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.
With the exception of aged care, I offer a free 1 hour consultation to determine if I can be of assistance to you and your needs. This is also an ideal opportunity to get to know each other and ascertain if we can work together.
Peter is very experienced,
Walked us through options and recommendations that met our fact find details in an easy to understand language.
Very reliable and follows up everything.
Hi. Peter is a most excellent communicator and takes his time to be exceptionally thorough in all he endeavours. I was a complete novice in the area of aged care when I contacted Peter to assist in navigating this complex field. Peter was always present to assist with any questions, even consulting on the weekend once when a problem occurred. He is the consummate professional and has a deep, exhaustive and detailed knowledge of the many areas of financial advice for which he offers his expertise. I cannot speak more highly of Peter who is always thoughtful and helpful in all realms of client/professional assistance.
Peter Donovan was reliable and prompt in response to our communication methods, ie either in person, by phone or email. When arrangements were made for meetings, Peter was always on time. His knowledge, organisation skills and attention to detail are impeccable. I have no hesitation in recommending Peter Donovan to other family and friends.
I have dealt with Peter for many years now and have found him to be the consummate professional. He makes often quite complex subjects seem easy in the way he explains them and for this I am extremely grateful. I have suggested to many people that they have a chat with Peter and those who have are better off as a result. I can think of two instances where the families are so grateful that Peter provided advice that ended up with their financial security after family loss. I will continue to seek his advice and guidance and have no hesitation in recommending him.
Peter was so helpful to me during the process of organizing full-time care for my husband. From beginning to end, he explained everything in detail, the whole process and ensured I had full understanding of information provided. He assisted me with all aspects of paperwork that had to be submitted to Centrelink, ACAT and sourcing the wonderful care facility my husband is now residing in. Without Peter's guidance and support during this time, I would not have managed or coped. Peter is very competent and knowledgeable in this area and I felt completely comfortable and supported knowing and trusting his expertise. Peter's understanding of the processes and paperwork that have to be followed and submitted to take the steps for my husband to go into full time care was invaluable to our family during this difficult time. Thank you Peter for always being available to speak with me and reassuring me when I needed clarification on various aspects of the process. I appreciate all your support and time spent ensuring we had the best outcome and finding the wonderful care facility for my husband. Kind regards Maria Reid
- Adviser status Platinum
- Number of reviews 38
- First year providing advice 2006
- Years of experience 17
- Bachelor of Commerce
Phase 3 Retirement SolutionsSuite 2B, 1990 Logan Rd
Upper Mount Gravatt, QLD 4122
- 9:00am – 5:00pm Monday – Tuesday, Thursday
- 9:00am – 1:00pm Friday
- In person
- Video call
Crown Wealth Group