Bobbe-lee Duncombe
About Me
Bobbe enjoys guiding successful individuals, families, business owners navigating various life stages, like divorce and intergenerational planning. Passionate about her work, Bobbe is dedicated to understanding each person’s unique needs and goals, providing clarity and comfort when facing complex financial decisions. She collaborates closely with a client’s advisers and other experts to deliver comprehensive, effective strategies that have flexibility to change as needed.
Bobbe holds a Bachelor of Business (Banking and Finance), a Master of Professional Accounting, and a Diploma of Financial Services (Financial Planning). She is an associate member of the Financial Advice Association Australia (FAAA) and has her Certified Practicing Accountant accreditation (CPA).
Areas of Focus
- Cashflow management
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Years of Experience 21 Years
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Licensed By Fitzpatricks Private Wealth Pty Ltd