6511 8805

78 Shenton Way, Singapore 079120

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Sean Abreu

Principal Consultant

       +65 8502 7848

 

       +65 8502 7848

        seanabreu@ippfa.com


       

 

78 Shenton Way #06-01 Singapore 079120

 

Financial Services Career


After receiving his Bachelor’s Degree of Commerce (Majoring in Economics and Financial Planning) Sean spent several years collaborating with Australia’s biggest banks (Commonwealth Bank of Australia and ANZ). Along with his big brand experience Sean has also spent 9 years providing strategic investment advice for Expatriates living abroad.


Sean is known for his passionate dedication to increasing the standards of Financial Planning services for Expatriates in Singapore and with over 15 years of Financial Planning and Wealth Management experience, and is an integral member of the IPP Expat Advisory Group. He is  a fully licensed Appointed Representative (SCA300366452) of IPP Financial Advisers and holds an Advanced Diploma of Financial Services (RG146) in Australia.


Out of The Office

Sean has his immediate family back home in Perth Australia which he tries to visit as much as possible. He loves to spend time hiking and playing chess. Sean also enjoys online daily trading and calisthenics.

EXPERTISE
 
  • Retirement Planning

  • University and school fee planning

  • Life Insurance

  • Health Insurance

  • Legacy & Estate Planning

  • Business Owner Solutions

  • Written Financial Plans

  • Australian Tax Planning Solutions

QUALIFICATIONS
 

MAS Appointed Representative No. SCA300366452

 

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

 

 

Bachelor’s Degree in Commerce

Major in Economics and Financial Planning

 

Qualified Units for an Australian Financial Services License (RG146)

EXPERIENCE
 

Principal Consultant, Expat Advisory Group 

 

IPP Financial Advisers Pte Ltd

March 2018 - Present

Singapore

Financial Planner

 

AAM Advisory Pte Ltd

April 2016 - Feb 2018

Singapore

Financial Planner/Wealth Manager

ANZ Bank

2009-2011

Perth, Australia

Compliance Officer/Para Planner

Commonwealth Bank

Jan 2005 - Jan 2009

Perth, Australia

Financial Planner/Wealth Manager

 

Mondial Dubai

January 2011 - September 2015

Dubai

CLIENT TESTIMONIALS
 

"If you are an Australian expat in Singapore I would highly recommend Sean for investment planning. Very friendly, knowledgeable and has good insight into both Singapore and Australian markets.''

Andrew Tually, Counsel at Carey Olsen

Singapore

"Sean was professional and knowledgeable about the financial issues and considerations for Australians living in Singapore, and how to plan for eventual return to Australia."

Scott Flower, Founder - GCORE

Singapore

"Happy to recommend Sean. We found Sean to be friendly, diligent and thorough on his advise with no pressure."

Sam Vilo, Managing Director - Head of ALM Singapore at Standard Chartered Bank

Singapore

"First and foremost, Sean is a very personable personality, which is always important when navigating the world of personal finance, wealth creation and retirement planning. He was equally comfortable dealing with my rudimentary understanding of our options, as well as able to explain to my non-financial focussed wife in terms she was able to understand and appreciate.

Sean was extremely knowledgable about the opportunities and potential pitfalls of investing and planning for long term savings as an Australian expat abroad. Not only was he able to repair some of my misconceptions, but the particular vehicle he advised fit our needs perfectly.

I highly recommend Sean as someone to speak to for your future planning."

Kiran Nagesh, General Manager - FastBreak Basketball Club

Singapore

"I met with Sean to discuss my financial planning and he provided me a thorough plan which he took me through in a very straight forward manner. Sean was completely professional and I have no hesitation recommending him."

Prabhu Chandramohan, Director - Deutsche Bank

Singapore

"Sean has displayed a great knowledge in financial markets and has helped us to maximize our investment returns. He is very easy to talk to, making complicated concepts easy to understand. We have found him to be very reliable, which is critical in choosing a consultant to manage the family financial affairs. I would be comfortable to recommend Sean to anyone who is seeking quality financial advice."

Claudia Lincoln, HR Cluster Head - GlaxoSmithKline

Singapore

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