Financial Adviser · COOLANGATTA, QLD

Bobbe-lee Duncombe

COOLANGATTA, QLD

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000293276

Currently at

Fitzpatricks Private Wealth

Sydney, NSW (firm address)

View firm profile

About Bobbe-lee Duncombe

Bobbe-lee Duncombe is a financial adviser based in Coolangatta, Queensland, with 22 years of experience in the financial services industry since 2004. Bobbe-lee is currently authorised under Fitzpatricks Private Wealth. Bobbe-lee holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bobbe-lee's qualifications include a Master of Professional Accounting from University of Southern Queensland. Bobbe-lee is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Business (Banking & Finance)

Queensland University of Technology (QUT)

2002

Master of Professional Accounting

University of Southern Queensland

2005

Diploma of Financial Services (Financial Planning)

Tribeca

2011

Margin Lending and Geared Investments

Kaplan Professional

2020

Superconcepts & ICFS Specialist SMSF Online Course

SuperConcepts

Registration History

Fitzpatricks Private Wealth Pty Ltd

Jun 2018 - Present Current

Psk Advisory Services Pty Ltd

Jun 2013 - Jun 2018 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

STRATEGIC PLANNING PARTNERS PTY LTD

Jan 2009 - Jun 2018 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register