About
Bobbe’s approach is grounded in the belief that good financial advice should feel deeply human. She is a strategic partner to families, rising generations and women, helping them navigate life’s complex transitions – often before the big decisions need to be made.
Whether helping a family steward intergenerational wealth, partnering with rising generations on succession planning or guiding a widow through the unfamiliar, Bobbe brings structure, strategic foresight, and the confidence that comes from having someone truly in your corner.
A relational advisor by nature, Bobbe is known for her ability to connect the personal with the practical. She brings a rare blend of emotional intelligence and technical expertise – seeing the big picture while tending to the details, and ensuring every plan reflects not just financial outcomes but personal values and lived realities.
She collaborates closely with clients’ accountants, lawyers, and advisers to develop well-paced, integrated strategies that align with each client’s unique needs and circumstances. Her thoughtful, values-driven style has earned her enduring relationships and a reputation built almost entirely through word of mouth.
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 a Certified Practicing Accountant (CPA).
Qualifications & Memberships
- Significant Advice Network member
- Financial Advice Association Australia (FAAA)
- CPA Australia
- Bachelor of Business (Banking and Finance) – Queensland University of Technology
- Masters of Professional Accounting – University of Southern Queensland
- Margin Lending and Geared Investments – Kaplan
- SuperConcepts & ICFS Specialist SMSF Course