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Angelo Panella

Angelo Panella

Senior Financial Planner

I am able to discuss and explain complex investment, insurance and superannuation matters to clients in an easy, simple and effective manner.

Qualifications:

  • Advanced Diploma in Financial Planning
  • Certified Financial Planner
  • Professional Memberships: Financial Planning Association of Australia.

    Areas of Expertise: Self Managed Super Fund, Aged Care, Superannuation, Investment, Retirement Planning, Estate Planning.


    Angelo’s Experience:

    Angelo has been a Financial Adviser since 1990 and holds expert knowledge across all aspects of Financial Planning. This ranges from Investment Markets to Insurance, Self Managed Super Funds and Centrelink entitlements. Angelo established PFG Financial Services Pty Ltd in 1990, after recognising the need for the provision of quality Financial Advice in Australia. Angelo commenced his business in a serviced office with just one telephone line, and today PFG Financial Services Pty Ltd is one of Australia’s largest AMP Financial Planning businesses with more than 50 staff and multiple offices across Melbourne and Brisbane.


    On a Personal Note:

    Angelo’s passion is spending time with his young family, enjoying the odd game of golf, as well as supporting the once Mighty Blues!


    Angelo’s Client Relationships:

    • Dear Angelo & Team,
      Just want to thank you all for the birthday card. It was really appreciated, even though, the years just tick away!!!!
      Had a great day and will be celebrating until mid November.
      Hope you are all well, and thank you all once again.

    • I got to know the work of PFG through my employment role as an Administration Manager. PFG look after my employer’s insurance/superannuation etc. I was impressed with how PFG conducted their business from the commercial aspect and also from the employee’s point of view – with their superannuation. I decided to move my personal financial affairs over to PFG. I have continued to be impressed, over the last few years, with their personal approach and extensive financial knowledge.
      PFG have assisted us with issues including, protecting my elderly mother’s financial future, to planning my husband and my financial security leading up to retirement. All of our requirements have been and continue to be looked after by the team at PFG

     

    Accredited by AMP Financial Planning
    PFG Financial Services Pty Ltd ABN 23 052 977 189 and PFG Global Pty Ltd ABN 50 679 416 839 trading as PFG Financial Services (Global) are Corporate Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706. For further details including financial services we can offer you and how we are renumerated, please read the Financial Services & Credit Guide V 6.0 & PFG Global Pty Ltd Financial Services & Credit Guide V 6.0 General Advice Warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.