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Profile - Peter Doohan

 
Peter Doohan
Authorised Representative
 
86 Woongarra Street
Bundaberg QLD 4670
 
PO Box 2308
Bundaberg QLD 4670
 
Tel:(07) 4152 3199
Fax:(07) 4153 1507 
Mob: 0431 741 501
 
Australian Securities and Investment Commission (ASIC) Authorised Representative number is 277294

Peter has over 25 years experience in the financial services industry. He holds a Diploma in Financial Planning and obtained his Masters of Financial Planning in 2004 from the University of Sunshine Coast.   Peter joined Elders Financial Planning in 2008 and is currently working towards achieving his Certified Financial Planner accreditation.

As an Authorised Representative, Peter believes in helping his 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.   He achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions.

Services

Peter is authorised to provide a wide range of facilities to you, including: 

  • Investment Planning
  • Wealth Accumulation Advice
  • Risk Planning Management
  • Superannuation Advice
  • Retirement Planning Advice
  • Business or Farm Succession
  • Estate Planning
  • Centrelink (Social Security) Advice
  • Tax Efficient Strategies 
     
Important Information
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

Elders Financial Planning Pty Ltd. AFSL 224645
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
 

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