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 @ Infinity Financial Advisory
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2024 - 2025 Associate Director (Private Wealth) @ Infinity Financial Advisory
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2022 - 2023 Partner @ IAM Advisory Group

2021 - 2022 Associate Partner @ IAM Advisory Group
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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 @ HSBC
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2018 - 2023 Financial Services Consultant @ HSBC
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2017 - 2018 Online Community Manager @ Re-ThinkWealth.com | Business-like stock investing

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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)

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Geraint Aepp Skills

Wealth Management
Wealth Accumulation
Wealth Preservation

Financial Planning
Personal Finance
Investments
Insurance
Retirement Planning
Financial Analysis
Value Investing

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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.

Geraint Aepp Emails

Found 2 emails

Geraint Aepp Phone Numbers

Found 1 phone numbers

+65 9643 XXXX

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Others Named Geraint Aepp

Geraint Aepp

Financial Services Manager at Infinity Financial Advisory

Singapore
2
- gmail.com
- infinityfa.com.sg
1
- +65 9643 XXXX

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Lily We

Executive Wealth Manager - Wealth, Retirement and Life Transitions at Infinity Financial Advisory

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Geraint Aepp

Financial Services Manager at Infinity Financial Advisory

Singapore
2
- gmail.com
- infinityfa.com.sg
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Aepp Dave Loh Afp

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