Mary Aseo
Paraplanner
DipFP
Numbers and analysis are my happy place. As a Paraplanner with over five years' experience, I love diving into the technical details that help create clear financial strategies for our clients.
Working closely with our advisers, I get to put my analytical skills to work every day. There's something deeply satisfying about transforming complex financial information into practical solutions that make sense for each client's unique situation.
My love for precision extends beyond the office - I maintain my own detailed budget tracker and genuinely enjoy finding smart ways to manage money. It's not just about saving; it's about making informed choices with every dollar.
When I'm not crunching numbers, you'll find me challenging friends and cousins to mobile gaming sessions or experimenting with new baking recipes.
I also cherish the Christmas tradition my family has of packing food and essential goods for local community members in need.
Qualifications
Diploma in Financial Planning
In the hot seat with Rica
What does ‘financial freedom’ mean to you?
It’s having to do or spend on anything you want without any guilt or restraint.
If you could have dinner with anyone dead or alive who would it be?
I’d have dinner with the Genie and ask him to grant me three wishes.
What is your favourite quote?
Fill up your own cup and let them fall in love with the overflow.
If you could live in any city in the world for a year, where would it be and why?
I’d like to go to Iceland to get a glimpse of the Aurora Borealis and also get to experience what it’s like living in cold weather. I am so over the hot weather in the Philippines.
What's your go-to karaoke song?
Hands in my Pocket or Lana Del Rey songs