Michelle Imee Kagatan
Michelle worked as a financial planning assistant & handled advisor fees and interacted with clients improving her attention to detail and communication skills.
Edgar Bajamundi
Edgar has obtained an Advanced Diploma in Paraplanning focused on Australian Financial Planning and Services. He is proficient in Xplan and Midwinter.
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 [...]
Daniel Vacarizas Matienzo
Daniel Matienzo - Financial Advisor, Administrative Assistant I am Daniel Joseph V. Matienzo from San Jose, Batangas, Philippines. My family and friends call me Josh. I am 25 years old, married and I have one child. I am an accountant by profession with almost five years of meaningful work experience in many fields of accounting, from Accounts Receivable Staff [...]
Glenn Entoma
Glenn Entoma - Administrative Assistant, Financial Planning Hello. My name is Glenn. I am single but the head of the family and here is my story. I am a graduate of Bachelor of Arts in Mass Communication from the University of San Jose Recoletos. I graduated as a Cum Laude. I was an intern at ABS-CBN and Sinulog Foundation [...]
Ashley Ann Quiroben
Ashley Quiroben - Financial Planning Hi! 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 [...]
Maribeth Pangilinan
Maribeth Pangilinan - Paraplanner I fell in-love with working from home almost a decade ago. When I thought being a housewife would no longer give me an interesting career, a work from home set-up gave me the opportunity to grow and at the same time look after my then, three baby boys. The challenge was how I could do [...]
Michelle T. Valencia
Michelle is a Certified Public Accountant. She is a finance person, and also offers Bookkeeping activities, finance report preparation, and other work related to accounting.