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

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

4.85
13 Reviews
5
4
3
2
1
4.80
Clear communication
4.90
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter is a great communicator and very approachable and efficient."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Good advice and listened to our needs and situation."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always a helpful and cheerful person and a pleasure to deal with. He is very knowledgeable and easy to understand. I highly recommend Pete. Dennis & Pauline."

  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would definitely recommend Peter."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter is a wealth of knowledge and follows everything he does through extremely thoroughly."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Peter provides excellent, readily understandable information on a regular basis that has allowed us to achieve our goals with regard to wealth preservation and growth. David 4670"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has helped me immensely to set up my Investment to Retirement package. I could not have done this by myself. I am greatfull that Peter has put this package together to help invest in Super & Tax benefits."

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of the Sunshine Coast (USC)
Completed
2006

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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