6511 8805

78 Shenton Way, Singapore 079120

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Peter Williamson 

Principal Consultant

        +65 6511 8805

        laurayuan@ippfa.com


       

 

78 Shenton Way #06-01 Singapore 079120

 

Peter Williamson is a New Zealand Citizen / Singapore Permanent Resident who has lived and worked in Singapore since 2002, and spent 10 years in Sydney, Australia prior to that. Besides his vast experience in the field, he also has various professional securities trading and banking qualifications, including B.Com (Ag Econ & Mktg), Lincoln University, New Zealand and MBA, Otago University, New Zealand.

He is a father of 3 adult sons, and is also a passionate and competitive sportsman. A big nature fan, he's also embarked on many adventures around the world in mountains, lakes and seas by foot, boat and bikes.

EXPERTISE
 
  • Retirement Planning 

  • Alternative Investments

  • Stock, Bonds & Structured Products 

  • ETFs

  • Life Insurance

  • Health Insurance

  • Legacy & Estate Planning 

  • Australian Tax Planning Solutions

QUALIFICATIONS
 

MAS Appointed Representative No. WMX200069813

 

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

MBA, Finance, General - University of Otago 

Bachelor of Commerce (B.Com), Economics - Lincoln University (NZ)

EXPERIENCE
 

Various Financial Market Roles 

Bankers Trust Australia 

1991 - 1998

Sydney, Australia 

Members Representative - SFE Electronic Trading Committee

 

Sydney Futures Exchange

1989 - 1997

Sydney, Australia 

Futures and Options Trader

 

Ord Westpac

1989 - 1991

Sydney, Australia 

Principal Consultant, Expat Advisory Group (Singapore)

 

IPP Financial Advisers Pte Ltd

2013 - Present

Singapore

Skipper 

 

MV Inn Lieu

2012 - 2013

South East Asia

Director

 

Standard Chartered Bank 

2007 - 2011

Singapore 

Associate Director 

 

Barclays Investment Bank 

2003 - 2007

Singapore 

CLIENT TESTIMONIALS
 

I met Peter some three years ago through mutual interest in cycling initially. Over time I have learnt that this is a guy who really knows what he is talking about in detail and always offers best advice for your circumstance first and foremost. He tells you how it really is. That is different from what I observe elsewhere

Grant Ritchie

Singapore

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