Xplan Support at Collective Resourcing, Inc. (2025-07 – Present)
- Provides first and second level support for Xplan users, resolving technical issues and escalating complex problems when necessary.
- Creates user guides when necessary.
- Maintain data integrity, assist with imports/exports and ensure compliance with regulatory standards.
- Customize templates, reports, and dashboards to meet business requirements.
- Work closely with advisers, paraplanners, and IT teams to align system functionality with business needs.
- Document issues, track resolutions, and provide feedback for system enhancements.
Paraplanner at Collective Resourcing, Inc. (2025-01 – 2025-07)
- Analyzes client documents and confirms the strategy to be implemented by Financial Planners.
- Conducting product research including, but not limited to, product features and fees comparison for superannuation, pension and insurance products.
- Performing financial forecasting (modeling) based on current information and recommended strategy.
- Creating alternative strategies to be considered by financial planners and clients as part of the best interest duty responsibilities.
- Preparing Statement of Advice documents for Financial Planners, making sure to address all goals and objective with recommendations, explain the risks of recommendations, discuss all applicable fees and fee changes, and discuss any alternatives considered and explain why these were disregarded over the recommended strategy and products in compliance with the best interest duty requirements.
- Discussing any fees financial advisers or financial planning practices may charge for the provision of advice.
- Preparing Record of Advice documents for Financial Planners, ensuring to recap the goals stated in the previous Statement of Advice, ensuring that the recommendations are made in accordance with the stated goals and how this adds to the advice previously stated in the Statement of Advice, making sure that the advantages and disadvantages of the recommendations are well explained, and discussing all applicable fees and fee changes.
- Generating reports on the comparisons conducted and projections to serve as supporting documents for presentation.
Paraplanner at Technology Elite, Inc. (2022-05 – 2024-12)
- Analyzes client documents and confirms the strategy to be implemented by Financial Planners.
- Conducting product research including, but not limited to, product features and fees comparison for superannuation, pension and insurance products.
- Performing financial forecasting (modeling) based on current information and recommended strategy.
- Creating alternative strategies to be considered by financial planners and clients as part of the best interest duty responsibilities.
- Preparing Statement of Advice documents for Financial Planners, making sure to address all goals and objective with recommendations, explain the risks of recommendations, discuss all applicable fees and fee changes, and discuss any alternatives considered and explaining why these were disregarded over the recommended strategy and products in compliance with the best interest duty requirements.
- Discussing any fees financial advisers or financial planning practices may charge for the provision of advice.
- Preparing Record of Advice documents for Financial Planners, ensuring to recap the goals stated in the previous Statement of Advice, ensuring that the recommendations are made in accordance with the stated goals and how this adds on to the advice previously stated in the Statement of Advice, making sure that the advantages and disadvantages of the recommendations are well explained, and discussing all applicable fees and fee changes.
- Generating reports on the comparisons conducted and projections to serve as supporting documents for presentation.
Corporate Trainer at VBP Back Office Solutions Inc. (2020-03 – 2022-04)
- Instructs new hire and lateral transfer trainees from other departments on the basic knowledge and skills required to become an Australian-certified paraplanner.
- Checks the output of the trainees if it meets the standard of the training program issued by our training partners.
- Provides feedback for the financial documents (case studies) that they create, using experience as a former QA Analyst before transitioning to the current role.
- Act as direct supervisor and conducts one-on-one reviews with trainees focusing on performance review and improvement as well as course completion progress.
- Endorses newly certified paraplanners to operations and completes training progress reports, as well as other matters related to the job.
Quality Assurance Analyst at VBP Back Office Solutions Inc. (2018-09 – 2020-03)
- Checking Statement of Advice documents for accuracy and validity of strategy to be implemented.
- Providing feedback to paraplanners as to the results of evaluation.
- Working with paraplanners to create quality Statement of Advice documents.
- Updating myself with the latest industry standards to provide further feedback to paraplanners.
Paraplanner at VBP Back Office Solutions Inc. (2018-06 – 2018-09)
- Analyzes client documents and confirms the strategy to be implemented by Financial Planners.
- Conducting research including, but not limited to, product features and fees comparison.
- Performing financial forecasting (modeling) based on current information and recommended strategy.
- Preparing Statement of Advice documents for Financial Planners.
Instructor I at Philippine State College of Aeronautics (2016-06 – 2018-05)
- Instructed students on the basics of Aircraft Maintenance Technology, specifically in Aircraft Materials, Construction and Repair where relevant training was received in the past.
- Created laboratory activities for them to get necessary practical experience with some of the tools needed in the job.
- Reported student progress to the Academic Supervisor regarding the grades of students as well as their progress within the classroom.
Chat Sales Representative – Comcast Account at Convergys Philippines Inc. (Cebu) (2012-02 – 2014-04)
- Provided sales assistance to customers contacting via chat who wanted to purchase Cable TV, Home Phone and Internet services from Comcast.
- Processing installation requests from clients who wanted to have services installed, either to their address by a technician, or via a self-install kit if lines are already installed from the pole to their house.
