Peter Doohan
Financial Adviser
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About
Peter Doohan is an ASIC-registered financial adviser based in Bundaberg, Queensland, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive financial planning strategies. Peter holds a Diploma of Financial Planning from the FPA (2003) and a Master of Financial Planning from the University of Sunshine Coast (2006). He has continually updated his skills with specialist training, including a Margin Lending and Geared Investments Course (Kaplan Professional, 2011), an Accredited Listed Product Adviser Program (Kaplan Professional, 2019), and a Specialist SMSF Online Course (SuperConcepts & University of Adelaide, 2024). Peter is a member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a broad range of financial products, Peter can assist you with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Peter offers personalised solutions to meet your unique needs. Contact Peter today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Peter Doohan offer?
Peter Doohan specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Peter Doohan have?
Peter holds a Diploma of Financial Planning from the FPA, a Master of Financial Planning from the University of Sunshine Coast, and has completed several specialist courses, including margin lending, listed products, and SMSF.
What can I expect during my first meeting with Peter?
During your initial consultation, Peter will take the time to understand your current financial situation, your goals, and your risk tolerance. He'll then outline how he can help you achieve your objectives and provide a clear explanation of his fees and services.
How does Peter Doohan tailor his financial advice to individual client needs?
Peter believes in providing personalised financial solutions. He takes a holistic approach to understand each client's unique circumstances, ensuring that the advice provided aligns with their specific goals and values.
What is the process for becoming a client of Peter Doohan?
The first step is to schedule an initial consultation. Following this meeting, Peter will provide you with a Statement of Advice outlining his recommendations. Once you're comfortable, you can proceed with implementing the plan.
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