Peter John Donovan
Financial Adviser in Upper Mount Gravatt, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000297694
- Location
- Upper Mount Gravatt QLD 4122
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 11 January 2024
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, Griffith University (1996); Diploma of Financial Planning, Deakin University (2006); Accredited Aged Care Professional, Aged Care Steps (2021)
- Memberships
- CFP - Certified Financial Planner (FPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter John Donovan
Peter John Donovan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Upper Mount Gravatt, Queensland (adviser number 000297694).
Peter provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 11 January 2024.
According to the register, Peter first provided financial advice in 2006. Qualifications and training on file include Bachelor of Commerce (Griffith University, 1996), Diploma of Financial Planning (Deakin University, 2006) and Accredited Aged Care Professional (Aged Care Steps, 2021). Peter is recorded as a member of CFP – Certified Financial Planner (FPA).
Peter is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is Peter John Donovan a registered financial adviser?
Yes. Peter John Donovan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000297694.
Which licensee does Peter John Donovan work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Peter John Donovan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."