Hire the Best Financial Planners
in the Philippines
Mandaue City, 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 Financial Planner
- 2D Design
- Canva
- CAD Software
- Estimator
- Data Entry
- Floor Plan Design
- Cost Estimate
- Financial Modeling
Angeles City, Philippines
I am Patrick Joseph C Chua, and my extensive professional background encompasses Operations Management, Marketing, Sales, Customer Service, Training, and Development. As a licensed NLP Master Practitioner and Life Coach, I specialize in crafting tailored strategies to enhance operational efficiency, elevate marketing initiatives, and boost sales results for companies. My coaching expertise encompasses areas such as up-selling, objection handling, maintaining the right amount of assertiveness, and ensuring excellent customer service simultaneously. I have acquired valuable experience working with eBay's Trust and Safety Department and British Telecom, collaborating with BPOs in the Philippines. With a well-rounded skill set and hands-on experience, I am confident in undertaking various customer service and managerial tasks. Presently, I hold the position of Customer Success and Logistics Specialist at Anova Culinary.com, steadily progressing through the ranks through my dedication and performance. My professional demeanor, coupled with a strong drive for success, positions me as a valuable asset for any team or project. I eagerly anticipate the opportunity to contribute as a customer service specialist and serve as your go-to resource for additional projects. I look forward to the prospect of working together.
- Business with 100-999 Employees
- English
- Sales
- Branding & Marketing
- Operations Management Software
- Customer Service
- Marketing Strategy
Polomolok, Philippines
A freelance accounting and financial consultant for the past 20 years. I have honed my skills in financial analysis, project management, and budget administration, making me well-equipped to contribute effectively to your team. Throughout my career, I have worked diligently to ensure accurate financial reporting and seamless accounts management. In my most recent role as a Management/Accounting Consultant, I conducted thorough reviews of clients’ financial statements and set up efficient accounting systems tailored to their operational needs. This hands-on experience has sharpened my analytical skills and given me a comprehensive understanding of financial statement, cash flow, budget tracking, and expense management. In addition to my consultancy work, my tenure as a Logistics Supervisor provided me with valuable insights into inventory levels and order management, which are essential for maintaining the accuracy of accounts payable and receivable. I excel in meticulous record-keeping and planning, ensuring that every detail is captured and reconciled accurately. I'm also expert in using MS Excel, MS Word, MS Powerpoint, including Google Sheets and Docs. I'm also a QuickBooks Online Pro Advisor Certified and Zero Certified.
- Financial Analysis
- Financial Audit
- Bookkeeping
- Strategic Plan
- Management Consulting
- Policy Writing
Rizal, Philippines
With proven analytical skills in setting up new business, has prepared business plan for clients in the USA for visa application purposes,student visa application, client in Canada for loan funding and has traveled to Sydney, Australia to evaluate and enhanced company's marketing plan. Business Plan Writer * I can prepare business plan for visa application, loan funding and investor presentation purposes: *My approach is to prepare financial projections first including start up funding, monthly sales, profit and loss statement, balance sheet, cash flow analysis, annual projections, financial ratio analysis, payback period, this is to determine if the proposed business is profitable from its first year of operation onwards. * I can also help you analyze cash flow statement from the inflows to outflows which is necessary to determine its liquidity. *From the figures obtained the last part of preparation is doing the write up for the business plan in word document format including business overview, marketing strategies , swot analysis, market analysis, target market analysis and financial ratios. Virtual Bookkeeper: *Proficient in bookkeeping using Xero, MYOB, Quickbooks and Wave Accounting. Feasibility Study Writer: *For undergraduate and master's feasibility writing requirement with complete analysis from the sampling technique to financial ratio analysis. Tagalog Translator *Translation of articles, documents, website content from english to tagalog
- Business Plan
- Administrative Support
- Loan Approval
- Data Analysis
Santa Rosa, Philippines
Reclaim your time and focus on the important stuff of your business. ✍🏼 3+ years of delivering engaging SEO content 📖 Compelling storytelling that resonates 🤹 Adaptable to brand tone and style See what I've done for my clients. 👇🏻👇🏻👇🏻 My website: robgparedes.com 💎 𝙉𝙞𝙘𝙝𝙚𝙨 𝙄 𝙃𝙖𝙫𝙚 𝙁𝙖𝙢𝙞𝙡𝙞𝙖𝙧𝙞𝙩𝙮 ✦ Some of the following niche/topics I have experience writing about. ✦ SaaS ✦ Manufacturing ✦ Construction ✦ Safety Management ✦ ISO Standards ✦ Logistics and Supply Chain ✦ Quality Management ✦ Business Process ✦ Technology ✦ Web Hosting ✦ Networking ✦ Cybersecurity ✦ SD-WAN ✦ Personal Finance ✦ Beauty and Health ✦ Food and Hospitality ✦ EHS/EHG ✦ Law Firm ✦ Risk and Compliance ✦ Facility Management ✦ Whitepaper 💎𝙎𝙀𝙊 𝙖𝙣𝙙 𝙎𝙖𝙡𝙚𝙨-𝘾𝙤𝙣𝙫𝙚𝙧𝙨𝙞𝙤𝙣 𝘾𝙤𝙥𝙮𝙬𝙧𝙞𝙩𝙞𝙣𝙜 ✦ I'll write content to captivate your audience while incorporating SEO best practices to charm algorithms. 💎 𝘼𝙧𝙩𝙞𝙘𝙡𝙚/𝘽𝙡𝙤𝙜 𝙒𝙧𝙞𝙩𝙞𝙣𝙜 ✦ I'll create well-researched and informative articles or blog posts to establish you as an authority in your industry. 💎 𝙋𝙞𝙡𝙡𝙖𝙧 𝙋𝙤𝙨𝙩 𝘾𝙧𝙚𝙖𝙩𝙞𝙤𝙣 ✦ Need a comprehensive and in-depth guide on a specific topic? I've got you covered with my pillar article writing service. 💎 𝘾𝙤𝙣𝙩𝙚𝙣𝙩 𝙍𝙚𝙛𝙧𝙚𝙨𝙝 ✦ Already have existing blog or website content but need to give it a fresh and updated look? I'll revamp your content to make it more relevant, SEO-optimized, and engaging. 💎 𝙒𝙚𝙗𝙨𝙞𝙩𝙚 𝘾𝙤𝙣𝙩𝙚𝙣𝙩 𝙐𝙥𝙙𝙖𝙩𝙚 ✦ I'll revamp every section of your website, from the Homepage to the About Us, Services, and other pages. 💎 𝙋𝙧𝙤𝙙𝙪𝙘𝙩 𝘿𝙚𝙨𝙘𝙧𝙞𝙥𝙩𝙞𝙤𝙣 ✦ I'll help you sell your products by writing enticing and persuasive product descriptions highlighting their unique features and benefits. 💎 𝘾𝙤𝙣𝙩𝙚𝙣𝙩 𝙛𝙤𝙧 𝙎𝙤𝙘𝙞𝙖𝙡 𝙈𝙚𝙙𝙞𝙖 𝙋𝙡𝙖𝙩𝙛𝙤𝙧𝙢𝙨 ✦ Craft captivating and intriguing messages for specific social media platforms – Twitter, Facebook, Instagram, and LinkedIn – to grab people's attention like a boss. 💎 𝙋𝙧𝙚𝙨𝙨 𝙍𝙚𝙡𝙚𝙖𝙨𝙚 ✦ Launching a new product, service, or event? I'll write a compelling press release to generate buzz and media coverage. 💎 𝘾𝙖𝙨𝙚 𝙎𝙩𝙪𝙙𝙞𝙚𝙨/𝙏𝙚𝙨𝙩𝙞𝙢𝙤𝙣𝙞𝙖𝙡𝙨 ✦ Let your satisfied customers do the talking for you. I'll create persuasive case studies and testimonials to showcase the success of your products or services. 💎 𝙎𝙥𝙚𝙘𝙞𝙖𝙡 𝙋𝙧𝙤𝙟𝙚𝙘𝙩𝙨 ✦ There could be other writing projects I didn't mention above. Be sure to reach out and discuss your unique needs, and I'll be happy to see how I can help you. 💎 𝙏𝙤𝙤𝙡𝙨 𝙞𝙣 𝙈𝙮 𝘼𝙧𝙨𝙚𝙣𝙖𝙡 ✦ Here are a few of my trusty content-crafting sidekicks! ✦ Jasper ✦ Frase ✦ ChatGPT ✦ Perplexity AI ✦ Grammarly ✦ Hemingway App ✦ Surfer SEO ✦ Quillbot ✦ Zimmwriter 🟢 Sounds like what you need? Yes! Just send me a message, and let's talk about your project. Talk soon, Rob P.S. This will be one of the best decisions you'll make in a while. *wink*
- Ad Copy
- Jasper AI
- ChatGPT
- Grammarly
- SEO Writing
- Blog Content
- Copywriting
- Product Description
- Website Content
- Sales Writing
- Content Writing
- Surfer SEO
- Writing
- Creative Writing
- Website Copy
Cagayan de Oro City, Philippines
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!
- Adobe Animate
- Adobe Premiere Pro
- Autodesk AutoCAD
- Video Animation
- Video Editing & Production
- Illustration
- Book Cover
- Character Design
- Character Animation
- Character Illustration
- 2D Animation
- SketchUp
- Procreate
- Canva
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Find more freelancers
Top cities for Financial Planners in the Philippines
- Financial Accountants in Bacolod City, PH
- Financial Accountants in Legaspi, PH
- Travel Agents in Manila, PH
- Travel Agents in Cebu City, PH
- Accounts Receivable Managers in Cagayan de Oro, PH
- Accounts Receivable Managers in Calamba City, PH
- Management Accounting Specialists in San Jose del Monte, PH
- Collection Agencies in Cavite, PH
- Collection Agencies in Manila, PH
- Auditors in Naga, PH
- Auditors in Manila, PH
- Insurance Consultants in San Jose del Monte, PH
- Certified Public Accountants in Santiago, PH
- Certified Public Accountants in Quezon City, PH
- Certified Public Accountants in Cebu City, PH
- Certified Public Accountants in Manila, PH
More top skills in the Philippines
- Financial Managers in the Philippines
- Financial Modelers in the Philippines
- Tax Law Lawyers & Legal Professionals in the Philippines
- Business Managers in the Philippines
- Nutritionists in the Philippines
- Financial Analysts in the Philippines
- Financial Accountants in the Philippines
- Accounts Receivable Managers in the Philippines
- Dietitians in the Philippines
- Travel Agents in the Philippines
- Due Diligence Specialists in the Philippines
- Anti-Money Laundering (AML) Analysts in the Philippines
- Accountants in the Philippines
- Underwriters in the Philippines
- Auditors in the Philippines
- Corporate Finance Analysts in the Philippines