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!
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Our Story
2019 – Founded with Purpose
Malkoha Outsourcing was established with a clear mission: to provide high-quality, reliable paraplanning support to Australian financial advisors. Starting with a small, dedicated team, we focused on delivering accurate, compliant, and timely solutions tailored to the needs of our clients.
2023 – Building Client Partnerships
We reached a key milestone by securing our first financial planning business client. In response to growing demand, we strengthened our paraplanning capabilities, enhancing our ability to deliver consistent, high-standard support across multiple engagements.
2024 – Expanding Our Expertise
Recognising the evolving needs of our clients, we expanded our services to include accounting support. This strategic move allowed us to serve a broader range of Australian firms, reinforcing our position as a trusted outsourcing partner for both paraplanning and accounting services.
2025 – Continuing to Grow with Purpose
Today, Malkoha Outsourcing continues to grow as a trusted partner to Australian financial and accounting firms. With a focus on quality, compliance, and client success, we remain committed to delivering tailored support that empowers our clients to scale confidently and efficiently.
MEET OUR TEAM
ROB ALEXANDER
President & Managing Director
Location: Australia
As both President and Managing Director, he provides strategic leadership and oversees the company’s operations from Australia. With a deep understanding of the financial services landscape and a global perspective, he ensures the business remains aligned with the evolving needs of Australian clients. His vision and leadership drive the company’s growth, commitment to quality, and long-term success.
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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
Operations Manager & Senior Paraplanner
Location: Philippines
With more than a decade of experience in paraplanning, she plays a dual role as both the Operations Manager and Senior Paraplanner. She combines deep technical expertise with strong operational leadership to ensure efficient workflows and high-quality client deliverables. Her contributions have been central to developing the company’s service delivery model, training new team members, and maintaining compliance with Australian financial planning standards.
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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AIKO TAJIMA
Corporate Secretary & Paraplanner
Location: Philippines
With 6 years of experience in paraplanning, she serves as both Corporate Secretary and a key contributor to client service and internal compliance. Her strong organisational insight and meticulous attention to detail support the company’s governance, documentation, and planning processes. She plays a vital role in ensuring operational integrity and the consistent delivery of high-quality outputs.
WHY CHOOSE US
At Malkoha Outsourcing, we provide high-quality Paraplanning, Accounting, and Custom Solutions designed to support Australian financial planners, accountants, and professional service firms. Our services are efficient, compliant, and tailored to your evolving needs, ensuring your business stays ahead in a competitive landscape.
Expertise in Australian Regulations
- Our team is fully trained in Australian financial regulations and compliance standards, ensuring that all services we provide are aligned with the highest industry requirements. Whether it’s paraplanning, accounting, or other specialised services, you can trust us to manage your operations with precision.
Quality-Focused, Highly Skilled Team
- We invest in continuous professional development, partnering with Kaplan Professional to ensure our team meets the highest standards of quality and compliance. This dedication guarantees that our work is accurate, reliable, and compliant with industry regulations.
Time Zone Advantage
- Based in the Philippines, our operations are aligned with Australian time zones, enabling real-time collaboration, quicker turnaround times, and responsive communication. We’re always available to support your business, no matter the hour.
Cost-Efficient, High-Quality Delivery
- Our offshore model provides a cost-effective solution without compromising quality. By combining technical expertise with operational efficiency, we reduce overhead costs while maintaining exceptional service standards.
Scalable & Reliable Support
- Whether you’re a solo advisor, a growing firm, or a well-established business, we offer scalable solutions that evolve with your needs. Our structured processes, combined with an experienced team, ensure that we can provide dependable support as your business grows and adapts.
Comprehensive & Evolving Services
- From Paraplanning and Accounting to Custom Solutions, we are continuously expanding and enhancing our service offerings to meet the diverse needs of our clients. Our flexibility ensures that we remain a trusted partner for businesses at every stage of their journey.
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.