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.
- AFP, Associate member
- Financial Planning Association of Australia
Ellie has worked in the financial industry for 7 years in varying roles.
Her career began with a traineeship and from there she quickly progressed to more Senior Client Service rolls and Paraplanning within financial planning firms in South Australia and Western Australia.
Ellie joined Donnell Financial Solutions as an Associate Financial Planner in November 2017. In April 2018 Ellie, became an Authorised Representative and she is now a Financial Planner working alongside Peter.
Ellie loves working with clients and helping them achieve their financial goals. She is working towards her Graduate Diploma.
Outside of work Ellie spends her spare time with her family and friends which includes her fur baby Macy.
- Dip FP
- Adv Dip FP
Client Services Manager
Eve has worked in financial services for over 14 years in varying roles. She joined Donnell Financial Solutions in May 2018 and works part-time Monday to Thursday.
During the early stages of her career, Eve completed a Bachelor of Medical Science but decided to continue to pursue her passion of Superannuation. Since then, Eve has completed her Advanced Diploma of Financial Planning and the AMP Horizons Program.
Having worked in many roles including Client Services, Financial Adviser and Adviser Assistant at a few different Financial Planning Firms in Adelaide, Eve has brought a wealth of experience with her to Donnell Financial Solutions which she uses to support Peter, Ellie and clients of Donnell.
Outside of work Eve keeps busy by chasing after her toddler and running a monthly community market.
- Dip FP
- Adv Dip FP
- AMP Horizons
After completing Year 12 in 2017, Karsha moved from the Yorke Peninsula to Adelaide and joined the team in July 2018. Karsha is your first point of contact at our office.
Currently completing a Certificate III in Financial Services, Karsha is already looking into how she can progress her career within the finance industry through further studies. In her free time, Karsha works as a Freelance Makeup Artist which has given her a strong background in business. She also enjoys regularly travelling back to the Yorke Peninsula to visit family and friends.
Karsha is committed to developing her skills and has a promising future ahead in the finance industry.