BOBBE-LEE DUNCOMBE
Financial Adviser · Coolangatta, QLD
📚 Qualifications & Training
1998 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT)
2002 - Master of Professional Accounting - Masters Degree (AQF 9) - University of Southern Queensland
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
2020 - Superconcepts & ICFS Specialist SMSF Online Course - Other - SuperConcepts
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.