Robert Purcell, CFP®

Bob has been working full time as a financial planner since April 1987.He held a Dealer's Licence, now an Australian Financial Service Licence , since 1989 through his ownership of Novatax Pty Ltd until June 2023 when he cancelled it because he no longer needed it having joined Lee Clarke & Co who have their own licence.. His qualifications are: Bachelor of Commerce (Newcastle University), Chartered Accountant, Diploma of Financial Planning (Deakin University), Certified Financial Planner (CFP), Estate Planning Course (Distinction - University of Technology Sydney)

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