Joanna Luz Magno
Colebee,NSW
Summary
Driven to learn quickly, advance computer proficiency and training in industry operations. Solid background in field and office settings supporting team needs. Flexible and hardworking team player focused on boosting productivity and performance with conscientious and detail-oriented approaches.
Overview
10
10
years of professional experience
Work History
Financial Paraplanner (Offshore and Onshore)
Sandringham Wealth
07.2022 - Current
- Assisted financial adviser with preparing simple and comprehensive financial plans, conducting investment research, and running financial planning analysis (risk needs analysis, risk researcher, wealth solver, portfolio rebalance) including financial modelling (XTOOLS+) to assess and meet client's financial goals.
- Updated client data - personal and investment detail and ensured all client data is accurate and complete.
- Worked with financial adviser to support understanding of rationale and details of financial strategies.
- Collaborated with adviser to develop customised financial strategies and investment portfolios.
- Researched and evaluated potential insurance and investment products for clients.
- Created financial models to analyse and evaluate investment strategies.
- Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
Associate Manager
DBA Global Shared Services Inc
09.2018 - 07.2022
- Assisted team leaders in managing clients and staff members' concerns.
- Remedied issues and conflicts among workers using negotiation and active listening.
- Maintained relationship with existing clients and onboarded new clients by completing initial projects/tasks.
- Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
- Involved in developing strategies to improve performance and drive profits and forward planning for future path of Financial Planning Division.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Mentored and supported 30 paraplanning staff members in financial planning division to create strong workplace culture.
- Mentored team members to enhance professional development and accountability in workplace.
- Prepared comprehensive regular assessment for staff members and team performance report for management team.
- Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction
Senior Financial Paraplanner and Team Leader
DBA Global Shared Services, Inc
01.2016 - 08.2018
- Assisted financial advisers with preparing financial plans, conducting investment research, and running financial planning analysis (risk needs analysis, risk researcher, wealth solver, portfolio rebalance) including financial modelling (XTOOLS+) to assess and meet client's financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Participated in ongoing enhancement of workflow processes, to ensure compliance, efficiency and effective client service delivery.
- Updated client data - personal and investment detail and ensured all client data is accurate and complete.
- Performed due diligence processes to ensure processes and outputs meet compliance standard.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Trained existing employees from basic financial planning knowledge to most recent updates in Australian legislation to maximise team agility and performance.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Set clear team goals and delegated tasks and set deadlines.
Financial Paraplanner
IPraxis Financial Services, Inc
12.2014 - 12.2015
- Prepared Statement of Advice or financial plan that detail client's strategic recommendation, investment and/or insurance products, and financial modelling that is in client's best interest whilst assuring it is accurate and compliant with financial planning practice ethical and operational guideline
- Conducted financial planning analysis (e.g., client's needs analysis, risk profile analysis, etc.) and product research to support recommendations
- Reviewed completed Statement of Advice or financial plans by other junior paraplanners: o Ensured that all areas required in financial plan are covered
- Ensured that financial plan has met industry and legislative standards set by Australian Securities and Investment Commission (ASIC) and are compliant with Australian Financial Services License Dealer Group guidelines.
Intern
IPraxis Financial Services, Inc
07.2014 - 11.2014
- Trained to demonstrate practical application of concepts learned from foundation in financial planning course through sample Statement of Advice.
- Assisted in preparing simple and comprehensive financial plans for clients; worked with senior paraplanner to identify gaps, request client missing data, and perform preliminary analysis of client information.
- Collected, arranged, and input information into database system
Intern
National Economic And Development Authority (PHL)
04.2013 - 05.2013
- Provided technical support to NEDA-Agriculture Sector by conducting review and research, compiling data and producing written reports related to agriculture, environment, and rural development.
- Provided secretariat support like sorting and organizing files, spreadsheet and reports to NEDA-Agriculture Sector in various activities conducted by NEDA-Agriculture Sector.
- Participated in workshops and presentations related to projects to gain knowledge.
Education
Master of Science - Banking And Finance Specialising in FinTech
Macquarie University
Sydney, NSW11.2024
Diploma of Financial Planning (RG146) - Remote - Financial Planning
Kaplan Professional Education
Sydney, NSW10.2014
Bachelor of Arts - Economics
University of Santo Tomas
Manila, Philippines03.2014
High School Diploma -
Saint Augustine’s School
Zambales, Philippines03.2010
Skills
- Attention to Detail
- Analytical and Critical Thinking
- Flexible and Adaptable
- Problem-Solving
- Teamwork and Collaboration
- Basic Data Science with R Programming
- Good communication and report writing skills
- Experienced in different financial planning software – XPLAN, AdviceOS, Draft Online (including Charter adviser tools)
- Adept in using Microsoft Office application especially Word, Excel and Powerpoint
- Financial Planning: strong technical knowledge in Australian financial legislations
Timeline
Financial Paraplanner (Offshore and Onshore)
Sandringham Wealth
07.2022 - Current
Associate Manager
DBA Global Shared Services Inc
09.2018 - 07.2022
Senior Financial Paraplanner and Team Leader
DBA Global Shared Services, Inc
01.2016 - 08.2018
Financial Paraplanner
IPraxis Financial Services, Inc
12.2014 - 12.2015
Intern
IPraxis Financial Services, Inc
07.2014 - 11.2014
Intern
National Economic And Development Authority (PHL)
04.2013 - 05.2013
Master of Science - Banking And Finance Specialising in FinTech
Macquarie University
Diploma of Financial Planning (RG146) - Remote - Financial Planning
Kaplan Professional Education
Bachelor of Arts - Economics
University of Santo Tomas
High School Diploma -
Saint Augustine’s School
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