THE CROSS-BORDER FINANCIAL PLANNING EXPERT
Andrea De Grazia is an unbiased and expert licensed financial consultant, believer that knowledge and expertise require time, research and direct experience rather than shortcuts.
His goal is to help individuals to strategies their financial needs into an effective action plan, by educating investors about discipline and long term horizon in building wealth while avoiding emotional attachments to drive financial decisions.
Andrea has been working in Singapore with IPP Financial Advisers in Singapore for the last seven years providing customised financial advice to professionals and entrepreneurs.
IPP Financial Advisers was founded in 1983 as Singapore’s first comprehensive financial planning company and now manages over $1.36 Billion in Assets Under Advisory and 50,000 Clients. Independently owned, the organization upholds high standards of professionalism through its nearly 600 financial adviser representatives and staff.
Andrea is a specialist in comprehensive financial planning. retirement planning, investment, portfolio management and wealth protection. Originally from Italy, where he has pursued his Engineering Degree, he also holds a Master's in Finance with Risk Management from the United Kingdom.
Aside from investing, Andrea has also a passion for fitness and travelling and enjoys playing tennis at competitive level as well as cycling and running, having completed a full marathon.
Qualifications
Appointed Financial Adviser Representative by the Monetary Authority of Singapore 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
