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Doore John AmodiaDA
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Doore John Amodia

@doorejohnamodia

Australian paraplanning since 2015 | XPLAN, AdviserLogic & Excel | Advice operations, research and AI-assisted workflows with professional review.

Philippines
Message

At Hudson Financial Partners, I provide dedicated administration and paraplanning support to one financial adviser, coordinating advice preparation and daily priorities. I use AI-assisted research and drafting with source checks and adviser review.

At Finnacle, I prepared strategy research, modelling and advice documentation, and built Excel Financial Health Reports, calculators and task-management tools around adviser requirements. Earlier, at TOA Global, I prepared Statements of Advice, financial models and product comparisons for professional review.

Experience

Work history, roles, and key accomplishments

HP
Current

Executive Assistant | Administration & Paraplanning

Hudson Financial Partners

Oct 2026 - Present (0 months)

Provides dedicated administration and paraplanning support to one financial adviser, coordinating advice preparation and daily priorities with AI-assisted research and drafting.

CL

Senior Paraplanner

Cloudstaff

May 2022 - Jul 2023 (1 year 2 months)

Conducted advice research and analysis, with compliance liaison when needed.

II

Paraplanner

Intiger Asset Management, Inc.

Jul 2018 - Jul 2019 (1 year)

Performed paraplanning duties, including research and advice preparation.

VI

Paraplanner

VBP Back Office Solutions Inc.

Oct 2017 - Jul 2018 (9 months)

Performed paraplanning duties, including research and advice preparation.

SE

Day Trader

Self-employed

Jun 2017 - Oct 2017 (4 months)

Engaged in day trading activities.

VI

Paraplanning Support

VBP Back Office Solutions Inc.

Jun 2015 - Jun 2017 (2 years)

Provided paraplanning support, including research and administrative tasks.

GP

Admin Support for Monitoring and Evaluation Manager

GIZ ProGED Project

Apr 2014 - Aug 2014 (4 months)

Provided administrative support to the Monitoring and Evaluation Manager.

Education

Degrees, certifications, and relevant coursework

UC

University of San Carlos

Graduate coursework (degree not completed), Economics

2017 - 2019

Completed graduate coursework in Economics from 2017 to 2019, but the degree was not completed and there is no current enrolment.

IA

International Institute of Technology (Australia)

Diploma of Financial Planning, Financial Planning

2017 - 2018

Completed the FNS50615 Diploma of Financial Planning from 2017 to 2018.

PI

Philippine Stock Exchange, Inc.

Certified Securities Specialist Course, Securities

2015 - 2015

Completed the Certified Securities Specialist Course in 2015.

UC

University of San Carlos

Bachelor of Science, Economics

2012 - 2015

Earned a Bachelor of Science in Economics with a minor in Business from 2012 to 2015.

Tech stack

Software and tools used professionally

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