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