Virtual Done Well

Full-time office-based Filipino virtual assistants for financial-advisor administration

4Sourced claims

NonePublic rating sources

2026-09-17Last reviewed

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BEST SUITED FOR

Advisor firms wanting an economical full-time dedicated assistant for scheduling, CRM hygiene, client follow-up, document administration, and routine marketing support.

Assessment checked 2026-09-17

AGENCY OVERVIEW

At a glance.

Support model: Full-time dedicated VA from a managed Philippines office
Commitment: One month notice to scale or cancel
Starting price: $1,500
Price basis
Talent geography: Philippines

EDITORIAL ASSESSMENT

What stands out, and what still needs checking.

Key strengths

Publishes an advisor-specific package, starting price, 40-hour schedule, and cancellation notice. · Package includes HR, payroll, timekeeping, leave, training, office equipment, IT support, and supervision. · Operating history dates to 2012 per LinkedIn.

Limitations and tradeoffs

The advisor page does not name major RIA CRMs, planning platforms, or a licensed-activity boundary. · Starting price may not cover specialist advisor experience; obtain an exact role quote. · No qualifying independent review-platform rating was located; client feedback on the agency site is agency-hosted.

Questions to confirm before signing

Exact package currency and taxes; financial-advisor experience of the assigned candidate; US-hours coverage; replacement policy; data controls; CRM/planning-software experience; prohibited licensed and money-movement tasks.

Management and support

The company says its full-time package includes HR, payroll, timekeeping, leave, training, equipment, IT support, and supervision, with one month notice to scale or cancel.

Security and compliance

The page calls the Philippines office secure but publishes no RIA-specific audit or detailed controls. Confirm device management, access logs, confidentiality, client-data location, and incident response.

SOURCE-BACKED RESEARCH

What we found and where it came from.

4 claims

Advisor offer1 claim

full-time dedicated assistants for financial-advisor administration.

Agency-statedHigh confidenceSource

Pricing and package1 claim

from A$1,500/month for 40 hours/week, including HR, payroll, timekeeping, leave, training, equipment, IT, and supervision.

Agency-statedHigh confidenceSource

Flexibility1 claim

scale or cancel with one month notice.

Agency-statedHigh confidenceSource

Company identity1 claim

founded 2012 and headquartered in Sydney, Australia.

Third-party profileMedium confidenceSource

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