Andrea De Grazia
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
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Alternative Investments
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Stocks, Bonds & Structured Products
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ETFs
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Retirement Planning
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University and School Fee Planning
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Life Insurance
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Health Insurance
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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
"I have worked with Andrea for my financial planning needs for more than three years now and found him to be quick to respond, well aware of the current financial markets trends but also extremely humble and professional in his conduct with me. I always feel comfortable communicating with him whether digitally or in person."
- Guy Peters - Principal Consultant, GMR Educational Consultancy
"Andrea is a very professional person in his work, always available and quick to respond. I have been financially followed by Andrea for the past couple of years to build my pension fund and I must say that I have never doubted his advices, which are totally honest and most important he does not take any advantage on it. I will certainly continue my financial relationship with Andrea in the long term."
- Federico Ricciotti - Business Development Manager, Unigra' Srl
"As my financial advisor, Andrea has always been very profissional and efficient. He took time to understand my needs and is very reactive when I have any issue to solve. I am really glad to have an advisor I know I can trust."
- Cécile Duranton - Business Developer Asia, Nutristar Asia
"I met Andrea in Singapore when I was looking to invest in some long-term savings plans. Andrea gained my trust by professionally presenting multiple opportunities tailored to my spending needs, never trying to oversell or go for the quick win. Even after securing the deal, he remained in touch and kept on sharing updates on my plan and on the overall performance of the portfolio. I will have no hesitations in recommending him to anyone interested in speaking to an investments specialist. "
- Mario Crea - Digital Marketing Manager, British American Tobacco
"I appreciate all the professional recommendations that Andrea has given me over the past. he has actively helped me find the products which I most needed and requested."
- Marco De Rossi - Managing Director, Siser Pte Ltd
"Andrea is a brilliant financial advisor, extremely knowledgeable and, what I believe to be his most valuable quality, very trustworthy. I feel lucky to have met him in Singapore and availed myself of the opportunity to enjoy his services and advice, which helped me to take good care of my savings. I strongly recommend especially to expats leaving in Singapore, looking for financial consultancy."
- Gianluca Trezza - General Manager Singapore Branch & Director of Business Development Asia-Pacific, Elettronica Group
"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