Matthew Pelizzari – Financial Adviser

Adviser identifying number: 309318
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: OREON FINANCIAL PLANNING PTY LTD
Licence number: 470507
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OREON FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 470507
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:

• Advanced Diploma of Financial Services (Financial Planning) – FINSIA
• Bachelor of Applied Finance – University of South Australia
• Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Services (Financial Planning) – FINSIA

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Matthew Pelizzari is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation