Paul Anthony Pellegrino – Financial Adviser

Adviser identifying number: 339592
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: A PARTNER IN PLANNING (AUS) PTY. LTD
Licence number: 476202
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: A PARTNER IN PLANNING (AUS) PTY. LTD
Authorised Representative identifying number: 476202
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor Degree – Business – Swinburne
• Bachelor Degree – International Business and Italian – Swinburne
• CFP – Certified Financial Planner – Deakin University FPA
• Graduate Diploma – Financial Planning – FINSIA

Relevant memberships of professional bodies or industry associations:

• APAA
• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia (FINSIA)
• Taxation Institute of Australia

Paul Anthony Pellegrino is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility