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ณัฐ์วสุ กุลวรรธไพสิฐ

Financial Planner

DESCRIPTION

Licenses :

  • Financial Planner IC complex 2

Summary:

  • I am an experienced personal financial planner with special skills for people who desire to meet their financial achievements. My professional areas are designing insurance and investment plans, enhancing wealth as well as managing retirement savings. These will be accurate and on budget. I always work with care and sincerity.

Services :

  • Build a Solid Foundation for money management and mindset.
  • Executive financial counselling service provides a combined personal financial and tax planning service to key individuals.
  • Advice on saving into a pension and planning for retirement.

Professional Courses & Qualifications :

  • Bachelor of Economics, Thammasat University
  • In-house Training Programme at TLI
    • Train the trainer
    • Master your mind
    • Master your goal

Awards & Citations :

  • 2018 – Present : A member of Thai Financial Planners Association
  • 2018 Million Dollar Round TAble (MDRT) FYP 2,200,000
  • 2018 Annual Convention, Zurich
  • 2017 OF THE YEAR AWARD, 2nd place | Top FYC
  • 2017 Outstanding production award, Diamond Honors | FYP 3,000,000 B
  • 2017 Fulfilling Financial Advisor Prime Program 

Experiences :

  • 2018 – Present
    • Personal Financial Planner
    • Prepared annual reports related to all recovery areas.
    • Prepared investment analyzes for clients.
    • Managed retirement portfolio based on client’s preference .
    • Created Insurance summary and also designed Insurance policy for clients.
  • 2014-2017
    • Thai Life Insurance Public Company Limited
    • In charge of training on Insurance Pre-licensing and inspiration courses for our partners’ sales representatives such as CIMB Bank , TCRB Bank , TOYOTA Leasing , Nissan Leasing.
    • Developed lesson plans and instructional materials.Organized reports and evaluations on the performance of license test results.
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