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Peter Donovan

Peter Donovan

Adviser Development Manager

Followers of Peter Donovan1000 followers
location of Peter DonovanGreater Brisbane Area

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  • Timeline

  • About me

    Certified Financial Planner & Aged Care Specialist at Phase 3 Retirement Solutions

  • Education

    • FASEA

      2020 - 2020
      National Financial Adviser EXAM Ethics Pass

    • St Pius X College

      1972 - 1976
      HSC HSC

    • UNSW

      2017 - 2017
      Masters of financial planning Aged Care High Distinction

    • Griffith University

      1990 - 1996
      B.Bus Marketing & HR

    • Deakin University

      1996 - 2002
      Diploma of Financial Planning Financial Planning Credit

  • Experience

    • AMP Financial Planning

      Apr 1977 - Dec 2004
      Adviser Development Manager

      Provided Business Development support to 40 financial planning practices throughout Queensalnd

    • Goldsworthy Investments

      May 2005 - Mar 2021
      Certified Financial Planner

    • OzDream

      Jul 2021 - Oct 2023
      Certified Financial Planner & Aged Care Specialist

    • P J Donovan & Associates Pty Ltd Trading as Phase 3 Retirement Solutions

      Sept 2023 - now
      Certified Financial Planner & Aged Care Specialist at Phase 3 Retirement Solutions

      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 which make up the 3 phases of Retirement Planning. 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. Show less

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      Financial Planning Association of Australia
      Jan 2000

    • Accredited Aged Care Professional

      Aged Care Steps Pty Ltd
      Dec 2014

  • Volunteer Experience

    • Spectator Services - Supervisor

      Issued by 2000 Sydney Olympic Games on Sept 2000
      2000 Sydney Olympic GamesAssociated with Peter Donovan

    • Spectator Services - Supervisor

      Issued by 2002 Goodwill Games Brisbane on Aug 2003
      2002 Goodwill Games BrisbaneAssociated with Peter Donovan

    • President or Vice President

      Issued by World Blind Cricket Council on Sept 1996
      World Blind Cricket CouncilAssociated with Peter Donovan

    • Transport Coordinator

      Issued by Gold Coast 2018 Commonwealth Games Corporation on Jul 2017
      Gold Coast 2018 Commonwealth Games CorporationAssociated with Peter Donovan

    • Transport Volunteer

      Issued by Gold Coast 2018 Commonwealth Games Corporation on Apr 2018
      Gold Coast 2018 Commonwealth Games CorporationAssociated with Peter Donovan

    • Captain of Australia

      Issued by Australian Blind Cricket Council on Feb 1987
      Australian Blind Cricket CouncilAssociated with Peter Donovan