Peter Dowling

Peter Dowling Email and Phone Number

Director and Senior Adviser at Longreach Private Wealth @ Longreach Private Wealth
Peter Dowling's Location
Perth, Western Australia, Australia, Australia
Peter Dowling's Contact Details

Peter Dowling work email

Peter Dowling personal email

n/a
About Peter Dowling

Longreach Private Wealth was established with the aim of delivering personalised and unbiased financial planning advice. Goals based advice is at the core of our offering - conversations to develop and define your goals and implementing strategies to improve your probabilities of achieving these outcomes.For transparency and to align our interests, we adopt a "fee for service" pricing model, agreed in advance, reviewed annually and charged as a flat dollar amount.We work with individuals, family groups and business owners who seek quality strategic financial advice and an ongoing relationship.Our engagements are flexible, including "one-off" pieces of advice to address a specific issue and ongoing arrangements based around regular progress meetings.We believe in collaboration, working closely with other professionals such as your accountant and lawyer, to deliver consistent and comprehensive advice solutions.

Peter Dowling's Current Company Details
Longreach Private Wealth

Longreach Private Wealth

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Director and Senior Adviser at Longreach Private Wealth
Peter Dowling Work Experience Details
  • Longreach Private Wealth
    Director And Senior Adviser
    Longreach Private Wealth Apr 2021 - Present
    Perth, Western Australia, Australia
    Peter established Longreach Private Wealth with the aim of delivering personalised and unbiased financial advice.Goals based advice is at the core of our offering - conversations to develop and define your gaols and implementing strategies to improve your probabilities of achieving these outcomes.For transparency and to align our interests, we adopt a "fee for service" pricing model, agreed in advance, reviewed annually and charged as a flat dollar amount.We work with individuals, family groups and business owners who seek quality strategic financial advice and an ongoing relationship.Our engagements are flexible, including "one-off" pieces of advice to address a specific issue and ongoing arrangements based around regular progress meetings.We believe in collaboration, working closely with other professionals such as your accountant and lawyer, to deliver consistent and comprehensive advice solutions.
  • West End Group Pty Ltd
    Senior Adviser
    West End Group Pty Ltd Sep 2019 - Apr 2021
    West Perth, Wa
  • Definitive Financial Services
    Senior Adviser
    Definitive Financial Services Feb 2017 - May 2019
    Subiaco, Western Australia
  • Perpetual Limited
    Senior Financial Consultant
    Perpetual Limited Jul 2011 - Dec 2016
    Perth, Australia
    Perpetual Private Clients provides specialist financial advisory services and traditional trustee company services.My role includes: - financial planning advice - superannuation, including SMSF advice - investment advice for individuals and Not for Profit organisations - charitable planning and philanthropic advice - estate planning - personal risk (insurance) advice, and - native title trusts: professional trusteeship and investment management
  • Shadforth Financial Group Ltd
    Private Client Adviser
    Shadforth Financial Group Ltd Apr 2008 - Apr 2011
  • Gannon Growden Schonell & Associates
    Adviser
    Gannon Growden Schonell & Associates Nov 1994 - Apr 2008
    Merged with 12 like-minded groups to form Shadforth Financial Group.

Peter Dowling Skills

Superannuation Wealth Financial Planning Estate Planning Insurance Portfolio Management Investment Advisory Retirement Planning Strategic Financial Planning Investment Management Investment Strategies Wealth Management Financial Services Financial Advisory Finance

Peter Dowling Education Details

Frequently Asked Questions about Peter Dowling

What company does Peter Dowling work for?

Peter Dowling works for Longreach Private Wealth

What is Peter Dowling's role at the current company?

Peter Dowling's current role is Director and Senior Adviser at Longreach Private Wealth.

What is Peter Dowling's email address?

Peter Dowling's email address is pe****@****.com.au

What schools did Peter Dowling attend?

Peter Dowling attended The University Of Western Australia, Christ Church Grammar School, Finsia.

What skills is Peter Dowling known for?

Peter Dowling has skills like Superannuation, Wealth, Financial Planning, Estate Planning, Insurance, Portfolio Management, Investment Advisory, Retirement Planning, Strategic Financial Planning, Investment Management, Investment Strategies, Wealth Management.

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