Ronnie Serdon

Senior Financial Planning Assistant

Talent

Cebu CityMember since May 27, 2026

Microsoft Office (Excel, Word, PowerPoint, Outlook, Teams)Email ManagementFinancial PlanningImplementation ServicesDocument PreparationData EntryInvestment ApplicationsTask Management

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Microsoft Office (Excel, Word, PowerPoint, Outlook, Teams)Email ManagementFinancial PlanningImplementation ServicesDocument Preparation

About

Experienced Senior Financial Planning Assistant with over 4 years of supporting Australian financial advisers in wealth management, superannuation, and retirement planning. Skilled in client review documentation, and end-to-end implementation processes while ensuring compliance with Australian financial planning standards. Proficient in managing client administration, investment, adviser support, and CRM systems including Xplan.

Known for delivering accurate, efficient, and client-focused support in fast-paced financial planning environments.

Experience

Linguage Inc. Cebu City, Philippines

ESL Online Instructor

Aug 2019 - Apr 2022

Facilitated interactive online sessions that boosted student participation rates by 25%, while consistently achieving a 95% satisfaction rate across diverse age groups and professional backgrounds.
Conducted comprehensive assessments of student progress, utilizing data-driven feedback to tailor instruction and increase overall learner engagement by 40%.

Virtual Business Partners Senior Financial Planning Assistant

Cebu City, Philippines

May 2022 - Present

Processed over 350 superannuation rollovers and contributions within strict regulatory timeframes, supporting seamless transaction execution and enhancing client satisfaction levels by 15%.
Streamlined client record management by accurately maintaining over 1,500 records in Xplan, reducing data entry errors by 25% and ensuring compliance with Australian standards.
Coordinated end-to-end implementation processes for over 150 Super, Investment, and Pension accounts, reducing onboarding time by 30% and ensuring seamless client transitions.
Conducted comprehensive investment reallocation for over 150 Individual and SMSF accounts, optimizing asset distribution to enhance portfolio performance by an average of 12% annually.
Streamlined daily workflows and prioritized over 200 client emails, reducing response time by 35% and increasing adviser efficiency to support a 15% growth in client onboarding volume.