Paul Pellegrino

SSA

Company: Partners in Planning
Title: Managing Partner
Profession: Financial Planner
Address: 241 Koornang Rd, CARNEGIE VIC 3163, Australia
Qualifications: SSA (Designation) - SMSF Association, 2022; Finance (Bachelor) - Swinburne University, 2004; Financial Planning (Graduate Diploma) - FINSIA, 2012; Certified Financial Planner (Other) - FPA, 2015; International Business ( Arts) (Bachelor) - Swinburne, 2004

Summary

Paul is a degree qualified adviser and Certified Financial Planner (CFP) who is the Managing Partner at the Partners in Planning.Partners in Planning is proud to be an Privately Owned Company . We have been founded out of a need to provide client focus advice (opposed from the traditional bank ‘product’ sell) . We are founded as a fee for service practice and strongly support the government’s changes to makes fee for service the only way forward. We firmly believe in fundamental investing .

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