สิรภัทร ดิษย์ตนุภัทร

Wealth Management professional with hands-on experience in financial planning and HNW client engagement.

Licensed Investment

Consultant (IC Complex 1) and Life Insurance agent, currently advancing toward Investment Planner (IP) certification (Module 1 scheduled: March 2026). Demonstrated capability in client profiling, financial fact-finding, and compliance-driven advisory processes. Strong commitment to delivering relationship-driven wealth solutions within private banking environments.

Financial Planning & Wealth Support (Hybrid Role) - Union wealth

(2025-08)

• Conducted client profiling and comprehensive financial fact-finding for HNW and mass affluent prospects
• Prepared financial planning materials and solution proposals covering investment, protection, and retirement planning
• Worked closely with advisors in client meetings and advisory discussions, supporting front-facing engagement

Accountant - SUTIN SUPPLIES LIMITED PARTNERSHIP

(2023-08 - 2025-07)

• Reconciled bank statements and monitored cash flow to ensure liquidity and financial accuracy
• Coordinated with external auditors and revenue officers to ensure seamless annual audits

Audit Associate / Accountant Intern - Mazars Thailand

(2019-12 - 2020-05)

• Assisted audit team in walkthrough testing, vouching and documentation review for client engagements
• Supported preparation and reconciliation of working papers (Excel) under tight deadlines
• Coordinated with team members to ensure completeness and accuracy of audit deliverables

Student - English Language Training Program - London, UK

(2018-07 - 2018-12)

• Completed intensive English training focused on professional communication
• Developed confidence in cross-cultural communication and client-facing interaction

Student - Cross-cultural experience - Melbourne, Australia

(2023-03 - 2023-08)

• Strengthened English communication through daily interaction in multicultural environment
• Enhanced adaptability, independence, and professional etiquette

Bachelor of Accountancy - International Program - The University of the Thai Chamber of Commerce (UTCC) (2015-08 - 2019-12)