Bobbe-Lee Duncombe
Financial Adviser in Coolangatta, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000293276
- Location
- Coolangatta QLD 4225
- Licensee
- Fitzpatricks Private Wealth Pty Ltd (AFSL 247429)
- Authorised since
- 20 June 2018
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Banking & Finance), Queensland University of Technology (QUT) (1998); Master of Professional Accounting, University of Southern Queensland (2002); Diploma of Financial Services (Financial Planning), Tribeca (2005); Margin Lending and Geared Investments, Kaplan Professional (2011); Superconcepts & ICFS Specialist SMSF Online Course, SuperConcepts (2020)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Bobbe-Lee Duncombe
Bobbe-Lee Duncombe is a financial adviser in Coolangatta, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000293276.
The licensee Bobbe-Lee advises under is Fitzpatricks Private Wealth Pty Ltd (AFS licence 247429). The current authorisation started on 20 June 2018.
According to the register, Bobbe-Lee first provided financial advice in 2004. Qualifications and training on file include Bachelor of Business (Banking & Finance) (Queensland University of Technology (QUT), 1998), Master of Professional Accounting (University of Southern Queensland, 2002) and Diploma of Financial Services (Financial Planning) (Tribeca, 2005). Bobbe-Lee is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Bobbe-Lee is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Bobbe-Lee Duncombe a registered financial adviser?
Yes. Bobbe-Lee Duncombe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000293276.
Which licensee does Bobbe-Lee Duncombe work under?
Fitzpatricks Private Wealth Pty Ltd, Australian financial services licence 247429.
What can Bobbe-Lee Duncombe give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.