Paul Anthony Pellegrino
Financial Adviser in Carnegie, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000339592
- Location
- Carnegie VIC 3163
- Licensee
- A Partner in Planning (Aus) Pty. Ltd (AFSL 476202)
- Authorised since
- 14 July 2015
- First provided advice
- 2007
- Qualifications
- Bachelor of Business, Swinburne University (2004); Graduate Diploma of Financial Planning, FINSIA (2009); Certified Financial Planner (CFP) Program, Deakin University and the FPA (2012); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2022); Master of Financial Planning, Kaplan Professional (2023)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Financial Advice Association of Australia (FAAA); Responsible Investment Association Australasia; SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Anthony Pellegrino
On the Financial Advisers Register kept by ASIC, Paul Anthony Pellegrino appears as a current financial adviser in Carnegie, Victoria, adviser number 000339592.
Advice is given under the Australian financial services licence of A Partner in Planning (Aus) Pty. Ltd, licence number 476202. The current authorisation started on 14 July 2015.
The register records 2007 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Business (Swinburne University, 2004), Graduate Diploma of Financial Planning (FINSIA, 2009) and Certified Financial Planner (CFP) Program (Deakin University and the FPA, 2012). Paul is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP), Financial Advice Association of Australia (FAAA) and Responsible Investment Association Australasia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Paul Anthony Pellegrino a registered financial adviser?
Yes. Paul Anthony Pellegrino is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000339592.
Which licensee does Paul Anthony Pellegrino work under?
A Partner in Planning (Aus) Pty. Ltd, Australian financial services licence 476202.
What can Paul Anthony Pellegrino give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.