Qualifications/Memberships

• B Bus (BKF) – Bachelor Business (Banking and Finance) QUT
• MPAC – Masters of Professional Accounting USQ
• Dip FS (FP) – Diploma of Financial Services (Financial Planning) Kaplan
• Certified Practising Accountants, CPA
• Associate Member, FPA

Areas of expertise

Investment and Portfolio Construction

Retirement Planning and Pensions

Estate Planning

Asset Protection and Business Structures

Business Succession

Insurance advice for individuals and business owners

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Experience

• 9 years in banking & accounting
• 15 years financial planning – from back office support, advising and managing a financial planning practice with 25+ staff

Testimonials

We were fortunate that Bobbe took over our financial management and in the past three years under her guidance, our lives have changed. We have been able to undertake the projects we want to do, stop fulltime work, ensure regular getaways, and know we will be able to live comfortably on our savings for the term of our lives (even if that means getting a telegram from the Queen).

Aside from Bobbe being warm and friendly, understanding of our goals and incorporating them into our financial plan, most important is her expertise. Bobbe is abreast of industry information which ensures how we structure our finances to provide maximum benefits, deductions and long-term growth.

We had no idea of the financial opportunities available to us in regard to our superannuation and income structuring. Bobbe is the first financial planner who has been proactive for us. As well as achieving the goals we wanted, Bobbe has been able to do so much more with her knowledge of the industry that far surpassed our understanding. Her recommendations and what she achieved on our behalf exceeded our expectations. Bobbe also worked with our solicitor during the planning of our wills to ensure everything was covered.

We weren’t always convinced of the need for a financial planner, but since meeting and working with Bobbe, we wish we had found her earlier and we whole-heartedly recommend that other people seek Bobbe’s services sooner rather than later.

Chris and Helen Adams, Greenslopes

We’ve known Bobbe 4 or 5 years. We value Bobbe’s advice greatly, it is easy to follow and Bobbe is always thinking outside of the box to give us the best opportunity of growing our portfolio so we can enjoy a comfortable retirement.

Her use of plain English rather than financial jargon is great. And Bobbe makes us feel that she cares about us and our future. We never feel rushed and everything is always explained to our satisfaction.

Bobbe is our financial doctor, her check-ups keep our financial plan on track. She is genuine, very approachable and knowledgeable. Bobbe “gets” us and when you have that easy communication, everything is so much easier.

We are very happy with Bobbe and her advice. Bobbe is a pleasure to deal with and without hesitation we would recommend her services.

A & V Capone, Robina

We have known Bobbe for over 2 years now. Bobbe offers a most professional service with a warmth and enthusiasm that engenders trust and enables us to articulate what we need to do to achieve our goals in life.

Bobbe is a very skilled listener and helps us drill down so we can explore our options. We have never felt pushed into taking any particular action, but she has helped us understand what each option is about. This has built our confidence. We also enjoy Bobbe’s warmth and humour.

We would highly recommend Bobbe as a financial advisor. She knows her material, is a very good listener and creates the sense that she is working to achieve what is best for us.

Maria Wagner and Lindsay Gaffney, Mitcheltom

I would like to thank Bobbe and her team for making the whole process of personal finance so easy, and for taking the time to understand who we are as individual people with different needs and concerns, as well as a couple planning for their future. Its rare to find someone who listens.

Bobbe makes you feel special and important, her knowledge is amazing, and we trust her completely.

Roger & Jacquie Hewitt, Banora Point