BFS - Key Persons
Abbie joined the Invest Blue team in 2015 after a year she had taken off to travel the East Coast of Australia, South East Asia and Europe. Prior to this, Abbie had been working as a receptionist at a financial planning company in the Brisbane Bayside area for 18 months since 2013. Since starting with us as a Client Support Manager with the Direct team, Abbie has moved to a Client Support Manager with our Brisbane team.
In her spare time, Abbie enjoys spending time with friends and family, vacationing and being at the beach.
Abbie is also currently in the last stages of completing her Diploma of Financial Planning.
"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)
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 completing a Bachelor of Arts majoring in English and History. In 2012 Adam starting working as a Client Service Manager within the family financial planning business, which had been operating in Tamworth for over 25 years. "I quickly learnt the importance of financial planning and the benefits of building strong client relationships based on trust." Adam has formed his own relationship with his clients and has continued to study and develop his skills. He completed his Diploma of Financial Planning in 2015 and subsequently attended the AMP Horizons Academy in Sydney, and has continued his education, recently completing the Advanced Diploma in Financial Services.
Adam loves the outdoors, especially in the warmer months. He enjoys all types of sports and spends much of his spare time playing Golf, Rugby, OzTag and Tennis. He also enjoys the odd bushwalk, working on the house or getting out to the family farm, and of course catching up with friends and family.
Adam is passionate about the wider Tamworth community and likes to support different charity and sports event around the area. He has a love for animals that is a passion he shares with his partner.
Areas of Specialisation:
Transition to Retirement Strategies
Debt and Cashflow Management
Risk Insurance Strategies
Tax minimisation strategies
Qualifications:
Bachelor of Arts (English and History)
Diploma Financial Services (Financial Planning)
Advanced Diploma Financial Services (Financial Planning)
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!
Aimee joins Invest Blue in 2021, with 17 years of experience in banking and loans. She is sincerely passionate about helping people to live their best possible life, by finding the right loan and lender to complement their individual circumstances. On the weekends, Aimee enjoys spending time with family and friends, and in the summer, she enjoys going to the beach. Qualifications and Professional Accreditations Cert IV in Finance and Mortgage Broking
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
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!
"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.
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.
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 fiancé enjoy travelling and try to get away on small camping trips when they can. Areas of Specialty Investments Strategies Budget and Cashflow Management Debt Management Salary Packaging Superannuation Strategies Retirement Planning Personal insurance Estate planning Centrelink and other government benefits Qualifications and Professional Accreditations Diploma of Financial Planning Adv Diploma of Financial Planning Certificate IV in Finance and Mortgage Broking Studying Masters in Financial Planning
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.
Job Titles:
- Relationship Manager
- in 2021 As a Relationship Manager
Amanda joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Amanda worked as an Administrative Assistant for Pinnacle and has over 26 years experience in the financial planning industry. Amanda's wealth of experience allows her to effortlessly solve problems and interact with clients, leading to an elating experience.
On her non-working days, Amanda enjoys playing tennis, taking her dogs to the beach and catching up with friends.
Amanda joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Amanda worked as an Administrative Assistant for Pinnacle and has over 26 years experience in the financial planning industry. Amanda's wealth of experience allows her to effortlessly solve problems and interact with clients, leading to an elating experience.
On her non-working days, Amanda enjoys playing tennis, taking her dogs to the beach and catching up with friends.
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.
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.
"My reward is gained from the success of my clients and the strong relationships developed with them. I pride myself on being able to guide and educate my clients on life's journey."
Andrew joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Andrew has been involved in the financial services profession since 1998, originally as a Business Development Manager supporting financial planning practices. Andrew has been a Financial Planner since 2010, helping clients achieve their goals and to live their dreams.
"Financial Freedom allows the opportunity to shift our perspectives and be open to a life of unlimited possibilities. I love being a part of that process for our clients and discovering what financial freedom means to them and what their dream life looks like on that path. I love helping people to live their best possible life and supporting people through my work."
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 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
"I really enjoy talking to people about what is most important to them and then helping them achieve their dreams."
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.
In his spare time, Anthony enjoys holidaying with his wife and three children, as well as being heavily involved in the children's many sporting endeavours.
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.
In his spare time, Anthony enjoys holidaying with his wife and three children, as well as being heavily involved in the children's many sporting endeavours.
Areas of specialisation
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
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
Job Titles:
- Associate
- 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. Qualifications and Professional Accreditations Diploma of Financial Planning
Job Titles:
- Associate
- Relationship Manager
- Client Relationship Manager for Wainscott Finance
Brielle has worked in the Financial industry for five years. Prior to joining Invest Blue, Brielle has worked as a Client Relationship Manager for Wainscott Finance.
Brielle has newly completed a Bachelor of Commerce majoring in Financial Planning and HR in 2020. Brielle's role is to work directly with the Financial Planners to help meet the client's financial goal.
Brielle is a passionate Richmond supporter and outside work enjoys travelling and going to the beach.
Qualifications and Professional Accreditations
"Working for InvestBlue has been in my mind for a long time. I still remember learning of the Investblue values years ago and immediately I knew it was the place for me."
Carol has worked in the financial industry in Australia since Jan 2014. Carol 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 drop the confusing terminology used in the financial planning industry and break down the strategy into everyday language so her clients gain a deeper understanding of their strategy and greater knowledge of financial planning practices.
Outside of work, Carol enjoys travelling and she loves outdoor activities, especially camping, as she believes connecting with nature is a great energy booster. She, her partner and her son are moving to the Central Coast and look forward to this new stage of their lives.
Since migrating to Australia, Carol has worked in the financial services industry; firstly at the AMP office in Parramatta and then at the Financial Independence Planners for Steve Fort.
Carol enjoys being able to work with previous colleagues once again and being able to see previous clients from FIP that are now with Invest Blue.
Carol's strengths include client interaction and her knowledge of the financial planning process.
Outside of work Carol enjoys to travel and playing poker.
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.
Job Titles:
- Credit Adviser
- in 2021 As a Credit Adviser
"I decided to join Invest Blue because of their beautiful culture and their purpose to help people reach their goals and dreams, which I live by too."
Chontelle joined Invest Blue in 2021 as a Credit Adviser. Before joining Invest Blue, Chontelle has been in the finance industry for the past 7-years and has a strong passion for Mortgage Lending.
When Chontelle is not working, she is either at the gym training for another fitness competition, at the beach with a coffee in one hand and a book in the other or riding her motorbike in the hinterlands. Chontelle loves being outside and going on adventures!
Job Titles:
- Financial Planner / Office Development Manager
Chris has been a financial adviser with Invest Blue for nearly a 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
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.
"I enjoy working in a strong, successful team environment, working together to assist our clients achieve their goals."
Christian joined Invest Blue in 2021 as a Credit Adviser. Before joining Invest Blue, Christian has worked in banking/finance for the last five years in various roles with Westpac and has most recently transitioned into the world of finance broking.
Christian enjoys working in the finance industry as he is motivated to build lasting relationships with clients and assist them in achieving their long-term financial goals, working with them over time to provide the ammunition they need to succeed.
In his spare time, Christian enjoys going to the beach, guitar, camping, gardening or anything outside. He spends a lot of his time socialising with close friends and family, frequently travelling between the Central Coast and Newcastle for visits.
Job Titles:
- Relationship Manager
- 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
Job Titles:
- Head of Lending
- in 2020 As a Credit Adviser
Damien joined Invest Blue in 2020 as a Credit Adviser. Prior to joining Invest Blue, Damien built up a successful financial services business since 2003 and has since merged with Invest Blue to leverage their scale, systems, people and process in order to help his clients achieve their dreams and goals.
Damien enjoys working in the financial services industry because he is passionate about helping people to achieve their financial goals. Damien is a skilled Credit Adviser who works hard to find the right loan and lender for his clients, keeping their individual circumstances front of mind. He aims to ensure his clients have an easy and stress-free experience when applying for a loan.
Outside of Invest Blue, Damien is married with 4 beautiful children.
Qualifications and Professional Accreditations:
Job Titles:
- Financial Planner
- in 2021 As a Financial Adviser
"I'm excited to be part of a growing advice business that is truly focussed on helping clients live their best possible life and has the resources and scale to continue to do this for more and more Australians."
Danny joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Danny worked as a Paraplanner for 1-year and as a Planner for 5-years.
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.
Job Titles:
- Financial Planner, CFP / Office Development Manager
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
Job Titles:
- Head of Business Analytics and Technology
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 is a recent graduate from the University of Tasmania and is eager to start his career at Invest Blue. Prior to joining Invest Blue David ran his own labouring and landscaping business. Running his own business allowed him to connect and learn from people from all walks of life. It has given him skills and confidence he believes will serve him well, not only in his career but in all aspects of life.
In his free time, David enjoys going to the gym with friends and playing rugby for the Hobart Lions on the weekend.
David is a recent graduate from the University of Tasmania and is eager to start his career at Invest Blue. Prior to joining Invest Blue David ran his own labouring and landscaping business. Running his own business allowed him to connect and learn from people from all walks of life. It has given him skills and confidence he believes will serve him well, not only in his career but in all aspects of life.
In his free time, David enjoys going to the gym with friends and playing rugby for the Hobart Lions on the weekend.
CEO David Stephen talks the Invest Blue philosophy and explains why people are at the heart of everything we do.
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
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:
- 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 and long-term strategic development of the firm. 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.
Diana started her lending career with Brisbane Financial Services in March 2018. Prior to BFS she was employed with Suncorp for 12 years, and carry with her a strong Insurance & Banking background. In 2020, Diana moved over to Invest Blue with the BFS Team and now offers incredible support and service to lending clients.
In her spare time, she loves travelling, keeping fit, anything that involves being outdoors and spending time with family & friends.
Diana started her lending career with Brisbane Financial Services in March 2018. Prior to BFS she was employed with Suncorp for 12 years, and carry with her a strong Insurance & Banking background. In 2020, Diana moved over to Invest Blue with the BFS Team and now offers incredible support and service to lending clients.
In her spare time, she loves travelling, keeping fit, anything that involves being outdoors and spending time with family & friends.
Dixa loves playing with numbers and has been in the financial planning industry for the past five years, starting as a paraplanner in gold coast and associate at AMP in Brisbane before joining Brisbane Financial Services. She is currently undertaking her professional year to be an adviser one day!
Outside of work, Dixa spends most of her time with her husband Vaibhav, friends and family. She enjoys travelling, cooking and adventurous activities - She is up for anything that gets her adrenaline high.
Dixa loves playing with numbers and has been in the financial planning industry for the past five years, starting as a paraplanner in gold coast and associate at AMP in Brisbane before joining Brisbane Financial Services. She is currently undertaking her professional year to be an adviser one day!
Outside of work, Dixa spends most of her time with her husband Vaibhav, friends and family. She enjoys travelling, cooking and adventurous activities - She is up for anything that gets her adrenaline high.
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 been in the financial planning industry for eight years. Initially working as a financial administration officer before moving into Paraplanning, she has acquired valuable knowledge and industry experience. Emma enjoys working as part of a team and thrives on hard work and attention to detail. She is particularly excited by the prospect of assisting young females to realise their financial goals. She plans to undertake study to become an adviser in the near future.
In her spare time, Emma enjoys spending time with her family and friends, her dogs and F45.
Emma has been in the financial planning industry for eight years. Initially working as a financial administration officer before moving into Paraplanning, she has acquired valuable knowledge and industry experience. Emma enjoys working as part of a team and thrives on hard work and attention to detail. She is particularly excited by the prospect of assisting young females to realise their financial goals. She plans to undertake study to become an adviser in the near future.
In her spare time, Emma enjoys spending time with her family and friends, her dogs and F45.
Emma joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Emma worked as an Associate for Pinnacle and has 5 years' experience in the financial advice industry, which includes 2 years as an Associate and 3 years as an Analyst/Paraplanner.
On the weekend, Emma joins spending her time in the outdoors - preferably in the sun and close to the water!
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.
Job Titles:
- Assistant Advice & Compliance Coach
Erin has 7 years of experience in the financial planning industry, as both a Customer Service Officer and Paraplanning. Erin enjoys a fast-paced, ever changing industry, which whilst it can be difficult at times, always provides the opportunity for learning and new experiences. It is nice to work in an industry where our advice has a positive impact on client's lives and helps them to achieve their goals.
In Erin's spare time she spends it playing Touch Footy and Netball. Otherwise spending time with family and friends and going for walks and coffee.
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.
"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. "
Job Titles:
- Lending Manager & Credit Adviser
Geoff has always had a strong interest in real estate so mortgage broking seemed like a great opportunity to learn more and be involved in the industry. He has successfully owned and operated his own mortgage broking business and now brings his valuable knowledge and experience to the Invest Blue team.
Geoff loves spending time with people, he has a background working in the hospitality industry and travelling, and he has lived in London and travelled extensively around the globe. He enjoys all sports including rugby league, rugby union, touch football, soccer and cricket.
Areas of specialisation
Business and Commercial Finance
Mortgage Finance
Asset Finance
Home Loans
Investment Loans
Car and Equipment Finance
Self Managed Super Fund Lending
Qualifications and Professional Accreditations
"I love being able to help my clients achieve their goals and dreams. I love getting to know my clients so I can understand what is important to them and their family."
As a Financial Adviser I strive to improve the quality of life for those who seek my advice and have a passion for improving their financial well-being. My aim is to be my client's trusted adviser, to offer them a sounding board for their ideas, to challenge them to achieve their goals, to support them through difficult times and to celebrate with them when they achieve their goals.
Goran has joined Invest Blue in September 2019 and has been part of the finance industry since 2012. Prior to working as a Financial Planner, Goran worked as an accountant before realising that his passion lies in helping his clients plan their future. Goran holds a Bachelor's Degree in Business from Swinburne University and an Advanced Diploma in Financial Planning.
Outside of work Goran loves spending time with his family and friends. He enjoys keeping fit and healthy by cycling and going to the gym.
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.
Job Titles:
- Financial Planner / Team Captain
Prior to joining Invest Blue in August 2017, Gretel had been working within the corporate sector for 12 years. She started with a large project management company in Sydney, before returning to Coffs Harbour to work with smaller regional solicitors and accounting firms. Gretel completed her Diploma of Financial Planning in 2015 and her Graduate Diploma in Financial Planning in 2021.
In Gretel's spare time she loves to be with her husband Nathan and her 4 young children. She loves running and being outside enjoying the beautiful beaches. Gretel loves to cook and be with her family and friends. She was also keen Pilates instructor for 9 years.
Gretel assisted with the Ronald McDonald House Ride for Sick Kids for 7 years in which she organises the ride in Northern NSW to raise money to keep families together with seriously injured or sick children and she is also a blood donor.
Areas of Specialisation:
Wealth creation strategies
Debt and cash-flow management strategies
Risk insurance strategies
Retirement planning strategies
Qualifications/Professional Accreditations:
Hayley's career started out in the Hospitality Industry and then moved on to be an Events Manager. Hospitality had a creative flair to it, however, the hours were long and she tended to miss out on a lot of family events on the weekend. She then decided to move into the insurance industry to work a regular 9-5. She started out in general insurance at NRMA and then progressed on to become a broker for Strata Insurance. Hayley has very recently completed her Bachelor of Commerce majoring in Finance from Macquarie University and she looks forward to seeing what the Finance world has to offer.
During her spare time, Hayley enjoys going to the gym to exercise and yoga. Also, I love cooking and going out for a meal every now and then.
Hayley's career started out in the Hospitality Industry and then moved on to be an Events Manager. Hospitality had a creative flair to it, however, the hours were long and she tended to miss out on a lot of family events on the weekend. She then decided to move into the insurance industry to work a regular 9-5. She started out in general insurance at NRMA and then progressed on to become a broker for Strata Insurance. Hayley has very recently completed her Bachelor of Commerce majoring in Finance from Macquarie University and she looks forward to seeing what the Finance world has to offer.
During her spare time, Hayley enjoys going to the gym to exercise and yoga. Also, I love cooking and going out for a meal every now and then.
Job Titles:
- Financial Planner
- in 2021 As a Financial Adviser
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.
Isabel really enjoys solving problems for clients and making complex information seem understandable. Isabel previously spent seven years as a tax consultant, and prior to that worked in liquidity forecasting at the Reserve Bank of Australia.
Isabel holds a Bachelor of Commerce with Honours from the University of Western Australia, and an Advanced Diploma of Financial Planning.
Isabel is married with three boys and spends her spare time keeping up with their interests in dance, drama, sport and current affairs, and around the edges enjoys her own interests of reading, bushwalking, travel, swimming, popular culture and history.
Isabel really enjoys solving problems for clients and making complex information seem understandable. Isabel previously spent seven years as a tax consultant, and prior to that worked in liquidity forecasting at the Reserve Bank of Australia.
Isabel holds a Bachelor of Commerce with Honours from the University of Western Australia, and an Advanced Diploma of Financial Planning.
Isabel is married with three boys and spends her spare time keeping up with their interests in dance, drama, sport and current affairs, and around the edges enjoys her own interests of reading, bushwalking, travel, swimming, popular culture and history.
Jack has 3 years of International equities experience at Bell Potter, working across a range of asset classes and equities. After graduating from Monash University with a Master of International Business in 2016, Jack developed a keen interest in finance. Outside of work, Jack is passionate about the environment and is an avid Western Bulldogs supporter.
Qualifications
Master of International Business, MIB
Bachelor of Arts, BA
Jack has 3 years of International equities experience at Bell Potter, working across a range of asset classes and equities. After graduating from Monash University with a Master of International Business in 2016, Jack developed a keen interest in finance. Outside of work, Jack is passionate about the environment and is an avid Western Bulldogs supporter.
Qualifications
Master of International Business, MIB
Bachelor of Arts, BA
Jade joined Invest Blue in 2021 as Lending Support. Prior to joining Invest Blue, Jade worked as an Accounts & Managing Coordinator for Pinnacle. Outside of work, Jade enjoys hanging out with friends, family and her dog. She also loves playing sport and cooking. Qualifications and Professional Accreditations Cert III Business Admin Cert IV Bookkeeping
Jane joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Jane commenced her career in 2001 with one of the Big Four Banks working in Sydney. This is where her passion for the industry began, learning all there was to know about banking and finance.
A career opportunity arose which saw Jane commencing further studies to become a Financial Adviser. Jane has always placed value on financial freedom and having a plan in place to achieve personal goals. Jane loves people and she loves to help them to help themselves. Jane's knowledge and hands-on experience has always helped her to guide and educate people of their options and to help them make the best-informed decisions where possible.
Jane is passionate about her two girls and wants to instil a sense of adventure and exploration for them. You will often find Jane and her girls taking mini trips to places never been before. Jane enjoys quiet times on the couch or weekend outings with friends or family.
Qualifications and Professional Accreditations:
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.
"I love working with InvestBlue because I can feel that the people here value each other's opinion. It doesn't matter if you're talking to someone higher up in rank, they value everyone! I can also see that they take really good care of their employees and clients and it's such a joy being a part of a practice that helps others, no matter how small the goal. "
Job Titles:
- 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.
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 Adviser
- Financial Planner
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.
Job Titles:
- Financial Planner
- 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:
I love being part of a business that contributes to bettering the financial well-being of the people within our community. Josie joined Invest Blue in 2021 after completing her Business Administration degree. Growing up in Niangala inland NSW, she loves being part of a community and helping people within those communities live their best possible life. In her spare time, she enjoys spending time with friends and going to the beach. Qualifications Business Administration
Job Titles:
- Financial Planner, CFP, Office Development Manager
"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
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 five in financial planning.
Karen is a devoted wife and a proud mother. She enjoys gardening, cooking and looking after her family, two dogs, bees 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
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.
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.
Krishani who is originally from Sri Lanka moved to Australia in 2015 and before arriving in Australia she was working & living in the Middle East (Dubai & Abu Dhabi). She moved to Hobart in 2019 with her husband and has been enjoying the county lifestyle in Tasmania ever since. Krishani joined Strategic in December 2020 as the receptionist. Prior joining Strategic, she worked at Commonwealth Bank in the Sydney Head Office.
She was introduced to the Financial Industry through her previous role at CBA, and ever since she has been curious to know better and learn more. Krishani enjoys helping people achieve a balance lifestyle with their finances by playing a part in the process.
Krishani enjoys cooking/Baking, exploring Tasmanian heritage and watching Cricket in her spare time.
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.
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 have 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 haven'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 Laens 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 Administation Areas of Specialty Project implementation
Laraine joined Cornerstone Financial Group back in 2009 and is now one of our valued Client Support Managers since the merger.
Laraine has completed Diploma of Financial Planning (DFP1 and DFP2) with Deakin University. She is also currently studying Bachelor of Education - Early Childhood (Swinburne Online).
In her own time Laraine enjoys spending time with her husband and two boys aged 17 and 15 and getting outdoors with family and friends.
Laraine enjoys watching sporting events and is a fan of both the AFL and Cricket. She has been the Team Manager for Baulkham Hills U17-1 AFL since 2011 and has also been a team scorer for Seven Hills Cricket Club since 2007.
Laraine's other interests include attending musical performances, such as symphonies, operas, concerts and musical productions.
Laraine joined Cornerstone Financial Group back in 2009 and is now one of our valued Client Support Managers since the merger.
Laraine has completed Diploma of Financial Planning (DFP1 and DFP2) with Deakin University. She is also currently studying Bachelor of Education - Early Childhood (Swinburne Online).
In her own time Laraine enjoys spending time with her husband and two boys aged 17 and 15 and getting outdoors with family and friends.
Laraine enjoys watching sporting events and is a fan of both the AFL and Cricket. She has been the Team Manager for Baulkham Hills U17-1 AFL since 2011 and has also been a team scorer for Seven Hills Cricket Club since 2007.
Laraine's other interests include attending musical performances, such as symphonies, operas, concerts and musical productions.
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 was born and raised on the Coffs coast, he grew up in Woolgoolga and moved to the Gold coast where he and his wife lived for 7 years. They recently decided to move back to be closer to family and friends. Lee moved from sales and client/account management into finance. He always had an interest in the finance industry and believed he could deliver a better customer experience than he had received personally and professionally.
In his time off, Lee enjoys camping and caravanning with his wife and two young daughters.
Qualifications:
Cert 4 finance and mortgage broking
Lee was born and raised on the Coffs coast, he grew up in Woolgoolga and moved to the Gold coast where he and his wife lived for 7 years. They recently decided to move back to be closer to family and friends. Lee moved from sales and client/account management into finance. He always had an interest in the finance industry and believed he could deliver a better customer experience than he had received personally and professionally.
In his time off, Lee enjoys camping and caravanning with his wife and two young daughters.
Qualifications:
Cert 4 finance and mortgage broking
For the previous seven years, Leisl has been working in the financial planning industry and in that time has come to value the importance of financial planning; being part of the process gives her great satisfaction by helping people achieve their financial and personal goals. She enjoys the challenge of day-to-day operations of the industry as it comes with the bonus of gaining increased knowledge.
In her spare time, Leisl enjoys travelling and spending time with her family and watching her beautiful 6 year old daughter grow up incredibly quickly. Her personal passion is running and she has completed a marathon and a few half marathons. Top of her bucket list is to complete the New York Marathon.
Job Titles:
- Head of Project Office, Marketing & Communications
- 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.
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 and investment management in Australia and Singapore.
After a decade away in Asia, Linda returned to Australia and worked as a Financial Planning Assistant where she prepared advice documents for client reviews in self-managed superannuation funds. More recently, Linda worked in claims management in the general insurance industry.
In her spare time, Linda enjoys spending time with her family and their pet ‘Billy the Pug'. In winter, her weekends are kept busy as a soccer and AFL mum. In summer, she lives to keep active by bushwalking and ‘striving to master' the paddle board.
Qualifications
Bachelor of Commerce (Finance and Marketing)
Certificate IV in Account and Bookkeeping
Diploma in Financial Planning
CFP Education Program
Graduate Diploma in Financial Planning
Graduate Diploma in Applied Finance & Investment
Job Titles:
- Lending Operations Manager
With over 20 years in the banking and finance industry and previous experience in the insolvency and corporate recovery industries too, Lisa loves everything to do with finance. She enjoys meeting new people and helping them to create security and wealth. Managing operations and helping others achieve success is also a passion of hers. By lifting others up, you can create true success for yourself. You never know what is happening in someone else's life. What challenges someone else may be facing. Working with kindness, integrity and compassion are Lisa's key values.
With over 20 years in the banking and finance industry and previous experience in the insolvency and corporate recovery industries too, Lisa loves everything to do with finance. She enjoys meeting new people and helping them to create security and wealth. Managing operations and helping others achieve success is also a passion of hers. By lifting others up, you can create true success for yourself. You never know what is happening in someone else's life. What challenges someone else may be facing. Working with kindness, integrity and compassion are Lisa's key values.
"Invest Blue values its people, that is clients and employees. Being part of a team is something I truly value, so this is the main reason why I wanted to join IB. In addition, I believe I can grow in the company and learn a lot, as well as contribute to the business, so I look forward to sharing my experience and acquiring some from all of the team as well."
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 in the financial planning industry for the past two years and enjoys it thoroughly and Luke is just about to finish studying to be able to become an associate adviser.
Previous to working at Invest Blue, Luke worked as an auditor after graduating university. As dull as it sounds, it was quite interesting to see how different scales of businesses operate and what they do to succeed from a business level.
Luke enjoys working in this industry because one of the most satisfying parts of this job: is being able to help people create and achieve their goals in life. A key part of being someone's financial adviser is to also be their financial coach and educate them along their journey.
In Luke's spare time he likes to spend time with his wife and their fur baby, he enjoys catching up with mates as well as watching, playing and coaching basketball.
Qualifications
Bachelor of Business majoring in Accounting and Finance (UTAS)
Diploma of Financial Planning (Monarch University)
Currently completing Graduate Diploma of Financial Planning through Kaplan
Luke has been working in the financial planning industry for the past two years and enjoys it thoroughly and Luke is just about to finish studying to be able to become an associate adviser.
Previous to working at Invest Blue, Luke worked as an auditor after graduating university. As dull as it sounds, it was quite interesting to see how different scales of businesses operate and what they do to succeed from a business level.
Luke enjoys working in this industry because one of the most satisfying parts of this job: is being able to help people create and achieve their goals in life. A key part of being someone's financial adviser is to also be their financial coach and educate them along their journey.
In Luke's spare time he likes to spend time with his wife and their fur baby, he enjoys catching up with mates as well as watching, playing and coaching basketball.
Qualifications
Bachelor of Business majoring in Accounting and Finance (UTAS)
Diploma of Financial Planning (Monarch University)
Currently completing Graduate Diploma of Financial Planning through Kaplan
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.
"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.
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.
"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
"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
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
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.
Job Titles:
- Compliance Officer
- in 2021 As a Compliance Officer
Nicole joined Invest Blue in 2021 as a Compliance Officer. Prior to joining Invest Blue, Nicole worked as a Compliance Officer for Strategic Financial Planning. She joined Strategic in 2008 as a Paraplanner and developed an interest in compliance and helping the business to keep abreast of evolving financial planning policy and legislation, leading to her appointment as Compliance Officer in 2017.
Nicole is a very creative person and she loves to fill her spare time with many crafty endeavours, particularly card-making and paper-crafts, handmade gifts and cake decorating.
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 / Head of Financial Planning
- 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
"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
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
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.
Regina joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Regina completed a Diploma in Financial Planning and her Real Estate Licence.
Regina is currently studying her Graduate Diploma in Financial Planning and wishes to progress her career and advance her knowledge in the Financial Planning Industry.
Regina has 3 beautiful daughters; she enjoys keeping herself busy and challenged. Regina plays soccer in the women's competition in summer and winter. She enjoys being outdoors, riding motorbikes with her family and watching her children compete in sporting activities.
Qualifications and Professional Accreditations:
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.
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.
Ronald took up Bachelor of Science in Business Administration majoring in Human Resource Development and Management from the University of San Carlos. He was a Customer Service Associate and had handled healthcare, retail, banking, and telecommunication accounts across the US, UK, and AU. He then got promoted and joined the Human Resources - Recruitment team. Working in the financial planning industry made him realize how important it is to manage one's own finances and plan for one's future in a more structured way possible.
Ronald love's travelling, going to the beach and taking a lot of pictures. He also likes to cook and read Marvel comic books on his spare time.
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
Job Titles:
- Relationship Manager
- in 2021 As a Relationship Manager
Rosalie joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Rosalie has worked in the Financial Planning industry since 2017 when she began working as a Client Services Officer at a small firm in Tasmania.
Early on, Rosalie found she had a passion for client-focused work and supporting the Financial Planners to reach the best results for all parties involved.
Rosalie hopes to continue her studies in financial planning in the future while building and maintaining great relationships with Invest Blue clients and colleagues in the meantime.
Outside of work, Rosalie enjoys cooking, reading and working on her music and art projects.
Qualifications and Professional Accreditations:
"I love helping people reach their goals and dreams, and Invest blue is all about that." Ross has had over a decade of facilitating clients to meet their financial goals through mortgage lending. Working with a team of financial planners is satisfying for him as together as a team they can meet the needs of the clients and they get their goals achieved. In his spare time, Ross enjoys sailing, camping, hiking and spending time with family. Qualifications and Professional Accreditations Cert IV in Mortgage Lending
"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:
- Associate
- 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.
Job Titles:
- Relationship Manager
- in 2021 As a Relationship Manager
The values and culture of Invest Blue are similar to my own and I am super excited to have the opportunity to become part of the team!
Sam joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Sam studied a Diploma of Share Trading and Investments and is currently completing a Bachelor of Business (Finance).
Sam enjoys working in the financial planning industry as he likes to dream big! He loves talking to people about their goals and ambitions and even more so, seeing people succeed.
In his spare time, Sam enjoys going to the gym, skateboarding, surfing and being with friends and family.
Sarah joined Invest Blue in 2021 as a Project Manager. Prior to joining Invest Blue, Sarah worked as a Project Manager for Pinnacle and has over 13 years of experience in the financial advice industry.
Sarah enjoys spending quality time with her husband, dog, family and friends, and going out for dinner on weekends.
Qualifications and Professional Accreditations
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.
Serenette is an active member of the community and enjoys volunteering for local organisations. Previously, she was State Leader of the Queensland Country Women's Association (QCWA).
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.
"I'm excited about joining a company and working with a team of like-minded people that has an awesome reputation in helping clients determine what is important to them, what is achievable and helping them stay on track to enjoy their lives to the fullest."
Shaun has a Graduate Diploma of Financial Planning, Retirement Living & Aged Care Specialist, Commission of Declarations, member of the Association of Financial Advisers (AFA). Regional Winner & National finalist of the AMP 2015 New Adviser of the year award. Prior to working for Bravien, Shaun first started in Financial Planning with AMP Horizons Financial Planning in 2012 - 2013, then worked with Bravien Financial from 2013 to 2020 and then Invest Blue in 2021.
Shaun loves helping people determine the goals that are important to them in their lives, what is achievable, and 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.
On his spare time and away from the office, Shaun likes to spend time with his wife and children. He also enjoys mountain biking, motorcycles and keeping fit (when he can with two small kiddies).
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, Shayley worked as a Financial Adviser for Pinnacle and has 7 years' experience in the financial service industry; gaining experience through various roles. Her people personality shines through at work, as she enjoys getting to know her clients, their goals and researching a way to be able to put them in the best financial situation possible.
Outside of work, Shayley loves catching up with friends for coffee or any outdoor activities such as camping or going to the beach for a swim.
Simon is a young and dynamic planner and brings with him a welcome freshness. Simon has been with Strategic since 2008, having previously 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 is also accredited to provide advice regarding mortgage products to assist clients with their home loan requirements. Simon has two young daughters, Lucy and Margot. When not at work, Simon enjoys playing basketball or touch football and keeping active.
Simon is a young and dynamic planner and brings with him a welcome freshness. Simon has been with Strategic since 2008, having previously 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 is also accredited to provide advice regarding mortgage products to assist clients with their home loan requirements. Simon has two young daughters, Lucy and Margot. When not at work, Simon enjoys playing basketball or touch football and keeping active.
"I love helping people and seeing them smile. I also enjoy meeting people and enjoy working with our diverse mix of clients at Invest Blue." 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.
"Invest Blue is a firm constantly growing and I want to be part of the journey."
Stephen has worked in finance for over 15 years. It is his pleasure to help people find the best mortgage that suits their needs.
In his spare time, he enjoys reading biography books. Andre Agassi and Kerry Packer are the best two (so far). He also has small shares in two racehorses. Pre-covid, Stephen and his wife regularly travelled overseas to taste local foods and customs.
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.
Job Titles:
- Director / Financial Planner
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.
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
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…
"I am passionate about helping clients achieve their financial goals in any way I can. Invest Blue has a great culture and great values, so it is amazing to work for a company where I can grow and learn so much about financial planning and how best to help our clients."
Timothy joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Timothy graduated from the University of Southern Queensland with a Bachelor of Commerce and spent two years working for a leading Australian stockbroking firm. Timothy is currently studying for a Graduate Diploma in Financial Planning.
Timothy enjoys working in the financial planning industry as it allows him to help clients achieve their goals. He also enjoys keeping up to date and learning new things in the industry.
In his spare time, Timothy enjoys spending time with friends and family. He also enjoys running, watching a variety of sports, and listening to sports and finance podcasts.
"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:
- Director / Financial Planner
- in 2021 As a Financial Adviser
Todd joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Todd started Strategic Financial Planning in 1996 and has always strived to build a business like Strategic. Todd has guided the business through various evolutions. Seeing the value in holding the highest qualifications, he was one of the first Planners to achieve the Certified Financial Planner® designation. Todd takes great pride in helping clients understand what is important to them and then through his immersive coaching process, helping them to achieve their dreams and goals.
Outside of work, Todd enjoys keeping fit by competing in multisport events and windsurfing. He also enjoys playing the guitar, following his beloved Brisbane Lions and spending time with his wife, Natalie and two young 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's a born and bred local who joined Invest Blue in 2015 after completing his Advanced Diploma in Financial Planning. Although originally from the fitness industry, Tom has always held an interest in financial markets. Together with his experience helping clients reach their fitness goals, Tom is now able to make your financial goals a reality.
In his spare time Tom enjoys travelling with his wife Jodi, keeping active with their two little sausage dogs and cheering on the Sydney Swans!
Areas of specialisation
Wealth creation strategies
Debt and cash-flow management strategies
Risk insurance strategies
Retirement planning strategies
Qualifications
Diploma of Financial Services (Financial Planning)
Advanced Diploma Financial Services (Financial Planning)
JP
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."
Job Titles:
- Associate
- in 2022 As an Associate
"Invest Blue allows me the opportunity to further develop my skills and knowledge in a practical, hands on manner; as well as pursue my keen interest in personal finance and my passion for helping people."
Tyler joined Invest Blue in 2022 as an associate, while he works towards becoming a qualified financial planner. He is currently completing a Bachelor in Applied Financial Advice at Griffith University.
Tyler is new to working in the financial planning industry, spending the past 5-years working in the disability sector while slowly completing his teaching degree (secondary). A pivot in career direction saw him pursue financial planning.
Both industries (as different as they are) require a hunger for helping people, which Tyler looks forward to doing here at Invest Blue while gaining the skills and experience needed to become a successful financial planner.
Veronica joined Strategic Financial Planning in 2014 and is now part of Invest Blue due to their recent merger. Like many of her colleagues, she started in reception and has been a Client Support Officer since May 2015.
Veronica began her career in Financial Planning straight from school, working with AMP in varying customer service roles and enjoys assisting clients and working within the financial planning industry. Outside the workplace, Veronica enjoys spending time with family and friends, attending her children's various sporting endeavours, cooking, walking the dogs and travel.
Veronica joined Strategic Financial Planning in 2014 and is now part of Invest Blue due to their recent merger. Like many of her colleagues, she started in reception and has been a Client Support Officer since May 2015.
Veronica began her career in Financial Planning straight from school, working with AMP in varying customer service roles and enjoys assisting clients and working within the financial planning industry. Outside the workplace, Veronica enjoys spending time with family and friends, attending her children's various sporting endeavours, cooking, walking the dogs and travel.
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