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 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.
