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FINANCIAL PLANNING MINISTRY

FINANCIAL PLANNING MINISTRY. Trainers’ Profile. Daniel Tjhie, CFP. EDUCATION AND CERTIFICATION: Bachelor of Arts in Finance at University of Washington, Seattle, WA (USA) , 1998

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FINANCIAL PLANNING MINISTRY

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  1. FINANCIAL PLANNING MINISTRY Trainers’ Profile

  2. 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(FPSBIndonesia). 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

  3. 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

  4. 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

  5. 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

  6. 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.

  7. 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.

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