Armidale Financial Advisers | Invest Blue
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we’re here to help
Across QLD, NSW, ACT, TAS and VIC, we are here for you. No matter where you are in life's journey or what your dreams are, we can help. Invest Blue works hard to get to know you so your strategy offers you the best chance to achieve your dreams. It's possible.
HomeILocationsIArmidale

Armidale

131 Faulkner St, Armidale,
New South Wales 2350

PO Box 677

phone: 1300 346 837

fax: 1300 546 837

Financial Services Guide

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137 Faulkner St, Armidale, New South Wales 2350

the Armidale office

Invest Blue provides Financial Advice in Armidale, NSW, located conveniently on the corner of Faulkner & Rusden Street. We are equipped with a strong team of Certified Financial Planners, as well as a dedicated Lending team who support advice and strategy development for those looking for home or investment mortgages. Our Financial Planners are backed by a knowledgeable Advice team who support the development of individual strategies as well as dedicated Relationship Managers who work hard every day keeping in touch with our clients. If you are interested in having a chat, get in touch and we will work out the best way to get you started.

MTA logo updated 2016-2023 - Invest Blue

 

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the Armidale team

Request an Appointment
Rob Pollard
Rob Pollard
Financial Adviser, Partner

LI logoI want to make a difference by developing lasting relationships with clients as they transition through life and helping them achieve their dreams and realise their aspirations and goals.

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

Memberships and Associations

  • Member of the Institute of Charted Accountants in Australia (CA)

Qualifications

  • Chartered Accountant Qualification with ICAA
  • Bachelor of Business
  • Graduate Diploma in Financial Management
  • Diploma of Financial Services (Financial Planning)
  • Most Trusted Adviser 2023

Hear from Rob's clients:

Dancing back to happiness

Living their best life

When the Universe throws unexpected challenges

65 countries and counting

LI logoI want to make a difference by developing lasting relationships with clients as they transition through life and helping them achieve their dreams and realise their aspirations and goals.

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

Memberships and Associations

  • Member of the Institute of Charted Accountants in Australia (CA)

Qualifications

  • Chartered Accountant Qualification with ICAA
  • Bachelor of Business
  • Graduate Diploma in Financial Management
  • Diploma of Financial Services (Financial Planning)
  • Most Trusted Adviser 2023

Hear from Rob's clients:

Dancing back to happiness

Living their best life

When the Universe throws unexpected challenges

65 countries and counting

David McDowell
David McDowell
Financial Adviser

"Invest Blue have the passion and energy to create positive outcomes through advice in the regional communities. Invest Blues values mean the client always comes first which resonates with me and the local community that are receiving advice to allow them to live their best life."

David commenced work with Invest Blue in April 2003 as a Financial Planner. He has extensive financial planning experience starting in 2012 as a Financial Planner in Brisbane and Armidale. David holds a Graduate Diploma in Financial Planning and a Masters in Financial Planning.

David has a passion for financial advice as it changes people's lives by allowing them to achieve their dreams. Financial advice alleviates clients' fears, worries and concerns so they can get on with their lives and enjoy what is important to their family, friends, lifestyle, and independence.

"Invest Blue have the passion and energy to create positive outcomes through advice in the regional communities. Invest Blues values mean the client always comes first which resonates with me and the local community that are receiving advice to allow them to live their best life."

David commenced work with Invest Blue in April 2003 as a Financial Planner. He has extensive financial planning experience starting in 2012 as a Financial Planner in Brisbane and Armidale. David holds a Graduate Diploma in Financial Planning and a Masters in Financial Planning.

David has a passion for financial advice as it changes people's lives by allowing them to achieve their dreams. Financial advice alleviates clients' fears, worries and concerns so they can get on with their lives and enjoy what is important to their family, friends, lifestyle, and independence.

Luke Warren
Luke Warren
Financial Adviser

"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.

Qualifications 

  • Bachelor of Commerce
  • Bachelor of Law
  • Diploma of Financial Planning
  • Most Trusted Adviser 2023

Hear from Luke's clients:

An adventurous diversion thanks to Invest Blue

Owning the keys to success

 

"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.

Qualifications 

  • Bachelor of Commerce
  • Bachelor of Law
  • Diploma of Financial Planning
  • Most Trusted Adviser 2023

Hear from Luke's clients:

An adventurous diversion thanks to Invest Blue

Owning the keys to success

 

Georgia Edwards
Georgia Edwards
Relationship Manager

Georgia aspires to work in the financial planning industry of Invest Blue to build a culture of relationships with clients based on trust and value. This is a new line of work from her past job but she is excited to work in a passionate and team environment.

Prior to Invest Blue, Georgia worked at a small Accounting firm where she was the Accounts Administrator.

In her spare time, Georgia loves to spend quality time with her family and friends, wether it be just around the house or travelling.

Georgia aspires to work in the financial planning industry of Invest Blue to build a culture of relationships with clients based on trust and value. This is a new line of work from her past job but she is excited to work in a passionate and team environment.

Prior to Invest Blue, Georgia worked at a small Accounting firm where she was the Accounts Administrator.

In her spare time, Georgia loves to spend quality time with her family and friends, wether it be just around the house or travelling.

Merry Grace Cejudo
Merry Grace Cejudo
Administrative Assistant

"I love working with IB since they not only consider you as an employee but rather, A FAMILY. I love how people appreciate even the smallest thing you do to the business and people here are very helpful and friendly."

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 love working with IB since they not only consider you as an employee but rather, A FAMILY. I love how people appreciate even the smallest thing you do to the business and people here are very helpful and friendly."

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.

Rexiel Gestosani
Rexiel Gestosani
Administrative Assistant

"As an accounting major graduate, Invest Blue is the right-fit company for me. I learned a lot of new things almost every day and what I love the most is receiving recognition or appreciation from colleagues."

Rexiel has a Bachelor of Science degree in Accounting Technology. He worked as an Inbound Customer Service Representative in a Telecommunications Company based in the US and as a Financial Consultant for Human Resources Management System and Small Business Administration offering Human Resource and Accounting Software prior to Invest Blue.

As for him, being in the financial planning industry is rewarding. It gains satisfaction from making a difference in people's lives. Financial Planning helps clients to have peace of mind, grow their investments successfully, or plan for the retirement of their dreams.

In his spare time, he has a great hobby of journaling and watching Korean Drama Series or Movies. Also, he enjoys doing outdoor adventures and loves catching up or spending time with family or friends.

"As an accounting major graduate, Invest Blue is the right-fit company for me. I learned a lot of new things almost every day and what I love the most is receiving recognition or appreciation from colleagues."

Rexiel has a Bachelor of Science degree in Accounting Technology. He worked as an Inbound Customer Service Representative in a Telecommunications Company based in the US and as a Financial Consultant for Human Resources Management System and Small Business Administration offering Human Resource and Accounting Software prior to Invest Blue.

As for him, being in the financial planning industry is rewarding. It gains satisfaction from making a difference in people's lives. Financial Planning helps clients to have peace of mind, grow their investments successfully, or plan for the retirement of their dreams.

In his spare time, he has a great hobby of journaling and watching Korean Drama Series or Movies. Also, he enjoys doing outdoor adventures and loves catching up or spending time with family or friends.

Request an Appointment