Paraplanner

Edgar has obtained an Advanced Diploma in Paraplanning focused on Australian Financial Planning and Services. He is proficient in Xplan and Midwinter.

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.