Paul Pellegrino

Paul is a founding partner of Partners in Planning Group, a firm built on a simple belief: good financial advice should feel like a long-term partnership, not a transaction.

With over 20 years in financial services, Paul works closely with clients through all stages of life, from building wealth and protecting income, through to retirement planning and beyond. His focus is helping clients make confident decisions, stay on track, and avoid the noise that often leads people off course.

Paul is the Managing Partner of PIPG and is actively involved in shaping the profession. He sits on the Financial Planning Association’s Education Committee for CFP ethics, contributing to the standards that guide future advisers.

His qualifications include:

Certified Financial Planner (CFP®)

Masters of Financial Planning

Graduate Diploma in Financial Services (FINSIA)

Bachelor of Business (Finance)

Bachelor of Arts

Senior Associate, Financial Services Institute of Australasia

Associate Financial Planner® (AFP)

About Partners in Planning

Partners in Planning was built to be different from the traditional advice model, and we’ve structured the business that way from day one.

We are independently owned, not aligned to any bank, institution, or product provider. That independence means our advice is driven purely by what’s right for our clients, not by sales targets or product incentives.

We operate on a genuine fee-for-service model. Clients pay for advice, not for products, which removes the conflicts that have historically shaped much of the industry.

Our approach is simple and disciplined:

Focus on fundamentals, not fads

Protect your lifestyle first, then grow wealth

Build long-term strategies that adapt as life changes

We deliberately avoid speculative or “alternative” investments. You won’t find us chasing trends or recommending things we wouldn’t back ourselves. Our clients come to us for clear, grounded advice they can rely on over decades.

A lot of firms say they’re independent. We’ve built our entire model around proving it.

We’re small enough to know our clients personally, but established enough to be there for the long haul.