| โครงการ - ผลงาน - เกียรติประวัติ : |
Employment History
Financial Advisor AIA, Thailand Jun 2021- Present
Providing financial planning advice; insurance planning, retirement planning, estate planning through AIA traditional and unit-link insurance platform
Providing taxation planning advice through Phillip Capital Platform and AIA life insurance product
Participating in FA Prime program
Keeping up-to-date with professional standard (CPD points)
Paraplanner - Ems Paraplanning, Thailand (Self-employed) Jul 2020 - Present
Preparing and producing Statement of Advice and Record of Advice documents for AttractWealth
Auditing file notes, performing financial modeling and cash flow analysis
Ensuring all documents are compliant according to Australian Securities Investment Commission (ASIC) standard
Keeping up-to-date with technical knowledge and appropriate strategies
Project Manager & Head Sale Trainer - MaxImage, Thailand (freelance) Aug 2019- Jun 2020
Managed Toyota Genuine Accessory project for Toyota-Asia salesforce
Produced and Delivered training workshops for Toyota regional Thailand, Vietnam, and Myanmar
Supervised training and event organising team
Audited transaction documents
Assessed sale procedure and process at Toyota Dealerships
Financial Planner - Suncorp Bank, Ipswich, Australia Sep 2016 - Mar 2019
Provided comprehensive goal based financial advice to retail, corporate and HNW clients
Recommended investment portfolios to mitigate risks based on clients risk profiles
Set up strategic asset allocation in investment portfolio
Participated in business strategy development, analysed opportunities for growth in market segments to drive profitability by created and maintained relationships with referral network
Collaborated with branch managers and regularly delivered training sessions for staff in Ipswich region
Ensured strict compliance with legislation, licensee and ASIC standards
Conducted annual reviews for ongoing services clients
Achieved over 120% of target year end received highest planning record for year 2017- 2018
Financial Planner - Westpac Banking Corporations, Brisbane, Australia Nov 2014 - Aug 2016
Provided high-quality financial advice and services to retail, SME, and HNW clients
Delivered ongoing marketing and client care initiatives, responded to client enquiries, regularly met with business partners developing strategies for up-selling and improve customer service
Collaborated with branch managers, regularly delivered education sessions for banking staff in South East Brisbane region
Ensured strict compliance with ASIC legislation and licensee standards
Conducted annual reviews for ongoing services clients
Achieved over 160% target receiving Rookie planner award
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ข้อมูลส่วนตัว [ID : 427359] (ปรับปรุงประวัติล่าสุดเมื่อ 7 พ.ย. 2564) (หางานครั้งล่าสุดเมื่อ 7 พ.ย. 2564)
