6511 8805

78 Shenton Way, Singapore 079120

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Andrea De Grazia

Principal Consultant 

       +65 8408 8945  

 

       +65 6511 8805

        andrea@ippfa.com


       

 

78 Shenton Way #06-01 Singapore 079120

 

Andrea De Grazia is a fully licensed financial planner providing expert financial advice to expatriates and high net worth individuals in Singapore and across the region. Andrea has been working in Asia for the past four years advising private clients across all areas of financial planning, portfolio management and wealth protection making him a very complete and unbiased financial consultant. Originally from Italy, where he has pursued his Engineering Degree, he also holds a Master’s in Finance from the UK.

Andrea has a passion for trading and traveling and in his spare time enjoys playing tennis as well as running and cycling, having completed a full marathon.

EXPERTISE
 
  • Alternative Investments

  • Stocks, Bonds & Structured Products

  • ETFs

  • Retirement Planning

  • University and School Fee Planning

  • Life Insurance

  • Health Insurance

  • Multi-Currency Wealth Management

QUALIFICATIONS
 

MAS Appointed Representative No. DGA300325108

 

Capital Markets & Financial Advisory Services Singapore – Singapore College of Insurance:

M5 – Rules & Regulations for Financial Advisory Services

M8 – Collective Investment Schemes

M8a – Collective Investment Schemes II

M9 – Life Insurance & Investment-linked Policies

M9a – Life Insurance & Investment-linked Policies II

HI – Health Insurance

 

Capital Markets & Financial Advisory Services Singapore – The Institute of Banking & Finance Singapore:

M6 – Securities Products & Analysis

M6a – Securities & Futures Product Knowledge

​Master's Degree, Finance with Risk Management -  Bournemouth University

Bachelor's Degree, Management and Production Engineering - Politecnico di Milano

EXPERIENCE
 

Senior Consultant, Expat Advisory Group (Singapore)

 

IPP Financial Advisers Pte Ltd

2014 - Present

Singapore

Financial Consultant Trainee

Montpelier Group

2013 - 2014

Beijing City, China

CLIENT TESTIMONIALS
 

"Andrea has followed my account in a professional and expert way, suggesting the most appropriate and efficient solutions for my needs.  I strongly recommend him."

Valeria Panseri - Business Development Manager, Scnet Company, Olfactory Branding

Bergamo Area, Italy

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MY BLOG
 

Robo advisors, why not also robo lawyers, robo dentists or even a robo CEO

March 06, 2019

In the era of technology and innovation, a robo advisor is a brilliant idea. It simplifies and automates the investment process at relatively low annual fees. Clients can easily and quickly invest in the market having neither control nor knowledge of what they are actually investing into.  Let alone the multiple risks involved, such as currency risk, default risks, tax payments relating to dividends, capital gains and inheritance consideration for the next generation.

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