About Us
Malkoha Financial is a Philippines based firm offering Paraplanning services to its clients.
Our commitment to excellence is evident in our hardworking team and the exceptional service we offer. Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!
MEET OUR TEAM
ROB ALEXANDER
President, Managing Director & Major Shareholder
Rob grew up on a farm in Tasmania. In his younger days he served for 12 years in the Royal Australian Navy. Rob has more than 15 years of experience in the provision of financial planning advice and 7 years in banking and finance.
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- Rob’s qualifications include:
- Bachelor of Arts – Christian Counselling (BA, CC)
- Bachelor of Education (B.Ed)
- Post Graduate Diploma in Financial Planning (PG Dip FP) Waikato
- Certified Financial Planner (CFP)
- Member of the Financial Planning Association of Australia
- Registered Tax (Financial) Agent
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BILLY JANE SORIANO
Vice President, Director & Senior Paraplanner
Billy grew up in Peñablanca, Cagayan Valley. She moved permanently to Manila in 2010 to gain her college degree, and commenced work thereafter. She has been working as a Paraplanner since 2015.
Billy’s qualifications include:
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- Bachelor of Science in Business Administration, Major in Financial Management –
University of Santo Tomas - Completed Kaplan Professional FNS50615 Diploma of Financial Planning + DFP4
Securities and Managed Investments
- Bachelor of Science in Business Administration, Major in Financial Management –
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ANGELO DOCTOR
Secretary, Director & Paraplanner
Angelo graduated from Colegio de San Lorenzo in 2020 with a bachelor’s degree in Business Administration major in Financial Management. His background in financial management made him excel at paraplanning. He is the first fresh graduate hire of Malkoha and currently the youngest member of the paraplanning team.
AIKO TAJIMA
Paraplanner
Aiko grew up in Metro Manila, Philippines. She graduated from the University of
Perpetual with a bachelors degree of Science in Tourism Management.
She has prior experience in administration, and trained/worked as an occupational
health and safety officer for a short time.
Aiko has been working with Kingfisher Financial as a Paraplanner for 2 years and looks forward to many more.
YVAN ALEGADO
Paraplanner
Yvan has been working as a paraplanner since 2015. He has a bachelor’s degree in nutrition and dietetics but pursued a different career path due to his interest in the financial services industry.
Yvan’s qualifications include:
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- Bachelor of Science in Nutrition and Dietetics
- Completed Kaplan Professional FNS50615 Diploma of Financial Planning
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WHAT SETS US APART
We currently produce thousands advice documents annually.
We offer flexibility to our paraplanners, breaking the traditional employee-employer set-up/relationship. This promotes individual growth while maintaining a collaborative approach.
COLLABORATIVE APPROACH
A team of highly motivated and efficient experts – we are composed of professional paraplanners managed to provide you with quality advice documents.
Every business is unique and requires varying levels of services.
We take a collaborative approach with industry best practice specialists who are highly motivated to work efficiently.
OUR UNIQUE PROCESS
With RG146, SMSF, Advanced Dip in Paraplanning (in progress) and staff undergoing continuous Kaplan training the team, Malkoha Financial, is called to a higher standard of professionalism and service delivery. We believe that an interactive and open communication process with our business clients is essential in delivering quality tailored advice and solutions.
Whether you’re a start-up, growing or a mature business we can assist you to achieve your goals.
Malkoha Outsourcing Corporation is a full-service Paraplanning, Accounting and Administration services company that is here for you all year round.