Sirirat Tanaseth

Sirirat Tanaseth

CFP®, FChFP

Director

Scope of work
  • Comprehensive total personal financial solutions
  • Investment Planning
  • Retirement Planning
  • Education Planning
  • Risk Management & Insurance Planning
  • Medical long term Planning
  • Estate Planning
  • Corporate income tax Planning
  • Personal income tax Planning
  • Local & International Financial Service & Products

Education & Experience

2014: Certified Financial Planner, CFP®

2013: Fellow Chartered Financial Practitioner, FChFP

2012: Associate Financial Planner Thailand, AFPTTM

2004: Master's degree from IAE de Nantes

European Business Administration

2002: Obtained Scholarship Eiffel Scholarship from French Government

2000: Bachelor of Business Administration with Second-Class Honors

Chulalongkorn University

Investment Planner licensed from SEC

IP license No. 034019

Insurance license

License No. 5101103899

2017: Audit Examination Committee for CFP®

2016: Former Money and Banking Magazine's Writer

2015: Former TV-show guest in topics of financial planning

Smart Money

2010: Financial Advisor

AIA Thailand

2008: Former Marketing Assist Manager for Lubricant Product

Esso Thailand

2005: Former HR Analyst Specialist

At Esso in Benelux Countries (Belgium and Netherlands), Based in Netherlands 4 months

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