FINANCIAL PLANNING MINISTRY

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Presentation transcript:

FINANCIAL PLANNING MINISTRY Trainers’ Profile

Daniel Tjhie, CFP EDUCATION AND CERTIFICATION: Bachelor of Arts in Finance at University of Washington, Seattle, WA (USA), 1998 Certified Financial Planner (CFP) Certification from Financial Planning Standard Board Indonesia (FPSB Indonesia). Head Office: Denver, Collorado (USA) Investment Manager Representative License from Bapepam-LK (WMI) Underwriter Representative License from Bapepam-LK (WPEE) Passed Broker Dealer Representative Examination-LK (WPPE) Passed Financial Planning Program from International Association of Registered Financial Consultants (IARFC) Passed CFA Level 1 Examination

Daniel Tjhie, CFP EXPERIENCE: 2007 - Present Wealth Advisor, Wealthfare Capital 2003 - Present Head of Investment, PT. Hasjrat Abadi 2006 - Present Senior Trainer, Bina Insan Capital Market Training Institute 2007 - Present Senior Trainer, Institute Financial Planning Indonesia (IFPI) 2001 - 2002 Financial Analyst at Northland Communications, USA 1999 - 2001 Loan Funder, Reliance Mortgage, Inc., USA 1998 - 1999 Fund Research at Merrill Lynch and Pacific Capital Consulting, USA

Fery Siahaan, S.IP, MM, CFP EDUCATION AND CERTIFICATION: Master of Management in Marketing – Atma Jaya University (2006) Bachelor Degree in International Relations – Parahyangan Catholic University (1998) Certified Financial Planner (2009) Level 1 BSMR (2009) Wakil Perantara Pedagang Efek (WPPE) certification (2007) Wakil Agen Penjual Efek Reksa Dana (WAPERD) (certification (2005) EXPERIENCE: 2008-Present PT Bank Danamon Tbk, Ass. VP Sales Management 2007-2008 PT Danareksa Investment Management, Senior Mgr. Sales & Marketing 2005-2007 PT Bank Commonwealth, Relationship Manager 2002-2005 PT Bank Niaga Tbk, Account Manager 2001-2002 PT Bank Niaga Tbk, Management Trainee 1999-2001 PT Bank Bali Tbk, Marketing Staff

Vita Chow EDUCATION AND CERTIFICATION: Bachelor degree in Economics majoring in Accounting – Tarumanagara University LOMA Certification 280 and 290 Level 1 BSMR AAJI Certification EXPERIENCE: 2009-Present Permatabank, Regional Bancassurance Specialist 2008-2009 CIMB Niaga, Insurance Specialist 2007-2008 AIA Indonesia, Project Manager for Financial Planning 2006-2007 AIA Indonesia, RAD 2004-2006 AIA Indonesia, ABDM

Theo Priatna, ST, MRM EDUCATION AND CERTIFICATION: Bachelor degree in Engineering majoring in Chemical Engineering – ITB (2005) Master degree in Risk Management – Monash University (2007) AAJI Certification (2010) EXPERIENCE: 2010-Present AXA Indonesia – sales agent 2008-Present Reckitt Benckiser Indonesia, Supply Excellence Mgr.

Trainees: BNP Paribas Investment Partners Trimegah Sekuritas NISP Sekuritas Standard Chartered Bank DBS Bank Bank Danamon Bank Permata Bank Internasional Indonesia, Bank Rakyat Indonesia Bank Negara Indonesia Bank Jabar PT. Asuransi Kredit Indonesia PT. Asuransi Ekspor Indonesia PT. Tabungan Pensiun Nasional, Asosiasi Dana Pensiun Indonesia Prudential Insurance etc.