. [...]
Kwena Athalia Monama
Kwena Athalia Monama- Paraplanner I have 8 years of experience in the financial services industry. My passion for financial services started back in 2011. I was working at a Casino as a treasurer in the cash desk department. One day I met a financial advisor from a well-known financial services provider in South Africa, who made a presentation to [...]
Allan Dominic Mendoza Jr.
Allan Mendoza Jr. - Financial Advisor, Technical Support Hi! My Name is Allan Dominic Mendoza Jr. but you can call me Seth. I could say that I almost stayed in only one Industry since the day I started working, I’m thankful enough that I have been part of the BPO Industry where I have learned a lot and met [...]
Jean Francis Rivera
Jean Rivera - Customer Service Representative, Financial Adviser Hi! My name is Jean Francis Rivera, most of my family and friends call me Jean (sometimes pronounced as John). I am a college undergraduate of Bachelor of Science in Nursing. I got pregnant at a very young age of 18, and got pregnant with my second child the following year. [...]
Maria Fe M. Gonzales
Maria has worked in the call center industry for more than 13 years and can prove that she is reliable and can carry out tasks in a thorough, precise manner.