Loren

Financial Planning Assistant

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Overview

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

at $3.35/hour ($636.35/month)

Bachelors degree

Last Active

September 1st, 2025 (254 days ago)

Member Since

July 5th, 2025

Profile Description

Financial Planning Assistant with hands-on 2-year experience of supporting Licensed Australian Financial Advisers across client onboarding, general advice, KYC compliance, superannuation, and insurance product research. Familiar with ASIC regulatory guidelines and the Financial Advice process under Australian AFSL structures. Proven ability to manage administrative advice workflows, liaise with clients, and prepare compliant documentation efficiently.

Top Skills

Office and Administration » Email Management

Experience: 1 - 2 years

Managed financial service inbox to forward, respond and action incoming emails to proper administration, management and team for appropriate correspondence.

Design » Graphic Design » Canva

Experience: 2 - 5 years

Created marketing visuals for public materials, business presentation & proposals. Assisted in creation of layouts for companies' visual presentations, forms and applications.

Office and Administration » Regulatory Compliance

Experience: 1 - 2 years

Onboarded over 500+ clients for financial advice with KYC in compliance with AFSL regulations and company policies.

Accounting » Financial Accounting » Xplan

Experience: Less than 6 months

Utilized the use of XPlan as the operating system for Financial Advice process but 1 1/2 years on extensive experience in utilizing Midwinter as Financial Advisory operating system

Basic Information

Age: 24

Gender: Female

Website: Sign Up with Pro Account to View

Address: Cebu, Cebu

Tests Taken: None

Government ID: Sign Up with Pro Account to View

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BENCHMARKS

Loading Time: Base Classes	0.0010
Controller Execution Time ( Jobseekers / Info )	0.0427
Total Execution Time	0.0452

GET DATA

No GET data exists

MEMORY USAGE

1,410,696 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/info/4295553

CLASS/METHOD

jobseekers/info

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 28 (0.0295 seconds) (Show)

0.0006	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
0.0005	SELECT * FROM `jobseekers` WHERE `jobseeker_id` = '4295553' LIMIT 1
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0.0036	SELECT `j`., `jj`. FROM `jobseekers` `j` INNER JOIN `jobseekers_jobdata` `jj` ON `j`.`jobseeker_id` = `jj`.`jobseeker_id` WHERE `j`.`jobseeker_id` = '4295553'
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0.0006	SELECT * FROM `jobseekers` WHERE `jobseeker_id` = '4295553' AND `is_private` = 1
0.0007	`SELECT * FROM employment WHERE jobseeker_id = '4295553' 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` = '4295553' AND `employers`.`deactivate` = 0 AND `employer_comment`.`comment_status` = 'ACTIVE' ORDER BY `employer_comment_id` DESC
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0.0003	`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()
0.0014	`select * from teasers`
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 = ''`
0.0008	SELECT * FROM `employers` WHERE `employer_id` IS NULL LIMIT 1
0.0021	`SELECT user_level, rebill_date, jobseekers_seen, jobseekers_seen_override from employers WHERE employer_id = ''`
0.0008	`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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HTTP_ACCEPT_LANGUAGE
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HTTP_ACCEPT_ENCODING	gzip, br, zstd, deflate
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HTTP_DNT

Loren

Financial Planning Assistant

Overview

Profile Description

Top Skills

Office and Administration » Email Management

Design » Graphic Design » Canva

Office and Administration » Regulatory Compliance

Other Skills

Customer Support » Insurance

Accounting » Financial Accounting » Financial Planning

Office and Administration » Microsoft Outlook

Office and Administration » Organization

Accounting » Financial Accounting » Xplan

Basic Information