Razhel

Senior AU Paraplanner - RG146 Certified

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Overview

Looking for any work (7 hours/day)

at $13.28/hour ($2,240.00/month)

Bachelors degree

Last Active

July 8th, 2026 (5 days ago)

Member Since

May 15th, 2020

Profile Description

I am a Senior Paraplanner to one of the biggest growing companies in Australia in terms of Financial Planning and this job has strings of connection with my Business Administration Degree. I prepare Statement of Advice documents, Record of Advice, Review Reports, ROA File Notes, SMSF Investment Strategy papers as well as adhoc tasks. I also perform Financial Modelling Scenarios and Product Cost Comparisons using Xplan. My role is vital so that the Financial Advisers can focus on more important client facing tasks and can manage their work priorities. I also completed my RG146 - Diploma in Financial Planning to ensure I have the adequate skills and knowledge for the said position.

Top Skills

Experience: 5 - 10 years

Experience: 5 - 10 years

Experience: 5 - 10 years

Other Skills

Experience: 2 - 5 years

Experience: Less than 6 months

Basic Information

Age
29
Gender
Female
Website
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Address
Bacolod City, Negros Occidental
Tests Taken
IQ
Score:  105
DISC
Dominance: 47%
Influence: 36%
Steadiness: 13%
Compliance: 6%
English
C1(Advanced)
Government ID
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“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”

Tyler Gies

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“They're not only loyal and hardworking, they're super detail oriented!”

- Travis OVAAnswers

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