นักวางแผนการเงินมืออาชีพของเรา
Rattanavadee Anusornvongchai
CPA, CFP®
Personal Financial Planner
Scope of work
- Comprehensive Total Personal Financial Solutions
- Investment Planning
- Retirement Planning
- Education Planning
- Risk Management & Insurance Planning
- Medical Long Term Planning
- Personal Income Tax & Estate Planning
- Financial and tax due diligence for merger and acquisition
- SME business advisory (finance and tax)
- Family business restructure and succession (in terms of tax and legal perspective)
- Corporate income tax planning and structuring
- International tax planning
- Corporate lending structure and cash flow management
Education & Experience
Bachelor of Business and Administration Program
Thammasat University
Master Degree in MBA
Finance
Exchange program at Copenhagen Business School
Denmark
CPA Thailand
Certified Financial Planner
CFP®
Investment Planner licensed from SEC
IP License No. 061943
Insurance License
License No. 5801005455
Extensive experience in the fields of audit, finance and tax at Finance and Tax Advisory services
PWC, Oversea Chinese Banking Corporation, and KPMG Phoomchai Business and Tax Advisory Ltd. in Thailand and Singapore (for more than 15 years)