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 (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

3. Daniel Tjhie, CFP EXPERIENCE:
Present Wealth Advisor, Wealthfare Capital
Present Head of Investment, PT. Hasjrat Abadi
Present Senior Trainer, Bina Insan Capital Market
Training Institute
Present Senior Trainer, Institute Financial Planning
Indonesia (IFPI)
Financial Analyst at Northland Communications, USA
Loan Funder, Reliance Mortgage, Inc., USA
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
PT Danareksa Investment Management,
Senior Mgr. Sales & Marketing
PT Bank Commonwealth, Relationship Manager
PT Bank Niaga Tbk, Account Manager
PT Bank Niaga Tbk, Management Trainee
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
CIMB Niaga, Insurance Specialist
AIA Indonesia, Project Manager for
Financial Planning
AIA Indonesia, RAD
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.