Financial Adviser · UPPER MOUNT GRAVATT, QLD

Peter John Donovan

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000297694

Peter John Donovan is a financial adviser based in Upper Mount Gravatt, Queensland, with 20 years of experience in the financial services industry. Peter is currently authorised under Lifespan Financial Planning Pty Ltd. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Griffith University. Peter is a member of CFP - Certified Financial Planner (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Commerce

Griffith University

2006

Diploma of Financial Planning

Deakin University

2021

Accredited Aged Care Professional

Aged Care Steps

Registration History

Lifespan Financial Planning Pty Ltd

Jan 2024 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

A.C.N. 603 037 510 PTY LTD

Sep 2023 - Jan 2024 Ceased

A.C.N. 603 037 510 PTY LTD

May 2023 - Aug 2023 Ceased

A.C.N. 603 037 510 PTY LTD

Jul 2021 - May 2023 Ceased

Akumin Financial Planning Pty Limited

Jan 2006 - Mar 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register