FINANCIAL PLANNING MINISTRY

Trainers’ Profile

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 (FPSB Indonesia). 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

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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

Daniel Tjhie, CFP

Fery Siahaan, S.IP, MM, CFPEDUCATION 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

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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

Vita Chow

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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.

Theo Priatna, ST, MRM

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• 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.

Trainees: