Financial Adviser · CARNEGIE, VIC

Paul Anthony Pellegrino

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000339592

Paul Anthony Pellegrino is a financial adviser based in Carnegie, Victoria, with 19 years of experience in the financial services industry. Paul is currently authorised under A Partner In Planning (Aus) Pty. Ltd. Paul 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 (CFP) Program from Deakin University and the FPA. Paul is a member of Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA), Responsible Investment Association Australasia and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004
Bachelor of Business
Swinburne University
2009
Graduate Diploma of Financial Planning
FINSIA
2012
Certified Financial Planner (CFP) Program
Deakin University and the FPA
2022
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2023
Master of Financial Planning
Kaplan Professional

Registration History

Jul 2015 - Present Current
GWM ADVISER SERVICES PTY LTD
Jun 2011 - Jul 2015 Ceased
WEALTHSURE PTY LTD
Mar 2009 - Mar 2010 Ceased

Source: ASIC Financial Advisers Register