Hire the Best Financial Planners
in the Philippines

I am a Licensed Civil Engineer and graduate of the University of Cebu, currently working as a Paraplanner at VBP, supporting financial advisers in preparing Statements of Advice (SOAs), conducting strategy research and product comparisons, analysing client data, and assisting in the development of compliant, client-focused financial plans aligned with Australian regulatory requirements. Prior to transitioning into financial planning, I worked with the Cebu City Government’s Office of the Building Official, where I reviewed building permit applications for compliance with the National Building Code of the Philippines, evaluated plans and technical documents, and coordinated with stakeholders to ensure all regulatory requirements were met prior to approval. Alongside this, I worked as a Construction Estimator for an Australian flooring company, specializing in systems such as carpet, vinyl, epoxy, and engineered timber. I produced accurate quantity takeoffs and cost estimates using RFMS Measure and collaborated closely with project managers and sales teams to support project delivery. Earlier in my career, I served as a QA/QC Site Technical Assistant at Rider Levett Bucknall Philippines, where I developed strong experience in documentation, coordination, and ISO 9001:2015-compliant project processes. My engineering background strengthened my analytical thinking, accuracy, and structured problem-solving approach, which I now apply to financial planning support, compliance workflows, and adviser collaboration. I am committed to continuously developing my paraplanning expertise and contributing to efficient advice preparation and positive client outcomes within Australian financial services environments.

- Certified Public Accountant - More than 3 years experience in Financial Planning and Analysis (FP&A), financial modeling, budgeting, and forecasting - 1 year experience in accounts payable (AP) and vendor management - 10 years experience in end to end order-to-cash process and accounts receivable (AR) supporting processes from order management, billing and invoicing, disputes, collections, payment application, and bank reconciliation - More than 5 years experience doing business process analysis, business process mapping, continuous process improvement, and project management - Expert in Microsoft Visio and Microsoft Project - Proficient in SAP, QuickBooks Online, QuickBooks Desktop, Microsoft Dynamics - Highly proficient in Microsoft Excel --- formulas and functions, Pivots, Charts and Graphs, macros and Excel VBA - Highly proficient in Microsoft Access and other Microsoft Office applications - Adept in computer hardware and software troubleshooting, and Internet troubleshooting - 5 years experience in customer and technical support in a contact center environment - More 6 years of experience leading a team of at least 10 members

Hi! I’m Carmel, a passionate 2D Animator, Illustrator, and Animation Instructor ✨ I’ve been animating for over 7 years, creating engaging 2D animated content for YouTube channels, a Chinese cartoon series, and children’s educational media. My work includes character animation, background illustration, and visual storytelling — all crafted to capture attention and emotion. I’m proficient in a variety of creative tools, including: ✅ Adobe Animate ✅ Adobe Premiere Pro ✅ Adobe Illustrator ✅ Procreate ✅ Vyond ✅ Blender Alongside production work, I also teach animation and visual design, helping aspiring artists develop their storytelling, timing, and technical skills. My background as a Civil Engineer also gives me a unique eye for structure, perspective, and design — valuable in both illustration and animation. I currently lead a small team of animators, editors, and illustrators, capable of producing full-scale animated projects from start to finish. I also maintain a high-performance PC setup to ensure smooth workflow and reliable delivery. If you’re looking for a creative professional (or team) who can deliver polished, expressive 2D animations with personality, storytelling, and professional quality — I’d love to collaborate!

I will persist until I succeed. I value efficiency and assure productivity. I do not believe in mediocre scenarios; I work for excellence. I have always believed in the Filipino people's ingenuity, commitment to excellence and industry. My desire is to continue to make a difference in the virtual workforce - dependable, trusted and skilled. I have been working in the field of sales and customer service for more than 20 years and I believe that I can extend to different companies and organizations the skills and expertise that I gained working in different multinational companies. I'm very adept in these fields and I am seeking opportunities to be of service to other companies. I am very organised, systematic and thorough, with a natural attention to detail. My English is excellent. It will be borne out if given the chance to do an interview. 💎 Worked at Xplor Technologies Australia as Support Specialist for 3 years. 💎 Worked at Millhaven Financial Services – Pymble NSW as Client Services Officer for 5 years. 💎 Worked at Callaghans Financial Services - Canberra ACT as Administration Manager for 2 years. 💎 Worked at Hotel Tonight Australia as Sales Support for 2 years. 💎 Worked at Budget Steam Cleaning Services Australia as Team Leader for 2 years. 💎 Worked at Telstra Australia as Inbound Sales Representative for 2 years. 💎 Worked at Optus Australia as Subject Matter Expert for 3 years 💎 Worked at Founder-led Businesses. Tools & Platforms I'm familiar with: 🎯 Shopify 🎯 Salesforce 🎯 Zendesk 🎯 Monday 🎯 Slack 🎯 Zoho 🎯 Intercom 🎯 Asana 🎯 Stripe 🎯 GSuite (Google Sheets, Docs, Drive) 🎯 Microsoft Office 🎯 Canva 🎯 ChatGPT 🎯 Richpanel 🎯 Freshdesk 🎯 Jira 🎯 Hubspot Why Choose Me?
 💎 𝙀𝙭𝙥𝙚𝙧𝙩𝙞𝙨𝙚: With extensive experience in various facets of online business management, I bring a wealth of knowledge and insights to every project. 💎 𝙍𝙚𝙡𝙞𝙖𝙗𝙞𝙡𝙞𝙩𝙮: Committed to meeting deadlines and exceeding expectations, I prioritize open communication and transparency throughout the collaboration process. 💎 𝙍𝙚𝙨𝙪𝙡𝙩𝙨-𝘿𝙧𝙞𝙫𝙚𝙣: My goal is to deliver tangible results that drive growth, foster customer loyalty, and elevate your brand's online presence.
 Let's collaborate to take your brand to new heights! 

 Get in touch today to discuss how I can support your business objectives. 🌟

Are you struggling with managing your budget or achieving your financial goals? Are you looking for an expert bookkeeper or personal finance buddy to guide you on your financial journey? Look no further - I'm here to help! As a certified Budget Planner, Bookkeeper, and Personal Finance Buddy, my focus is on helping you achieve your financial objectives. Whether you need help managing your budget, optimizing your investments, or preparing for retirement, I offer personalized solutions that meet your unique needs and goals. I understand that everyone's financial situation is different, which is why I take the time to get to know you and your goals. Together, we'll develop a customized financial plan that provides practical solutions to your challenges and helps you achieve your objectives. With ongoing support and guidance, I'll be with you every step of the way, ensuring that you stay on track and achieve the results you want. Here are some of the services that I offer: » Budget planning and management: I'll work with you to create a personalized budget plan that fits your needs and lifestyle, and provide ongoing support to help you stay on track. » Bookkeeping and financial record-keeping: I can help you keep your finances organized and up-to-date, giving you more time to focus on your business or personal life. » Personal finance coaching and accountability: As your personal finance buddy, I'll provide guidance, support, and motivation to help you achieve your financial goals. » Investment analysis and optimization: I'll analyze your current investment portfolio and provide recommendations for optimizing your returns and reducing risk. » Retirement planning and analysis: I'll help you prepare for a comfortable retirement by analyzing your current retirement plan, providing recommendations for optimization, and creating a personalized retirement plan. I believe that my experience and expertise make me the ideal partner to help you achieve your financial goals. I offer flexible scheduling, competitive pricing, and a commitment to providing the highest quality service to all of my clients. Contact me today to learn more and take the first step toward financial success!

Expert-Vetted full-cycle Recruiter with 8+ years of solid experience providing exceptional services in the United States, Canada, Australia, Singapore, and Hong Kong. Knowledgeable in principles and procedures of full-cycle recruitment, selection, training, and temporary staffing. Boolean strings and X-ray search expertise. 🔥 With exceptional working results in different industries: 📌 Healthcare (Managed Care, Clinical setting, HomeHealth, Homecare, Hospice Care, Allied Health, Travel Nurses, Urgent Care Clinic, Skilled Nursing Facility) 📌 Life Sciences and Pharmaceutical Industry 📌 Sales and Marketing 📌 Warehouse, Merchandising and Logistics 📌 Banking and Finance 📌 Executive Roles 📌 Technology/IT 📌 Real Estate 📌 Legal Services 📌 Hospitality Management 📌 Clerical and Customer Service role 📌 Solar Industry 🔥 Human Resource working knowledge: 📌 Contract handling 📌 Payroll assistance 📌 Onboarding of new hires 📌 Processing Employee Promotion 📌 Termination Process 📌 HR Administrative 📌 Creating SOP’s 🔥 RECRUITMENT PROCESS: 📌 Create/Edit Job Description 📌 Job Posting 📌 Talent Assessment and Acquisition 📌 Candidates Sourcing and Screening (Passive and Active Sourcing) 📌 Client Relations Management 📌 Scheduling Appointments 📌 Candidate Interviewing (Behavioral-Based, Testing Interview, Stress Interview) 📌 Creating own Interview Guidelines 📌 Offer Extension & Negotiation 📌 Candidate Placement OTHER SKILLS: 📌 Project Management 📌 Email Handling 📌 Inbound and Outbound Call handling (High Volume) 📌 Multi-Tasking Skills 📌 Data Entry Skills (50-60WPM) 📌 Excellent Communication Skills 📌 Attention-to-detail 📌 Goal-Oriented 📌 Proficient in G-Suite, Microsoft Office Suite, Microsoft Teams/Tech Savvy 📌 Social Media/Internet Recruiting 📌 ATS and VMS expertise 📌 Team Leader Approach 📌 95%-99% Conversion Rate 🔥 TECHNICAL EXPERTISE: 🔥 Vendor Management Systems/VMS: 📌 Power Recruiter 📌 Wand Pro Unlimited 📌 IQN Navigator 📌 SAP Fieldglass 📌 Grape Tree 📌 CTM (Contingent Talent Management) 📌 Nurse DNA 📌 Career Staff 🔥 Applicant Tracking Systems: 📌 CATS one 📌 Bullhorn 📌 Ceipal 📌 Salesforce 📌 Talent Search 📌 E-Recruit 📌 Trello 📌 Green House 📌 Intelli HR 📌 RCRM 📌 Apploi 📌 Tracker 📌 Recruiter Flow 📌 Breezy HR 📌 Vivian Health 📌 Job Adder 📌 Click-Up 📌 JazzHR 📌 Loxo 📌 Team Tailor 📌 Ashby 📌 Quickbooks/Timesheets 📌 Gusto HR 🔥 Job Boards: 📌 CB 📌 Zip Recruiter 📌 Monster 📌 Dice 📌 Seek 📌 LinkedIn (LinkedIn Recruiter, Sales Navigator, Recruiter Lite) 📌 Facebook 📌 Indeed Recruiting 📌 HandShake 📌 UpWork 🔥POSITIONS WORKED ON: 📌 Clerical: 🔅Admin/Call Center Agents/Entry Level positions (Volume Hiring) 📌 Healthcare: 🔅Licensed Insurance Agents, Health Concierge, Biller, Credentialing, Claim Benefits Specialists, Appeal & Grievance Analysts, CMA, Pharmacy Clerks, CPhT, RPhT, Pharmacy Supports, Medicare Analysts, HEDIS Reviewers/Abstractors, Medical Coders, Medical Billers, Clinical Nurses, Healthcare Consultants, Compliance Consultants, Enrollers, Pharmacists, CNA, LVN/LPN, Community Health Workers, Family Physicians, Rad Tech, Mammographer, Radiology Tech, DON, Infection Preventionist, Director of Surgical Services, NP/PA 🔅 Registered Nurses: (UM/UR, QM/QI, CCM, Travel and Field Nurses, MedSurg, ER, OBGYN, Pediatric, HEDIS, Homehealth, Homecare) 🔅Therapists: (Physical, Language Speech, Occupational, Respiratory, Radiation, and Mental Health Therapists) 🔅 Social Worker: LMSW, LGSW, LCSW, LICSW, MFT, Substance Abuse, CASAC, etc,. 📌 Sales: 🔅Marketing Assistants, & Managers, Marketing Analysts, & Coordinators, Senior Marketing Consultant, Retail Personalization, Growth Labs Directors, BDM, BDR, SDR, Business Analysts, Account Managers, SEO Specialists, Paid Media Specialists, Project & Product Managers, CSM, Customer Growth Analyst, Service Assurance Manager, Merchandising Strategy Analyst, Design Account Managers, Sales Analysts, & Coordinators. 📌 Banking & Finance: 🔅 Bookkeeping, Finance Consultant/Associates, Accountant, Accounting Associates, Financial Analysts, Fleet/Travel Expense Specialist, Fleet and Expense Coordinator, CPA, Tax Analyst/Associate, Payroll Specialist, Auditor, Financial Planner, 📌 Logistics: 🔅Drivers, Warehouse Operators, Laborers, High-Value Associates, Feeder Associates, Forklift Drivers and Operators, Machine Operators, HR Operations Specialists, IS Technician - Shipping/Receiving, Account Managers, Project Coordinators, Manufacturing Technicians, Materials Handlers, Assembler/Electrical, Logistics Professional, Quality Technician, Wiring Mechanic, Manufacturing Assembly Technicians, Service Technicians, 📌 IT & Engr Positions: 🔅 Application Technical Specialist, Application Developer, SAS Programmer, Helpdesk Technician, Training Delivery Technical Coordinator, Network Engineer, Infrastructure Engineer, Cloud Operations Engr., IS Technician, IT Support Technician.