Paul Anthony Pellegrino – Financial Adviser

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

Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/03/2009
The date the Financial Adviser ceased the appointment: 24/03/2010
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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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: