Rachel

Admin Paraplanner (AU) | Xplan & Compliance Focused

Verified

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Overview

Looking for any work (8 hours/day)

at $5.80/hour ($1,120.00/month)

Bachelor's degree

Last Active

July 2nd, 2026 (18 days ago)

Member Since

March 17th, 2026

Profile Description

Detail-oriented professional transitioning into the Australian Financial Planning sector. Leveraging 4+ years of experience in high-pressure administrative environments and full-cycle operations. Currently undergoing intensive self-study in Xplan and AU Financial Services Compliance (RG 146 standards). Proven ability to manage complex documentation, maintain strict data privacy, and support executive workflows. Committed to providing seamless administrative support to AU Financial Advisors.

Top Skills

Marketing » CRM

Experience: 5 - 10 years

Professional Services » Management Services » Administrative Management

Experience: 5 - 10 years

Office and Administration » Documentation

Experience: 5 - 10 years

Other Skills

Accounting » Financial Accounting » Xplan

Experience: Less than 6 months

Basic Information

Age: 29

Gender: Female

Website: Sign Up with Pro Account to View

Address: Naga, Cebu

Tests Taken: IQ
Score: 115: DISC
Dominance: 33%
Influence: 15%
Steadiness: 24%
Compliance: 28%: English
C2(Advanced/Mastery)

Government ID: Sign Up with Pro Account to View

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