Paul Pellegrino

Partners in Planning Pty Ltd

Platinum
15 Yrs Experience
Carnegie, VIC 3163
Paul is one of the founders of the Partners in Planning Group. They are a financial planning business that lives by its motto ‘not all financial planners are built the same’. Paul is determined to have a financial planning practice that would ‘partner’ with its clients over the long term to help them along life’s different stages. Paul has over 11 years experience in financial services and is the managing Partner of the Partners in Planning Group (PIPG). Paul sits on the Financial Planning Association (FPA) Education Committee for CFP 1 Ethics in Financial Planning His qualifications include: Certified Financial Planner(CFP)® Graduate Diploma in Financial Services FINSIA. Bachelor of Business (Finance) Bachelor of Arts Senior Associate of Financial Services Institute of Australasia Associate Financial Planner® (AFP) FPA About The Company  Partners in Planning is proud to be an Independently 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 and the protection of your lifestyle. We can proudly put up our hand and say we have NEVER recommended any ‘alternative’ investments like emus or forestry products. We are small enough to care BUT big enough to be around for the long haul.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fee Structure depends on the Advice sought . A Quote on the Fee Structure is given after the initial meeting .

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 23
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Partners in Planning Pty Ltd

241 Koornang Rd
Carnegie, VIC 3163

Opening hours

  • 10:00am – 8:00pm Monday – Friday

Licensed by

A Partner In Planning (Aus) Pty. Ltd

AFSL 476202

5.00
23 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 23

Sort by

5.00

"Always Appreciate the quality advice given to me from the team"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul is very helpful and easy to talk to and that makes a big difference."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Being my first time, I found a very professional and very welcoming. All the staff were wonderful and welcoming. Paul and his whiteboard explaining the situation was fantastic. Good luck Paul"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul is reassuring/transparent and talks in plain English"

  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"my husband use to look after the finances and when he couldn't any more Paul has relieved me of all my concerns in my new roll. Thank you Paul"

  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul is very helpful with answering my queries. Always makes contact with me once I have contacted the office. Very understanding and personable with good advice."

  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has always been available to us whether by phone or in person. Paul is always ready with a smile. He certainly knows what he is doing regarding our financial future. He also tells us in terms that we understand. All in all we are very happy with all Paul has done for us."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My very sincere thank you for your invaluable guidance and assistance to me during a very difficult period. Since I met you my life has become a lot easier. If I was asked have you any suggestions to improve your business, my answer would be, stay as you are as in my opinion you are already 100%."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel re-assured that my best interests are his priorities!"

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always received the best advice & care. I am extremely happy with my advisor"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 23

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA) / Deakin University
Completed
2012

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
2004

Bachelor of International Business and Italian

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
2004

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2009

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate

Responsible Investment Association Australasia (RIAA)

Membership type
Member

The Tax Institute

Membership type
Certified Financial Planner
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