Financial Adviser
· BUNDABERG, QLD
Peter William Doohan
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277294
Peter William Doohan is a financial adviser based in Bundaberg, Queensland, with 24 years of experience in the financial services industry. Peter is currently authorised under Alliance Wealth Pty Ltd. Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from University of Sunshine Coast. Peter is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning (8 units)
FPA
2006
Master of Financial Planning
University of Sunshine Coast
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2024
Specialist SMSF Online Course
SuperConcepts & University of Adelaide
Registration History
Government Debentures, Stocks or Bonds: class of product only.
ELDERS FINANCIAL PLANNING PTY LTD
Government Debentures, Stocks or Bonds - Class of product only.
Source: ASIC Financial Advisers Register