Richard

AU Financial Planning Admin | Client Services Officer | Virtual Assistant

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Overview

Looking for full-time work (8 hours/day)

at $10.12/hour ($1,920.00/month)

Bachelors degree

Last Active

May 9th, 2026 (4 days ago)

Member Since

April 16th, 2023

Profile Description

I am a Financial Planning Assistant specializing in the end-to-end administration and implementation of financial advice for Australian practices. Since 2024, I have focused on mastering the technical workflows that ensure client strategies are executed with 100?curacy and compliance.
With a foundation of 6 years in Quality Analysis and as a Subject Matter Expert (SME), I bring a high-precision approach to complex data management and portfolio administration.
My Core Technical Workflow:
Advice Implementation: Managing the full lifecycle of platform applications, including creating and setting up Super/Pension accounts for clients.
Portfolio Management: Executing Buy/Sell recommendations and conducting comprehensive Portfolio Reviews.
Xplan Proficiency: Handling Fact Finds, data entry, and generating detailed client reports within the Xplan ecosystem.
Compliance Support: Maintaining rigorous standards in File Noting and drafting Records of Advice (ROA).
Platform Expertise: I am highly proficient in navigating and managing client wealth through: Hub24 | Netwealth | Asgard | BT Panorama
I thrive on the "behind-the-scenes" mechanics of financial planning, ensuring that the transition from strategy to execution is seamless for both the adviser and the client.
Specialties: Advice Implementation, Xplan Management, Superannuation Platforms, Portfolio Reviews, ROA Generation.

Other Skills

Customer Support » Customer Service

Experience: 6 months - 1 year

Office and Administration » Quality Assurance

Experience: 6 months - 1 year

Accounting » Financial Accounting » Xplan

Experience: 1 - 2 years

Basic Information

Age: 32

Gender: Male

Website: Sign Up with Pro Account to View

Address: Carmen, Cebu

Tests Taken: IQ
Score: 118: DISC
Dominance: 49
Influence: 12
Steadiness: 18
Compliance: 21: English
C2(Advanced/Mastery)

Government ID: Sign Up with Pro Account to View

“The best hire that I've ever made. ”

Timothy Schucker

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

- Travis OVAAnswers

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Richard

AU Financial Planning Admin | Client Services Officer | Virtual Assistant

Overview

Profile Description

Top Skills

Professional Services » Management Services » Administrative Management

Office and Administration » Admin Data Processing

Office and Administration » Email Handling

Other Skills

Customer Support » Customer Service

Office and Administration » Quality Assurance

Accounting » Financial Accounting » Xplan

Basic Information