INVEST BLUE - Key Persons
Job Titles:
- Financial Adviser
- Member of the Brisbane Team
"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.
Qualifications:
Advanced Diploma in Financial Planning
JP (Qual)
Most Trusted Adviser 2023
Job Titles:
- Team Manager, Partner, Senior Financial Adviser
"I enjoy the process of meeting new people, identifying what's most important to them and helping them to get on track to find out what's possible for their financial future" 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)
Most Trusted Adviser 2023
Job Titles:
- Financial Adviser, Partner, Head of Advice ( Gold Coast )
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.
Job Titles:
- Financial Adviser, Team Manager Freycinet, Partner
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!
Qualifications:
Most Trusted Adviser 2023
Aimee joined Invest Blue in 2021, with 17 years of experience working in the mortgage broking industry. Passionate about helping people to live their best possible life, Aimee enjoys finding the right solution to complement her clients' individual circumstances. Based in our Newcastle office, Aimee walks the journey of finance with her clients providing them with a hassle free experience. On the weekends, Aimee enjoys spending time with family and friends, and in the summer, she enjoys going to the beach.
Areas of specialisation
Business and Commercial Finance
Home Loans
Investment Loans
Personal Loans
Asset Finance
Self-Managed Super Fund Lending
Qualifications and Professional Accreditations
Aimie graduated with a Bachelor of Secondary Education major in English degree. She previously worked as a Secondary Private School Teacher, as well as, having Customer Service Representative and Process Executive in BPO company experiences.
She likes working in the financial planning industry because it made her realize that it is very important to manage your finances wisely to achieve financial stability and freedom.
In her spare time, she loves going on adventures and swimming. She also loves cooking and spending time with my family, friends, and dogs.
Alan has a degree in Information Technology and was working as a quality analyst prior to joining Invest Blue. What he likes about the financial planning industry is that it's very interesting and it also makes you more aware of how you should invest your money now to get a more convenient future. In his spare time, Alan is a photographer, if he's not doing event shoots, you'll catch him in the streets or in the nature spots taking pictures.
Job Titles:
- Member of the Canberra Team
- Relationship Manager
"I love helping people to live and achieve their best possible life." 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
Job Titles:
- Head of Business Analytics
"I am really enjoying working in financial advice so far. I find the different strategies all very interesting and it is always rewarding to achieve a positive outcome for clients." Prior to working in the financial planning industry, Alex had spent over 4 years travelling and working through Europe, South East Asia and North America. Alex is currently undertaking a degree in Economics. Between work and studying, Alex is often pretty time-poor. When he gets the chance though, he can be found rock climbing, playing soccer, camping by the coast or cooking up a storm in the kitchen!
Job Titles:
- Financial Adviser
- Member of the Brisbane Team
"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 Investments 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. 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.
Alexandra has extensive administrative and client service support experience with the last 4 and half years being in Financial Services. Her focus and drive are on providing excellent customer service to help clients achieve their personal goals. In her downtime, she enjoys living an active lifestyle with her husband & spending time with her menagerie of pets!
Qualifications:
Diploma in Business Administration
Marketing Certificate IV
"Investblue has a systematic approach in its processes. They have strong and approachable leaders to support employees and they value employee's well-being. I'm enjoying a work-life balance here." 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.
Job Titles:
- Member of the Bellerive Team
- Relationship Manager
Job Titles:
- Junior Accounting Assistant
"Invest Blue people in Australia and in Cebu are very supportive and appreciative of the effort you have done. I like working in a company where you are being treated as a family. They won't leave you behind." 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.
Job Titles:
- Financial Adviser
- Member of the Bellerive Team
Job Titles:
- Financial Adviser, Team Manager Melbourne, Partner
Job Titles:
- Member of the Brisbane Team
- Head of Best Practice, Financial Adviser, Partner
Job Titles:
- Internal Communications Manager
Job Titles:
- Member of the Coffs Harbour Team
- Relationship Manager
Job Titles:
- Member of the Coffs Harbour Team
- Financial Adviser CFP, Head of Strategy & High Performance, Partner
"The dynamics of the financial services industry really appeal to me. Helping the mums & dads of Australia achieve their goals & objectives whilst supporting them through the complexities of ever changing legislation is very rewarding."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
Job Titles:
- Member of the Canberra Team
- Associate Adviser
Job Titles:
- Financial Adviser
- Member of the Coffs Harbour Team
Job Titles:
- Company Secretary
- Head of Finance
Job Titles:
- Client Experience Coach, Partner
Job Titles:
- Advice Administrative Assistant
Job Titles:
- Financial Adviser
- Member of the Biloela Team
- Member of the Gladstone Team
Job Titles:
- Head of Wealth Management, Financial Adviser
Job Titles:
- Financial Adviser I Partner
Job Titles:
- Head of Analytics & Innovation
Job Titles:
- Financial Adviser
- Member of the Armidale Team
Job Titles:
- Financial Adviser
- Member of the Bellerive Team
Job Titles:
- Financial Adviser
- Member of the Canberra Team
Job Titles:
- Financial Adviser
- Member of the Bellerive Team
Job Titles:
- Head of Learning and Development
Job Titles:
- Financial Adviser
- Member of the Newcastle Team
Job Titles:
- Advice & Compliance Associate
Job Titles:
- Database Administrative Assistant
Job Titles:
- Learning and Development Assistant
Job Titles:
- Lending Manager, Senior Credit Adviser
Job Titles:
- Member of the Armidale Team
- Relationship Manager
Job Titles:
- Financial Adviser
- Member of the Cooranbong Team
Job Titles:
- Financial Adviser
- Member of the Newcastle Team
Job Titles:
- Campaign and Content Manager
Job Titles:
- Financial Adviser
- Member of the Dubbo Team
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.
Areas of specialisation
Corporate Governance
Business Planning & Development
Operational Excellence
Compliance
Advice Delivery
Client Experience
Systems & Process Design
Qualifications and Professional Accreditations
Job Titles:
- Member of the Canberra Team
- Financial Adviser, Team Manager
Job Titles:
- Financial Adviser, Team Manager
Job Titles:
- Financial Adviser, Team Manager
Job Titles:
- Relationship Manager
- Support Specialist
Job Titles:
- Member of the Brisbane Team
- Financial Adviser, CFP, Regional Head of Advice
Job Titles:
- Member of the Cessnock Team
- Team Manager, Financial Adviser
Job Titles:
- Member of the Bellerive Team
- Relationship Manager
Job Titles:
- Member of the Gladstone Team
- Relationship Manager
Job Titles:
- Member of the Brisbane Team
- Relationship Manager
Job Titles:
- Member of the Coffs Harbour Team
- Relationship Manager
Job Titles:
- Associate
- Member of the Biloela Team
- Member of the Gladstone Team
Job Titles:
- Member of the Brisbane Team
- Team Manager, Relationship Manager
Job Titles:
- Financial Adviser, CFP, Team Manager
Job Titles:
- Financial Adviser
- Adviser
Job Titles:
- Financial Adviser
- Member of the Armidale Team
Job Titles:
- Head of Global Advice Support
Job Titles:
- Financial Adviser
- Member of the Coffs Harbour Team
Job Titles:
- Financial Adviser, CFP / Office Development Manager, Regional Head of Advice
Job Titles:
- Financial Adviser
- Member of the Cooranbong Team
Job Titles:
- Member of the Bellerive Team
- Relationship Manager
Job Titles:
- Associate
- Member of the Dubbo Team
Job Titles:
- Team Manager, Certified Financial Adviser®
Job Titles:
- Financial Adviser
- Member of the Coffs Harbour Team
- Partner
Job Titles:
- Advice & Compliance Manager
Job Titles:
- Financial Adviser, Team Manager Salamanca, Partner
Job Titles:
- Head of the Invest Blue Way
Job Titles:
- Head of Process Improvement & RM Capacity
Job Titles:
- Member of the Gladstone Team
- Relationship Manager
Job Titles:
- Member of the Brisbane Team
- Relationship Manager
Job Titles:
- People and Culture Assistant
Job Titles:
- Member of the Newcastle Team
- Financial Adviser, Regional Head of Advice
Job Titles:
- Associate
- Member of the Dubbo Team
- Relationship Manager
Job Titles:
- Financial Adviser
- Member of the Armidale Team
- Partner
Job Titles:
- Financial Adviser, CFP / Team Manager
Job Titles:
- Financial Adviser, Team Manager
Job Titles:
- Financial Adviser, Team Manager
Job Titles:
- Head of Client Experience & Implementation
Job Titles:
- Member of the Canberra Team
- Relationship Manager
Job Titles:
- Member of the Brisbane Team
- Relationship Manager
Job Titles:
- Facilities Admin Assistant
Job Titles:
- Financial Adviser
- Member of the Brisbane Team
Job Titles:
- Financial Adviser, Team Manager, Partner
Job Titles:
- Member of the Coffs Harbour Team
- Relationship Manager
Job Titles:
- Financial Adviser
- Member of the Cessnock Team
Job Titles:
- Director, Head of Advice, Senior Financial Adviser
Job Titles:
- Head of Strategic Partnerships and Business Development
Job Titles:
- Project Manager ( M & a )
Job Titles:
- Financial Adviser
- Member of the Brisbane Team
Job Titles:
- Digital Marketing Coordinator
Job Titles:
- Financial Adviser, Team Captain
Job Titles:
- Member of the Brisbane Team
- Financial Adviser, Team Manager
Job Titles:
- Director
- Financial Adviser
Job Titles:
- Financial Adviser
- Member of the Newcastle Team
Job Titles:
- Member of the Coffs Harbour Team
- Financial Adviser, Team Manager, Partner
Job Titles:
- Member of the Biloela Team
- Member of the Gladstone Team
- Financial Adviser, Team Manager
Job Titles:
- Financial Adviser, Wealth Management Specialist, Partner
Job Titles:
- Senior Financial Adviser, Partner, Team Manager