Rattanavadee Anusornvongchai

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)

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