Bobbe Duncombe Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Many individuals today find that there is a lot of “noise” in their financial world, often leaving them unsure of how best to plan for the future. People may be concerned that the complexities of their financial situation have not been fully addressed or they may be unable to articulate their goals into a practical plan that will benefit them and their loved ones.
Bobbe offers her clients the ability to gain a sense of calm regarding their finances. Whilst challenging people to make the changes required to achieve their goals, she helps them fully understand their options so that they can make decisions with confidence. Providing exceptional ongoing service, Bobbe also empowers her clients with the flexibility to manage changes that happen along the way.
Using a holistic approach to financial advice, Bobbe spends time getting to know her clients and their individual situation. She works closely with them to create a strategy particular to their personal needs and will bring a team of professionals together to effectively implement specific parts of the life plan. Bobbe believes in building deep, long-term relationships with her clients and assists them in refining their financial plan over time as circumstances change.
Bobbe strives to achieve a healthy work-life balance for herself and her family and endeavours to make the same possible for all her clients. She is dedicated to her profession but in her spare time, loves to travel and experience what other horizons have to offer with her husband and her two young children.
- 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
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Small to Medium Enterprises (SME)
Investment and Portfolio Construction
Divorce and Financial Settlements
Strategic Financial Advice
- 9 years in banking & accounting
- 15 years financial planning – from back office support, advising and managing a financial planning practice with 25+ staff