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 4.55
  • 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

4.55
21 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.15
Customer care
4.40
Likely to recommend
Showing reviews 1—10 of 21

Sort by

5.00

"Peter is amazing, he was not the first adviser we have used but without a doubt the best one we have used. His knowledge and attention to detail is first class, in the two years that we have used him not only has his advice been great so has the returns on our superfunds, he even got us to understand our Estate Planning for the first time. We strongly recommend if you are looking for a smart and talented adviser, Pete is the one."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Pete and his team have always been available to help with anything that is needed which makes my life easy."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.00

"Peter is continually finding new ways to assist us and make suggestions, rather than setting us and leaving us be. I like the continued assistance."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Peter listens to my personal needs and requirements to which he then works with me to achieve the outcome I want to have."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.50

"Peter is assisting us with our transition to retirement, its great having someone to walk with us and to help guide our decisions."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I fine Peters expertise in the finance side of things second to none, and trust the options he provides to us for our future."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Keep up the good work Peter. It's good to know that I can get advice from you and have it explained to me to so that I can understand."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Great team of people to work with and Peter makes understanding how things work really easy to follow. The whole approach to understanding money and how to be smart about it is excellent. He is a smart guy and he really does care about his clients"

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

"My wife normally takes care of the finances but now that we see Peter I am a part of the conversation, and getting a better understanding of what we need to do."

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

"Peter knows how much we appreciate the time he spends assisting us, and how happy we are to be guided in our decisions financially."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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