Peter Donovan Donovan

Ozdream Financial Services

Platinum
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

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 18
  • 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