Paul Pellegrino
Financial Adviser
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About
Paul Pellegrino is an ASIC-registered financial adviser based in Carnegie, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Paul holds a Bachelor of Business from Swinburne University (2004), a Graduate Diploma of Financial Planning from FINSIA (2009), and completed the Certified Financial Planner (CFP) Program with Deakin University and the FPA (2012). Demonstrating a commitment to ongoing professional development, he also holds an SMSF Specialist Advisor (SSA) Accreditation from the SMSF Association (2022) and a Master of Financial Planning from Kaplan Professional (2023). As a member of the Association of Independently Owned Financial Professionals (AIOFP), the Financial Advice Association of Australia (FAAA), the Responsible Investment Association Australasia, and the SMSF Association, Paul adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Paul can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Paul's key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice Ready to take control of your financial future? Contact Paul Pellegrino today to schedule a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Paul Pellegrino offer?
Paul Pellegrino provides comprehensive financial advice covering areas such as superannuation, retirement planning, wealth management, insurance, and SMSFs. He is authorized to advise on various financial products, including superannuation, insurance, wealth management, and retirement planning.
What are Paul Pellegrino's qualifications and experience?
Paul Pellegrino holds a Bachelor of Business, a Graduate Diploma of Financial Planning, CFP certification, an SMSF Specialist Advisor accreditation, and a Master of Financial Planning. He is also a member of several professional organizations, demonstrating his commitment to ongoing education and ethical practice.
What is the process for becoming a client of Paul Pellegrino?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Paul will then develop a personalized financial plan tailored to your specific needs. Ongoing reviews and adjustments are made to ensure the plan remains aligned with your evolving circumstances.
How can Paul Pellegrino help me with my superannuation?
Paul can provide expert advice on all aspects of superannuation, including fund selection, contribution strategies, and retirement planning. He can also assist with establishing and managing Self-Managed Super Funds (SMSFs).
What should I expect from a consultation with Paul Pellegrino?
You can expect a professional, confidential, and informative consultation where Paul will listen to your financial goals, assess your current situation, and provide clear and actionable advice. He will explain complex concepts in a straightforward manner and answer any questions you may have.
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