PAUL ANTHONY PELLEGRINO
Financial Adviser Ā· Carnegie, VIC
š Qualifications & Training
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
š¢ Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Advice Association of Australia (FAAA)
Responsible Investment Association Australasia
SMSF Association
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.