Joshua

Paraplanner/ Financial Planning/ Quickbooks Bookkeeper

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Overview

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

at $5.24/hour ($745.46/month)

Bachelors degree in Financial Management

Last Active

April 8th, 2025 (400 days ago)

Member Since

November 30th, 2022

Profile Description

Josh's work experiences span various key responsibilities in US Bookkeeping (3+ years) and AU Paraplanning (3+ years).

Josh is an experienced Paraplanner with over 3+ years of experience in providing essential support to Australian Financial Adviser in preparing and writing strategic Statement of Advice and Record of Advice in relation to the below key areas:
- Personal Insurance
- Investments (Bonds, TD, SMAs, Model Portfolio, ETFs & Shares, Managed Funds)
- Debt Management
- Superannuation & Retirement Planning (including SMSF)
- Centrelink Benefits
- Estate Planning
- Companies & Trust (few)
- Needs Analysis and Insurance Quote generation
- Product Comparison through XPLAN
- Cashflow & Modelling projections through XPLAN

On the other hand, with a solid background in bookkeeping and a commitment to accuracy, he is dedicated to ensuring that your financial operations run smoothly. As a QuickBooks Certified Pro-Advisor, he leverages his expertise to streamline bookkeeping processes and maintain the integrity of your financial records.

Let's get in touch to streamline your bookkeeping processes, maintain accurate financial records, and ensure your financial data is always up to date. Together, we can optimize your business’s financial management and set the foundation for future growth.

My rates vary between AU Paraplanning & US Bookkeeping.

Top Skills

Accounting » Bookkeeping

Experience: 2 - 5 years

Accounting » Financial Accounting » Financial Planning

Experience: 5 - 10 years

Accounting » Bank Reconciliation

Experience: 2 - 5 years

Other Skills

Accounting

Experience: 2 - 5 years

Accounting » Quickbooks

Experience: 2 - 5 years

Project Management » Forecasting

Experience: 5 - 10 years

Accounting » Financial Accounting » Xplan

Experience: 5 - 10 years

Basic Information

Age: 28

Gender: Male

Website: Sign Up with Pro Account to View

Address: Olongapo CIty, Zambales

Tests Taken: IQ
Score: 108: DISC
Dominance: 43
Influence: 34
Steadiness: 17
Compliance: 5: English
C2(Advanced/Mastery)

Government ID: Sign Up with Pro Account to View

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BENCHMARKS

Loading Time: Base Classes	0.0007
Controller Execution Time ( Jobseekers / Info )	0.0283
Total Execution Time	0.0297

GET DATA

No GET data exists

MEMORY USAGE

1,620,928 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/info/2407138

CLASS/METHOD

jobseekers/info

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 29 (0.0178 seconds) (Show)

0.0003	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
0.0005	SELECT * FROM `jobseekers` WHERE `jobseeker_id` = '2407138' LIMIT 1
0.0032	SELECT * FROM `jobseeker_meta` WHERE `jobseeker_id` = '2407138'
0.0018	SELECT `j`., `jj`. FROM `jobseekers` `j` INNER JOIN `jobseekers_jobdata` `jj` ON `j`.`jobseeker_id` = `jj`.`jobseeker_id` WHERE `j`.`jobseeker_id` = '2407138'
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0.0004	SELECT * FROM `jobseekers` WHERE `jobseeker_id` = '2407138' AND `is_private` = 1
0.0007	`SELECT * FROM employment WHERE jobseeker_id = '2407138' AND hired > -1`
0.0003	SELECT `employers`.`contact_name`, `employer_comment`.`employer_comment_id`, `employer_comment`.`employer_id`, `employer_comment`.`jobseekers_id`, `employer_comment`.`employer_date`, `employer_comment`.`employer_comment`, `employer_comment`.`lastmodified`, `employer_comment`.`comment_status` FROM `employers` LEFT JOIN `employer_comment` ON `employer_comment`.`employer_id` = `employers`.`employer_id` WHERE `employer_comment`.`jobseekers_id` = '2407138' AND `employers`.`deactivate` = 0 AND `employer_comment`.`comment_status` = 'ACTIVE' ORDER BY `employer_comment_id` DESC
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0.0002	`SELECT * FROM jobseekers_jobdata WHERE jobseeker_id = 2407138 LIMIT 1`
0.0010	`SELECT * FROM jobseekers_skills WHERE jobseeker_id = 2407138 LIMIT 1`
0.0006	`SELECT * FROM jobseekers j, jobseekers_jobdata jj,jobseekers_skills js WHERE j.jobseeker_id = '2407138' AND j.jobseeker_id = jj.jobseeker_id AND jj.jobseeker_id = js.jobseeker_id`
0.0003	`SELECT *, DATEDIFF('2026-05-13', rebill_date) AS duration_rebill FROM employers WHERE employer_id = '0'`
0.0002	`SELECT * FROM employer_comment WHERE employer_id = ''`
0.0011	SELECT `facebook`, `manual_fb_score` FROM `jobseekers_trust` WHERE `jobseeker_id` = '2407138'
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0.0003	SELECT * FROM `jobseekers_trust` WHERE `jobseeker_id` = '2407138'
0.0002	`SELECT user_level, rebill_date, jobseekers_seen, jobseekers_seen_override from employers WHERE employer_id = ''`
0.0003	SELECT * FROM `testimonial_videos` WHERE `placement` = 1 OR `placement` = 0 ORDER BY RAND()
0.0003	SELECT * FROM `testimonial_videos` WHERE `placement` = 2 OR `placement` = 0 ORDER BY RAND()
0.0002	`select * from teasers`
0.0002	SELECT * FROM `employers` WHERE `employer_id` IS NULL LIMIT 1
0.0002	`SELECT user_level, rebill_date, jobseekers_seen, jobseekers_seen_override from employers WHERE employer_id = ''`
0.0003	SELECT * FROM `employers` WHERE `employer_id` IS NULL LIMIT 1
0.0002	`SELECT user_level, rebill_date, jobseekers_seen, jobseekers_seen_override from employers WHERE employer_id = ''`
0.0002	`SELECT user_level, rebill_date, jobseekers_seen, jobseekers_seen_override from employers WHERE employer_id = ''`
0.0002	`SELECT * FROM notes WHERE employer_id = '0'`

HTTP HEADERS (Show)

SESSION DATA (Show)

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