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 Paraplanner/Financial Planning Assistant for the past 6 years and I can use Xplan, extensively. I am analytical and self-motivated, with great attention to detail, proficient in oral and written communication, as well as being a good team player.
I have been successfully working as a Virtual Assistant for the past 3 years. During my work experience I have supplied exceptional customer service, data entry and lead mining, worked as a legal admin assistant, performed calendar management, taken care of social media and marketing, supplied technical support, and even transcribed! I have an Associate degree in Computer Technology Major in Multimedia Technology.