Overview
Looking for gig work
at $10.00/hour
Bachelors degree
Last Active
November 23rd, 2024 (yesterday)
Member Since
July 17th, 2022
Profile Description
• Produce Statement of Advice (SOA) and Record of Advice (ROA) documents with financial strategies involving Superannuation, Retirement Planning, Investments (Outside Super), Personal Insurance, Debt Management, Social Security and Cash Flow Management
• Data Entry of client accounts in XPlan software
• Prepare research documents such as super, pension, investment and insurance Product Cost Comparisons via XPlan Wealthsolver and Risk Researcher
• Generate recommended insurance quotes
• Create financial projections via Xtools CALM
• Write BID Working Papers / Advice Development Worksheet
• Exposed to utilising tools such as XPlan, Draft Online, ClientHub and Practifi
Top Skills
Other Skills
Basic Information
- Age
- 26
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Cebu City, Cebu
- Tests Taken
- None
- Government ID
- Sign Up with Pro Account to View
“We'll definitely continue to hire people using Onlinejobs because it has taken our agency to the next level”
- Marc Diez
You have successfully pinned this profile! You can manage pinned profiles in your Employer dashboard.
Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.
From Diagnosis to Dream Career: Ellaine’s Inspiring Story
Ellaine’s life took an unexpected turn at just 19, she was diagnosed with type one diabetes during her college years, studying speech pathology.
READ STORYEMPLOYERS
workers
talented va's
other
contact us
connect with us
