Peter Doohan

Cornerstone Wealth Wide Bay

Gold
20 Yrs Experience
Bundaberg, QLD 4670

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.

Expertise

  • 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
My fees
Get in touch

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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 13
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Cornerstone Wealth Wide Bay

Level 1, 234 Bourbong Street
Bundaberg, QLD 4670

Opening hours

  • 9:00am – 1:00pm Friday
  • 9:00am – 4:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252