Financial Adviser
· KENT TOWN, SA
Matthew Pelizzari
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309318
Matthew Pelizzari is a financial adviser based in Kent Town, South Australia, with 21 years of experience in the financial services industry. Matthew is currently authorised under Oreon Financial Planning Pty Ltd. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Matthew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2007
Advanced Diploma of Financial Services (Financial Planning)
FINSIA
2011
Bachelor of Applied Finance
University of South Australia
2013
Certified Financial Planner
Financial Planning Association of Australia
2016
Diploma of Financial Services (Financial Planning)
FINSIA
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Education