Wealth AdvisorNational Australia BankNovember 2014 – Present (2 years 8 months) | Sydney, Australia
Participant of NAB Financial Planning's Leading Lights 2015 as recognition of being a part of the group's top 5%, in terms of performance.
Certifications
Diploma of Financial Services (Financial Planning) AustraliaKaplan Professional, License RG146
CMFAS-Capital Markets & Financial Advisory Services (Singapore)Singapore College of Insurance, License M5, M8A, M9, M9A and M8 ExemptMarch 2008 – Present
CMFAS - Capital Markets & Financial Advisory Services (Singapore)The Institute of Banking & Finance (Singapore), License 1B, M6A and M6 ExemptMarch 2008 – Present
Investment Company Representative Certification Exam (ICRCE)Securities and Exchange Commission (Philippines)June 2005 – Present
Projects
Rotary International Group Study Exchange ProgramStarting October 2007
Participated as Alternative Team Member for the International Group Study Exchange Program to Lyon, France. This was sponsored by The Rotary Club of Forbes Park (Makati City, Philippines)
In each port of call, the youth leaders will take part in country programs such as studying the various aspects of the countries they will visit, pay courtesy calls to dignitaries, and go to various institutions for the purpose of exchange programs with local people, community service and home stay, providing them with a very unique cultural exchange experience.
Each year some 40 students were invited to spend a semester in Singapore Universities, during which time they were looked after by Singaporean student hosts and host families. Hosts were outstanding students selected from Nanyang Technological University (NTU), National University of Singapore (NUS) and the Singapore Management University (SMU).
Apart from spending time living alongside students in school, Fellows enjoyed activities organised by us introducing them to Singapore life. Through these Fellowships, young people in Singapore and from Asean were given an opportunity to understand each others’ cultures and to develop friendships across borders.
Upon completion of the programme, Fellows automatically become members of the Fellowship alumni. The pioneer batch of Fellows from 1993 has representatives from Indonesia, Malaysia, the Philippines and Thailand and the Fellowship now boasts members from all 10 Asean nations. Members of the alumni keep in contact via email, online forums, chatrooms and personal visits when they travel to the various Asean countries.
Policy Research Intern, Office of Senator Edgardo J. Angara (Republic of the Philippines)March 2002 – May 2002
I had the opportunity to work in the preparation of bills in which I handled the part of carrying out economic analysis and forecasts. I provided the Senator with information for proposed legislative measures through data gathering, research and field work activities and interviews with key personalities in both the public and private sectors. I was tasked to represent the Senator by attending seminars and workshops that involved policy planning and recommendations. Last of all, I had the chance of dealing with the other Senators, through meetings done with them concerning economic assessments and other vital political matters that involved establishing certain legislative and economic resolutions.
Philippine Council of Economics Students (PhilCES) Secretary-General
June 2002 – March 2003
The Philippine Council of Economics Students (PhilCES) is a national socio-academic conglomeration of college organizations from various universities in Luzon, Visayas and Mindanao. The organization have been affixed upon representing and embodying the youth in its vital role in the country’s economy—providing innovative venues that allow one to merge economic theory and actual practice, achieving distinguished proficiency in enriching scholarly value in the aforementioned undergraduate course among academic institutions and, promoting general awareness and interest in the field of economics among the Filipino youth.
Philippine Council of Economics Students (PhilCES) Junior Associate
June 2001 – March 2002
The Philippine Council of Economics Students (PhilCES) is a national socio-academic conglomeration of college organizations from various universities in Luzon, Visayas and Mindanao. The organization have been affixed upon representing and embodying the youth in its vital role in the country’s economy—providing innovative venues that allow one to merge economic theory and actual practice, achieving distinguished proficiency in enriching scholarly value in the aforementioned undergraduate course among academic institutions and, promoting general awareness and interest in the field of economics among the Filipino youth.
Skills
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