Geraint Aepp Email & Phone Number
Financial Services Manager @ Infinity Financial Advisory
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Geraint Aepp Location
- Singapore
Geraint Aepp Work
- 2025 -now Financial Services Manager @
- 2024 -2025 Associate Director (Private Wealth) @
- 2022 -2023 Partner @
- 2021 -2022 Associate Partner @
- 2020 -2021 Vice President @ IAM Advisory Group
- 2019 -2020 Assistant Vice President @ IAM Advisory Group
- 2018 -2019 Associate @ IAM Advisory Group
- 2021 -2023 Senior Financial Services Manager @
- 2018 -2023 Financial Services Consultant @
- 2017 -2018 Online Community Manager @
- 2017 -2018 Founder @
- 2016 -2018 Research Analyst @
- 2016 -2017 Associate @
- 2016 -2017 Member @ SIM Student Toastmasters
- 2016 -2017 Equity Research Analyst - Student Managed Fund @
- 2016 -2016 Financial Advisor @
- 2013 -2015 Knowledge Management Officer @
Geraint Aepp Education
- Financial Perspectives
Certified Financial Planner (Financial Planning and Services)
2017-2018 - SIM Global Education
Bachelor of Business (.SIM Investment and Networking Club (Student Managed Funds) .International Toastmasters (SIM Student Toastmasters))
2016-2017 - Rockwills Institute
Associate Estate Planning Practitioner (Financial Planning and Services)
2017-2017 - Singapore College of Insurance 2015-2017
- University of California, Riverside
Hospitality Management Studies (Disney Cast Member)
2012-2013 - Singapore Polytechnic
Diploma in Tourism & Resort Management (.SP Dragon Boat .SP Student Union Standing Committee .Camp Leader/ Facilitator .Camp Organizing Committee .Community Service Volunteer)
2010-2013 - Coursera
- Mind Kinesis Value Investing Academy
(2016: Research Analyst for Mind Kinesis Value Investing Academy 2016: Coach of Mind Kinesis Value Investing Program 2015: Graduate/Member of Mind Kinesis Value Investing Academy)
Geraint Aepp Skills
- Wealth Management
- Wealth Accumulation
- Wealth Preservation
- Financial Planning
- Personal Finance
- Investments
- Insurance
- Retirement Planning
- Financial Analysis
- Value Investing
- Microsoft Office
- Team Leadership
- Event Planning
- Event Management
- Tourism Management
- Events Coordination
- Marketing Strategy
- Teamwork
- Microsoft Excel
- Microsoft Word
- Hospitality Management
- Project Management
- Financial Accounting
- Macroeconomics
- Leadership
- PowerPoint
- Social Media
- Online Branding
- Conference Coordination
- Digital Marketing
- Customer Service
- Guest Service Management
- Estate Planning
- Public Speaking
- Personal Tax Planning
- Corporate Tax Planning
- Real Estate Planning
Geraint Aepp Summary
- Geraint Aepp, based in Singapore, is currently a Financial Services Manager at Infinity Financial Advisory. Geraint Aepp brings experience from previous roles at Infinity Financial Advisory and IAM Advisory Group. Geraint Aepp holds a 2017 - 2018 Certified Financial Planner in Financial Planning and Services @ Financial Perspectives. With a robust skill set that includes Wealth Management, Wealth Accumulation, Wealth Preservation, Financial Planning, Personal Finance and more. Geraint Aepp has 2 emails and 1 mobile phone numbers on RocketReach.
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