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.
My wife and I have been clients of Peters for 12 years now. Peter is always available and handles all our complicated financial needs especially around centre link We are more than happy to recommend Peter and have done so many times. From the first day meeting Peter, we felt he spoke in terms we could easily understand and we have learned much from Peter over the years.
Peter has always been very approachable, generous with his time, and returned my calls when he was unavailable.
Advice has always met my needs, researched and experience based. Excellent Communicator and willing to listen.
Peter was extremely knowledgeable and very helpful in all the areas we needed advice. He went out of his way to give us the best solutions in a friendly, easy to understand way and happy to answer any questions we had.
Peter provided me with great advice in a friendly and professional manner. He certainly knows all the details related to aged care and pensions. I can now go forward with confidence in making my decisions in these areas.
Peter is so easy to communicate with by phone or email. He is always quick and prompt with any assistance that I need. My retirement future is in the hands of a very competent adviser and it is a great feeling to have.
- Adviser status Platinum
- Number of reviews 18
- First year providing advice 2006
- Years of experience 16
- Bachelor of Commerce
Ozdream Financial ServicesSuite 2B Ground Floor, 1990 Logan Rd
Upper Mount Gravatt, QLD 4122
- 9:00am – 5:00pm Wednesday
- 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday
- In person
- Video call
Crown Wealth Group