people
แววตา ปราชญ์เมธีกุล, CFP®
ผู้ก่อตั้ง / ประธานกรรมการบริษัทฯ
Financial Planner

Education / Experience

  • Bachelor degree of Business Administration, International Business, (Assumption University)

  • Chief Executive Officer, Union Wealth Mutual Fund Brokerage Securities Co., Ltd

  • Member of Thai Financial Planners Association Committee.

  • Member and Secretary of AFBE Committee.

  • International Financial Product & Service UK / SG / HK

  • Consultant of Producer Development Series 301-303, Financial Advisors Skill Training Course of LIMRA

  • Speaker of TRFP Asia Pacific Financial Planning International Conference 2017, Taiwan

  • Financial Planning Speaker of Unilever Thailand - 2018

  • Financial Planning Speaker of Thitaram Group - 2018

  • Financial Planning Speaker of Takeda Thailand - 2018

  • Financial Planning Speaker of Exxon Mobile Sriracha - 2018

 

Certified / Training

  • CFP® - Certified Financial Planner ; Thai Financial Planner Association

  • Fchfp - Fellow Chartered Financial Practitioner

  • Asia Pacific Life Insurance Congress 2010 (APLIC), THA

  • Asia Pacific Life Insurance Congress 2011 (APLIC), SG

  • High Net worth Wealth Management 2017, Taiwan

  • International Management award from GAMA international 2015 - 2018, USA

  • LAMP, GAMA's Annual Leadership and Management Program 2015 - 2018, USA

 

Expertise ; Business Owner (family with children), Professional employee C level

 

Passion ; "It is a profession that aids individuals, much like doctors care for people,
alleviating the mental burdens of individuals to bring them happiness and peace of mind.
Moreover, it is a profession that creatively impacts society positively."

 

Contact ;
Email; Vawta.p@uwealth.co.th