|Name||Paul Pellegrino, CFP®|
|Company||Partners In Planning|
|Address||23/347 Bay Road
Cheltenham, VIC 3192
Paul is a degree qualified adviser and Certified Financial Planner (CFP) who is the Managing Partner at the Partners in Planning.
Partners in Planning is proud to be an Privately 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.