Peter Doohan

Cornerstone Wealth Wide Bay

Gold

22 Yrs Experience

Bundaberg, QLD 4670

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I have over 30 years experience in the financial services industry. I hold a Diploma in Financial Planning and obtained my Masters of Financial Planning in 2004 from the University of Sunshine Coast.

As an Authorised Representative, I believe in helping my clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. I achieve this by providing quality advice, personalised service and practical ideas to deliver superior solutions.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Advice fees are charged on the basis of the complexity of the strategy to be adopted. Clients will be advised of the fees following the initial interview.

5.00 December 2017

I have only known Peter for a few months but feel confident that he can provide the services I need. I find him approachable, knowledgeable and professional.

5.00 August 2017

I have been a client of Elders Bundaberg for five years, and highly recommend their financial planning services. They are ethical, efficient and friendly.

5.00 August 2017

Peter is a great communicator and very approachable and efficient.

4.00 August 2017

Good advice and listened to our needs and situation.

5.00 January 2017

We have been very satisfied with the way Peter and his team have looked after us. They have been very efficient even when we have been lacking in this aspect. Peter has given advice in a friendly and honest fashion. We do appreciate the way he has handled things for us and would have no hesitation in recommending him.