Bobbe-Lee Duncombe
Financial Adviser
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About
Bobbe-Lee Duncombe is an ASIC-registered financial adviser based in beautiful Coolangatta, Queensland. With a solid foundation in finance and accounting, Bobbe-Lee holds a Bachelor of Business (Banking & Finance) from QUT and a Master of Professional Accounting from the University of Southern Queensland. Furthering her expertise, she completed a Diploma of Financial Services (Financial Planning) and specialist courses in margin lending, geared investments, and SMSFs. Bobbe-Lee is a proud member of CPA Australia and the Financial Advice Association of Australia (FAAA), reflecting her commitment to upholding the highest professional standards. She is authorised to provide advice on a comprehensive range of financial products, ensuring her clients receive tailored solutions to meet their unique needs. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice (including Life Insurance, Risk Insurance, Securities and Government Debt Securities) Whether you're planning for retirement, seeking to grow your wealth, or require guidance on superannuation or insurance, Bobbe-Lee offers expert advice and personalized service. Contact Bobbe-Lee today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Bobbe-Lee Duncombe provide?
Bobbe-Lee Duncombe provides comprehensive financial advice, including superannuation, insurance, wealth management, retirement planning, and investment strategies encompassing Life Insurance, Risk Insurance, Securities and Government Debt Securities.
What qualifications does Bobbe-Lee Duncombe hold?
Bobbe-Lee holds a Bachelor of Business (Banking & Finance), a Master of Professional Accounting, a Diploma of Financial Services (Financial Planning), and specialist certifications in margin lending, geared investments, and SMSFs.
What can I expect during my first consultation with Bobbe-Lee?
During your initial consultation, Bobbe-Lee will take the time to understand your financial goals, current situation, and risk tolerance. She will then outline a personalized strategy to help you achieve your objectives.
How does Bobbe-Lee stay up-to-date with the latest financial regulations?
Bobbe-Lee maintains her memberships with CPA Australia and the FAAA and actively participates in ongoing professional development to stay informed about changes in legislation and best practices.
How do I get started with Bobbe-Lee?
Simply reach out to Bobbe-Lee via phone or email to schedule an initial consultation. She's ready to help you take the first step towards a secure financial future.
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