Shellamae Malinao Email

Advice Assistant | Client Services Manager @ Purpose Advisory

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Shellamae Malinao Location

Philippines

Shellamae Malinao Work

2022 - now Advice Assistant | Client Services Manager @ Purpose Advisory
2021 - 2022 Team Manager (Paraplanner) @ TTii Group Philippines
2020 - 2021 Paraplanner @ TTii Group Philippines

2020 - 2020 Associate adviser (Strategist) @ Qwrk.
2017 - 2020 Paraplanner @ Qwrk.
View Department
2015 - 2017 Financial Planning Assistant (Client Service Officer) @ Virtual Business Partners Pty. Ltd.
2011 - 2014 Technical Customer Service Representative @ Convergys

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Shellamae Malinao Education

Monarch Institute
Diploma of Financial Planning (Paraplanning)
2017 - 2019
University of San Jose-Recoletos
Bachelor of Business Administration - BBA (Finance and Financial Management Services)
2018 - 2019

Shellamae Malinao Summary

Shellamae Malinao, based in Philippines, is currently a Advice Assistant | Client Services Manager at Purpose Advisory. Shellamae Malinao brings experience from previous roles at TTii Group Philippines and SMSF Paraplanners. Shellamae Malinao holds a 2017 - 2019 Diploma of Financial Planning in Paraplanning @ Monarch Institute.

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