A New Chapter – Hillross and Invest Blue
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HomeIA New Chapter – Hillross and Invest Blue

A New Chapter – Hillross and Invest Blue

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As you may know, Philip Penman has made the decision to join Invest Blue as he commences his transition to retirement. While Phil will continue to work with Invest Blue for some time, he would like to sincerely thank his clients and hopes to continue working together in the future.

 

 

 

 

 

What will change? 

Adam Penman will stay on as a Financial Planner with Invest Blue and continue to serve his clients. For Phil’s clients, he will be working with you to introduce you to a new experienced Financial Planner over the coming months. He will continue to support his clients to ensure the transition is smooth. As stated, Adam will continue to provide service, but you will now have the option of three additional Financial Planners who have been working in the region: Steve Sewell, Rob Pollard and Jamie Moore. All existing financial arrangements will remain in place.

Invest Blue has moved locations – details are:

29 Darling St, Tamworth NSW 2340
PO Box 243, Tamworth NSW 2340
phone: 1300 346 837
fax: 1300 546 837
Email: tamworth@investblue.com.au
The phone number will remain 6766 2431 for clients

For more information about Invest Blue, continue to our website or feel free to get in contact at any stage.

 

View the Tamworth location page