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Peter Donovan

Senior financial adviser

Peter has been in the Financial Services Industry since 1977. He holds a Bachelor of Commerce from Griffith University, A Diploma of Financial Planning from Deakin University and a Master’s Subject in Aged Care and Centrelink from University of NSW.

He is also a Certified Financial Planner with the Financial Planning Association of Australia and an Accredited Aged Care Professional through Aged Care Steps and holds an Aged Care Professional Designation through the FPA.

His specialist areas of advice are in the fields of Aged Care, Centrelink, Pre-Retirement and Retirement Planning.

Outside of work Peter is a keen lawn bowler and enjoys rugby union and cricket.

In 2013 my mother had to enter residential aged care and like most I thought this would be a walk in the park. I could not have been any more wrong. I emersed myself in an understanding of the rules and regulations surrounding aged care and developed a passion to help other along the journey of evaluating options for the right aged care solutions. I am a great believer that you should stay in your home for as long as you can so home care packages are a first step and I enjoy helping people retain their dignity by staying in their own home and utilising home care packages and aligned services. Then when the time comes to making the move to residential aged care we are already well on the way to the right solution. I have developed an easy to understand 5 step process to help you understand the journey and decisions that need to be made and also to ensure that your Centrelink benefits are maximised“.

Here are some reviews from Peter’s clients.

Colin, 65+ years, Carindale, QLD

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.

  • Retirement & Pension
  • Aged Care

Edward, 65+ years, Robertson, QLD

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.”

Sam, 35 – 45 years, Bracken Ridge, QLD

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

Vivianne, 65+ years, Paradise Point, QLD

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 clearly and make sure I understand. I will definitely recommend to other friends.”

Kay, 65+ years, Sylvania, NSW

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.”

John, 65+ years, Cleveland, QLD

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.”


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