Beverly Tahanlangit

I am an experienced administrative professional with over four years of hands‑on experience supporting an Australian financial planning firm. During this time, I have developed a strong foundation in financial administration, client management, and back‑office operations, working closely with advisers, paraplanners, and external stakeholders to ensure the smooth delivery of high‑quality financial advice.

My role in financial planning has allowed me to build a deep understanding of the advice process—from initial data collection and client onboarding through to preparation of review packs, ROA/SOA implementation, portfolio administration, and ongoing client service. I am highly proficient in managing workflows, maintaining accurate client records, preparing advice documents, coordinating compliance requirements, and supporting advisers in delivering exceptional client experiences. I have worked with various industry platforms such as Xplan, MyGov, Centrelink portals, and provider systems, enabling me to navigate complex administrative tasks with accuracy and efficiency.

Prior to moving into financial planning, I gained valuable experience in accounts receivable and customer service, which strengthened my analytical skills, attention to detail, and ability to communicate clearly with clients. My background in accounts receivable taught me to manage financial data responsibly, reconcile information effectively, and handle confidential information with professionalism. Meanwhile, my customer service experience helped me develop strong interpersonal skills, empathy, and a client‑first mindset—qualities that continue to guide my approach to supporting both advisers and clients today.

I am known for being organised, reliable, and adaptable. I take pride in managing competing priorities, solving problems proactively, and maintaining high standards of accuracy in all administrative tasks. I enjoy working in dynamic environments and contributing to team success by ensuring that processes run efficiently behind the scenes.

Overall, I am passionate about administrative support within the financial services industry and committed to helping advisers deliver compliant, efficient, and client‑focused advice. I continue to look for opportunities to grow my expertise and add value through consistent, high‑quality work.