About
Bobbe is a dedicated financial adviser with over 25 years’ experience in the finance industry, offering personalised, comprehensive strategies to guide clients through various life stages with passion expertise and care. Based on the Gold Coast, she looks after clients all over Australia.
Bobbe enjoys guiding successful individuals, families and business owners to navigate various life stages, including divorce and intergenerational planning. Passionate about her work, Bobbe is dedicated to understanding each person’s unique needs and goals, and providing clarity and comfort in the face of 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).
Qualifications & Memberships
- 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