Paraplanner/ Financial Planning/ Quickbooks Bookkeeper

Overview

Looking for part-time work (6 hours/day)

at $6.21/hour ($820.01/month)

Bachelors degree in Financial Management

Last Active

March 8th, 2025 (4 days ago)

Member Since

November 30th, 2022

Profile Description

Josh has a Bachelor's degree in Financial Management from Gordon College, Philippines and has completed the National Certification III in Bookkeeping.

He started his professional career working with Australian Financial Advisers with a primary focus on the preparation and writing of Statements of Advice (SOA) and Record of Advice (ROA). With over six years of in-depth experience in Paraplanning, he has experience in various responsibilities such as:

Paraplanning Strategies/Functions:
- Cashflow Management
- Debt Management
- Investments Planning (TD, Bonds, SMA, ETFs, Shares, Managed Funds)
- Superannuation and Retirement Planning (including SMSF)
- Personal Insurance
- Estate Planning
- Trust/Company
- Age Pension/Benefits
- Aged Care (few)
- UK Pension (few)
- Investments & Insurance product comparison
- Investments Portfolio & Bank Reconciliation through XPLAN
- XPLAN, Midwinter
- Cashflow & Budgeting and Forecasting
- Fact Finding

He can assist you with the above-mentioned skills and accomplish before deadlines other tasks such as:
- Bookkeeping
- VA/Administrative functions including graphic design (Canva)
- Email/File Management
- Data Entry
- Web Research
- Microsoft Office Proficient (Teams, Outlook, Excel, PowerPoint and Word)

These skills allow him to provide smooth services according to the client’s stated expectations, work with full confidentiality and ensure full dedication to the client’s satisfaction.

Salary to be discussed for Paraplanning role.