Peter Donnell
Director, Financial Planner
Peter has been dedicated to his own business and helping his many clients since 1983. Over this time, he has dealt with many significant changes such as economic cycles, the introduction of superannuation in Australia, a new financial services licensing regime, raising education standards, new regulations, the global financial crisis and more.
During these 30 years, he has continually adapted to these changing circumstances to ensure that clients will benefit from quality advice. Taking a long term view, he has remained focussed on helping clients to achieve their financial goals and be better prepared for a comfortable lifestyle in retirement.
Peter has attained the Diploma in Financial Services (Financial Planning), he is an Authorised Representative with AMP Financial Planning, accredited in self managed super and is an Associate member of the Financial Planning Association of Australia. He is a former president of the Holdfast Bay Chamber of Commerce in 2003-04.
Qualifications
- DIP.FS(FP)
Memberships
- AFP, Associate member
- Financial Planning Association of Australia