PAUL PELLEGRINO

Generic Adviser Male Certified 2

About

WHY WE FIRMLY BELIEVE IN OUR MOTTO ‘NOT ALL FINANCIAL PLANNERS ARE BUILT THE SAME’.

 

We are a proud, independently owned firm. This means that we are in a position to make recommendations to clients that are driven by our client’s best interests, and not dictated by corporate mandates.

 

Our client’s best interests are our best interests.

 

Partners in Planning was founded out of a need to provide client focus advice (opposed from the traditional bank ‘product’ sell) .

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2017

Qualifications:

  • Bachelor of business ( finance)
  • Bachelor of arts ( Int Business)
  • Grad dip Financial planning
  • Certified Financial planner

Financial Adviser Since:

2009

Providing Responsible Investment Advice Since:

2009

  • Superannuation and Retirement Planning
  • Investments/Managed Funds
  • Direct Shares

 

  • Vanguard Wholesale International Shares Index Fund (Hedged)
  • Altius Sustainable Bond Fund
  • Australian Ethical Balanced (Accumulation)
  • Australian Ethical Conservative (Accumulation
  • Australian Ethical Defensive (Accumulation)
  • Australian Ethical Growth (Accumulation)
  • Australian Ethical International Shares (Accumulation)
  • Australian Ethical Smaller Companies (Accumulation)
  • Australian Ethical Balanced (Pension)
  • Australian Ethical Conservative (Pension’
  • Australian Ethical Defensive (Pension)
  • Australian Ethical Growth (Pension)
  • Australian Ethical International Shares (Pension)
  • Australian Ethical Smaller Companies (Pension)
  • Australian Ethical World Trust<T>
  • AMP Capital Responsible Investment Leaders Australian Share Fund
  • AMP Capital Responsible Investment Leaders Balanced Fund
  • AMP Capital Responsible Investment Leaders Conservative Fund
  • AMP Capital Responsible Investment Leaders Diversified Fixed Income Fund
  • AMP Capital Responsible Investment Leaders Growth Fund
  • AMP Capital Responsible Investment Leaders High Growth Fund
  • AMP Capital Responsible Investment Leaders NZ Balanced Fund
  • AMP Capital Responsible Investment Leaders NZ Conservative Fund
  • AMP Capital Responsible Investment Leaders NZ Growth Fund
  • AMP Capital Responsible Investment Leaders NZ Shares Fund
  • AMP Capital Responsible Investment Leaders Range International Share Fund
  • The AMP Capital Sustainable Share Fund gives investors access to companies
  • AXA IM ACWI SmartBeta Equity Fund
  • Australian Ethical Advocacy Fund
  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Cash Fund
  • Australian Ethical Diversified Shares Fund
  • Australian Ethical Emerging Companies Fund
  • Australian Ethical Fixed Interest Fund
  • Australian Ethical International Shares Fund
  • BT Wholesale Ethical Share Fund
  • Bendigo Socially Responsible Growth Fund
  • Booster Investment Series SRI Balanced
  • Booster Investment Series SRI Conservative
  • Booster Investment Series SRI High Growth
  • Candriam Sustainable Global Equity Fund
  • DNR Capital Australian Equities Socially Responsible Portfolio
  • Ethical Investment Advisers Mid-Cap Separately Managed Account
  • Hunter Hall Australian Value Trust
  • Hunter Hall Global Deep Green Trust
  • Hunter Hall Global Equities Trust
  • Hunter Hall Global Value Limited (ASX: HHV)
  • Hunter Hall High Conviction Equities Trust
  • Hunter Hall Value Growth Trust
  • Investa Commercial Property Fund
  • Maple-Brown Abbott Responsible Investment Fund
  • Perpetual Wholesale Ethical SRI Fund
  • Russell Australian Responsible Investment ETF
  • Stewart Investors CFS Wholesale Worldwide Sustainability Fund
  • The Emerald Wrap
  • UBS IQ MSCI Asia APEX 50 Ethical ETF (ASX: UBP)
  • UBS IQ MSCI Australia Ethical ETF (ASX:UBA)
  • UBS IQ MSCI Europe Ethical ETF (ASX:UBE)
  • UBS IQ MSCI Japan Ethical ETF (ASX:UBJ)
  • UBS IQ MSCI USA Ethical ETF (ASX:UBU)
  • UBS IQ MSCI World ex Australia Ethical ETF (ASX:UBW)
  • UCA Australian Equities Portfolio
  • UCA Enhanced Cash Portfolio
  • UCA Growth Portfolio
  • Uniting Ethical Australian Equities Trust
  • Uniting Ethical Enhanced Cash Trust
  • Catholic super ethical options

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Paul Pellegrino

Email: paul@partnersinplanning.com.au
Phone: 03 9521 0010
Address: 23/347 Bay Road, Cheltenham Vic

Web: www.partnersinplanning.com.au