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Lalita Banchuin

Lalita Banchuin

AFPTTM, FChFP

Relationship Manager

Scope of work
  • Comprehensive Financial Planning
  • Investment plan
  • Risk management planning
  • Estate plan
  • Retirement plan
  • Education Planning
  • Estate and Tax Planning
  • Local & international financial service & products

Education & Experience

Master of Commerce: Finance: University of New South Wales

Sydney, Australia

Fellow Chartered Financial Practitioner

FChFP

Associate Financial Planner Thailand

AFPTTM

CFP® module 1-6 training

Chartered Market Technician (CMT)

Level I (Technical Analysis)

Investment Planner licensed from SEC

IP License No. 019507

Insurance License

License No. 6001037646

Experienced professional with more than 10 years of experience emphasizing sales, marketing, and business development in financial products and services, education, and retail business. Entrepreneur who grew three businesses from start-up to millions in annual sales through effective business planning, creative sales techniques, and innovative marketing.

Won an award from Thailand Futures Exchange (TFEX) to be the TFEX Prop-Trading Champion 2012 for Oil Futures in July 2012.

Won the first prize from SiamQuant System Trading Development Contest in 2017

Former Market Maker for Thailand Futures Exchange (TFEX)

Former Business Analyst for Treasury Department at ICBC Bank

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