PAUL ANTHONY PELLEGRINO (Adviser# 000339592) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 14, 2015.
| Register Name | Financial Advisers |
| Adviser Name | PAUL ANTHONY PELLEGRINO |
| Adviser Number | 000339592 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000476202 A PARTNER IN PLANNING (AUS) PTY. LTD |
| Licence ABN | 16605522638 |
| Adviser Start Date | 2015-07-14 |
| Appointing Representative Name | A PARTNER IN PLANNING (AUS) PTY. LTD |
| Appointing Representative Number | 000476202 |
| Appointing Representative ABN | 16605522638 |
| Memberships |
APAA Financial Planning Association of Australia (FPA) Financial Services Institute of Australasia (FINSIA) Taxation Institute of Australia |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor Degree | Business - Swinburne |
| Bachelor Degree | International Business and Italian - Swinburne |
| CFP | Certified Financial Planner - Deakin University FPA |
| Graduate Diploma | Financial Planning - FINSIA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000476202 | A PARTNER IN PLANNING (AUS) PTY. LTD | 2015-07-14 - | A PARTNER IN PLANNING (AUS) PTY. LTD |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2011-06-01 - 2015-07-13 | GWM ADVISER SERVICES LIMITED |
| 000238030 | WEALTHSURE PTY LTD | 2009-03-02 - 2010-03-24 |
| Licence Name | A PARTNER IN PLANNING (AUS) PTY. LTD |
| Licence Number | 000476202 |
| Licence ABN | 16605522638 |
Please comment or provide details below to improve the information on .
| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.