Peter Morrison-Dowd

Aspectfp Pty Ltd

Gold
38 Yrs Experience
Beaconsfield, VIC 3807

It's true, great staff create great clients, and I am lucky to have found a team of great staff that ensure that our firm has great clients.

I see the role of an Adviser as the custodian of the clients wealth, we are not here to sell products or push the latest trade, we are here to make an immediate difference to our clients.

So what is wealth?

To me it's having peace of mind, it is knowing that if you get into a crisis you have a crisis plan to help you get out of it and it is knowing that the ones you care for are cared for, that wealth, it is not just dollars and sense.

For the past 10 years, I have volunteered as a VicSES Emergency Services Road Rescuer, meaning, if someone is in a car accident we are the guys to cut you free, 'Jaws of life' if you wish. Having completed over 680 rescues makes one very humble and brings a new perspective to one's life and the wellbeing of my clients.

I am also a noted inventor with IP Australia, holding two Patents for Financial Advice technology, feel free to google it.

If we get the chance to meet professionally, the first thing I will get you to understand is that there is no rush, people make mistakes when they rush so it is important to know where you are and where you want to go; that's how great strategies work out.

Holding my own AFSL means I never get pressured to 'sell ' this or 'sell' that and I see that as a great benefit to you, the individual seeking advice.

As an Accounting firm, we also bring together strong disciplines in budgeting and lending, plus we also own our own research company Vestdata, making us one of the better informed teams around.

My fees

I offer a free initial consultation for potential new clients. Get in touch

I provide a written Letter of Engagement detailing what my professional concerns are and the cost to have those concerns dealt with prior to asking you to commit to using the firm. Until you sign the Letter of Engagement you may have as many meetings with us to discuss your concerns and only when you feel comfortable and sign the engagement will we commence doing any work.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 21
  • First year providing advice 1984
  • Years of experience 38
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Aspectfp Pty Ltd

Unit 6, 68-70 Old Princes Highway
Beaconsfield, VIC 3807

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Boston Reed Pty Ltd

AFSL 225738