Client- Navwealth

Myla is just extraordinary I call her the “silent achiever” at Navwealth as she just goes about doing her work with enthusiasm regardless of how much additional work we seem to give her she just never complains. I often say to Dawn how is Myla’s capacity planning going as she seems to just about be able to do anything with give her and I just can’t believe the amount of work she gets through each month!

In addition to Myla’s efficiency, passion and work ethic her attention to detail is extraordinary and I just don’t know what I would have done without Myla in 2020.Myla is certainly not only valuable to me personally and Navwealth but also a great asset of course to the VBP team. The manner in which Myla conducts herself is extraordinary especially in 2020 with the Covid challenges you are facing in Cubu and I felt today I needed you to know what a wonderful job Myla does in representing VBP.”

CRAIG BANNING
Navwealth

BIO – Chris B

BIO – Chris B

Chris Booth

Mortgage Broking Specialist

BIO

Chris Booth (Boothy) is our Mortgage Specialist.

Bringing 20 years of banking and lending experience to the team, Chris has both practiced as a Broker and a Broker Manager for over 10 years.

He has held the position of Responsible Manager and Director of Infocus Lending Advisory P/L and provided credit services to a National Network of Financial Planners within the Infocus Group. He has been working with our VBP Team since 2013 when he recruited the first Mortgage Broking Assistants to manage his Broker Back Office.

Chris holds a certificate in education and has worked with Kaplan specialising in the Mortgage Broking Certificate and Diploma structuring education content and facilitating workshops. He has provided the training and development for our team of Mortgage Broking Assistants in Cebu.

Operationally, Chris is passionate about driving efficiencies in Mortgage Broking businesses and has a wealth of knowledge and practical experience in managing the increased administration, paperwork, and compliance of a modern day Mortgage Brokerage.

BIO – Alex A

BIO – Alex A

Alex Arrieta

Client Services Manager

BIO

Alex joined VBP back in 2017 as an FPA and now looks after the Invest Blue Office Admin Assistants. She oversees allocation of workload, fields task-related questions and fills in if one of her team members is not around. She is responsible for addressing client feedback, upskilling her team on new processes, and conducting performance reviews. In 2018, she was awarded the Su Cardino Core Value award, and team Invest Blue – the Team of the Year award!

BIO – Jefferson

BIO – Jefferson

Jefferson Lim

Quality Assurance Manager

BIO

Jeff joined VBP back in 2016 having worked in 4 types of industry ranging from Information Technology, Auto-finance, Insurance, and Telecommunications. Currently, he is the Quality Assurance Manager for the Paraplanning team, working with 9 Analysts providing support to all Paraplanners in all technical aspects and training. This is to ensure that the staff can produce high-quality advice documents to our clients and are kept up to date to any changes in the financial planning industry.

BIO – Val

BIO – Val

Valery Jakosalem

Sales and Onboarding Consultant

BIO

She joined VBP last  March 2018 . She worked as a financial planning assistant for a year and 7 months for different licensees. After which, she became an Onboarding Client Service Manager under the Forge. Just recently, she also became a part of the Sales Team as a Sales and Onboarding Consultant.

As an Onboarding Client Service Manager, she helps establish a good working relationship between clients and FPAs. She is responsible for supporting the FPAs and the Clients especially on the first few months of onboarding where most of the adjustments are done.  She oversees the FPAs daily performance and helps them produce compliant and quality work. Now and then, she checks in with clients to make sure that they are supported in whatever way VBP can. 

As a Sales and Onboarding Consultant,   she is usually the first person you get to interact with when you come in touch with VBP for the first time. She will walk you through how we make things possible here in VBP and share a helicopter view of what to expect when onboarding.