Edgar Bajamundi
Edgar has obtained an Advanced Diploma in Paraplanning focused on Australian Financial Planning and Services. He is proficient in Xplan and Midwinter.
Edgar has obtained an Advanced Diploma in Paraplanning focused on Australian Financial Planning and Services. He is proficient in Xplan and Midwinter.
Diana Ronquillo - Senior Paraplanner I was born on a warm and sunny day in October of 1988 in General Santos City, Philippines. I live with my mom, Elizabeth; my brothers, Jose and Harry Franz; my husband Sherwin, and my daughter Samantha. I am the sweetest daughter, and I would do anything for my family. There might be some [...]
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 - 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 - 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 [...]
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.
I am a fully qualified Paraplanner with a college degree and experience using XPlan, XPlan XTools, XTools+, CALM and preparing Statement of Advice (SOA’s) for clients. I have also worked as Property Management Administrator, Customer Service Representative and Sales Manage
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.