Peerawat Masomboon
Peerawat Masomboon, AFPT™
Investment Planner
Currently, I am a financial advisor of AIA Co., Ltd. and an investment advisor of Finnomina Securities Co., Ltd. Providing financial planning services according to various customer goals, such as basic financial planning to manage liquidity, risk management with life and health insurance, investment planning for retirement goals, and children’s scholarships, as well as personal tax management planning.
I also provide advice on investment planning in mutual funds, and have experience as a guest speaker in pre-retirement preparation courses for various organizations.
Education and training courses :
Bachelor’s degree in Business English from the Faculty of Liberal Arts
Master’s degree in English Teaching from Assumption University
Fellow Chartered Financial Practitioner (FChFP) :
A financial advisory course recognized throughout Asia Pacific in 12 countries
The courses of the Thai Financial Planners Association (CFP) are as follows:
Basic financial and tax planning and investment planning
Securities and futures knowledge courses
“Financial success comes from planning, not destiny”