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- Paul Anthony Pellegrino
Paul Anthony Pellegrino
- Name
- Paul Anthony Pellegrino
- ID
- 339592
- ABN
- –
- First Provided Advice
- 2007
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2004 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University
- 2009 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
- 2012 - Certified Financial Planner (CFP) Program - Professional Designations - Deakin University and the FPA
- 2022 - SMSF Specialist Advisor (SSA) Accreditation - Professional Designations - SMSF Association
- 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Association of Independently Owned Financial Professionals (AIOFP)
- Financial Advice Association of Australia (FAAA)
- Responsible Investment Association Australasia
- SMSF Association
Licencee
- Status
- Current
- Licence Holder
- A Partner IN Planning (aus) Pty. ltd (#476202)
- Commenced
- July 14, 2015
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Gwm Adviser Services Pty Ltd (#230692)
- Commenced
- June 1, 2011
- Ceased
- July 13, 2015
- Status
- Ceased
- Licence Holder
- Wealthsure Pty Ltd (#238030)
- Commenced
- March 2, 2009
- Ceased
- March 24, 2010