Robert Purcell, CFP®


Name Robert Purcell CFP®
Company Lee Clarke and Co
Address Suite 2, 24 Bolton Street
Newcastle, NSW 2300
Phone 02 49253800

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)

< Prev Page