Oratai Santimhakullerd

18 years of experience

Currently a financial advisor at AIA (Thailand) and an investment advisor at Phillip Securities (Thailand) Public Company Limited. Working as a financial advisor, planning personal finances in various areas such as risk management, retirement planning, child education planning, wealth planning for inheritance planning, health coverage planning and property insurance, providing advice and planning on personal taxes (Tax Planning), as well as taking care of clients and business owners to create higher business planning value than before.

Education and training courses:
Bachelor’s degree in Communication Arts, Sukhothai Thammathirat Open University
Modern Marketing Management (Modern Marketing Management, Class 19), Chulalongkorn University

Fellow Chartered Financial Practitioner (FChFP) Financial planning course

Accepted in 12 countries in Asia Pacific

Chartered Life Practitioner (ChLP)
Advanced life insurance course for business owners

CFP course of the Thai Financial Planners Association
Passed basic financial and tax planning training, investment planning
Insurance and Retirement Planning (M1-M4)

“ The scariest risk is not knowing what you are doing. “