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, [...]
Ross Banco - Administrative Assistant Hi! My name is Ross Anne Banco. Here is my brief background so you can know me well. I took up Associate in Hotel and Restaurant Management in Lyceum of the Philippines University. Unfortunately, I wasn’t given a chance to work in that field due to high academic standards here in the Philippines. I [...]
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 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 - 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 [...]
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 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.
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