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 [...]


Teena Aguilar

Teena Aguilar - Customer Service Representative, Real Estate Hi, my name is Teena, I started working at the age of 20 as a BPO Customer Service Representative. At that time I had zero knowledge in customer service, but thank God for pieces of training. I was working in a telecommunication company in the USA called “Sprint”. For me, that [...]


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 [...]


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.


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.


Jacqueline Po

I have a Bachelor of Science Majoring in Accountancy from the Lyceum of the Philippines University. And I thoroughly enjoyed my studies as I love working with figures. I have practical knowledge and extensive experience in accounting software, software implementation and auditing. My expertise includes Administration of Accounting Software, and I have worked with a variety of multinational companies in the Philippines.

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