Charles Castillo

Paraplanner

About Me

About Charles

Charles has joined our team at O’Brien with seven years of experience in the financial planning world, with many certifications and training under his belt.

Charles has experience as a paraplanner, writing Statement of Advice (SOA) and Record of Advice (ROA) documents with expertise on:
– Superannuation, Pension, Investments and Insurance Strategies
– XPLAN WealthSolver Product Comparison
– XPLAN Risk Researcher Insurance Needs Analysis and Insurance Quote Reports
– Self-Managed Superannuation Funds (SMSF)
– Cashflow/Superannuation Modelling and Projections

My Story

Qualifications

• International Institute of Technology Australia (March 2021)
Diploma of Financial Planning (Graduate)
• Cebu Normal University (December 2018)
Diploma of Professional Education (Graduate)

• University of the Philippines Cebu College (June 2016)
Bachelor of Science in Management (Graduate)