Peter Donovan Donovan

Ozdream Financial Services

Platinum

16 Yrs Experience

Upper Mount Gravatt, QLD 4122

About Peter Donovan
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

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.

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

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.

5.00 March 2022

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.

5.00 March 2022

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.

5.00 March 2022

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.

5.00 February 2022

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.

5.00 February 2022

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.