Shang Noel

Paraplanner

Shang is a Paraplanner who plays a key role in supporting advisers and the broader team in delivering high-quality, client-focused financial advice.

In this role, Shang is responsible for preparing tailored Statements of Advice, conducting detailed research and analysis, and ensuring all recommendations are accurate, compliant, and aligned with each client’s needs and goals. Working closely with advisers, associates, and Client Services Officers, Shang helps ensure a smooth and efficient advice process from strategy development through implementation.

With five years of experience in the financial planning industry, Shang brings strong technical expertise and attention to detail. She holds a Bachelor’s degree in Mass Communication from the University of the Philippines Cebu and has completed an Advanced Diploma in Paraplanning to further strengthen her financial planning industry knowledge.

Shang values continuous learning and approaches her work with diligence, integrity, and collaboration. She believes that clear communication and interest in learning and development are essential in delivering quality outcomes and supporting the firm’s commitment to excellent client service.

Outside of work, Shang enjoys baking, journaling, and spending time with family. She also stays connected to her creative roots through involvement in independent film projects and video creation.