Peter Donovan Donovan

Ozdream Financial Services

Gold
16 Yrs Experience
Upper Mount Gravatt, QLD 4122
If an Aged Care and Centrelink Specialist is what you are looking for then look no further as my qualifications and experience fit this profile. These 2 specialities fit in beautifully with retirement planning as well. I have demonstrated high ethics and compliance throughout my career and my clients needs and goals are paramount to me providing you with knowledge, experience and expertise. Give me a call and discuss how I can tailor a solution to meet YOUR needs not something off the shelf.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 13
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Ozdream Financial Services

Suite 2B Ground Floor, 1990 Logan Rd
Upper Mount Gravatt, QLD 4122

Opening hours

  • 9:00am – 5:00pm Wednesday
  • 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Crown Wealth Group

AFSL 494274

4.85
13 Reviews
5
4
3
2
1
5.00
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 13

Sort by

4.75

"Immensely knowledgeable, from multiple years of experience. Explains complicated processes...simply & directly. Reassuring interaction...during an overwhelming time. Highly recommended."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Peter has broad knowledge and experience person. Through the meeting with him I have learnt so much about aged care knowledge for my mum. he's explained to me very cearly and make sure I understand. I will definitely recommend to other friends."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has given me valuable advice regarding my retirement & Centrelink information regarding my pension following the sale of my home & the time between purchasing another property which, with lockdown, I have not been able to do. This information has helped me enormously to know just what I need to discuss with Centrelink regarding my pension."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has always shown a great understanding of the state of the financial sector and, in particular, how best to utilise it in providing advice initially for my retirement planning and latterly for retirement itself. I have always clearly understood his advice and am confident that we will achieve the outcomes required to enable a comfortable retirement."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has always been available when needed. He is thorough and shows the plans in easy to understand language. He has been very supportive and understanding. He always shows a thorough knowledge of the product or processes required."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Peter has met with us and offered sound advice and help towards planning our retirement"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"When my partner had to go into a nursing home,I would have been at loss if it had not been for Peter's helpful and caring assistance."

  • Government Assistance
  • Superannuation
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter is very thorough, always available and is in touch with our financial personality! Whilst his advice is excellent, we always feel as though it is us that are making informed judgements based on Peter's sound and realistic advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Peter to be very professional, and a person I can trust with confidence to handle my affairs. He made me feel comfortable with his explanation of what needed to be done."

  • Government Assistance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I respect his advice"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2006

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
1996

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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