Paraplanner
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
• 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)