Financial Adviser
· MELBOURNE, VIC
Adrian Pelligra
No disciplinary history on record with ASIC
MELBOURNE,
VIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000447866
About Adrian Pelligra
Adrian Pelligra is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry since 2013. Adrian is currently authorised under First Financial. Adrian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adrian's qualifications include a Certified Financial Planner from FPA. Adrian is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Derivatives.
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Finance (Major in Financial Planning)
LaTrobe University
2010
LST1BSL Business Law
La Trobe University
2010
LST1BSL Business Law
LaTrobe University
2014
Accredited Margin Lending
Kaplan
2014
Accredited SMSF
Kaplan
2017
CFP1+2+3+4+C
FAAA
2017
CFP1+2+3+4+C
FPA
2017
Certified Financial Planner
FPA
2020
Ethics and Professionalism in Financial Advice
Kaplan
Registration History
Derivatives.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register