CPR WEALTH - Key Persons
"I'm passionate about what we do in financial planning and the impact we have on our clients."
Adam has been blessed to be in the industry since 2013 and looks forward to many more years of learning and growing. Prior to working in financial planning, Adam studied Neuroscience at UQ and worked in health services. He wanted to help people with their health but eventually realised that he loved numbers a lot more than he loved chemistry and made the switch to finance. Now Adam gets to help people with their financial health and hasn't looked back since. In his spare time, he loves to train or relax by the ocean, as he finds both help him to keep a clear mind and healthy body. If he's not training or by the ocean, Adam is spending time with his family.
Job Titles:
- Team Manager, Partner, Senior Financial Planner
Adam was born and raised in Tamworth, attending high school in Armidale at TAS. He spent a year in the UK as a PE assistant prior to studying externally through UNE where he completed a Bachelor of Arts majoring in English and History. In 2012, Adam began working in the Financial Services industry as a Client Service Manager within his family's Financial Planning business, which had been operating in Tamworth for over 30+ years creating long-term relationships with many of his clients. "I quickly learnt the importance of financial planning and the benefits of building strong client relationships based on trust."
In 2015, Adam joined Invest Blue to build out the Tamworth team which now has 3 full-time Financial Planners and approximately 400 clients across the Central North, Central West and Upper Hunter areas. That same year, Adam also completed his Diploma of Financial Planning and attended the AMP Horizons Academy in Sydney. He has since also completed his Advanced Diploma in Financial Services plus holds a Graduate Diploma in Financial Planning + FASEA qualifications.
In his spare time, Adam loves spending time with his family -- wife Millie and their 3 children, Freddie, Viv and Valerie. He is also a keen sports enthusiast who loves to play golf, tennis, rugby union and Oztag as well as spend time at his family farm on the outskirts of Tamworth.
Areas of Specialisation:
SMSF
Transition to Retirement strategies
Debt and Cashflow Management
Superannuation
Tax minimization strategies
Qualifications:
Bachelor of Arts (English and History)
Diploma Financial Services (Financial Planning)
Advanced Diploma Financial Services (Financial Planning)
Graduate Diploma (Financial Planning)
FASEA (Financial Adviser Exam)
I particularly enjoy assisting our clients with retirement and lifestyle planning. I measure my success on the difference I make to people's lives, by focusing on what's important to them, and assisting them to gain a better understanding of their financial and lifestyle circumstances.
Adam was born and raised on the Gold Coast. After several years in the industry as a technical analyst, Adam joined Advice First (Invest Blue) in 2010 as a Financial Adviser and then became a Partner in 2013. As the firm's Retirement Specialist, Adam has a specific interest in Superannuation, Wealth management, Tax Planning, Pensions and Centrelink, Aged care, and Cash flow analysis and budgeting.
Adam and his wife Susie spent their younger years living in London and traveling Europe, before returning to the Gold Coast in 2005 to get married and raise their two daughters. In Adam's spare time, he enjoys all outdoor sports and can often be found on the golf course.
Adam is a young and energetic planner and provides the Strategic team and his clients with a caring and thoughtful approach to financial advice. Adam completed his University studies in 2011 and holds a Bachelor of Business from the University of Tasmania. While at KPMG, Adam gained his Chartered Accountant qualification and since moving to Strategic, he has completed a Masters of Commerce specialising in Financial Planning. Adam has been with Strategic since 2015, having previously worked in Management Consulting in Hobart with KPMG.
As a Financial Adviser, his aim is to improve the financial well-being of those who seek his advice and deliver on his aim to be their trusted adviser. Adam wants to be their go-to person to bounce ideas off, lay out all their options allow them to make the best possible decision that suits their specific needs and situation, and at times be their unreasonable friend that challenges them to achieve their goals and stay on track. Adam knows that he also wants to be there when times are tough to help them through and celebrate with them when they achieve their goals.
Adam specialises in strategic financial planning, insurance and investment advice for his clients. His focus is on developing long term relationships to enable his clients to achieve their financial and, ultimately, personal objectives and goals.
Adam is married to Suzette and they have two young sons, Alec & Ellis. When not at work, Adam enjoys going to the cinema, spending time with his family and staying active and trying to keep up with his children which now includes reacquainting himself with riding a bike!
Adam is a young and energetic planner and provides the Strategic team and his clients with a caring and thoughtful approach to financial advice. Adam completed his University studies in 2011 and holds a Bachelor of Business from the University of Tasmania. While at KPMG, Adam gained his Chartered Accountant qualification and since moving to Strategic, he has completed a Masters of Commerce specialising in Financial Planning. Adam has been with Strategic since 2015, having previously worked in Management Consulting in Hobart with KPMG.
As a Financial Adviser, his aim is to improve the financial well-being of those who seek his advice and deliver on his aim to be their trusted adviser. Adam wants to be their go-to person to bounce ideas off, lay out all their options allow them to make the best possible decision that suits their specific needs and situation, and at times be their unreasonable friend that challenges them to achieve their goals and stay on track. Adam knows that he also wants to be there when times are tough to help them through and celebrate with them when they achieve their goals.
Adam specialises in strategic financial planning, insurance and investment advice for his clients. His focus is on developing long term relationships to enable his clients to achieve their financial and, ultimately, personal objectives and goals.
Adam is married to Suzette and they have two young sons, Alec & Ellis. When not at work, Adam enjoys going to the cinema, spending time with his family and staying active and trying to keep up with his children which now includes reacquainting himself with riding a bike!
Alana started in Financial services with Bravien Financial as the first point of contact 5 years ago. Her experience in client service transferred brilliantly to the Business Manager role where she was responsible for keeping the well-oiled machine running - HR, training, team meetings, KPI's, projects, marketing and coordinating all other areas of the business that allow it to function and meet clients expectations.
Prior to joining the Financial service industry, Alana spent 9 years in the hospitality industry, rising through the ranks to become General Manager of a Canberra Motel.
In her spare time, Alana loves creating memories with her partner Jarrod and new son Austin. She also enjoys family getaways, travelling, playing sports, and spending lots of time with friends.
Alesha joins Invest Blue in 2021, with over 7 years of experience in the financial advice industry - which includes working as a Paraplanner/Analyst, Advice Implementation and Client Service Coordinator. Alesha is sincerely passionate about helping people to live their best possible life! In the summer, Alesha enjoys being active and doing anything outdoors or near the beach. During winter, she enjoys snowboarding or hibernating to keep warm. Year-round, you can find Alesha catching the sunrise or enjoying a glass of wine. Qualifications and Professional Accreditations Diploma of Financial Planning Studying Bachelor of Business, Majoring in Finance and Financial Planning
Outside of work, Xander is a sporting fanatic. You will find him playing tennis, touch football, athletics, road running or at the gym. He loves to keep active and should you be interested, is always available for a game of tennis.
"Financial planning to me is more than just creating and maintaining wealth. It is about embarking on a rewarding and fruitful journey, and I get to be there every step of the way. I love helping clients not only set goals that truly ignite their passion, but also educat ing and empower ing them to make financial decisions for themselves".
Xander previously worked as a mechanical engineer for Leighton Contractors working on Australia's Liquified Natural Gas Project. Passionate about financial markets, in 2015 he completed his Master's in Finance and Investment s in the UK and went on to work in London for a private equity firm. Xander began his career in financial planning in 2017 joining AMP before working for Templetons Financial for 4 years. Xander is enthusiastic to join Invest Blue in 2021 given the opportunity to provide tailored, relevant, and comprehensive advice solutions to all his clients.
Alice is an undergraduate taking Bachelor of Science in Electronics Engineering. She used to be Freelance Virtual Assistant and Customer service representative.
She likes working in the financial planning industry because the job requires attention to detail, being organized, and strong research skills. This is a real challenge for her, and she loves the feeling that she will slowly overcome these challenges.
In her spare time, she likes to just stay at home, watch vlogs and cook; however, right now, she is trying different outdoor activities like camping, trekking, riding a bicycle etc.
Allison has been working in the financial services industry since 2015, during which she completed a Diploma of Financial Planning. She enjoys assisting clients in fulfilling their financial and personal goals.
Outside of work, Allison loves spending time with her two small dogs, Baxter and Bailey, reading a good book and attending musical theatre performances throughout Australia.
Qualifications
Diploma of Financial Planning.
Allison has been working in the financial services industry since 2015, during which she completed a Diploma of Financial Planning. She enjoys assisting clients in fulfilling their financial and personal goals.
Outside of work, Allison loves spending time with her two small dogs, Baxter and Bailey, reading a good book and attending musical theatre performances throughout Australia.
Qualifications
Diploma of Financial Planning.
Ally joins Invest Blue in 2021, with over 8 years of experience in the financial planning industry. She loves helping her clients to reach their goals and dreams by providing quality, tailored financial advice.
Ally enjoys an active and social lifestyle. When she is not working or studying, most of her free time is spent with her fiancé, two dogs, friends, and family. You can usually find her walking the dogs around Lambton park, training at F45 Newcastle or enjoying coffee or a meal with friends in one of the many beautiful cafes around Newcastle. Amy and her husband enjoy traveling and try to get away on small camping trips when they can.
Job Titles:
- Relationship Manager
- in 2021 As a Relationship Manager
Allyson joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Allyson has worked in the Financial Planning industry for 18 years as a Practice Manager and in Practice Support roles.
Allyson enjoys working in a team environment, supporting and assisting Financial Planners to do what they do best. She also enjoys interacting with clients and believes it is an integral part of her role, ensuring they feel heard and valued and have the best client experience possible.
Allyson joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Allyson has worked in the Financial Planning industry for 18 years as a Practice Manager and in Practice Support roles.
Allyson enjoys working in a team environment, supporting and assisting Financial Planners to do what they do best. She also enjoys interacting with clients and believes it is an integral part of her role, ensuring they feel heard and valued and have the best client experience possible.
Amanda's career started in banking & transitioned to financial planning in 2007 and she hasn't looked back since. She finds her passion in educating clients about the complexity of financial products, so they can feel in control and make informed decisions about their financial future. With a focus on relationships, it gives her great satisfaction to see her clients living their best life through strategies they've implemented together.
She likes working in the financial planning industry because she likes helping people be more confident and in control of the decisions they make around money and their finances.
Amber was drawn to Invest Blue by the company's dynamic that focused on applying its core values to each and every process they make. Also, the company is not just a workplace but a family. Amber worked for CPR Wealth prior to coming to Invest Blue and she also has completed certificate 3 in Business Studies in 2017.
Working within the financial planning industry provides her with a challenge, every day is a different day and each day provides more insight into more ways that she is able to fulfil her abilities to help others where she can.
Amber was drawn to Invest Blue by the company's dynamic that focused on applying its core values to each and every process they make. Also, the company is not just a workplace but a family. Amber worked for CPR Wealth prior to coming to Invest Blue and she also has completed certificate 3 in Business Studies in 2017.
Working within the financial planning industry provides her with a challenge, every day is a different day and each day provides more insight into more ways that she is able to fulfil her abilities to help others where she can.
What Amiel likes in Invest Blue is its versatility and a wide range of new learnings. It's a big group and good people. Amiel graduated with a bachelor's degree in Computer Science and previously worked in Singapore as a Team Manager then worked her way up as a Manager of Park Operations (two positions up from Team Manager) in Adventure Cove Waterpark & Universal Studios, Resorts World Sentosa for about 8 years. Working in the financial planning industry is totally something new to her and out of scope from her previous work experiences. Amiel is still learning and now she gets to understand how important it is to manage finances properly
In her spare time, she's a typical homebody, aside from spending time with her kids, she works around the house, and watches her favourite tv series, anime or Korean dramas.
What Amiel likes in Invest Blue is its versatility and a wide range of new learnings. It's a big group and good people. Amiel graduated with a bachelor's degree in Computer Science and previously worked in Singapore as a Team Manager then worked her way up as a Manager of Park Operations (two positions up from Team Manager) in Adventure Cove Waterpark & Universal Studios, Resorts World Sentosa for about 8 years. Working in the financial planning industry is totally something new to her and out of scope from her previous work experiences. Amiel is still learning and now she gets to understand how important it is to manage finances properly
In her spare time, she's a typical homebody, aside from spending time with her kids, she works around the house, and watches her favourite tv series, anime or Korean dramas.
Ana has a degree in BSBA-Marketing Management. She was with Virginia Food, Inc as Factory Outlet-In Charge.
Ana likes working in the financial planning industry because it helps her think and wonder about her finances every day and in the future.
Andrew began working in the financial services sector UK in 1999 before moving to Australia in 2003 where he has continued working in the industry. He has worked for large licensees before moving across to work for the smaller, more personal financial planning firms. His most recent role has been in Bathurst, NSW.
When Andrew is not working, he has a passion for music production and is a radio presenter and committee member at his local community radio station (Radio Blue Mountains), where he is involved with the station's decision making, fundraising and grant applications. Since becoming a committee member, he has raised over $40,000 for the station so far. When not at work, home or in the studio, Andrew enjoys taking off on walks through the Blue Mountains, is a keen cook, a malt whisky enthusiast and a founding member of the Blue Mountains Whisky Club.
Andrew began working in the financial services sector UK in 1999 before moving to Australia in 2003 where he has continued working in the industry. He has worked for large licensees before moving across to work for the smaller, more personal financial planning firms. His most recent role has been in Bathurst, NSW.
When Andrew is not working, he has a passion for music production and is a radio presenter and committee member at his local community radio station (Radio Blue Mountains), where he is involved with the station's decision making, fundraising and grant applications. Since becoming a committee member, he has raised over $40,000 for the station so far. When not at work, home or in the studio, Andrew enjoys taking off on walks through the Blue Mountains, is a keen cook, a malt whisky enthusiast and a founding member of the Blue Mountains Whisky Club.
"Working alongside people, helping them plan for the different stages of life's journey and then seeing them be able to live out their best possible life is an incredibly rewarding experience".
Andrew is originally from the New England region being born in Bingara. His family moved to Sydney in the mid 70's for employment opportunities. He has been involved in the Financial Services profession since 1998 working initially as a Business Development Manager (in Sydney) supporting financial planning practices. Andrew, his wife Lisa and son's, Mitch and Daniel re located to Tamworth in 2010 when he started working as a financial planner, initially in a small planning practice. He moved to a Financial Planning role with the NAB in 2015 and later joined Advisory Group in 2020, which was incorporated into Invest Blue in 2021.
In his spare time, he is actively involved in the local sporting community spending 4 years as President of East Tamworth Football Club and more recently as Treasurer of West Tamworth Cricket Club. Both his boys share his enjoyment of sport and weekends are spent watching the boys play football in the winter and playing cricket alongside them in the summer.
Ange has worked as the Administration Officer/Client Services Officer for the RI Hobart team for 2.5 years and has worked in business administration and customer service roles for over 10 years.
Outside of work, Ange enjoys spending quality time with her family, visiting her hometown in Broome, on warm summer days, keeping fit and exploring Tasmania.
Ange has worked as the Administration Officer/Client Services Officer for the RI Hobart team for 2.5 years and has worked in business administration and customer service roles for over 10 years.
Outside of work, Ange enjoys spending quality time with her family, visiting her hometown in Broome, on warm summer days, keeping fit and exploring Tasmania.
Annie enjoys Invest blue and values the highly motivated team with friendly down to earth people.
Annie has 20+ years' experience in the financial industry. She enjoys walks with her dog, mountain walks and time with family & friends
Anthony graduated Cum Laude with a Bachelor of Science in Accountancy degree. He started working in the BPO Industry (International companies in USA and Canada) in 2014. His previous work experience before VBP is being a Financial Support for an International Software Company. He was assigned to handle more than 35 companies for invoicing process.
He likes working in the financial planning industry because he got to experience how people in Australia manage their wealth. He now understands why most of them are financially free and living the best of their lives. It really inspires him to know their financial status is stable. He would like to do the same if given the chance and resources.
In his spare time, he likes to play online games and watch movies to calm his workaholic self.
Anthony joined Invest Blue in 2021 as a Financial Planner. He has a huge passion for financial advice and has been involved in financial services since 2007 and an Adviser since 2011.
Originally from Rural NSW, Anthony moved to Melbourne in 2007 and loved the food, sport and coffee culture that engulf this town.
Anthony is a long-suffering Bombers fan and a keen golfer. He loves travelling and spending as much time as possible with his beautiful wife, Felicity and two daughters, Eleanor and Audrey.
Qualifications and Professional Accreditations
Job Titles:
- Head of Best Practice, Financial Planner, Partner
After a career in senior management in Local Government, Anthony was motivated to help people with their finances which led to a move into financial planning in 2003. Anthony joined invest blue in 2005 and helped to establish the Brisbane office.
From late 2019 Anthony was the Regional Head of Advice (Queensland), providing coaching and mentoring to the Financial Planning teams in Queensland which enabled him to impart his wealth of knowledge and experience to all members of the team. At the beginning of 2023 Anthony was appointed to a new role of Head of Best Practice for Invest Blue, this role focuses on bringing process efficiency and increasing capabilities of all our people across the business.
In his spare time, Anthony enjoys holidaying with his wife and three children. Anthony has recently pulled out his golf clubs again and has been enjoying walking various golf courses
Areas of specialization
Self Managed Super Funds
Wealth creation strategies
Retirement strategies
Risk management strategies
Qualifications
Certified Financial Planner (CFP)
Bachelor of Business
Advanced Diploma of Financial Services (Financial Planning)
Self Managed Superannuation Funds Accreditation
Borrowing within Self Managed Superannuation Funds Accreditation
Certificate IV in Mortgage Broking
Justice of the Peace Commissioned for Declarations Department of Justice QLD
Most Trusted Adviser designation; Beddoes Institute
Memberships
Financial Planning Association of Australia
Finance Brokers Association of Australia
"Invest blue values match with mine, working to do the best for it's clients and being responsible in making a difference in their financial journey while always prioritising an ethical relationship in which all involved wins."
Beatriz has worked at Itaú Unibanco Bank, in Brazil for 5 years, where she spent the last two years working as a Financial Investment Adviser. After moving to Australia with her husband she has been working as a Customer Service Attendant in the Hospitality Industry.
Beatriz has worked in the field for almost 5 years and has thoroughly enjoyed it, especially when her work had a positive impact on many lives by making their financial lives better. That feeling of helping others has stuck with Beatriz and pushed her to do more and improve.
During Beatriz's spare time she loves to dance jazz and sing. She also enjoys time outside with her two daughters and husband. Another favourite pastime is to meet with friends and chat.
Belinda joined Strategic Financial Planning in 2019 and have worked in the financial services industry for more than 30 years
Outside of work Belinda love spending time at our shack with family and friends and my interests also include cooking, watching football and going to the movies
Belinda joined Strategic Financial Planning in 2019 and have worked in the financial services industry for more than 30 years
Outside of work Belinda love spending time at our shack with family and friends and my interests also include cooking, watching football and going to the movies
Job Titles:
- Financial Planner CFP / Office Development Manager / Planner Development Coach
Ben, originally from the Tweed Coast in northern NSW studied at the University of New England in Armidale and moved to Coffs Harbour for his role as a Financial Planner with Invest Blue.
Ben is responsible for the day-to-day running of the Coffs Harbour/Grafton team ensuring clients receive a high standard of advice and overseeing internal training and development of staff.
Ben loves spending time with his wife and three daughters and has recently completed the Future2 Wheel Classic from Melbourne to Adelaide - helping raise funds for kids in need. He is passionate about all sports, in particular rugby. One day Ben would like to complete the New York Marathon.
Areas of specialisation
Wealth creation strategies
Debt and cash-flow management strategies
Risk insurance strategies
Retirement planning strategies
Self-Managed Superannuation Funds
Qualifications
Certified Financial Planner (CFP)
Bachelor of Commerce
Bachelor of Law
Advanced Diploma of Financial Services (Financial Planning)
Diploma of Financial Services (Financial Planning)
Self-managed Superannuation Funds Accreditation
Certificate IV in Mortgage Broking
Justice of the Peace Commissioned for Declarations Department of Justice NSW
Most Trusted Adviser designation; Beddoes Institute
Memberships
Financial Planning Association of Australia
Finance Brokers Association of Australia
Benjamin graduated with an Associate in Hospitality Management course. He previously worked in the hospitality industry for the first 2 years of his career, working both in the front and back of the house. For the last 13 years, he has been in several Business Process Outsourcing companies and has worked a year handling a micro team, an associate in the field of sales, technical support, and customer service.
He states that the thought of working in the financial planning industry is to know more about how things are done strategically in financial planning. Not only does he get to work and serve his clients through the service he provides, but in return he also gets to learn best practices relatable to his real-life financial planning.
In his spare time, he likes to spend time with his family, go biking, do outdoor activities, and cook as a way of relieving stress.
Job Titles:
- Associate Adviser
- in 2021 As an Associate
Brandon joined Invest Blue in 2021 as an Associate. Before joining Invest Blue, Brandon graduated from the University of Canberra with a Bachelor of Commerce, majoring in Financial Planning. He also worked for Centrelink in face-to-face servicing helping meet customers complex daily needs. Brandon has always had a keen interest in finance and helping others.
Brandon loves working in finance as he understands finances can be stressful and being able to help minimise others stress and help them achieve their dreams is something that he has always wanted to do.
In his spare time, Brandon loves playing and watching soccer, going for walks with his kelpie and spending time with his partner. He also enjoys gaming to unwind and is a big fan of games like Call of Duty and FIFA. Music is another of Brandon's favourite ways to unwind and is usually playing 24/7 at his house.
Brayden has completed a Diploma in Financial Planning and is currently studying a Bachelor of Commerce (Financial Planning) at UNE. He has been working in the financial planning industry for 3-years, starting with an accounting firm in Armidale and working as a Relationship Manager with Invest Blue for 12-months before commencing an Associate role in the Coffs Harbour office.
Brayden enjoys working in the financial planning industry as it allows him to assist people in making wise financial decisions and play a role in securing their financial future.
Brayden recently moved to the Coffs Harbour region, and in his spare time, he loves going to the beach with his partner, Jess and three kids. Brayden also enjoys running in the morning and playing soccer on the weekend.
Carey joined the Invest Blue Team in April 2023 as part of an acquisition, prior to that I was in the same role with GrowUp Financial.
She is a Relationship Manager with a strong focus on client experience.
Carey joined the Invest Blue Team in April 2023 as part of an acquisition, prior to that I was in the same role with GrowUp Financial.
She is a Relationship Manager with a strong focus on client experience.
"I see financial planning as an outlet to positively impact the lives of all my clients. I am passionate about eliminating the confusing aspects within the industry, providing clients with a deeper understanding of their strategies."
Carol has worked in the financial industry in Australia since Jan 2014. She sees Financial Planning as an opportunity to make a positive difference in every one of her client's lives while ensuring the clients understand their strategies. Her main aim is to break down the financial strategy into everyday language, so her clients gain a deeper understanding and greater knowledge of financial planning practices.
Outside of work, Carol enjoys outdoor activities, especially camping, as she believes connecting with nature is a great energy booster. She has lived in the Central with her family since Jan 2021. Carol and her partner have had the ‘three under three' children experience and they can happily say it was worth every single sleepless night. She loves her family and feels grateful for the life she has got.
Cellaine studied for a few years in BS in Nursing and BS in Accountancy. She previously worked as a Customer Service Representative for BPO companies for about four years.
She likes working in the financial planning industry because it is motivating to see that she's able to assist in guiding someone in achieving their goals to have an easy and comfortable life.
In her spare time, she will do some chores then watch movies and spend time with family.
Cellaine studied for a few years in BS in Nursing and BS in Accountancy. She previously worked as a Customer Service Representative for BPO companies for about four years.
My goal moving forward is to be able to assist and educate clients in creating a greater understanding of their own financial position, what led them there, and how best to make positive changes towards financial stability. I acknowledge that there are challenges with the forever changing landscape that is Financial Planning, and as such am continuing my study/development to be at the forefront of these changes to eventually be able to pass this on to clients.
Charles was born and raised in Canberra, He then moved to the beautiful Gold Coast in 2009. Whilst initially working towards a business degree, it didn't take long for Charles to gravitate towards Finance/Financial Planning as it was what he was truly interested in. Charles has a real passion of working both numbers and with people on a personal level. After completing his tertiary qualifications in 2015, He immediately started working in the Financial Services industry. Charles quickly developed a great sense of achievement in working as a Financial Adviser and seeing the difference that was being made in people's lives by putting in to practice the knowledge and skills that he has learnt along the way.
In Charles's free time fiancé and Charles love travelling, Both domestic and internationally.
Charna joined Invest Blue in 2015 as one of our valued client support managers. Prior to joining our team, Charna had a successful career in advertising as a TV producer at Sydney-based Lowe Worldwide. Here Charna managed high profile advertising campaigns for many of Australia's leading brands. Her excellent project management and finance skills ensured all productions were completed on time and to budget. Before Charna left advertising to start a family in 2010, her work had been recognised by several prestigious national and international advertising awards.
When returning to the workplace in 2011, Charna's career took a new direction. She joined a chartered accountants and self-managed superannuation company, working closely with the account management team, assisting with daily procedures and client requests. She also played an integral role in the success of the company's social media and online strategy.
Charna is excited to be part of the Invest Blue team and is ready for her next challenge. She lives on the Central Coast with her husband, two beautiful daughters and a crazy basset hound called Colin.
Charna joined Invest Blue in 2015 as one of our valued client support managers. Prior to joining our team, Charna had a successful career in advertising as a TV producer at Sydney-based Lowe Worldwide. Here Charna managed high profile advertising campaigns for many of Australia's leading brands. Her excellent project management and finance skills ensured all productions were completed on time and to budget. Before Charna left advertising to start a family in 2010, her work had been recognised by several prestigious national and international advertising awards.
When returning to the workplace in 2011, Charna's career took a new direction. She joined a chartered accountants and self-managed superannuation company, working closely with the account management team, assisting with daily procedures and client requests. She also played an integral role in the success of the company's social media and online strategy.
Charna is excited to be part of the Invest Blue team and is ready for her next challenge. She lives on the Central Coast with her husband, two beautiful daughters and a crazy basset hound called Colin.
Cherie has years of experience in business management before joining the financial services industry in 2010, specialising in Aged Care and Centrelink. After working in Aged Care for 8 years, providing education and advice to many Australians, Cherie's passion for helping people grew and she became an associate adviser in 2018, before joining Advice First in 2020.
Cherie has a real warmth and care in understanding our clients situation and providing a personal touch when working with our Advisers in delivering advice. She enjoys working in a team and thrives on bringing people together.
Originally a Tassie girl, Cherie grew up on the Gold Coast enjoying all it has to offer from the beach and surf. She is a devoted and caring mother to two beautiful girls, and can often be found taking long walks along the beach with her dog, Maggie. In her spare time she enjoys catching up with friends and family and loves to make people smile.
Cherie has years of experience in business management before joining the financial services industry in 2010, specialising in Aged Care and Centrelink. After working in Aged Care for 8 years, providing education and advice to many Australians, Cherie's passion for helping people grew and she became an associate adviser in 2018, before joining Advice First in 2020.
Cherie has a real warmth and care in understanding our clients situation and providing a personal touch when working with our Advisers in delivering advice. She enjoys working in a team and thrives on bringing people together.
Originally a Tassie girl, Cherie grew up on the Gold Coast enjoying all it has to offer from the beach and surf. She is a devoted and caring mother to two beautiful girls, and can often be found taking long walks along the beach with her dog, Maggie. In her spare time she enjoys catching up with friends and family and loves to make people smile.
Chris has been a financial adviser with Invest Blue for overa decade. Prior to that he gained experience in accounting and management roles, resulting in more than 15 years' experience within the business and financial services industry.
Chris is a proud Gladstone local, having grown up in Boyne Island. He is passionate about enabling his clients to have a better understanding of their financial situation and how to achieve their goals, believing this allows them to dream bigger and really see that it's possible.
Chris is a firm believer that community organisations play a large part in bringing a community together. His involvement through school and club based rugby league and the Gladstone Aquatic Therapy Association, among other things, help Chris feel he is giving back to a region that offers so much.
Chris enjoys music, sport and loves nothing better than good food shared amongst family and friends. Whilst he and his wife enjoy travel, you will usually find them relaxing down at the beach at Tannum or Agnes.
Areas of specialisation
Wealth creation strategies
Debt and cash-flow management
Personal wealth protection
Transition to retirement strategies
Retirement planning strategies
Lending solutions
Self Managed Super Funds
Qualifications and Professional Accreditations
Job Titles:
- Director / Financial Planner
Chris has been a financial planner since 1999. He started out on his financial planning career working with his father Keith in what became Cornerstone Financial Group - a highly successful, award winning financial planning business.
Chris is a Director of Invest Blue and has been actively involved in the financial planning profession being a past Chairman of the AMPFPA, of which he is a life member. Chris is passionate about helping clients live their best possible life and believes smart financial decision making is central to achieving this goal.
Aside from a busy professional life, Chris loves spending quality time with family and friends. He loves travelling, live music, trying to keep a respectable golf handicap and following most sports played with a ball.
Qualifications
Certified Financial Planner
Diploma of Financial Planning
Bachelor of Economics
Justice of the Peace
SMSF Specialist Adviser with SPAA
Most Trusted Adviser designation; Beddoes Institute
Memberships
AMP Financial Planners Association
Chris's passion is to help people reach their financial goals and enhance their financial well-being. Invest Blue's mission is to "help clients to live their best possible life" - this aligns strongly with his own core values and he is driven to deliver the best outcome for his clients. Prior to joining Invest Blue in 2022, Chris has been working in the financial services industry since 2014. Chris has extensive experience in both consumer and business lending, having spent time with major banks. He has also previously spent time working in the financial advice industry as an associate/paraplanner. Above all, Chris's favourite part of the job is building lifelong relationships and connections with his clients. Chris is kept busy by his young family, in his spare time he enjoys playing social basketball, travelling and keeping up to date with the financial and business markets. Qualifications and Professional Accreditations: Graduate Diploma of Financial Planning Graduate Certificate in Business Studies Diploma of Finance and Mortgage Broking Management
Job Titles:
- Board Director
- Board of Directors in 2019 As a Representative
Chris Wrightson joined the Invest Blue Board of Directors in 2019 as a representative of Ironbark, an investor in Invest Blue. With more than 30 years' experience in the Financial Services Industry, including various management roles in major financial institutions, Chris has an in-depth understanding of adviser to client engagement models, business models and growth drivers for advisory businesses. Over the last 20 years, Chris has spent a lot of his time involved with Mergers and Acquisitions in the Financial Advice sector. This depth of experience, and Chris' dedication to strategic growth and governance, is a great contribution to our Board as Invest Blue continues on its vision to help more Australian families live their best possible life.
Chris loves all things outdoors, music and food! He and his wife Kristin have three children and they all love sport, the beach and snow skiing.
Chris Wrightson joined the Invest Blue Board of Directors in 2019 as a representative of Ironbark, an investor in Invest Blue. With more than 30 years' experience in the Financial Services Industry, including various management roles in major financial institutions, Chris has an in-depth understanding of adviser to client engagement models, business models and growth drivers for advisory businesses. Over the last 20 years, Chris has spent a lot of his time involved with Mergers and Acquisitions in the Financial Advice sector. This depth of experience, and Chris' dedication to strategic growth and governance, is a great contribution to our Board as Invest Blue continues on its vision to help more Australian families live their best possible life.
Chris loves all things outdoors, music and food! He and his wife Kristin have three children and they all love sport, the beach and snow skiing.
Job Titles:
- Client Experience Coach
- in 2021 As a Relationship Manager
Chynna joined Invest Blue in 2021 as a Relationship Manager. Chynna was previously working for a superfund company and further pursued her career within the financial service industry at Invest Blue. She values being part of the clients' journey in achieving their goals.
Outside of work, Chynna enjoys coaching aspiring runway models, Pilates and going on nature trips with her fiancé.
Qualification and Professional Accreditations
Job Titles:
- Associate
- in 2021 As an Associate
Connor joined Invest Blue in 2021 as an Associate. Currently studying a Bachelor of Business (Financial Planning), Connor started in the finance industry in 2014 working as Client Service Administration within a Boutique Financial Planning in Maitland, NSW. Soon he found himself completing a Diploma of Financial Planning and moving up to Client Service Manager, then as the in-house Paraplanner.
Outside of work, Connor's time is spent with his beautiful wife and daughter, and prior to Covid-19, life was centred around traveling and seeing what tasty food the world has to offer (Greek & Vietnamese coming equal 1 st at the moment)! Connor also enjoys hitting the gym, focusing on nourishing foods, and doing random headstands.
Qualifications and Professional Accreditations
"IB has a very nice working environment where people are approachable and friendly, and very welcoming. This is where I can feel the perfect work and life balance that every employee dream of."
Cristine has a degree in Bachelor of Science in Industrial Technology majoring in Computer. Prior to Invest Blue, she worked for 5 years as a Customer Service Representative in a telecommunications company and 6 months as a Customer Service Representative in a Financial Company.
Cristine enjoys the challenging nature and It feels fulfilling when she completes her tasks by the end of the day.
In her spare time, Cristine loves playing with her kids and going for a walk in the park with her family.
Job Titles:
- Financial Adviser I Partner
- in 2015 As a Licensed Adviser
Danny joined Invest Blue in 2015 as a licensed adviser and has been involved in the financial advice profession since 2010. Having completed a range of tertiary education qualifications, it has provided him with the fundamentals to excel and work across most facets of financial advice, with a particular focus on wealth protection and investment planning.
Dannys role allows him to provide holistic advice to clients and to truly ‘make a difference' in their lives - a truly rewarding experience that drives his passion for advice.
On a personal note, Danny enjoys spending time with his young family, wife (Pim) and son (Jai) appreciating everything the Gold Coast has to offer. Having grown up on the Gold Coast, he enjoys spending time at the beach, playing a round of golf and being outdoors. Danny has also been a North Melbourne Kangaroos supporter for over 25 years and enjoys watching Aussie rules footy.
Job Titles:
- Financial Planner
- in 2021 As a Financial Adviser
Darren joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Darren has worked in the Finance industry since 2005 as a Paraplanner with Forsythes Financial Planning in Newcastle. He became a Financial Adviser in 2007 and transferred to the Central Coast in 2012.
Darren's bucket list includes Uluru, North QLD, and the Kimberley region in WA. Darren is a basketball fan and follows the Sydney Kings. He also likes to read when time permits.
Qualifications and Professional Accreditations:
David Donato has over 20 years of experience in the financial industry and has been a valued part of the Strategic Invest Blue team for over a decade. He particularly enjoys taking the time to understand what his clients most want for themselves and for their families. As a father to three sons, two of whom are still very young, he appreciates the importance of planning for those long-term dreams.
When not busy helping clients, David will most likely be out and about in the great outdoors. He's one for adventure with mountain biking and scuba diving both keen pursuits. He's also a die-hard supporter of Clarence Football Club.
David Donato has over 20 years of experience in the financial industry and has been a valued part of the Strategic Invest Blue team for over a decade. He particularly enjoys taking the time to understand what his clients most want for themselves and for their families. As a father to three sons, two of whom are still very young, he appreciates the importance of planning for those long-term dreams.
When not busy helping clients, David will most likely be out and about in the great outdoors. He's one for adventure with mountain biking and scuba diving both keen pursuits. He's also a die-hard supporter of Clarence Football Club.
David's financial planning career commenced in 1999 after a successful period in Corporate Superannuation management. His superannuation background and knowledge provided a natural step into financial planning. David values personal relationships as well as financial guidance. He is proud of the fact that many customers have reciprocated loyalty through their journey.
David specialises in the areas of retirement planning, self-managed superannuation, wealth creation strategies, borrowing strategies and employer Superannuation
David enjoys keeping fit through various sporting endeavours, is Chair of the local community association and has done a lot of work with the cancer council.
Qualifications
Certified Financial Planner
Bachelor of Science
Diploma of Superannuation Management (ASFA)
Diploma of Financial Planning
Diploma of Mortgage Broking
Justice of the Peace
Most Trusted Adviser designation; Beddoes Institute
Memberships
Financial Planning Association
Mortgage and Finance Association
David commenced work as a financial planner at Invest Blue in 2012, before becoming the Finance Manager in 2014. He has extensive experience in managing and accounting for small to medium businesses. His previous employment includes Boyce Chartered Accountants and Hamilton Bradshaw, the private equity business of James Caan. David holds a Bachelor of Commerce Degree, majoring in Accounting and Finance for Managers, Management Accounting and Business Law.
Outside of work David enjoys spending time with his family and friends and loves a variety of sports including rugby.
Areas of specialisation
Wealth creation strategies
Debt and cash-flow management strategies
Risk insurance strategies
Retirement planning strategies
Qualifications and Professional Accreditations
David commenced work with Invest Blue in April 2003 as a Financial Planner. He has extensive financial planning experience starting in 2012 as a Financial Planner in Brisbane and Armidale. David holds a Graduate Diploma in Financial Planning and a Masters in Financial Planning.
David has a passion for financial advice as it changes people's lives by allowing them to achieve their dreams. Financial advice alleviates clients' fears, worries and concerns so they can get on with their lives and enjoy what is important to their family, friends, lifestyle, and independence.
David is a Certified Financial Planner® and as Managing Director is responsible for executing the strategic plan of the business (in conjunction with the leadership team) and driving development of strategy with the board.
David joined Invest Blue as a consultant in 2001 and since then has held advising, strategy and management roles within the business. Within these roles he has demonstrated his ability to solve complex problems by thinking outside the box.
In 2009 David was appointed Managing Director, having held the role of Director since 2008.
David is dedicated to community involvement, and along with Steve Sewell has established a group of volunteers in Armidale that provide support to St. Vincent De Paul. These volunteers provide assistance with tasks such as moving house, mowing lawns and taking rubbish away.
David is also a firm believer that community sporting organisations play a large part in bringing a community together and volunteers his time at his local rugby club.
David enjoys spending time with his wife and children and values family, friends and being part of the community. He loves sport, including; Rugby, Rugby and more Rugby! David is a passionate Eels supporter and enjoys watching cricket. He also has a share in a horse syndicate, enjoys listening to music and has an interest in politics.
Areas of specialisation
Strategic and Business planning
Business and Financial Management
Corporate Governance
David is a Certified Financial Planner® and as Managing Director is responsible for executing the strategic plan of the business (in conjunction with the leadership team) and driving development of strategy with the board.
David joined Invest Blue as a consultant in 2001 and since then has held advising, strategy and management roles within the business. Within these roles he has demonstrated his ability to solve complex problems by thinking outside the box.
In 2009 David was appointed Managing Director, having held the role of Director since 2008.
David is dedicated to community involvement, and along with Steve Sewell has established a group of volunteers in Armidale that provide support to St. Vincent De Paul. These volunteers provide assistance with tasks such as moving house, mowing lawns and taking rubbish away.
David is also a firm believer that community sporting organisations play a large part in bringing a community together and volunteers his time at his local rugby club.
David enjoys spending time with his wife and children and values family, friends and being part of the community. He loves sport, including; Rugby, Rugby and more Rugby! David is a passionate Eels supporter and enjoys watching cricket. He also has a share in a horse syndicate, enjoys listening to music and has an interest in politics.
Areas of specialisation
Strategic and Business planning
Business and Financial Management
Corporate Governance
"I am liking Invest Blue ever since I started my journey because it was quite smooth, from pieces of training to transitioning, and especially the people within are the best."
Dayanarra graduated with a Bachelor of Science in Hotel and Restaurant Management degree. She has previous experience in Food, Beverage, and Hotel Industry.
She likes working in the financial planning industry because she wants to learn more not only in her field of course but on the other side of the industry.
Debbie appreciates Invest Blue's way of life, especially their values, and the way they live their values each day. Walk the walk not just talk the talk
Debbie is a business professional excelling in implementing strategic initiatives, leading teams and the integration of effective change.
Debbie loves going to the movies, musicals, karaoke, renovating and time with family and friends
Job Titles:
- Financial Adviser
- Financial Planner
Deepti is a seasoned financial adviser with a passion for helping individuals and families achieve their financial goals. She's excited to have joined Invest Blue, a reputable and innovative financial planning firm that aligns with her values and beliefs.
With years of experience in the financial industry, she has honed her skills in creating personalized financial plans that take into account each client's unique circumstances and goals. Deepti's previous experience in the financial planning and client services industry has given her a wealth of knowledge and expertise that she's eager to bring to Invest Blue and its clients.
Deepti has always had a strong interest in finance and the impact it can have on people's lives. Working in the financial planning industry allows her to combine her passion for finance with her desire to help others. She finds great satisfaction in guiding her clients towards financial stability and independence, and she is committed to providing them with the highest level of service and support.
Job Titles:
- Director / Managing Partner Gold Coast
- Managing Partner of Advice First
Dennis was appointed to the Board of Directors and also the Executive Team of Invest Blue in 2021. Dennis brings a wealth of knowledge to the table with 35 years of experience in the financial advice profession. Dennis joined Invest Blue as a result of the merger of Invest Blue and Advice First - a Gold Coast-based firm that he co-founded in 2004.
As the Managing Partner of Advice First, Dennis is responsible for the day-to-day management. From a professional perspective, Dennis measures success in three ways:
Happy, loyal clients that actively refer friends and family to the firm
Dedicated, hardworking team members that love their job
A sustainably profitable business
Prior to establishing Advice First, Dennis enjoyed an 18-year corporate career which included executive roles in Australia and the challenging yet rewarding role of Director of Distribution for AMP Japan based in Tokyo. Dennis utilises his unique mix of corporate experience with small business ownership expertise to assist Invest Blue with its passion for creating the home of great advice.
Dmitri graduated with a Bachelors Degree in Management Accounting and used to work at Chong Hua Hospital as a Billing Specialist. He thinks that the financial planning industry is very underappreciated. He likes how they help their clients prepare for their future, and that they sleep well at night not worrying about their finances. Dmitri is happy to be a small part of that.
He likes to spend time with his family and friends during his spare time and talk about anything under the sun with them. He likes to keep his life as simple as possible
Emma has worked in financial planning for over ten years and has completed a Graduate Diploma of Financial Planning. Emma is passionate about developing trusted relationships with clients and working with them to achieve their goals.
In her spare time, Emma enjoys exploring the outdoors of Tassie with friends and family, eating good food, and winding down with Pilates.
Emma has worked in financial planning for over ten years and has completed a Graduate Diploma of Financial Planning. Emma is passionate about developing trusted relationships with clients and working with them to achieve their goals.
In her spare time, Emma enjoys exploring the outdoors of Tassie with friends and family, eating good food, and winding down with Pilates.
Emma joined Invest Blue in 2021 as a Financial Adviser and has worked in the financial advice industry since 2015. Emma enjoys getting to know her clients, finding out what is important to them and how to help them live their best possible life.
Outside of work, Emma likes spending time with her family, friends and little red Kelpie. She travels as much as she can but also loves being at home in Newcastle.
Emma has immensely enjoyed a vibrant 22-year career in hospitality including 10 years in the United Kingdom. Building relationships and making memorable moments have been one of the most important and fun things for her over this time. Meeting all types of people from all walks of life. She is very much looking forward to moving into an exciting new role in an industry where she can do that and also be a part of a team that helps people achieve their goals.
Emma loves to spend her free time with her English fiancé James, seeing more of Australia and sharing those experiences with their families. She has a keen interest in upcycling pieces of furniture and (trying to) renovate their new home. Emma embraces all types of food and wine, looking to try new things on all levels but nothing beats entertaining, sitting around with family and friends shooting the breeze.
Emma has immensely enjoyed a vibrant 22-year career in hospitality including 10 years in the United Kingdom. Building relationships and making memorable moments have been one of the most important and fun things for her over this time. Meeting all types of people from all walks of life. She is very much looking forward to moving into an exciting new role in an industry where she can do that and also be a part of a team that helps people achieve their goals.
Emma loves to spend her free time with her English fiancé James, seeing more of Australia and sharing those experiences with their families. She has a keen interest in upcycling pieces of furniture and (trying to) renovate their new home. Emma embraces all types of food and wine, looking to try new things on all levels but nothing beats entertaining, sitting around with family and friends shooting the breeze.
Faith graduated with a Bachelor of Arts major in English degree. Prior to Invest Blue, she used to work as a High School teacher before the pandemic started and taught English. During the pandemic, she worked as a chat and email support representative in an inspection company. What she likes about working in the financial planning industry is that the things she learned can be applied in her personal life as well. Since working for Invest Blue, she has been managing her finances better.
Fiona has worked in the financial services industry for over 20 years and has an Advanced Diploma in Financial Planning. She is also currently studying her Undergraduate Diploma in Financial Planning. Fiona's role as Advice Development Client Support Manager provides Financial Planners with advice and strategy development support and supports Invest Blue Clients with the implementation and review of their Financial Plans. Fiona works between the Penrith and Norwest office.
When not at work Fiona is busy with her two sporty high school children who love soccer, basketball and Oztag. She also loves to run and stay fit.
"The culture at Invest Blue is incredible and I feel extremely lucky to have this opportunity." Fiona shares she has 9.5 years of experience with Integrated Planning Service - her first Financial Planning role after 10yrs as a bookkeeper. This experience triggered her love for the industry. She also has 15 years of experience with the Newcastle Permanent Building Society in the Financial Planning Team as a Financial Planning Assistant. She likes working in the financial planning industry because she loves interacting and building relationships with the planners and clients, it enables a respectful and trusted relationship to ensure everyone's goals are met. In her spare time, she loves spending time with her Fiancé Nick, her 2 children Lily and Angus, and Nick's daughters Ella and Ava, family and friends. She is passionate about Physical Culture which she has participated in for 44yrs and she is at a National Level. Fiona also loves the outdoors, the beach and has recently started playing golf.
"I love working with Invest Blue because of the People. Being part of a great team is one thing I always look upon in a company. Able to meet them and work with them is an opportunity. I like to work with people who keep me motivated and interested especially in terms of financial planning. It's not just the tasks that get me going but also the efforts we do that we are still able to work together. "
He has a Bachelor's Degree in Management Accounting. He previously worked as Operations Officer in Gana Siargao Island Resort. He like's working in a financial planning industry because he gets to learn a lot about taking care of your finances and gives you the idea of how to spend it wisely which creates you more wealth in the future. Help people achieve their dream goals and able to see them happy with their choices in life.
Genevieve joined Invest Blue in 2022 as an associate after working as a relationship manager from 2019 at a regional financial planning and accounting firm.
Genevieve studied for a business degree majoring in accounting at the University of New England in Armidale and is currently studying for her graduate diploma in financial planning.
Working in the industry has allowed Genevieve to grow her financial knowledge while empowering others to embark on their own financial journey. She is passionate about helping people realize their dreams and create plans to achieve them.
In her free time, she enjoys keeping fit with her two dogs, traveling to the beaches with her partner Jack, and spending time with family and friends.
Genevieve joined Invest Blue in 2022 as an associate after working as a relationship manager from 2019 at a regional financial planning and accounting firm.
Genevieve studied for a business degree majoring in accounting at the University of New England in Armidale and is currently studying for her graduate diploma in financial planning.
Working in the industry has allowed Genevieve to grow her financial knowledge while empowering others to embark on their own financial journey. She is passionate about helping people realize their dreams and create plans to achieve them.
In her free time, she enjoys keeping fit with her two dogs, traveling to the beaches with her partner Jack, and spending time with family and friends.
"I am excited about the opportunity to join Invest Blue for several reasons. First and foremost, I have a strong passion for finance and helping individuals make informed and strategic financial decisions. Invest Blue's reputation as a leading financial planning firm is impressive, and I am drawn to the company's commitment to providing personalized financial solutions to clients. The company's client-centric approach aligns perfectly with my own values, and I believe that by joining Invest Blue, I can contribute my skills and knowledge to positively impact clients' financial well-being" George has a strong background in finance and financial planning that has prepared him well for the role at Invest Blue. Having worked in financial planning companies locally and in Melbourne and spent some time at a private fund where he gained experience in developing comprehensive financial plans tailored to client's unique goals and situations. Working in the financial planning industry is deeply rewarding to him. He enjoys the opportunity to work closely with individuals to help them achieve their financial aspirations. Assisting with guiding clients through financial decisions, assisting his team in offering solutions to challenges, and witnessing their financial growth. In his spare time, he engages in various activities that balance his life and keep him motivated. Including: Staying up-to-date with the latest financial trends and industry advancements is both a personal interest and a professional necessity. Additionally, he enjoys staying active through rowing, cycling, waterpolo & gym and outdoor activities like fishing, diving and spending time in the country.
Georgia aspires to work in the financial planning industry of Invest Blue to build a culture of relationships with clients based on trust and value. This is a new line of work from her past job but she is excited to work in a passionate and team environment.
Prior to Invest Blue, Georgia worked at a small Accounting firm where she was the Accounts Administrator.
In her spare time, Georgia loves to spend quality time with her family and friends, wether it be just around the house or travelling.
Georgia aspires to work in the financial planning industry of Invest Blue to build a culture of relationships with clients based on trust and value. This is a new line of work from her past job but she is excited to work in a passionate and team environment.
Prior to Invest Blue, Georgia worked at a small Accounting firm where she was the Accounts Administrator.
In her spare time, Georgia loves to spend quality time with her family and friends, wether it be just around the house or travelling.
Grace joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Grace has worked in the Financial Services industry since 2013.
Grace works between the Financial Planners and clients to ensure all strategies are completed in an efficient and timely manner.
Outside of work, Grace enjoys spending time with family and friends as well as following the Collingwood Footy Team.
Grace joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Grace has worked in the Financial Services industry since 2013.
Grace works between the Financial Planners and clients to ensure all strategies are completed in an efficient and timely manner.
Outside of work, Grace enjoys spending time with family and friends as well as following the Collingwood Footy Team.
Grace has a degree in Bachelor of Business from the University of Tasmania majoring in management. Before starting at Invest blue Grace worked as a receptionist as well as a retail assistant. These roles allowed her to gain customer service skills and experience. While she is only very new to the financial planning industry, Grace is enjoying the fast-paced environment as well as helping people live their best possible life.
In her free time, she plays netball and touch football, she also enjoys going to the gym, walking her dog, and spending time at her shack on the east coast.
Job Titles:
- Financial Planner CFP DIP
What Grant likes about Invest Blue/Strategic is the excellent reputation for providing great Advice. grant has 32 years of experience as a Financial Planner and Practice Owner. For Grant, it's the clients who are the reason why he likes the industry so much. We add so much value to their lives and you build up fantastic relationships with them all. In his spare time, he enjoys keeping active and spending time with his family. Qualifications and Professional Accreditations CFP DIP FP
Greg is interested in joining Invest Blue because of the options for retirement and possibly better work-life balance.
He previously worked as a Financial adviser for 15 years with Finance experience for over 25 years. Additionally, he worked as a Software development and Business Analyst for over 35 years. Greg also has a passion for technology and how the 2 industries interact.
His career spans information technology and advice, and has been amazing to be involved in both areas and bringing technology into the conversation with clients. He states it has been very powerful to use the technology skills to demonstrate strategies on the fly using Excel or other calculators written for the purpose of demonstrating value.
His first 2 years as an adviser, having moved interstate to take up the role, was hard work but was rewarded by being the highest new adviser in the region. Recently achieving the "Most Trusted Adviser" designation was very satisfying for him, this because most advisers do not necessary get this positive feedback or at least is much better for clients to have provided positive feedback to a 3 rd party that has no vested interest.
He loves working in the financial planning industry because he likes to help others reach their financial goals and build relationships along the way.
During his spare time, Greg loves to maintain his 65-acre property and access roads. Run his software business and write software in Microsoft technologies; keep bees, and lead a group of scouts called Pathfinders in his local church.
Greg is interested in joining Invest Blue because of the options for retirement and possibly better work-life balance.
He previously worked as a Financial adviser for 15 years with Finance experience for over 25 years. Additionally, he worked as a Software development and Business Analyst for over 35 years. Greg also has a passion for technology and how the 2 industries interact.
His career spans information technology and advice, and has been amazing to be involved in both areas and bringing technology into the conversation with clients. He states it has been very powerful to use the technology skills to demonstrate strategies on the fly using Excel or other calculators written for the purpose of demonstrating value.
His first 2 years as an adviser, having moved interstate to take up the role, was hard work but was rewarded by being the highest new adviser in the region. Recently achieving the "Most Trusted Adviser" designation was very satisfying for him, this because most advisers do not necessary get this positive feedback or at least is much better for clients to have provided positive feedback to a 3 rd party that has no vested interest.
He loves working in the financial planning industry because he likes to help others reach their financial goals and build relationships along the way.
During his spare time, Greg loves to maintain his 65-acre property and access roads. Run his software business and write software in Microsoft technologies; keep bees, and lead a group of scouts called Pathfinders in his local church.
Hollie has worked in the financial planning sector for over 5 years and has experience in multiple areas of the financial planning process. Hollie feels everyone should be entitled to good Financial advice. The benefits of working with a great adviser can dramatically make a positive impact on the end goal and be part of the team assisting in people's success, this is why she loves what she does.
In Hollie's spare time she likes to stay active and enjoys eating out and trying new restaurants.
Howard joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Howard worked as a Financial Adviser for Pinnacle and has 10 years of experience in financial services, including 5 years as an Adviser.
Outside of work, Howard has two young children that keep him busy. On weekends, they love going to Nelsons Bay, Hunter Valley or Nobbys beach.
With over 13 years of experience in the Financial Planning industry, Jadey is passionate about assisting clients to realise their goals and build the life that they dream of.
Her vast experience and background are in advice construction, strategy planning and client services, this has allowed her to assist Financial Advisers, in providing clients with the best possible advice and service.
Team loyalty and hard work are important to Jadey and she strives to incorporate those values in all she does. Outside of work Jadey likes to spend time with her young family and dog at their beautiful local beaches and cafe.
James has a Bachelor of Science in Business Administration Major in Financial Management & Certified Financial Market Professional (CFMP) degree. He used to work as a Technical Support Associate in accounting and finance. Working as a Financial Planning Assistant takes so much responsibility in providing support to our Financial Advisors not just merely generating reports for a particular task but preparing a good output of financial documents and deliverables for the Planner and also for the client.
In his spare time, he likes to nap and go to the gym as a stress reliever.
James has a Bachelor of Science in Business Administration Major in Financial Management & Certified Financial Market Professional (CFMP) degree. He used to work as a Technical Support Associate in accounting and finance. Working as a Financial Planning Assistant takes so much responsibility in providing support to our Financial Advisors not just merely generating reports for a particular task but preparing a good output of financial documents and deliverables for the Planner and also for the client.
In his spare time, he likes to nap and go to the gym as a stress reliever.
Jane has been a Dubbo local for more than 35 years, completing her schooling locally in Dubbo before relocating to Newcastle to complete her Bachelor of Business degree majoring in Management and Marketing. Once Jane attained her degree qualifications, she moved to Sydney working in the Finance industry for a large bank and also one of Australia's largest fund managers.
It was at this stage that Jane developed a passion for the Financial Planning industry undertaking further studies to attain the ability to practice as a Financial Adviser.
An opportunity provided Jane with the option to take a career break and it is here that Jane went on to live, work and reside in North America for 2 years. Jane saw this as an opportunity to build valuable life skills while having fun working in industries such as hospitality, tourism and travel.
In 2009, Jane relocated to Australia and back to her familiar community of Dubbo where she continues to support the community today. Jane has been practicing as a licenced Financial Adviser since 2009. In 2021, Jane joined Invest Blue as part of a merger with Advisory Group.
In her spare time, Jane loves to spend time with her daughters, Annie and Laura. Keen to instil a sense of travel and exploration in her girls, Jane loves to take the girls camping or for walks or bike rides around the neighbourhood.
Areas of Specialisation
Wealth accumulation
Superannuation and Retirement Planning
Personal Insurance and Risk Protection
Debt and Cashflow Management
Government Pensions
Tax minimisation strategies
Qualifications
Bachelor of Business (Management and Marketing)
Diploma of Financial Services (Financial Planning)
Advanced Diploma of Financial Services (Financial Planning)
Graduate Diploma of Financial Planning
FASEA (Financial Adviser Exam)
Jane worked for Fagan Financial for over 15 years, after having her 3 children. She has seen many changes in the financial planning industry. When Grant decided to partner with IB Jane was impressed with their structure and client priorities so she happily joined the team.
Prior to having children, Jane worked for AMP Hobart immediately after completing Year 12. Firstly in Property and Investments, and then New Business. Jane then had a stint managing a private training college, preparing tenders for Government funded training courses for unemployed and youths. She returned to AMP after a few years and worked in the Sales division with the advisers and then managed Hobart Walk-In Centre.
Away from work Jane loves camping and taking their tiny 11-foot off-road caravan to secret camping spots.
Jane worked for Fagan Financial for over 15 years, after having her 3 children. She has seen many changes in the financial planning industry. When Grant decided to partner with IB Jane was impressed with their structure and client priorities so she happily joined the team.
Prior to having children, Jane worked for AMP Hobart immediately after completing Year 12. Firstly in Property and Investments, and then New Business. Jane then had a stint managing a private training college, preparing tenders for Government funded training courses for unemployed and youths. She returned to AMP after a few years and worked in the Sales division with the advisers and then managed Hobart Walk-In Centre.
Away from work Jane loves camping and taking their tiny 11-foot off-road caravan to secret camping spots.
Janice joined Invest Blue in 2021 as a receptionist. Prior to joining Invest Blue, Janice spent her entire working life in reception. She has worked in many industries, including real estate, insurance, accounting and (for the last five years) financial planning.
Janice loves working as a receptionist in the financial planning industry as she enjoys chatting with clients and making them feel welcome in the office while remaining professional. Janice believes it doesn't take long to build good relationships with clients, which are always valued on both sides.
Janice spends her spare time with friends, family, and two very spoilt and much-loved dogs. She enjoys keeping busy around her family's home and in the garden.
Janice joined Invest Blue in 2021 as a receptionist. Prior to joining Invest Blue, Janice spent her entire working life in reception. She has worked in many industries, including real estate, insurance, accounting and (for the last five years) financial planning.
Janice loves working as a receptionist in the financial planning industry as she enjoys chatting with clients and making them feel welcome in the office while remaining professional. Janice believes it doesn't take long to build good relationships with clients, which are always valued on both sides.
Janice spends her spare time with friends, family, and two very spoilt and much-loved dogs. She enjoys keeping busy around her family's home and in the garden.
"What I like the most about working with IB is the people. I feel security and belongingness, in the sense that whatever my queries and concerns are I have people I can tap with, and I know I am heard, and I am treated with respect and compassion." Jean is a graduate of Bachelor of Arts in English majoring in Applied Linguistics. Before joining IB, she worked in the BPO industry as a Claims Analyst in a banking account where they assist customers with their bank claims, she was also a Provider Service Advocate in a healthcare account where they assist health professionals with checking member's benefits, preparing prior authorization and checking the status of their claims. What Jean likes about working in the financial planning industry is that it gives her an idea of what she can do to grow her own finances. Before, she really doesn't have that much deeper idea about investments and is afraid to risk things that she doesn't understand fully yet. By working in this kind of industry she is now able to personally invest funds in places with low risk (for now). In her spare time, she is focusing on Cultivating Relationships and spending time with family, catching up with friends, reaching out to her colleagues and giving time for herself.
Job Titles:
- Director / Head of Advice, Risk & Governance
"Invest Blue is a passionate and progressive company that is driven by its desire to help people live their dreams. As an employer, Invest Blue is supportive, flexible and has a fantastic culture - we consider ourselves one big family rather than colleagues, which makes going to work an enjoyable experience."
Jennifer commenced her career in financial services in 2000. Jennifer completed a Graduate Program in Financial Planning for a bank, through which she held roles as a Paraplanner and Financial Planner prior to joining Invest Blue in 2008. Jennifer has held various roles in Invest Blue; now the Manager of Advice, Risk & Governance. Jennifer has a passion for operations, compliance and governance and enjoys assisting the business and its people to achieve their goals.
As Manager of Advice, Risk and Governance, Jennifer's accountability is to deliver the company's strategic objectives in the area of advice delivery for clients. Her personal goal is to ensure that Invest Blue is at the forefront of the financial planning industry providing valuable and comprehensive advice to clients. Jennifer is also a Director and Company Secretary.
Jennifer enjoys spending time with her husband and 2 children, as well as cooking and crocheting.
"I love delivering on your happy: because the best things in life are the people we love, the places we've been and the memories we've made."
Jeremy Gillman-Wells is a multi-award winning and widely experienced Certified Financial Planner®. He is a regular guest speaker at investment forums and provides a financial education program for Canberra schools. He is a recognised values-based adviser and Aged Care Guru.
Prior to joining Invest Blue in 2021, Jeremy and his team built Bravien Financial for 20 years. Jeremy embodied and propelled the philosophy of the firm: to enable people to achieve their financial destiny for the reasons that are important to them. Jeremy's success, like that of Invest Blue, is attributed to the philosophy of understanding and nurturing client needs and aspirations first, then talking their language to deliver a strategy that they can actually implement.
Jeremy maintains a passionate concern for not only technical excellence but honesty and transparency in the way clients' affairs are managed.
Jeremy Gillman-Wells is a multi-award winning and widely experienced Certified Financial Planner®. He is a regular guest speaker at investment forums and provides a financial education program for Canberra schools. He is a recognised values-based adviser and Aged Care Guru.
Prior to joining Invest Blue in 2021, Jeremy and his team built Bravien Financial for 20 years. Jeremy embodied and propelled the philosophy of the firm: to enable people to achieve their financial destiny for the reasons that are important to them. Jeremy's success, like that of Invest Blue, is attributed to the philosophy of understanding and nurturing client needs and aspirations first, then talking their language to deliver a strategy that they can actually implement.
Jeremy maintains a passionate concern for not only technical excellence but honesty and transparency in the way clients' affairs are managed.
This has resulted in Jeremy being recognised as a leader in retirement strategies and advice methodology. He is the National Winner of the prestigious Financial Planning Association award for Pre-Retirement Planning, National Winner of the Financial Planning Association Best Practice Award and a 3 time National Winner of Quality of Advice & Financial Planning Excellence Award.
Living in Canberra for over 30 years has allowed Jeremy to develop a strong understanding of the needs of public service employees and their families, particularly in relation to defined benefit superannuation schemes.
Jeremy is strongly involved in the community and giving back. He loves the deep value of pro-bono advice for the Cancer Council and has been a long time supporter of the Smith Family Learning for Life Program. Jeremy has twice cycled the Future2 Wheel Classic between Sydney and Melbourne to help fundraise over $220,000 for the Future2 Foundation which supports disadvantaged young Australians. He is an avid cyclist, part-time racer and amateur video producer. He lives on a small rural property with his wife and two children.
Jerry has a Bachelor of Science in Accounting Technology and Accountancy degree. He took his job internship as a Junior Accountant at a local Auditing and Accounting firm.
He likes working in the financial industry because he wants to help people in fulfilling their life goals and dreams.
What Jessa likes about Invest Blue is that there are lots of things to learn and a great support system. Jessa has a Bachelor of Science in Business Administration degree and previously worked as a customer service representative prior to working for Invest Blue. She likes working in this industry because it allows her to be keener to details which she can also apply to her daily lifestyle, and this gives her ideas on how the finance industry works which allows her to be more conscious of her personal finance.
In her spare time, Jessa loves to watch Anime Series/ Movies.
What Jessa likes about Invest Blue is that there are lots of things to learn and a great support system. Jessa has a Bachelor of Science in Business Administration degree and previously worked as a customer service representative prior to working for Invest Blue. She likes working in this industry because it allows her to be keener to details which she can also apply to her daily lifestyle, and this gives her ideas on how the finance industry works which allows her to be more conscious of her personal finance.
In her spare time, Jessa loves to watch Anime Series/ Movies.
Jessica Graduated from Cebu Normal University with a degree in Bachelor of Tourism Management. Prior to Invest Blue, she worked in the Hospitality Industry for almost 5 years as Telephone Operator, Reservations and Banquet Coordinator, and Guest Services Team Leader, collectively. This is where her skills are honed and developed. She also has experience working in the BPO industry as a Customer Services Representative and then promoted to Team Leader.
The Financial Industry's goals are not far from the Hospitality's; always providing your clients with the best service so they can live their best lives. That's why it is in her most interest to experience something new and work in the Financial Industry.
In her spare time, Jessica loves singing and dancing. She also loves spending time with her partner, Kenh, and always wrapping the weekend up with a coffee date and playing mobile games.
Job Titles:
- Relationship Manager
- in 2021 As a Relationship Manager
Jessika joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Jessika worked in the education industry for 8-years in childcare.
Jessika has chosen to join the financial planning industry, as she thrives in a challenging and fast-paced environment. Jessika looks forward to progressing in her role and pushing herself further than she has before.
In her spare time, Jessika enjoys going to the beach with her partner and son. She loves to go wine tasting and has a guilty pleasure for romance novels and teen drama TV shows!
Qualifications and Professional Accreditations:
Job Titles:
- Associate
- Associate Adviser
Joe recently joined Invest Blue as an Associate Adviser. He has always loved Tasmania and the people that live there. After completing a Bachelor of Business at UTAS in 2017 Joe moved to Melbourne to start work at BP Australia. He enjoyed the entertainment, bars and sport that the big city offers but found the beauty and charm of Tasmania constantly calling him back. Inevitably, Joe moved back to Hobart in 2019 and has worked in varied roles since. He is now focused on building connections and skills in the financial services industry and looks forward to starting a career with Invest Blue. When not at work, you'll most likely find him playing basketball, camping and spending time with friends and family.
Joe recently joined Invest Blue as an Associate Adviser. He has always loved Tasmania and the people that live there. After completing a Bachelor of Business at UTAS in 2017 Joe moved to Melbourne to start work at BP Australia. He enjoyed the entertainment, bars and sport that the big city offers but found the beauty and charm of Tasmania constantly calling him back. Inevitably, Joe moved back to Hobart in 2019 and has worked in varied roles since. He is now focused on building connections and skills in the financial services industry and looks forward to starting a career with Invest Blue. When not at work, you'll most likely find him playing basketball, camping and spending time with friends and family.
Having worked in the financial services industry since 2009 in a number of roles encompassing client and technical services, compliance consulting and the provision of personal advice to private clients, Jonathon joined the Advice First team in late 2019.
He enjoys building strong, long-lasting relationships with his clients through open and honest conversations. This, and the process of identifying a client's goals and then developing a tailored strategy to keep them on track to achieving these goals, is extremely rewarding and why he loves what he does.
Outside of the office, he enjoys living an active lifestyle by making the most of the Gold Coast's stunning climate and exploring the Gold Coast food scene with his young family.
Qualifications
Master of Financial Planning (MFinPlan)
Having worked in the financial services industry since 2009 in a number of roles encompassing client and technical services, compliance consulting and the provision of personal advice to private clients, Jonathon joined the Advice First team in late 2019.
He enjoys building strong, long-lasting relationships with his clients through open and honest conversations. This, and the process of identifying a client's goals and then developing a tailored strategy to keep them on track to achieving these goals, is extremely rewarding and why he loves what he does.
Outside of the office, he enjoys living an active lifestyle by making the most of the Gold Coast's stunning climate and exploring the Gold Coast food scene with his young family.
Qualifications
Master of Financial Planning (MFinPlan)
Josef took up a Bachelor of Science in Information Technology in college. Prior to Invest Blue, Josef previously worked for a practice in Newcastle. He handles mostly the Insurance part. From Understand phase to Progress as well as communicating directly to clients regarding overdue premiums.
Josef likes working in the financial planning industry because he'd like to have a deeper understanding of the industry and be more knowledgeable than the advisers they have there in the Philippines.
In his spare time, Josef currently is a gym rat, and prior to covid, he was deep into cycling. He values his health more starting 2018.
Job Titles:
- Financial Planner, Team Manager
- in 2021 As a Financial Adviser
Joshua joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Joshua worked as a Financial Adviser for Advisory Group for 12 months and AMP Advice/ipac for 15 years.
Joshua has 27 years of experience in the financial services sector, previously working in corporate superannuation administration, investment consulting, paraplanning and the last 17 years as a Financial Planner.
Joshua is passionate about helping his clients to plan successfully for their long-term goals, build wealth and manage life transitions (such as retirement or change of employment). He also provides financial advice to people with special needs de to accidents, injury, illness and disability.
Outside of work, Joshua loves spending time with his family. They have recently built a fire pit area in the backyard which as had a lot of use. Joshua also enjoys travelling and there are several destinations on the bucket list that he would like to tick off.
Areas of Specialisation:
Wealth Creation Strategies
Superannuation Strategies
Retirement Planning Strategies
Strategies for individuals who have suffered a personal injury
Centrelink
Qualifications and Professional Accreditations:
"My fellow AAs are very fun to be with. They never run out of jokes to loosen up everyone's tension from their tasks and I can always count on them whenever I need some help with my tasks."
Jovanie graduated with a Bachelor's degree in Hospitality Management and he used to work as a Concierge in several 5-star hotels like Dusit Thani Mactan and Marco Polo Plaza prior to joining Invest Blue.
What he likes in the financial planning industry is that even though it was a very challenging journey, it has also been very exciting as well especially when you are working with good people. He has learned a lot so far and will encounter more challenging tasks and learn a lot more moving forward.
Joyce graduated with a degree in Bachelor of Science in Medical Technology (Clinical Laboratory Scientist). She has a working experience in different hospitals in Cebu. She has been assigned to different clinical laboratories and the forensics department. During her gap year, she also tried working abroad specifically in the United States where she volunteered in one of their medical projects in relation to Medical Science and Biology. Joyce also has experience in sales and marketing.
What she likes about working in the financial planning industry is the idea of being financially secure and independent. Her degree may have always been in relation to science but she has a deep interest in the financial industry for she believes that being financially literate helps me manage money wisely, make sound financial decisions, and achieve financial stability in life. It also helps us get through unexpected moments in life.
In her spare time, she goes horse riding and tennis fortnightly with her father and spends time with her huskies. Joyce also loves travelling with her dogs except for the part where they try to drive the car.
Job Titles:
- Financial Planner, CFP, Regional Head of Advice
"I love working with people, listening to their family's hopes and dreams and celebrating their successes along the way. I want the families I work with to have confidence that their financial needs are taken care of and that they can focus on living the life they want."
Julian joined Invest Blue in 2007. He is a Certified Financial Planner and holds a Bachelor of Agricultural Economics from the University of Sydney. Julian gives not only good advice; he also takes the time to educate his clients. In 2012 Julian was short-listed for the Association of Financial Advisers (AFA) Excellence in Education Award.
Outside of work Julian loves spending time with his wife and children. Julian is a passionate Tahs supporter and unlucky Eels supporter. He also enjoys (trying) to keep fit, meditation and collecting fine wines.
Julian joined Invest Blue in 2007. He is a Certified Financial Planner and holds a Bachelor of Agricultural Economics from the University of Sydney. Julian gives not only good advice; he also takes the time to educate his clients. In 2012 Julian was short-listed for the Association of Financial Advisers (AFA) Excellence in Education Award.
Outside of work Julian loves spending time with his wife and children. Julian is a passionate Tahs supporter and unlucky Eels supporter. He also enjoys (trying) to keep fit, meditation and collecting fine wines.
Areas of specialisation
Pre-retirement planning
Retirement planning
Self Managed Super Funds
Wealth creation strategies
Debt and cash flow management
Qualifications
Certified Financial Planner (CFP)
Bachelor of Agricultural Economics
Advanced Diploma of Financial Services (Financial Planning)
Diploma of Financial Services (Financial Planning)
Self Managed Superannuation Funds Accreditation
Borrowing within Self Managed Superannuation Funds Accreditation
Certificate IV in Financial Services
Most Trusted Adviser designation; Beddoes Institute
Memberships
Financial Planning Association of Australia
The Finance Brokers Association of Australia Limited (FBAA)
Awards
2012 Association of Financial Advisers (AFA) Excellence in Education Award shortlist
"I can see that Invest Blue is taking care of their people which is great. IB provides encouragement and support to its people and promotes work/life balance and wellbeing."
Julie is a graduate of Bachelor of Science in Commerce - Majoring in Management Accounting. Previously, she worked in the BPO industry as a Credit and Collection officer to Accounts Payable Administrator for a giant Australia-based beverage company.
It is her first time working in the financial industry and she learn to appreciate how financial planners help their clients to manage their finances and future plans. As a financial planning assistant, it feels good to be a part of it.
Job Titles:
- Team Manager, Financial Adviser
Justin is interested to join Invest Blue because of his background in law and accounting, he has nearly 20 years of financial services, tax, and strategy experience.
He joined Invest Blue in 2023 through the merger of Vintage Wealth. Justin's clients include professionals, small/medium business owners, and farmers with this diverse range of clients benefiting from structured, tailored, and bespoke financial advice.
He loves being able to take a "whole of client" approach and incorporating and engaging with the financial, tax, and legal aspects to ensure that the client is both looked after across the board whilst having full transparency of where they currently sit.
Outside of work, Justin enjoys sporting activities with his children (including netball, ninja, and soccer) as well as his own personal running/cycling. He also loves traveling with his wife and family whenever he gets the chance!
Areas of Specialisation
Wealth Creation Strategies
Debt and Cashflow Strategies
Risk Advice
Superannuation Accumulation
Retirement Planning
Aged Care
Qualifications
Bachelor of Laws (Hons)
Bachelor of Commerce (Accounting)
Advanced Diploma of Financial Planning
Fellow Chartered Financial Practitioner
Charted Accountant (in business)
Justin is interested to join Invest Blue because of his background in law and accounting, he has nearly 20 years of financial services, tax, and strategy experience.
He joined Invest Blue in 2023 through the merger of Vintage Wealth. Justin's clients include professionals, small/medium business owners, and farmers with this diverse range of clients benefiting from structured, tailored, and bespoke financial advice.
He loves being able to take a "whole of client" approach and incorporating and engaging with the financial, tax, and legal aspects to ensure that the client is both looked after across the board whilst having full transparency of where they currently sit.
Outside of work, Justin enjoys sporting activities with his children (including netball, ninja, and soccer) as well as his own personal running/cycling. He also loves traveling with his wife and family whenever he gets the chance!
Areas of Specialisation
Wealth Creation Strategies
Debt and Cashflow Strategies
Risk Advice
Superannuation Accumulation
Retirement Planning
Aged Care
Qualifications
Bachelor of Laws (Hons)
Bachelor of Commerce (Accounting)
Advanced Diploma of Financial Planning
Fellow Chartered Financial Practitioner
Charted Accountant (in business)
Justine joined Cornerstone in 2011 and is now part of Invest Blue due to their recent merger. She originally worked within a receptionist role within the business and due to promotion is now a Client Support Manager.
Justine has always held customer service positions during her career and very much enjoysboth assisting clients and working within the financial planning industry.
Outside of the workplace Justine enjoys spending time with family and friends. Her interests also include cooking, reading and watching films.
Justine joined Cornerstone in 2011 and is now part of Invest Blue due to their recent merger. She originally worked within a receptionist role within the business and due to promotion is now a Client Support Manager.
Justine has always held customer service positions during her career and very much enjoysboth assisting clients and working within the financial planning industry.
Outside of the workplace Justine enjoys spending time with family and friends. Her interests also include cooking, reading and watching films.
Job Titles:
- Relationship Manager
- in 2021 As a Relationship Manager
"I am a strong believer in bringing a positive can-do attitude to every area of my life."
Karen joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Karen has over 30 years of experience in the banking and finance industry - the last fifteen in financial planning.
Karen is a devoted wife and a proud mother. She enjoys gardening, cooking, and looking after her family, two dogs, and the environment.
Job Titles:
- Practice Manager
- Head of People & Culture
Kasey joined Invest Blue as the Practice Manager in 2004. During her time at Invest Blue, Kasey has been a Paraplanner and Financial Planner, however her passion has always been working with people and she ultimately found her way back into the human resources field becoming Invest Blue's People & Culture Manager. Invest Blue is passionate about its People, and their growth and development. We want all our people to be successful. We are focused on creating a positive, engaged and high performing culture. Prior to joining Invest Blue Kasey had experience in Human Resources in the banking industry.
Kasey has Bachelor of Commerce (Human Resources/Marketing), a Bachelor of Law, a Diploma of Financial Services (Financial Planning) and is a Justice of the Peace Commissioned for Declarations Department of Justice NSW
Kasey moved from the North Coast to Armidale to study at University of New England and loved it so much that she stayed and made it her home with her family. Kasey loves spending time with her family (husband and two daughters) and friends. She loves a wide variety of sports and keeps fit by playing netball.
Qualifications and Professional Accreditations
Kathleen graduated with a Bachelor of Science in Management Accounting degree. She has been with the banking industry for 8 years and has been assigned to various job positions such as Loans Customer Service Associate, Loans Operations Associate, and Assistant Business Manager. Shortly after, she worked as a General Virtual Assistant for three months.
She likes working in the financial planning industry because it is a whole new experience and challenge for her. She finds it interesting to be part of the process of ultimately helping people reach their goals in life. Moreover, it helps her build and develop her analytical and research skills, among others.
In her spare time, if she's not at home enjoying Netflix and YouTube, she's out with family or friends. Kathleen likes trying out new things and venturing into different hobbies like boxing, trekking, cooking, etc.
Katy joined Invest Blue in March 2020. Prior to working with Invest Blue Katy worked in customer service & retail for 22 years. She believes amazing & honest customer service to be the nucleus of a great client relationship.
Outside of work Katy enjoys spending time outdoors with her family and can be found most weekends at local sport or at the beach.
"The people whom I work with and the work culture makes a pleasant vibe to work with" Kenneth graduated with a Bachelor of Science in Marine Engineering degree. He was able to experience being a Marine Engineer for 6 years and a Maritime Education professor for a year. He likes working in the financial planning industry because it is a new field to be involved with, more knowledge on how finances work rather than spending and saving, and knowing how people deal with their own personal finances and their struggles with them. In his spare time, he likes to drive around the city, read books or listen to audiobooks, journal everything, and play computer games sometimes.
Kirstine graduated with a Bachelor's degree in Hotel and Restaurant Management. She previously worked as a Surveillance Writer for an Australian Company, IT Operations Associate, and as a Correction Editor.
Working in the financial industry has been such an eye-opener for her. Managing your own finances is difficult but managing other people's money is a lot harder. It made her realize all the effort put through so the client can have a secure future, so it made her more cautious as well on how she handles her own finances.
In her spare time, Kirstine likes to watch shows on Netflix, find new YouTube videos to binge, and read sometimes. She also loves spending time with family the most.
"Becoming an esteemed member of Invest Blue, allows me the prospect of growing my career within the financial planning industry, along with the opportunity to be mentored by some of the best professionals within the industry, this makes Invest Blue and ideal choice for me.
Through Krishan's professional journey, he has gained valuable experience working within the mortgage and lending industry. This experience has provided him with an in-depth understanding of wealth creation strategies and debt consolidation methods through property investments.
Through Krishan's professional journey, he has gained valuable experience working within the mortgage and lending industry. This experience has provided him with an in-depth understanding of wealth creation strategies and debt consolidation methods through property investments.
He is currently completing a Bachelor of Business Administration / Bachelor of Commerce - Majoring in Professional Accounting.
Krishan will be looking to use his professional knowledge and experience along with his education to provide a holistic view of an individual's financial situation in order to provide the best strategies possible for Invest Blue clients.
What truly draws him to the financial planning industry is the opportunity to have a positive impact on people's lives, he is genuinely passionate about helping individuals and families navigate complex financial situations and offering guidance to ensure they live their best lives possible!
Krystel has a Bachelor's Degree in Biology. She used to work as a Department Secretary at a Residency Training Program in a Private Hospital in Cebu. She like's working in a financial industry because she wants to learn how to manage and save money and make the most out of it.
During her spare time, Krystel loves watching videos or go to the beach and chill out with the family on weekends. She also enjoys reading books and watching movies/series.
Kym recently joined Invest Blue as a relationship manager, prior to this she was an Assistant Bank Manager at Newcastle Permanent Building Society. Kym was involved in all aspects of the branch network from basic transactions through to lending. Newcastle Permanent has similar core values to Invest Blue so she's excited to be a part of another great organisation.
Kym moved to Coffs Harbour in 2014 and is in constant awe of the beaches and waterfalls that surround this beautiful city, this is where you will find her most weekends. She also balances her corporate world with instructing fitness classes in the early mornings.
Kym has three amazing children who have now grown into amazing humans and makes her proud every day.
Kym recently joined Invest Blue as a relationship manager, prior to this she was an Assistant Bank Manager at Newcastle Permanent Building Society. Kym was involved in all aspects of the branch network from basic transactions through to lending. Newcastle Permanent has similar core values to Invest Blue so she's excited to be a part of another great organisation.
Kym moved to Coffs Harbour in 2014 and is in constant awe of the beaches and waterfalls that surround this beautiful city, this is where you will find her most weekends. She also balances her corporate world with instructing fitness classes in the early mornings.
Kym has three amazing children who have now grown into amazing humans and makes her proud every day.
The culture, the passion and the drive to deliver the best for their clients and to be a great place to work is what I love most about Invest Blue Laen is married with 2 young kids and has lived in beautiful Hobart her whole life. Laen studied Tourism throughout school however obtained a Reception role at Strategic Financial Planning at the age of 20 and hasn't looked back. There is always something new to learn and it's nice knowing at the end of the day you have been a part of adding value to people's lives. In Laen's spare time she is usually running around after her two boys! While also renovating their home and a caravan she loves spending time with friends and family. In Laens off time, she enjoys puzzles and taking her dog for long walks. Qualifications Diploma in Business Administration Areas of Specialty Project implementation
Prior to joining InvestBlue, Lauren worked at a Financial Planning firm in Tasmania, in an admin/manager role for 18 months. Lauren has worked in administration roles for approximately 5 years in vastly different fields but she has found a passion for financial planning and developing relationships with clients.
Lauren has completed her Diploma of Financial Planning and Certificate Ill in Business and she is eager to continue developing her knowledge and further her education.
Outside of work, she enjoys outdoors and sporting activities, such as camping, fishing, AFL and netball. She also enjoys spending time with her family and friends and taking her sausage dog Bron exploring with her.
She moved from Northern Tasmania to Queensland to experience life as a Queenslander, spend more time with her family that lives up there and of course chase the warmer weather.
She loves meeting new peopåe and taking on new challenges and she looks forward to her future with InvestBlue.
Prior to joining InvestBlue, Lauren worked at a Financial Planning firm in Tasmania, in an admin/manager role for 18 months. Lauren has worked in administration roles for approximately 5 years in vastly different fields but she has found a passion for financial planning and developing relationships with clients.
Lauren has completed her Diploma of Financial Planning and Certificate Ill in Business and she is eager to continue developing her knowledge and further her education.
Outside of work, she enjoys outdoors and sporting activities, such as camping, fishing, AFL and netball. She also enjoys spending time with her family and friends and taking her sausage dog Bron exploring with her.
She moved from Northern Tasmania to Queensland to experience life as a Queenslander, spend more time with her family that lives up there and of course chase the warmer weather.
She loves meeting new peopåe and taking on new challenges and she looks forward to her future with InvestBlue.
Laz joined Invest Blue in 2021 as a Financial Planner. Prior to joining Invest Blue, Laz has worked at Wainscott Financial since 2015, initially in Client Services and Para-Planning and later became a qualified Financial Planner.
Laz is a huge Western Bulldogs supporter and is still celebrating the 2016 Grand Final win.
Job Titles:
- Relationship Manager
- in 2021 As a Relationship Manager
Leanne joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Leanne has worked in the Financial Planning industry for the past 12 years with Advisory Group in a Planner Support role.
Leanne enjoys interacting with clients while building and maintaining trusted relationships with them. She finds working alongside the Adviser to achieve a great overall experience for each client to be rewarding.
Leanne is married with two beautiful daughters and a dog named Florence. She enjoys spending time with family and friends and loves to travel to new destinations with her family. Leanne enjoys exercise regularly, whether at the gym or outdoors and catching up with friends over a coffee, after a decent walk, of a weekend.
Leanne joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Leanne has worked in the Financial Planning industry for the past 12 years with Advisory Group in a Planner Support role.
Leanne enjoys interacting with clients while building and maintaining trusted relationships with them. She finds working alongside the Adviser to achieve a great overall experience for each client to be rewarding.
Leanne is married with two beautiful daughters and a dog named Florence. She enjoys spending time with family and friends and loves to travel to new destinations with her family. Leanne enjoys exercise regularly, whether at the gym or outdoors and catching up with friends over a coffee, after a decent walk, of a weekend.
Lee-Anne came across to Invest Blue through an M&A. She is originally part of the team from Growup Financial.
She has over 20 years of experience in Administration, Tourism & Event Planning, and finally the Financial Services industry.
Lee-Anne loves being in the financial planning industry because she enjoys working with our clients and assisting them with their financial journey. It is such an in-depth and broad industry and is really enjoyable learning new challenges and growing as the industry grows.
In her spare time, she loves to camp and travel. She also spends time with her family exploring local beaches, bushland, and anywhere she can take her dog!
Lee-Anne came across to Invest Blue through an M&A. She is originally part of the team from Growup Financial.
She has over 20 years of experience in Administration, Tourism & Event Planning, and finally the Financial Services industry.
Lee-Anne loves being in the financial planning industry because she enjoys working with our clients and assisting them with their financial journey. It is such an in-depth and broad industry and is really enjoyable learning new challenges and growing as the industry grows.
In her spare time, she loves to camp and travel. She also spends time with her family exploring local beaches, bushland, and anywhere she can take her dog!
Job Titles:
- Team Manager & Relationship Manager
For the last 10 year, Leisl has worked at Invest Blue and the previous 7 years, within the financial planning industry.
Leisl values the importance of financial planning and being part of the process gives her great satisfaction. She enjoys getting to know our clients and seeing them achieve their goals which is one of the most rewarding parts of her role.
In her spare time, Leisl enjoys time with her family, travel and experiencing different cultures is her passion, with seeing the Northern Lights at the top of her bucket list.
Job Titles:
- Head of Operations
- in 2015 As the Manager of Marketing and Communications
"It is wonderful to work with a company that has such a positive impact on the lives of its clients. There is never a shortage of incredible stories from clients to share. Invest Blue puts a great deal of focus on the outcomes all decisions will have on the people who work here, as well as the clients. The result is a very exciting business to be a part of."
Lexi joined Invest Blue in 2015 as the Manager of Marketing and Communications. Prior to joining Invest Blue Lexi had experience working with business owners in developing and implementing communication plans as well as HR & Financial roles. She has a passion for spreading the word for businesses who are doing great work and whom serve their clients or customers well.
Lexi joined Invest Blue in 2015 as the Manager of Marketing and Communications. Prior to joining Invest Blue Lexi had experience working with business owners in developing and implementing communication plans as well as HR & Financial roles. She has a passion for spreading the word for businesses who are doing great work and whom serve their clients or customers well.
Lexi has Bachelor of Commerce Degree from the University of British Columbia in her native town of Vancouver, Canada.
Lexi moved to Armidale in 2014 with her husband and 3 children and is loving the strong sense of community and activities in the area. For the past 15 years she lived on a large sheep & cattle property near Canberra and enjoys balancing the pace of corporate life within a rural and strong community-based setting.
Job Titles:
- Financial Adviser
- Financial Planner
"I really enjoy understanding a person's story, what drives them each and every day, as well as their most profound aspirations/goals. Beyond this, I am passionate about guiding people from a place of uncertainty to one which is ruled by clarity, confidence, and control." Liam is proud to be a Tasmanian native and has been working in the Financial Advice Industry since 2018. After completing his Bachelor of Business (Finance) and Economics (Economic Analysis) at the University of Tasmania, Liam knew he wanted to help people manage their finances as a career. His main focus is empowering his clients to make smart financial decisions that align with their desired lifestyle and future goals. Liam provides coaching, advice, and guidance to ensure his clients have control over their cash flow, debt management, and effective wealth-building and protection strategies. Liam's commitment to his profession is evident through his pursuit of further education. He has completed his Graduate Diploma of Financial Planning and passed the mandatory FASEA Adviser Exam. He has also completed his Master of Financial Planning and Certified Financial Planner designations. Recently, Liam joined Invest Blue as a Financial Adviser because he found that the company's values aligned well with his own. He thrives in a fast-paced and dynamic team environment and is dedicated to helping others succeed around him. Liam strongly believes in maintaining a work-life balance. During his free time, he enjoys surfing at various breaks around Tasmania, staying fit at the gym, or winding down with friends watching football (AFL).
Linda joined Invest Blue in 2021 with over 20 years' experience in the financial service industry. Before joining Invest Blue, Linda held client servicing and business development roles in corporate superannuation, financial planning and investment management in Australia and Singapore.
In her spare time, Linda enjoys spending time with her family and their pet ‘Billy the Pug'. She likes to keep active by swimming, bushwalking and ‘striving to master' the paddle board.
Qualifications
Bachelor of Commerce (Finance and Marketing)
Certificate IV in Accounting and Bookkeeping
Diploma in Financial Planning
Certified Financial Planner Education Program
Graduate Diploma in Financial Planning
Graduate Diploma in Applied Finance & Investment
"I love how Invest Blue genuinely serve its purpose to help each client achieve their financial freedom and share every success with everyone."
Louela Graduated in 2019 with Banking and Financial Management degree. Prior to Invest Blue, she worked as an Administrative Assistant engaged in real estate and Accounting Staff for a retail and wholesale business.
The rewarding feeling of being part of the step to help people realize their financial goals and independence is why she likes and is truly grateful to be able to work in the financial industry.
In her spare time, Louela loves to go out for quick little adventures, but occasionally she just wants to spend more time at home learning how to bake, go after her love for graphic design and cuddle with her cats.
Job Titles:
- Financial Planner, CFP, Team Manager
Luke joined Invest Blue in June 2015 after starting in financial planning in 2005 along with his father in their family business. He completed a Bachelor of Business (Applied Finance) at the University of Western Sydney and he has also completed a Diploma of Financial Services (Financial Planning).
Luke spends his spare time with his wife and two children and enjoys playing golf and basketball.
Areas of Specialisation:
Wealth creation strategies
Transition to retirement strategies
Risk Insurance Strategies
Retirement planning
Qualifications:
Diploma of Financial Services (Financial Planning)
Bachelor of Business (Applied Finance)
Certified Financial Planner (CFP)
Justice of the Peace NSW
Memberships:
Financial Planning Association of Australia (FPA)
Luke has been working within the financial planning industry at Invest Blue for the last 5 years. He embarked on a career in financial planning with the primary goal of helping individuals and families achieve their financial aspirations through effective, achievable, and tailored solutions. He feels it's important to coach and educate clients along the journey, to help ensure they make informed decisions and have a deep understanding about the why.
It's incredibly rewarding to witness the clients I've assisted achieve their goals, whether it's retiring comfortably, funding their children's education, becoming debt-free, gaining peace of mind knowing their financial future is secure, or ultimately living their best possible life.
Outside of work, Luke enjoys spending time with his wife and young son, and being involved in basketball, whether it be coaching, playing or just simply watching. He also enjoys being outside and working on things around the home.
Areas of Specialisation:
Superannuation
Retirement Planning Strategies
Wealth accumulation
Lifestyle planning
Wealth protection (Insurance)
Debt strategies
Qualifications:
Bachelor of Business majoring in Accounting and Finance (UTAS)
Graduate Diploma in Financial Planning
SMSF Advice
Luke is a Certified Financial Planner and joined Invest Blue from CPR Wealth in 2022 and brings a wealth of knowledge and experience to the team.
He is passionate about providing professional Financial Planning advice to individuals and business owners looking to ensure they are moving in the best possible direction for their financial futures and ensure wealth protection strategies are in place to minimise any financial risk that may be evident.
Luke believes in building long term relationships with those individuals that entrust him to provide knowledge and direction to their personal circumstances.
Luke is also the co-founder and chairperson of the Luke Priddis Foundation, assisting children and their families living with Autism Spectrum Disorders.
"Working in Law has allowed me to see what can go wrong in people's lives. It has given me a great appreciation for people who help others make the right decisions and it is something that I endeavour to do in all aspects of life."
Luke, originally from Tweed Heads, attended UNE in Armidale to study a Bachelor of Commerce and Bachelor of Law. In 2008 and 2009, he worked for Invest Blue as a Paraplanner before leaving to practice law. He re-joined Invest Blue in January 2017 as a Client Support Manager and moved to a planning role in July 2017.
Luke is passionate about all things sport, in particular, rugby union. He enjoys keeping fit and has completed the Gold Coast Half Marathon. He enjoys cycling, playing golf, tennis and rugby. He loves to travel and one day hopes to travel to France to watch the Tour De France.
Luke believes in helping people who are in need. Prior to moving to Armidale, he would assist in cooking meals for people undergoing chemotherapy. He enjoyed being able to talk to a wide range of people going through a difficult time and trying to put a smile on their face.
Maddy has worked in financial services since 2012, starting as a relationship manager working her way to being an associate adviser. She joined Advice First in 2019 and brings an incredible energy and enthusiasm to the team. She enjoys working closely with our Advisers in providing personal advice to our clients. Her strengths are understanding what's important to our clients and delivering tailored advice that assists them achieve their personal and financial goals.
Originally from Sydney, Maddy moved to the Gold Coast as a child where she grew up. She is a loving and proud mum of her much taller son. In her spare time, Maddy is always up for a laugh with her friends and family. She also enjoys travelling with her partner and taking long walks with her 3 dogs.
Maddy has worked in financial services since 2012, starting as a relationship manager working her way to being an associate adviser. She joined Advice First in 2019 and brings an incredible energy and enthusiasm to the team. She enjoys working closely with our Advisers in providing personal advice to our clients. Her strengths are understanding what's important to our clients and delivering tailored advice that assists them achieve their personal and financial goals.
Originally from Sydney, Maddy moved to the Gold Coast as a child where she grew up. She is a loving and proud mum of her much taller son. In her spare time, Maddy is always up for a laugh with her friends and family. She also enjoys travelling with her partner and taking long walks with her 3 dogs.
"The people are very friendly and accommodating. They are very much willing to help. The company itself also gives a lot of opportunities and promotes professional and personal growth."
Maeleth has a degree in BS Management Accounting and she previously worked as a Program Coach (Emergent Concept Inc.) and a Purchaser (Mandaue Foam Industries Inc.).
Maelissa graduated with a degree of Bachelor of Science in Business Administration major in Human Resources Development Management. She has previously worked as an HR Assistant in an International Hardware company for 4 years.
She loves working in the financial planning industry because she likes enhancing her skills in the financial industry and interacting more with people.
"Working with Invest Blue is both a challenge and a blessing. And for sure, it is why I love working here. Even though I just came in for a couple of months, I can already attest that I am in the right place. For me, it's not about the tons of task that keeps me going but rather, the people I work with. Everyone is so amazing, talented, intelligent. The camaraderie that has been established is quite unyielding. And everybody is just ever ready to give you a helping hand which makes everything possible."
Maribeth has a degree in Business Administration and Marketing Management. She used to work as a Business Process Associate, an Administrative Aide, and a Customer Care Officer. She likes working in the financial industry because she firmly believes that Financial Planning will gradually help everyone achieve their long-term goals. She, as an FPA, is always grateful to help clients with different personal circumstances. Achieving their goals would also be meaningful to her. As time goes by, new challenges and improvements in the industry make work more interesting for her.
She loves being at the beach and hanging out with friends doing anything they can think of. She also loves watching movies and just scrolling to social media - sharing memes and funny vids.
I am an enthusiastic business leader with extensive experience in sales, marketing, operations, finance and risk management across superannuation, financial advice and wealth management. Having worked in larger organisations and smaller start-up projects in Australia and the UK, I have demonstrated success in leading teams through impactful change, complex stakeholder management, operational and program delivery and inspiring a curiosity for collaborative improvement.
I am an enthusiastic business leader with extensive experience in sales, marketing, operations, finance and risk management across superannuation, financial advice and wealth management. Having worked in larger organisations and smaller start-up projects in Australia and the UK, I have demonstrated success in leading teams through impactful change, complex stakeholder management, operational and program delivery and inspiring a curiosity for collaborative improvement.
" People are very easy to work with and my working hours schedule fits my lifestyle so well" Mary graduated with a Bachelor of Secondary Education degree and Computer Science NCI. She has previously worked as an ESL Teacher (Japanese, Taiwanese, Korean, Chinese), ESL Counselor, ESL Scheduler, and Private High School Teacher. She likes to work in the financial planning industry because it enables her to acquire more knowledge and experience to help people/clients. In her spare time, she is trying her best to be productive as much as she can
Job Titles:
- Financial Planner
- in 2021 As a Financial Adviser
Matt joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Matt has spent his career in the financial sector, accumulating over 30 years of experience in various roles, including retail banking, funds management, stockbroking and product development.
Matt became a Financial Planner in 2014 after deciding that his knowledge and skills of finance could be best utilised at a personal level, helping his clients plan successfully for their future.
"I like working with Invest Blue because I can surpass my limits and face challenges head-on. I can see myself growing professionally and as an individual. I am surrounded by good people that make work bearable and fun."
Meije is a graduate of Bachelor of Arts in Psychology. She worked as a Census Area Supervisor and Registration Center Supervisor for Philippine Statistics Authority for 1 year and 3 months. Meije likes working in the industry because she wants to serve the people and she can see that the financial planning industry is the best place for that. She wants to be a part of the clients' best possible retirement.
In her spare time, she usually watches Korean dramas & animes or plays with her dogs. Meije also loves to do lettering and painting.
"I like working with Invest Blue because I can surpass my limits and face challenges head-on. I can see myself growing professionally and as an individual. I am surrounded by good people that make work bearable and fun."
Merry graduated with a Bachelor of Science in Accountancy degree at USJR. She started working as a financial planning assistant in VBP a year after graduating. She likes working in the financial industry because managing her own finances is one of her fortes. She also wants to learn more and explore the things on how to effectively manage one's finances, self-discipline, setting priorities and financial goals.
In her spare time, she binge-watches movies on Netflix and plays with her nieces at home. But what she does love the most is swimming and chilling out at the beach because it calms her mind and soul from all the stress in life.
Michael has over 30 years of financial services experience and holds a Master of Financial Planning. Some of Michaels's other accomplishments include his ability to build strong relationships with clients by identifying their individual needs and tailoring financial solutions to meet those needs.
Michael works with clients goals, by formulating strategies in line with these objectives to meet their wealth creation, superannuation, redundancy, retirement planning, wealth protection, tax and estate planning requirements.
Outside of work he enjoys spending quality time with his family, working on his property close to Camden and helping his local community.
Qualifications
Master of Financial Planning
Diploma of Financial Planning
Diploma of Financial Services (FP)
Graduate Diploma of Financial Planning
University of Adelaide SMSF Course
SMSF Association - Self Managed Super Fund Accreditation
Justice of the Peace
"I am looking forward to joining Invest Blue, a team and business that is passionate about its clients and their dreams and goals, as I am also passionate about helping clients achieve their goals."
Michael joined Invest Blue in 2021 as a Financial Adviser. Before joining Invest Blue, Michael has been in the finance industry since age 17 (two weeks after finishing HSC!). He has worked at a leading bank for 16 years in several roles, from Bank Teller to Branch Manager to a Financial Planner. More recently, feeling like he needed a change, Michael joined a smaller family-run financial planning firm on the Coffs Coast, and he has loved it.
Michael has two children, 20 and 16 (who just got his L's), loves all sports and still plays competitive soccer and social squash once a week. He also loves walks on the beach with his partner and dog, as well as eating out.
Job Titles:
- Financial Planner, CFP / Office Development Manager, Regional Head of Advice
"My core focus is working with my clients on their financial goals and dreams; implementing strategies that compliment these goals and dreams is what financial planning is all about."
Michael commenced his working life in the banking industry back in 1990 and moved into financial planning in 1999. Michael enjoys having a career centred around helping clients achieve their financial goals, and finds it very satisfying.
Michael specialises in the areas of personal superannuation including self managed Superannuation, retirement planning and mortgage and finance broking.
Most of Michael's spare time is spent in and around the world of BMX. Both his children love racing their bikes. BMX is a fantastic sport, albeit an extreme one!
I have been a sporting coach in the past and have really enjoyed this and see financial planning in a similar way in that I could be someone's financial coach. Michael recently joined Strategic Financial Planning at the beginning of 2021 coming across from the Government sector where he worked for the Department of Education as a Senior Budget & Resourcing analyst. Michael has a Bachelor of Business from UTAS and is a qualified CPA. Michael looks forward to completing further study in the future in the hope of becoming a qualified financial planner. Michael enjoys working in the financial planning industry and moved originally was due to his interest in the industry and the potential impact he could have helping others with their financial aspirations and goals. In Michael's spare time he is likely to be involved in some sort of sporting event or walking his dog! He played cricket since eight years old and to this day is still playing currently for the Clarence District Cricket Club where he assistant coache's. Michael enjoys the football and is an avid Sydney Swans supporter, basketball, golf, table tennis, snooker and just about any other competitive game. Qualifications and Professional Accreditation Bachelor of Business, CPA
"Working for Invest Blue will see me back in the world of larger Financial Advice businesses. I enjoy working in a team that is well structured and a business that has great processes. This will free up time for Adviser to spend more quality time with building relationships with their clients"
Michael has worked as a Financial Planner since 2005. Working for 2 large banks and 2 smaller advice businesses running the Financial Planning divisions. He has also led a team of 10 Advisers across a large geographical area.
He loves working in the financial planning industry as he believes we can really make a difference in what can happen in our clients' lives. He has always gone above and beyond in helping his clients. The most rewarding experience is when you can bring a client's future forward and explain to them that we can help them get on track to be comfortable in retirement. He states the earlier they see us the bigger difference we can make.
In his spare time, Michael can normally be found maintaining his 65-acre property in Lake Macquarie. He also spends a lot of time on the weekend with his wife Clair and daughter Ivy competing at Horse Dressage events around NSW. They have a fur family of 3 horses, 2 dogs, and a cat at home.
Michelle has been employed in the Financial Planning industry for 10 years over the last 21 years with Goldenwest Financial Solutions and in the last 3 years with Vintage Wealth. She has joined Invest Blue as part of the merger with Vintage Wealth. She is currently an Associate and is about to enroll in the Graduate Certificate for Financial Planning to continue her education pathway to become a Financial Planner.
Originally from Cronulla, she moved to Dubbo when she was 10 with her family and has lived in Dubbo for more than 40 years. I have a 30-year-old son Haydn, who lives in Ballina and she enjoys spending my holidays there and the Gold Coast exploring the outdoors. She is fanatical about Formula 1, and enjoys playing softball, watching cricket, hiking, and reading.
Mikka has a Bachelor of Science in Accounting Technology degree and previously worked as a billing staff for two companies in the Health Care Industry. Best to say that she is very enthusiastic to now be a part of the Financial Planning Industry.
She likes the financial planning industry because aside from the fact that it is personally very informative, she also gets to help others by assisting the advisers who help their clients financially and see through it that their life goals are achieved. It is rewarding to know that millions of lives already changed because of this industry.
In her spare time, Mikka is an avid reader, but if her eyes aren't glued to an e-book or kindle, her time is enjoyed with her five dogs and maybe watching some show or two.
Job Titles:
- Certified Financial Planner
"I love that I am able to make a difference in people's lives by playing a vital role in helping clients make informed financial decisions. I am passionate about guiding clients to make dreams a reality."
Mina began her career in financial services in 2012 and holds a Double Bachelors Degree in Business Accounting and Business Banking and Finance. She has also completed her Diploma and Advanced Diploma in Financial Planning and holds a CFP designation.
In her free time, Mina spends time with her three younger siblings to help her stepmother out. She also loves being active and going on hikes.
Mina began her career in financial services in 2012 and holds a Double Bachelors Degree in Business Accounting and Business Banking and Finance. She has also completed her Diploma and Advanced Diploma in Financial Planning and holds a CFP designation.
In her free time, Mina spends time with her three younger siblings to help her stepmother out. She also loves being active and going on hikes.
Areas of specialisation
Debt and cash flow management
Wealth Protection
Retirement planning
Wealth creation strategies
Self-managed super funds
Qualifications
Certified Financial Planner®
Bachelor of Business (Accounting)
Bachelor of Business (Banking & Finance)
Diploma of Financial Planning
Advanced Diploma of Financial Planning
"I am committed to facilitating your journey towards financial security and prosperity. I believe it's not just about helping you with what you want but helping you to understand what you need. Ultimately, preparing you with the necessary knowledge and strategies to make prudent decisions."
Molly comes from a diverse background of customer service roles, from hairdressing to retail her passion is providing excellent customer service. She is excited to begin a career in the financial planning industry with the Invest Blue team, Molly is motivated to help clients achieve their goals and live their best possible lives.
Molly enjoys spending time with her daughter, friends and family, watching the sunrise as well as riding and showing horses.
Molly comes from a diverse background of customer service roles, from hairdressing to retail her passion is providing excellent customer service. She is excited to begin a career in the financial planning industry with the Invest Blue team, Molly is motivated to help clients achieve their goals and live their best possible lives.
Molly enjoys spending time with her daughter, friends and family, watching the sunrise as well as riding and showing horses.
"Working with Invest Blue feels like I belong and that I am valued by the team. I like the culture, like how everyone gives extra time and effort to help, which makes learning a fun and easier thing to do."
Nanshe is a graduate of Bachelor of Science in Management Accounting, from the University of San Carlos. Prior to Invest Blue, she worked in a Merchandising Company as the Accounts Receivable as well as the Accounts Payable In-Charge. She knows the ins and outs of the company, in which she gives reports to the higher management.
Nanshe likes working in the financial planning industry because it helps her widen her knowledge in the financial field and it also helps her learn what to prioritize and how to manage her finances.
She spends her spare time with family and friends, she loves spending some quality time and creating more memories with them.
Naomi has a degree in Mass Communication from the University of the Philippines Cebu. Prior to joining Invest Blue, she worked as a Marketing Officer for a restaurant and then moved on to work as a Customer Service Consultant for a Credit Repair and Lending company based in the U.S.
Naomi likes helping people out and learning things that she can apply in her own life as well. Financial planning is not very common in the Philippines so it's a great plus to know more and help people out.
In her spare time, she loves visiting art shows and exhibits, browsing in bookstores, reading, and watching TV series.
"I am Natalia Zalega and I have recently joined the Invest Blue Hobart team after being a relief receptionist. The team were so welcoming and supportive that when the opportunity arose to stay on as a Relationship Manager, I just had to take it."
Starting fresh in 2023, Natalia has been exposed to the greater Invest Blue family, who are also just as welcoming and supportive, and really helped her bring out the best of herself in her role. They bring their passion for helping clients reach their best possible life to the office every day and it has passed on to her.
In 2018, she and her partner swapped the beautiful sunny days of Brisbane for the full 4 seasons-treatment that Tasmania brings. Even still to this day, they keep finding new places to explore and things to do. They settled quickly, having their son in 2019 and their ever-growing menagerie of animals.
"I am Natalia Zalega and I have recently joined the Invest Blue Hobart team after being a relief receptionist. The team were so welcoming and supportive that when the opportunity arose to stay on as a Relationship Manager, I just had to take it."
Starting fresh in 2023, Natalia has been exposed to the greater Invest Blue family, who are also just as welcoming and supportive, and really helped her bring out the best of herself in her role. They bring their passion for helping clients reach their best possible life to the office every day and it has passed on to her.
In 2018, she and her partner swapped the beautiful sunny days of Brisbane for the full 4 seasons-treatment that Tasmania brings. Even still to this day, they keep finding new places to explore and things to do. They settled quickly, having their son in 2019 and their ever-growing menagerie of animals.
Nic joined Invest Blue in 2021 as a Financial Planner. Prior to joining Invest Blue, Nic has worked at Wainscott Financial since 2014, initially as a paraplanner and later a qualified Financial Planner.
In his spare time, you'll find Nic planning his next adventure overseas. Nic is also a passionate Carlton supporter and yearns for the day when the Blues make another Grand Final.
Nick grew up in Wagga Wagga NSW, before spending time in Sydney and settling with his family on the Coffs Coast. Nick joined the Invest Blue team in April of 2020 bringing with him extensive experience in the financial services industry.
Nick has completed his CFP studies and has the Certified Financial Planner CFP® designation, holds a Bachelor of Business (Accounting) degree, Diploma of Financial Planning, Certificate IV in Mortgage Broking and is a Justice of the Peace. He is also a member of the Financial Planning Association of Australia (FPA).
Nick is an avid sports supporter and enjoys all sports, especially rugby union, league, AFL, cycling and cricket. Outside of work he enjoys the outdoors, reading and relaxing with his family.
Areas of specialisation
Wealth creation strategies
Superannuation accumulation
Retirement Planning
Social Security (Age Pension)
Personal Insurance
Business Insurance
Aged Care
Budgeting and cashflow management
Qualifications
Certified Financial Planner CFP®
Bachelor of Business (Accounting)
Diploma of Financial Planning
Certificate IV in Mortgage Broking
Justice of the Peace
Nick has worked in the financial advice industry since 2007, having spent a big period running his own business. Nick is married with 2 young kids and lives in Hobart, a city that he loves.
Nick has a degree in Batchelor of Commerce (Finance and Marketing), Adv Dip FS, Accredited Mortgage Consultant, and FASEA exam passer.
Invest Blue's beliefs are very aligned with his and this makes it easy to go to work every day. He previously worked as a Director and Adviser at Salamanca Financial for 13 years. Nick loves working with his clients and he truly gets invested in their journey.
In his spare time, Nick loves spending time with his family, getting up to the East coast of Tasmania, keeping fit and watching sports.
Nick has worked in the financial advice industry since 2007, having spent a big period running his own business. Nick is married with 2 young kids and lives in Hobart, a city that he loves.
Nick has a degree in Batchelor of Commerce (Finance and Marketing), Adv Dip FS, Accredited Mortgage Consultant, and FASEA exam passer.
Invest Blue's beliefs are very aligned with his and this makes it easy to go to work every day. He previously worked as a Director and Adviser at Salamanca Financial for 13 years. Nick loves working with his clients and he truly gets invested in their journey.
In his spare time, Nick loves spending time with his family, getting up to the East coast of Tasmania, keeping fit and watching sports.
Prior to joining Invest Blue, Nicole, a born and bred Gladstone local, worked as a teacher aide as well as in office management and human resources within the child safety sector. She is passionate about helping people identify and achieve their goals and is excited to continue this with Invest Blue.
Nicole is currently working towards her Bachelor of Human Services, Human Resources, and Leadership and is looking forward to applying her skills and understanding to the Financial Planning industry.
Outside of work, Nicole's children keep her busy and she enjoys spending time with her family, in the garden, or socializing with friends.
Prior to joining Invest Blue, Nicole, a born and bred Gladstone local, worked as a teacher aide as well as in office management and human resources within the child safety sector. She is passionate about helping people identify and achieve their goals and is excited to continue this with Invest Blue.
Nicole is currently working towards her Bachelor of Human Services, Human Resources, and Leadership and is looking forward to applying her skills and understanding to the Financial Planning industry.
Outside of work, Nicole's children keep her busy and she enjoys spending time with her family, in the garden, or socializing with friends.
Nikki graduated with a Bachelor of Arts in Psychology degree. Previously, she worked as an Administrative Assistant to the Medical Director at Chong Hua Hospital Mandaue.
She likes working in the financial planning industry because it is something new and challenging for her. She likes how she learned a lot in this industry and she can help clients in achieving their financial goals.
In her spare time, she loves to read books and watch Asian dramas. I also love to spend my time with family and friends.
Olivia's career in client service began planning and managing events at one of Sydney's most iconic venues. With a Bachelor of Business from the International College of Management Olivia worked on everything from relationship management, to procurement and risk mitigation for a range of high profile clients.
Olivia also has a love for film and TV which lead her to BBC Worldwide to do communications and operations internship at their Australian branch. She is now looking forward to applying her experience to the financial services industry, where she can use her passion for service to help people achieve their goals.
Outside of work Olivia loves to spend time with her family and friends and has recently moved back to her hometown of Tamworth to raise her beautiful daughter Evie.
Olivia's career in client service began planning and managing events at one of Sydney's most iconic venues. With a Bachelor of Business from the International College of Management Olivia worked on everything from relationship management, to procurement and risk mitigation for a range of high profile clients.
Olivia also has a love for film and TV which lead her to BBC Worldwide to do communications and operations internship at their Australian branch. She is now looking forward to applying her experience to the financial services industry, where she can use her passion for service to help people achieve their goals.
Outside of work Olivia loves to spend time with her family and friends and has recently moved back to her hometown of Tamworth to raise her beautiful daughter Evie.
Job Titles:
- Chairman of the Board
- Financial Planner With AMPFP
Invest Blue is about creating belief that it's possible to live your best life. We want to challenge people to dream bigger, experience more success, less stress and to enjoy life. Through the support of tailored advice we are able to help people realise their dreams and plans by creating belief that it's possible.
It's not just about our clients finances, but about helping them define what they want out of life and helping them achieve it.
Paul has been a financial planner with AMPFP for over 18 years and prior to that gained experience in banking, lending and real estate roles. This has resulted in more than 30 years' experience within the financial services industry.
Paul has been integral in the growth of the Invest Blue business from an insurance and superannuation business in Armidale to one of the leading financial service businesses within Australia.
Paul has been a financial planner with AMPFP for over 18 years and prior to that gained experience in banking, lending and real estate roles. This has resulted in more than 30 years' experience within the financial services industry.
Paul has been integral in the growth of the Invest Blue business from an insurance and superannuation business in Armidale to one of the leading financial service businesses within Australia.
With an opportunity to establish a Queensland office in 2006, Paul and his family moved from Armidale to Brisbane.
Paul is passionate about the delivery of a consistent client experience through the support of tailored financial advice, systems and processes. He has been actively involved in the development of the Invest Blue brand and believes, living Invest Blues' culture and core values is what sets Invest Blue apart from their competitors.
Paul is dedicated to community and his children's education. Having three girls attend St Margaret's Anglican Girls School in Brisbane, Paul has held the position of Director of the schools foundation and is actively involved in the schools rowing programme.
Paul enjoys many outdoor and sporting activities. He is an avid Cowboys supporter, having grown up in Far North Queensland playing rugby league for both the Kangaroos football club in Cairns and the Roosters on the Atherton Tablelands.
Paul enjoys spending time with family and friends and also travelling. He thrives on both personal and team challenges. Challenges include the Tour De Rocks, a mountain bike ride from Armidale to South West Rocks that raises funds to support a cure for Cancer. Paul is also looking forward to participating in the upcoming AMP Future 2 road bike ride from Melbourne to Adelaide which supports children with cancer and is being held in late 2014.
Areas of specialisation
Strategic and Business Planning
Business Development
Mergers and Acquisitions
Provision and Delivery of Financial Advice
Lending
Qualifications and Professional Accreditation
Peebe graduated with a Bachelor's degree in Psychology (Undergraduate). Prior to joining Invest Blue, she worked as a Customer Service Representative and then a Data Entry Specialist.
Peebe likes the financial planning industry because she gets to learn about managing her money and savings and how to implement it for herself and for her family.
In her spare time, she likes to watch cooking/medical/comedy series, breezing through the internet to find new places to go and on some weekends, going to the beach to relax.
Peebe graduated with a Bachelor's degree in Psychology (Undergraduate). Prior to joining Invest Blue, she worked as a Customer Service Representative and then a Data Entry Specialist.
"I am really passionate about working with people to assist them in achieving their aspirations. Realising that a client puts their trust in us deserves the greatest respect in return. This is what inspires me to maintain the highest education so that I can use as the village Maven!"
Peter is a Certified Financial Planner and has an Advanced Diploma in Financial Planning.
He spends his spare time with his wife and two daughters keeping busy with netball, ballet, water skiing/wakeboarding and a love for the Australian outdoors.
Qualifications
CFP
Advanced Diploma of Financial Planning
Pragya started working in the financial planning industry in 2019 as a Research & Strategy Officer. Her interest in financial planning sparked during her studies in accounting, which resulted in Pragya completing her Bachelor of Accounting, Majoring in Financial Planning and Taxation. Pragya is currently completing her Masters in Financial Planning and working towards growing within the industry. She is a member of the Camden Chapter - South West Networking Group.
During her free time, she enjoys staying active and travelling.
Qualifications
Bachelor of Accounting, Majoring in Financial Planning and Taxation
Justice of the Peace
Job Titles:
- People and Culture Assistant
Rebecca joined Invest Blue in 2019 as a Relationship Manager and has since moved into a People & Culture Assistant role.
Rebecca has previous experience in HR through assistance in the recruitment process both at Invest Blue and in her prior employment, and she is keen to develop her experiences further.
Rebecca enjoys working in the financial planning industry as she can see first-hand the joy provided to clients by helping them achieve their goals and live their best possible life.
In her spare time, Rebecca enjoys spending time with her family and friends, keeping active, reading, and taking trips to the beach whenever possible.
Qualifications and Professional Accreditations
Job Titles:
- Financial Planner, Regional Head of Advice
Rebecca joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Rebecca worked as a Financial Adviser for Pinnacle and has 15 years of experience as a Financial Adviser. She enjoys working with clients and developing trusted, long-term relationships with her clients.
Outside of work, Rebecca spends her time moonlighting as a taxi driver for her son and two daughters who seem to find activities to do every weekend.
Rebecca's favourite part of the weekend is going for a run with friends in the early morning and then spending time at the beach with her family. She's looking forward to exploring more of Australia with her family in their caravan.
Job Titles:
- Associate
- Relationship Manager
"I enjoy meeting all of the different clients and the variety that the role of being an Associate at Invest Blue offers me"
Regina was born and raised in Dubbo on a family farm and grew up showing cattle. She moved from her Real Estate career and started her Financial Planning career in 2020, where she began as a Relationship Manager. Regina began her studies with a Graduate Diploma in Financial Planning and since starting at Invest Blue in 2021, has progressed diligently through her studies and advanced her career in the financial planning industry recently moving into an Associate Planner role.
Regina loves working with both the Financial Planners and her Clients throughout the Dubbo and Tamworth regions and keeps herself challenged in her role by always advancing her knowledge in the industry. She is currently studying for her Master of Financial Planning which is a specialised qualification offering contemporary teachings in financial advice theory and strategy.
Outside of work, Regina loves to spend time with her 3 daughters, riding dirt bikes, playing soccer in both summer and winter competitions and going away camping with her children.
Regine has a Bachelor of Science in Accountancy degree and is a Certified Public Accountant. Prior to Invest Blue, she was an Accountant at a private corporation, an Accounting Instructor at Mindanao State University and a Customer Service Rep for 3 years.
What she likes about the financial planning industry is that for her it is very fulfilling to be a part of an industry whose main objective is to help people achieve their financial goals.
In her spare time, she has been feeding stray cats in the neighborhood, and sometimes they come scratching at her front door. She also loves karaoke so she usually finds time to sing her heart out.
Remar graduated with a Bachelor's Degree in Hotel and Restaurant Management BSHRM. He worked as a financial planning assistant for Strategic right after college.
In his spare time, he just browses the internet, play video games, and watch documentaries. He also enjoys cooking.
Remar graduated with a Bachelor's Degree in Hotel and Restaurant Management BSHRM. He worked as a financial planning assistant for Strategic right after college.
In his spare time, he just browses the internet, play video games, and watch documentaries. He also enjoys cooking.
Renea thoroughly enjoys working as a Relationship Manager at Invest Blue, After being in the industry for over 18 years, Renea appreciates the challenges and changes it brings every day. Being part of a team that wants to ensure their clients are living their best possible life, is a big reason she loves work and strives to do just that, every day.
Job Titles:
- Relationship Manager
- in 2021 As a Relationship Manager
Renee joined Invest Blue in 2021 as a Relationship Manager. Whilst reasonably new to the Finance industry, Renee is thoroughly enjoying everything it has to offer. Prior to joining Invest Blue, Renee spent 17 years in the medial industry, 14 of those as a Practice Manager.
Outside of work, Renee enjoys spending time with her husband and two beautiful children.
"I can see that IB is sincere about helping their clients achieve their goals because they take the time to understand their situation while continuously learning and refining their process to provide the best services to their clients. After learning about the background of their financial advisers and their success stories, I can see that through their profession, they are able to make a great impact on their clients' lives allowing them to live their best possible life. I feel grateful that by working with this company, I can help those clients as well." Renzyl has a BS Management Accounting degree and working as an administrative assistant for Invest Blue is her first job. She likes working in the financial planning industry because she wants to help people plan and achieve their goals. She's also interested in learning how to assess finances, especially in times of emergencies to find the best way to utilize resources and minimize financial stress. In her spare time, she loves spending time with family and friends.
"As an accounting major graduate, Invest Blue is the right-fit company for me. I learned a lot of new things almost every day and what I love the most is receiving recognition or appreciation from colleagues." Rexiel has a Bachelor of Science degree in Accounting Technology. He worked as an Inbound Customer Service Representative in a Telecommunications Company based in the US and as a Financial Consultant for Human Resources Management System and Small Business Administration offering Human Resource and Accounting Software prior to Invest Blue. As for him, being in the financial planning industry is rewarding. It gains satisfaction from making a difference in people's lives. Financial Planning helps clients to have peace of mind, grow their investments successfully, or plan for the retirement of their dreams. In his spare time, he has a great hobby of journaling and watching Korean Drama Series or Movies. Also, he enjoys doing outdoor adventures and loves catching up or spending time with family or friends.
Reymond has a degree in Bachelor of Science in Business Administration majoring in Financial Management. Prior to Invest Blue Raymond has 4 years of experience as a Customer Service Representative in a telecommunications company. He was a Subject Matter Expert way back and a mentor as well. He also worked with a financial company as a Collections Specialist for a year.
Reymond always wanted to work in the financial planning industry since it is in line with his degree. It has been his advocacy to help other people, and joining the team made his dream come true.
In his spare time, he loves to travel and be with nature. He loves hiking and trekking as well as fun diving and visiting places that offer wonderful beach experiences.
Rob joined Invest Blue in August 2012 bringing with him 14 years' experience in accounting and the financial services industry. He graduated with a Bachelor of Business degree from the University of Queensland and completed a Graduate of Financial Management at the University of New England. He became a member of the Institute of Chartered Accountants in Australia in 2005.
Outside of work Rob loves spending time with his family, friends and is a staunch supporter of the bulldogs. He takes great delight in watching his boy's achievements in a variety of sports including rugby, basketball, athletics and cricket.
Rob is an avid traveller and recent destinations have included Tasmania and Hawaii. He enjoys keeping fit and healthy by cycling, going to the gym and playing golf.
Areas of specialisation
Wealth creation strategies
Debt and cashflow management
Risk Insurance strategies
Retirement planning
Qualifications
Chartered Accountant Qualification with ICAA
Bachelor of Business
Graduate Diploma in Financial Management
Diploma of Financial Services (Financial Planning)
Job Titles:
- Relationship Manager
- in 2021 As a Relationship Manager
Robyn joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Robyn had been working in the financial planning industry for 22 years in client service, administration and implementation.
Robyn has also worked in the hospitality industry for many years and it was from here that she developed her strong client service focus. She has completed 3 subjects of a Diploma of Financial Planning in between raising her 2 active and now grown-up sons and doing bookwork for her husband's business.
Outside of work, Robyn loves to go to the gym, do yoga or Qi Gong or spend time at the beach catching up with friends. Her favourite day out is when she can get all her boys together - including her fur baby.
Ron took up a Bachelor of Science in Information Technology in college. He previously worked in BPO companies as an Escalations Rep, Technical Support Rep, and Billing Specialist for Telstra respectively.
Ron wants to learn how financial planning works since this industry is not that big in the Philippines and also to apply his learnings for his future.
In his spare time, Ron loves spending quality time with his family and friends, as well as, playing mobile games.
Job Titles:
- Financial Planner, CFP / Team Manager
Ronald has been in the financial services industry since 2006 and moved into financial planning in 2012.
Ronald has a double degree in Bachelor of Business Administration and Commerce majoring in Accounting with Macquarie University. In addition, he is a Certified Financial Planner (CFP).
Away from work, Ronald enjoys spending time with his wife and young daughter. He also enjoys the company of family, friends and neighbours.
Areas of specialisation
Wealth creation strategies
Debt and cashflow management
Risk Insurance strategies
Retirement planning
Qualifications
Certified Financial Planner (CFP)
Graduate Diploma of Financial Planning (Kaplan)
Self-Managed Superannuation Fund Certificate (Kaplan)
Bachelor of Business Administration & Commerce - Accounting (Macquarie University)
Justice of the Peace
Rosielyn took up AB MassComm in College and she previously worked as a call centre agent and then as an FPA for Announcer/Infocus prior to joining Invest Blue.
Working in the financial planning industry gave her an idea of how should she manage her money and plan for retirement. The 2-week Christmas vacation is also something she looks forward to every year where she gets to spend quality time with her loved ones.
"Here in Invest Blue, everyone is approachable and ready to help you. I don't feel like it's all work, but I can also feel the genuine relationship I have with my colleagues that makes us Invest Blue."
JR has a Bachelor of Science in Mechanical Engineering (BSME) degree and he was previously a telecommunication sales representative in one of the BPOs in Cebu City.
Since this is his first time working in the financial planning field, it provides him with insights into how the financial industry works in general and how people should manage their finances efficiently. As an effect, it enlightens him to dream and soon achieve his version of the best possible life.
During his spare time, JR listens to music and does paintings. Sometimes he goes to the beach and listen to the waves while watching the sun sets. He also enjoys hiking and camping in the mountains.
"I am extremely privileged to continue to be an integral part of my clients' journey after 20 years, and I very much look forward to the opportunity to provide the same level of care and advice for many more as they discover the benefits of financial advice and how we can help realise their dreams."
Job Titles:
- Financial Adviser
- in 2021 As an Associate
Ryan joined Invest Blue in 2021 as an Associate. Prior to joining Invest Blue, Ryan has worked in the Financial Services industry since 2018 after graduating from university.
Ryan works directly with the Financial Planners and other team members ensuring that all strategies are compliant and are inline with the client's objectives. His goal is to continue to advance his knowledge and qualifications to become a Financial Planner in the distant future.
Outside of work, Ryan lives a very social and active lifestyle. He enjoys catching up with friends, staying fit and healthy, playing tennis and most importantly watching the mighty Bombers in action.
Samantha commenced her career within the financial services industry in 2008 working for a small credit union. She started out as a client service manager focusing on personal lending and the operations of the branch.
After Samantha was made witness to the impact an adviser can have on their client's financial well-being and peace of mind, she moved further into the industry and commenced her studies.
In Samantha's spare time, she is a busy mum who enjoys an active lifestyle and time in the sun.
Samantha's passion has always been customer service, originating in positions in the printing industry, resolutions and progressing into the telehealth sector after moving to the Gold Coast from New South Wales in 2016.
Outside of work Samantha enjoys all that Gold Coast has to offer, from walking the Broadwater and exploring the beaches, to dining out with family and friends. Samantha loves spending time with her two daughters Maddison and Riley, and is always on the sideline cheering them while they play their sports, or relaxing movie nights on the couch with their dog Tiffany.
Job Titles:
- Financial Planner, Team Manager
Samuel states Financial advice is his third career. The first was volunteering in community work and the second was in regenerative agriculture. He came into financial advice in 2016 after seeing the depth of the relationship that his parents' financial adviser had established with them.
One of the biggest challenges he has had as a financial adviser is building trust with people who have suffered post-traumatic stress and other mental health issues. He is most proud that these relationships are now among the deepest and most rewarding that he has had with his clients.
When he is not at work, you can find him on a motorbike or a horse, chasing cows with his wife and two daughters.
Sarah-Maree enjoys the fast-paced environment of the financial industry where problem-solving and adapting is a way of life! Keeps you on your toes and ensures personal and professional growth.
She is a gaming queen and a foodie so you will either catch her getting some wins on Fortnite or cooking up a storm in the kitchen in her spare time.
Job Titles:
- Relationship Manager
- in 2021 As a Relationship Manager
Saxon joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Saxon had completed his Postgraduate Diploma in Financial Planning, which sparked his interest in the industry. During this time, he was offered an internship that would later turn into a full-time position at Invest Blue.
His passion for financial planning was ignited by seeing clients succeed and achieve the life of their dreams.
During his free time, Saxon is an avid powerlifter, musician, and AFL fanatic.
Saxon joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Saxon had completed his Postgraduate Diploma in Financial Planning, which sparked his interest in the industry. During this time, he was offered an internship that would later turn into a full-time position at Invest Blue.
His passion for financial planning was ignited by seeing clients succeed and achieve the life of their dreams.
During his free time, Saxon is an avid powerlifter, musician, and AFL fanatic.
I am deeply passionate about family and recognize the paramount importance of ensuring their happiness and financial security. It is this strong personal drive that fuels my commitment to delivering the same ideals to my valued clients.
Sean became a part of the Invest Blue team in late 2019, bringing with him a diverse background encompassing Property, Shares, and Law. With his broad experience, Sean was naturally drawn to the field of Financial Planning. Recognising the opportunity to develop his skills further, he enthusiastically embarked on the challenging and rewarding journey of the AMP Horizons Academy.
Over the years, Sean has gained extensive experience providing financial advice. This invaluable experience has allowed him to collaborate with highly acclaimed Planners and Practices in the industry. Starting his career in law has equipped Sean with a refined skill set, focusing on the true purpose of Financial Planners: to assist clients in building a secure and confident future.
I am continually dedicated to improving and refining my expertise to ensure that my clients receive the highest level of service and guidance. My ultimate goal is to help individuals and families achieve long-term financial success, providing them with the peace of mind they deserve.
Shanine worked in the food manufacturing industry for 2 years and was assigned to Purchasing Department closely working with Customs Brokers and foreign suppliers to monitor the flow of the goods prior to Invest Blue. She likes working in the financial industry because other than being inspired by other people's success, she envisions herself one day achieving her own version. The exposure she gets working in this industry highlighted the importance of the proper handling of one's finances. In her spare time, she likes to travel or hang out with my friends. She also likes to sketch and watercolour painting.
Sharon has worked in the Financial Planning sector for over 8 years in our Gold Coast office. Sharon is committed to ensuring that our clients always receive the highest level of service during their financial planning journey. Sharon enjoys her client-focused role which is further enhanced by being part of a team that is dedicated to achieving positive results for clients.
In Sharon's spare time she enjoys beach walks with her husband and dog and playing tennis.
Sharon has worked in the Financial Planning sector for over 8 years in our Gold Coast office. Sharon is committed to ensuring that our clients always receive the highest level of service during their financial planning journey. Sharon enjoys her client-focused role which is further enhanced by being part of a team that is dedicated to achieving positive results for clients.
In Sharon's spare time she enjoys beach walks with her husband and dog and playing tennis.
"I love helping people determine what is important to them, setting goals, seeing what is achievable, and help them live their lives to the fullest. I love being on the journey with my clients year in, year out and being there to celebrate their goals being met and seeing their joy and happiness."
Job Titles:
- Financial Planner
- in 2021 As a Financial Adviser
Shayley joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, she worked as a Financial Adviser for Pinnacle Financial Services and has been working in the financial service industry since 2013; gaining experience through various roles. She loves getting to know her clients, what interests them, and how she can help them achieve their goals so that they can live their lives to the fullest while not needing to stress or worry about their finances.
Outside of work, Shayley loves being outdoors and likes to go surfing, snowboarding, and camping. When the weather isn't great you can find her inside painting or making ornaments out of clay.
Simon is a dynamic planner and brings with him over 15 years' experience in the financial services industry. Simon joined Invest Blue in 2021 as part of a merger with Strategic Financial Planning. He had previously been a Financial Planner and Director at Strategic having joined in 2008. Prior to this Simon worked in financial services in Adelaide. Simon holds a Bachelor of Economics from the University of Tasmania and an Advanced Diploma in Financial Services. Simon is also a Certified Financial Planner®.
Simon's passion is assisting clients in improving their financial position and reaching their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals. Simon relishes the role of your financial coach and loves to see his clients reach their personal milestones. Simon has two young daughters, Lucy and Margot. When not at work, Simon enjoys playing basketball, going to the gym and exploring everything Tasmania has to offer.
Simon is a dynamic planner and brings with him over 15 years' experience in the financial services industry. Simon joined Invest Blue in 2021 as part of a merger with Strategic Financial Planning. He had previously been a Financial Planner and Director at Strategic having joined in 2008. Prior to this Simon worked in financial services in Adelaide. Simon holds a Bachelor of Economics from the University of Tasmania and an Advanced Diploma in Financial Services. Simon is also a Certified Financial Planner®.
Simon's passion is assisting clients in improving their financial position and reaching their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals. Simon relishes the role of your financial coach and loves to see his clients reach their personal milestones. Simon has two young daughters, Lucy and Margot. When not at work, Simon enjoys playing basketball, going to the gym and exploring everything Tasmania has to offer.
Simone joined Invest Blue in January 2020 as a Relationship Manager in the Coffs Office, after having worked for Moore Stephens for four-and-a-half years as an Administration Assistant.
Simone was born in Coffs Harbour. She is a third-generation farmer of the region in beef cattle, and on her family farm, they have also started grafting avocado trees three years ago. Simone is a busy lady, as aside from working for Invest Blue and farming, she has three children, Jorja, Tayla and Aidan, with her partner of 20 years Adam.
In her spare time, she enjoys the outdoors, camping, bushwalking, horse riding, and spending time with her cherished family and friends.
"I love the IB culture that has been established." Stefanie has a degree in Industrial Engineering and has an Intermediate Microsoft Excel Certification. She used to work for Lalamove Philippines Inc. first as a Driver Operations Associate handling the Acquisition Team. Being able to work in this industry not only helps her grow her career but also in personal matters. She gets to understand different financial strategies for different goals that may apply on her end. In her spare time, Stefanie makes sure to exercise to stay healthy, her favourite kind of exercise would be swimming laps. Other than that, she watches TV series at home, karaoke with family and friends, and also goes to Latin social dancing.
Stephanie has been working in admin for the last 10 years.
She really enjoys working in admin as it alleviates the planner to focus on the bigger picture while she sorts out all the details for them.
Stephanie has been working in admin for the last 10 years.
She really enjoys working in admin as it alleviates the planner to focus on the bigger picture while she sorts out all the details for them.
Job Titles:
- Director / Head of Financial Planning / Senior Financial Planner
Trust is at the core of every relationship between a financial planner and client. It is difficult for those seeking financial advice to find an adviser that they can trust. However I believe that my existing clients are my best advocates and the long term relationships that exist with clients are the best evidence that this can be achieved.
Only 8% of people reach financial independence. If I can have a much larger percentage of my clients reach financial independence and choose to live the lifestyles they want due to a plan that we have put in place for them, then the clients and I will be happy.
Steve's approach to providing advice to his clients is by first helping them to identify their goals and then putting a plan into place to make this happen. With a background in the real estate industry as a property consultant, Steve's dream was to grow his own business. An opportunity to pursue this dream presented itself in 1998 and he has not looked back.
Steve is incredibly proud of the New England region and is passionate about giving back to the region that has given him so much over the years. He has played an active role in local events since establishing Invest Blue, raising over $1 million for various charities and organisations. He was the founding member of the Armidale branch of Can Assist and is now Patron and Life Member. He also works with the Cancer Council. A focus of his contribution to this organization was to provide financial advice to patients diagnosed with terminal illness without cost, leading to recognition from AMP for being a leader in pro bono work in this field.
Steve loves spending time with his beautiful wife Jenni and four sons Tom, Sam, Joe & Jack. He loves supporting their sporting activities and keeping fit by cycling and surfing.
Tanya is part of the acquisitions team at Invest Blue.
She previously worked for 6 years with another Financial Planning Corporation. She used to be in payroll and IT project rollouts before that.
She likes working in the financial planning industry because she enjoys learning knowledge and being part of what helps people.
In her spare time, she keeps herself busy with her elite sporting children. Tanya also likes to create and DIY things for her house. Other times, she helps work with her daughter's business.
Tanya is part of the acquisitions team at Invest Blue.
She previously worked for 6 years with another Financial Planning Corporation. She used to be in payroll and IT project rollouts before that.
She likes working in the financial planning industry because she enjoys learning knowledge and being part of what helps people.
In her spare time, she keeps herself busy with her elite sporting children. Tanya also likes to create and DIY things for her house. Other times, she helps work with her daughter's business.
Job Titles:
- Financial Planner
- in 2021 As a Financial Adviser
"I was interested to join Invest Blue because of the strong people and culture aspect of the business."
Tariq joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Tariq has worked in the financial planning industry for over 4 years. He has assisted a multitude of clients over that time. Tariq enjoys the satisfaction of helping other people to feel financially secure about their future.
In his spare time, Tariq often goes for drives or hits the racetrack in his car. He also enjoys playing video games with his friends.
Job Titles:
- Financial Planner
- in 2018 As a Financial Planner
I love the extreme focus Invest Blue has on client care and helping clients live their best possible life. In an industry which is unfortunately dominated by sales and product advice, I am so grateful to have found a company who shares the same values and focus for client experience that I do.
Taylor joined Invest Blue in 2018 as a Financial Planner. Before joining Invest Blue, Taylor spent two years working for an industry fund specialising in superannuation and retirement advice.
Working in the financial planning industry, Taylor has the pleasure of really getting to know and understand her clients. She feels honoured to be a part of their journey, both in life and on their path to financial freedom.
Taylor is passionate about empowering her clients to make well informed financial decisions and breaking down the confusing financial planning terminology.
Taylor joined Invest Blue in 2018 as a Financial Planner. Before joining Invest Blue, Taylor spent two years working for an industry fund specialising in superannuation and retirement advice.
Working in the financial planning industry, Taylor has the pleasure of really getting to know and understand her clients. She feels honoured to be a part of their journey, both in life and on their path to financial freedom.
Taylor is passionate about empowering her clients to make well informed financial decisions and breaking down the confusing financial planning terminology.
Outside of work, Taylor enjoys traveling and seeing what this beautiful earth has to offer. She also enjoys entertaining friends and family.
Areas of Specialisation
Wealth Creation Strategies
Debt and Cashflow Strategies
Risk Advice (Insurance)
Superannuation Accumulation
Retirement Planning
Qualifications
Diploma of Financial Planning
Advanced Diploma of Financial Planning
Graduate Diploma of Financial Planning
Justice of the Peace
Teresa was given the opportunity to join the team at Invest Blue as a Relationship Manager in April 2023 when Growup Financial merged with Invest Blue.
She previously worked in the Financial sector. She also worked in the Human Services sector for well over ten years as a Program Manager and Quality Manager.
She likes working in the financial planning industry because her passion has always been to help people live their best lives possible and this aligns with the values here at Invest Blue.
Teresa has lived all around Australia but currently lives at Currumbin Waters, Gold Coast, and believes it is the best place to live in Australia. In her spare time, it is filled with volunteering for various organizations. She also likes tripping around exploring with her husband, two adult sons, and anyone else who is up for an adventure.
Teresa was given the opportunity to join the team at Invest Blue as a Relationship Manager in April 2023 when Growup Financial merged with Invest Blue.
She previously worked in the Financial sector. She also worked in the Human Services sector for well over ten years as a Program Manager and Quality Manager.
She likes working in the financial planning industry because her passion has always been to help people live their best lives possible and this aligns with the values here at Invest Blue.
Teresa has lived all around Australia but currently lives at Currumbin Waters, Gold Coast, and believes it is the best place to live in Australia. In her spare time, it is filled with volunteering for various organizations. She also likes tripping around exploring with her husband, two adult sons, and anyone else who is up for an adventure.
Job Titles:
- Financial Planner / Team Captain
‘This job is all about people. I love building long-lasting relationships with my clients and helping turn their dreams into reality. I am very privileged in my role as a trusted adviser to my clients and I gain great satisfaction when they achieve their dreams and financial independence.'
Theo joined Invest Blue in September 2015 following two and a half years as a Specialist Risk Adviser. Prior to that Theo spent 5 years as a Financial Planner in the UK assisting medical professionals with all aspects of their finances.
When not at work Theo spends most of his time with his wife and 2 young daughters, Eliza and Penny enjoying life on the beautiful Central Coast. He is also a passionate fisherman, occasionally sneaking off for a fishing weekend in Queensland when he gets the chance…
Job Titles:
- Financial Planner, Team Manager
"Helping people achieve their best life is the foundation focus of the advice I give to my clients and their beneficiaries. Being able to work with my clients in the fantastic environment of Invest Blue is a dream for me, allowing myself to have the best life."
Tim has been in the financial services industry for 20 years; his first 10 years were with various industry Super Funds before progressing into financial planning.
In his spare time, Tim loves to spend time with his wife Pamela and Daughter. He loves sport; cricket in particular and has been a member of the ‘Mighty' Queensland Reds for 20 years.
Job Titles:
- Financial Adviser
- Director / Financial Planner
Todd has been a financial adviser for over 25 years. In 1997 Todd and his wife Natalie founded Strategic Financial Planning and at the time of merging with Invest Blue in June 2021, Strategic Financial Planning had grown to one of Hobart's premier financial planning firms with 8 financial advisers supported by a team of 22, all committed to helping our clients live their best possible life. Seeing the value in holding the highest qualifications, Todd was one of the first advisers in Tasmania to achieve the Certified Financial Planner® designation. Todd takes great pride in helping clients understand what is important to them and then through our immersive financial coaching process, helping them to achieve their dreams and goals.
Outside of work, Todd enjoys bike riding, going to the gym and camping. He also enjoys following his beloved Brisbane Lions and spending time with his wife, Natalie and two daughters, Emily and Sophie.
Qualifications and Professional Accreditations
Tom joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Tom worked as a Financial Adviser for Pinnacle and has 12 years of experience as a Financial Adviser. He is sincerely passionate about financial planning and what it can offer clients including peace of mind, comfort and education.
Outside of work Tom loves spending time with his wife Lauren, two sons Noah & Alex, and daughter Mia. He enjoys anything outdoors, keeping fit and spending time at the beach with the family.
Tom is a financial advisor based in Coffs Harbour, where he was born and raised. He joined Invest Blue Coffs Harbour in 2015, and the firm currently serves more than 600 clients in the mid-north coast area.
Tom has a strong educational background and recently completed his Masters in financial advice. One of his strengths is his ability to provide clients with technical advice while also simplifying complex strategies for easy understanding.
Outside of his professional life, Tom enjoys spending time with his wife Jodi, and their two children. He is also passionate about sports and enjoys playing golf, tennis, and AFL.
Areas of Specialisation:
• SMSF
• Transition to Retirement strategies
• Debt and Cashflow Management
• Superannuation
• Tax minimization strategies
Qualifications:
• Master of financial planning
• Diploma Financial Services (Financial Planning)
• Advanced Diploma Financial Services (Financial Planning)
• Graduate Diploma (Financial Planning)
• FASEA (Financial Adviser Exam)
Toni joined Vintage Wealth in 2016 in their Cessnock Office and is now part of Invest Blue team in Maitland due to their recent merger in May 2023. She has had over 35 years' experience in various customer service-focused roles including Head of Customer Service for a Global Manufacturing company in the UK.
Before working in the financial planning industry, she didn't fully appreciate or understand just how important and beneficial good financial advice was. She states, why wouldn't you want to live your best possible life?
In her spare time, she lives on a property in the lower hunter valley where she enjoys horse riding, being in the garden, learning about animal husbandry, working on improvement projects, and socializing with friends and family.
Tony joined Strategic in 2004 and brings a high degree of technical expertise to the business. Tony has an enquiring mind that really helps in the research and analysis of strategies and investments, which brings a great deal of "steadiness" to our team. Tony is also a Certified Financial Planner® and has a Masters of Applied Finance.
In his spare time, Tony is heavily involved with his family and he and his wife, Lisa are kept busy with their three boys, Ryan, Alex and Lewis. Tony had a successful career as a cricketer, playing in both Tasmania and England. Tony now winds down by going to the gym and helping out with junior cricket.
Tony joined Strategic in 2004 and brings a high degree of technical expertise to the business. Tony has an enquiring mind that really helps in the research and analysis of strategies and investments, which brings a great deal of "steadiness" to our team. Tony is also a Certified Financial Planner® and has a Masters of Applied Finance.
In his spare time, Tony is heavily involved with his family and he and his wife, Lisa are kept busy with their three boys, Ryan, Alex and Lewis. Tony had a successful career as a cricketer, playing in both Tasmania and England. Tony now winds down by going to the gym and helping out with junior cricket.
"I love my job as a financial planner. There is no greater satisfaction for me than helping my clients to achieve their goals and dreams.
Planning what you want your life to look like is not just about dollars, it is exploring what is most important to you and what motivates you. I love helping people to uncover what money means to them and helping them implement strategies to help them to live their best possible life!
I firmly believe that a good relationship built on trust and open communication with clients is of utmost importance. I am passionate about teaching good financial habits and enjoy educating and empowering my clients to make smart financial decisions."
Over the past 40 years Tony has undertaken many roles in the financial services industry from various Administration roles in Customer Service, Underwriting and Claims departments, to Sales Management as an Area Manager for the Darling Downs region in Qld and then as Manager GI Development for South and South West Sydney including Illawarra. After leaving AMP Tony set up a Financial Planning practice and was the principal of the business which won multiple awards over 22 years before selling the practice and joining Emohruo FS as a Senior Associate and Strategist. Tony is here to help people to achieve their dreams and protect them and their families from financial disaster as a result of ill health.
Tony spends his free time with family and friends but is an avid sports fan and enjoys attending live sports whenever possible.
Trent has been a licenced Financial Adviser since joining Advice First in 2007 and became a Partner in the firm in 2013. Having a Business Degree majoring in Finance and past experience as a technical analyst, creating financial plans has helped Trent provide the ideal footings for his career as a Financial Adviser.
Trent is accredited to provide advice to "sophisticated investors", a segment of the market that he is particularly passionate about working with, as Trent sits on a National Board that represents leading financial advice firms in building quality investment portfolios for clients.
Trent was born and bred on the Gold Coast, but enjoys travelling around the country to service the many clients in all states of Australia. Trent and his wife Elicia have a young family, which he enjoys spending the weekends with, as well as family and friends on the famous Gold Coast beaches.
Qualifications:
Bachelor of Business (majoring in Finance and Marketing)
Advanced Diploma of Financial Services
Trent has been a licenced Financial Adviser since joining Advice First in 2007 and became a Partner in the firm in 2013. Having a Business Degree majoring in Finance and past experience as a technical analyst, creating financial plans has helped Trent provide the ideal footings for his career as a Financial Adviser.
Trent is accredited to provide advice to "sophisticated investors", a segment of the market that he is particularly passionate about working with, as Trent sits on a National Board that represents leading financial advice firms in building quality investment portfolios for clients.
Trent was born and bred on the Gold Coast, but enjoys travelling around the country to service the many clients in all states of Australia. Trent and his wife Elicia have a young family, which he enjoys spending the weekends with, as well as family and friends on the famous Gold Coast beaches.
Qualifications:
Bachelor of Business (majoring in Finance and Marketing)
Advanced Diploma of Financial Services
What Venus likes about Invest Blue is that there are lots of learning opportunities and a wide support system. Venus graduated with a Bachelor of Arts in Mass Communication degree and previously worked as a Check-in Coordinator / Content Reviewer at Author Solutions Inc, SEO Content Writer and Mobile App reviewer prior to Invest Blue. Working in the financial planning industry is a new experience for her in general. She gets to work with people who are knowledgeable and experts in the field, which in turn, teaches her new things about finance. Let's just say she becomes more conscious and 'strategic' in her approach to personal finance.
In her spare time, Venus likes to brew coffee, read, write and UI design. She goes camping/hiking on long weekends because her muscles say so. She also plays and talks to her dogs.
What Venus likes about Invest Blue is that there are lots of learning opportunities and a wide support system. Venus graduated with a Bachelor of Arts in Mass Communication degree and previously worked as a Check-in Coordinator / Content Reviewer at Author Solutions Inc, SEO Content Writer and Mobile App reviewer prior to Invest Blue. Working in the financial planning industry is a new experience for her in general. She gets to work with people who are knowledgeable and experts in the field, which in turn, teaches her new things about finance. Let's just say she becomes more conscious and 'strategic' in her approach to personal finance.
In her spare time, Venus likes to brew coffee, read, write and UI design. She goes camping/hiking on long weekends because her muscles say so. She also plays and talks to her dogs.
"Being a part of an institution that lives by the mission it has envisioned is a principle that I follow" Wama graduated with a Bachelor of Science in Management Accounting degree and is a Certified Bookkeeper (NCII), Bookkeeping Aide (Royal Institue of Singapore), and Associate Certification in SAP. She was an audit associate intern before she joined the financial service industry. This exposure has equipped her in dealing with the different financial aspects of the business. Working for the financial service industry aids in achieving her goal of self-growth and development while being able to add value towards people's lives. Having been exposed to this type of industry does not only educate her on how to handle her finances but also imparts her with lifelong principles that are applicable in her daily dealings. Most of Wama's spare time is invested in indulging the different branches of Philosophy and exploring knowledge and adventure contexts.
Job Titles:
- Partner
- Senior Financial Adviser
Wayne Stevens has been in the financial services industry for over 25 years and has been dedicated to helping his clients achieve their personal and financial goals.Prior to joining Invest Blue in 2022, Wayne and his team bad been running a successful business, Emohruo Financial Services in Camden, since 2002. Merging with Invest Blue was an easy decision, as they have the same dedication to their clients, team and the community that Emohruo had for over 20 years.
Wayne is a true Camden local, being born in Camden Hospital and is committed to not only his clients, but also the local community. He has been involved with many local charity and community groups, and has recently been appointment to the Board of the Kids of Macarthur Health Foundation charity, which raises much need funds for facilities and services the children's ward of Campbelltown Hospital and throughout the Macarthur region. Wayne also provide pro-bono advice for patients through the cancer council.
Zac is passionate about sharing his wealth of knowledge with his clients to advise and support them live their possible life.
Zac has over a decade of experience working as a Financial Adviser, he has a wealth of knowledge in the financial markets and financial services industry and has gained experience in the global derivatives market, which has allowed him to have in-depth conversations with clients regarding risk and capital preservation.
Coming from an industry super fund, Zac thoroughly enjoys working with clients to reduce the complexities of superannuation and helping them to prepare and live their best possible life in retirement. He is passionate about educating clients on implementing strategies to build super, reduce tax and invest, which allows them to continue to work knowing they are on the right path to their desired dreams and goals.
Outside of work, Zac enjoys keeping active through exercise and Rugby. He thoroughly enjoys reading, keeping tabs on the investment markets and spending time with his dogs. However, his greatest joy in life is his boy, Noah.
Areas of specialisation
Risk management
Financial Markets
Retirement planning
Superannuation
Wealth strategies
Tax strategies
Investments
Qualifications and Professional Accreditations