Brisbane

"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.

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
• Most Trusted Adviser 2023

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

Hear from Julian's clients:

Showing us all that nothing is out of reach

Caring hands

"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.

From late 2019 Anthony was the Regional Head of Advice (Queensland), providing coaching and mentoring to the Financial Planning teams in Queensland which enabled him to impart his wealth of knowledge and experience to all members of the team. At the beginning of 2023 Anthony was appointed to a new role of Head of Best Practice for Invest Blue, this role focuses on bringing process efficiency and increasing capabilities of all our people across the business.

In his spare time, Anthony enjoys holidaying with his wife and three children. Anthony has recently pulled out his golf clubs again and has been enjoying walking various golf courses

Areas of specialization

• Self Managed Super Funds
• Wealth creation strategies
• Retirement strategies
• Risk management strategies

Memberships

• Financial Planning Association of Australia
• Finance Brokers Association of Australia

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
• Most Trusted Adviser 2023

Hear from Anthony's clients:

An interstate tree change, a new baby and a start-up business

“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.

Areas of specialisation:

• Wealth creation strategies
• Transition to retirement strategies
• Risk management strategies
• DIY and Self Managed Super Funds (SMSF Advice)

Memberships:

• FAICD - Fellow Australian Institute of Company Directors
• AFA – Association of Financial Advisers

Qualifications:

• Advanced Diploma of Financial Planning
• Advanced Diploma of Financial Services (SMSF)
• Diploma of Financial Services (Financial Planning)
• Diploma of Financial Services (Superannuation)
• Most Trusted Adviser 2023

Hear from Tim's clients:

• When colours collide - Mr Black, Ms Brown and their many, many marathons
• Pushing through adversity with a smile
• A helping hand when life's pressures mount

"I'm passionate about what we do in financial planning and the impact we have on our clients."

Adam has been blessed to be in the industry since 2013 and looks forward to many more years of learning and growing. Prior to working in financial planning, Adam studied Neuroscience at UQ and worked in health services. He wanted to help people with their health but eventually realised that he loved numbers a lot more than he loved chemistry and made the switch to finance. Now Adam gets to help people with their financial health and hasn’t looked back since. In his spare time, he loves to train or relax by the ocean, as he finds both help him to keep a clear mind and healthy body. If he’s not training or by the ocean, Adam is spending time with his family.

Qualifications:

• Advanced Diploma in Financial Planning
• JP (Qual)
• Most Trusted Adviser 2023

"I love helping people determine what is important to them, setting goals, seeing what is achievable, and help them live their lives to the fullest. I love being on the journey with my clients year in, year out and being there to celebrate their goals being met and seeing their joy and happiness."

Shaun has a Graduate Diploma of Financial Planning, Commission of Declarations, member of the Financial Advice Association Australia (FAAA) and is an accredited Retirement Living & Aged Care Specialist. Regional Winner & National Finalist of the AMP 2015 New Adviser of the year award. Prior to working for Invest Blue, Shaun first started in Financial Planning with AMP Horizons Financial Planning in 2012 – 2013 and worked with Bravien Financial from 2013 to 2020 and then merged with 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).

Qualifications: 

• Most Trusted Adviser 2023

“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 educating and empowering them to make financial decisions for themselves”.  

Xander previously worked as a mechanical engineer for Leighton Contractors working on Australia’s Liquified Natural Gas Project. Passionate about financial markets, in 2015 he completed his Master’s in Finance and Investments in the UK and went on to work in London for a private equity firm. Xander began his career in financial planning in 2017 joining AMP before working for Templetons Financial for 4 years. Xander is enthusiastic to join Invest Blue in 2021 given the opportunity to provide tailored, relevant, and comprehensive advice solutions to all his clients.  

Outside of work, Xander is a sporting fanatic. You will find him playing tennis, touch football, athletics, road running or at the gym. He loves to keep active and should you be interested, is always available for a game of tennis.  

Areas of specialisation: 

• Wealth Creation Strategies 
• Risk Management Strategies 
• Retirement Planning 

Qualifications 

• Advanced Diploma of Financial Planning 
• Diploma of Financial Planning  
• Master’s in Finance and Investments 
• Bachelor of Mechanical Engineering 
• Most Trusted Adviser 2023

“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.

Qualifications and Professional Accreditations

• Bachelor of Commerce (Accounting)
• Masters in Commerce (Applied Finance)
• Diploma of Financial Planning
• Most Trusted Adviser 2023

"It gives me satisfaction in being a little part of the process in helping people achieve their financial and personal goals and seeing them leave the office with a smile on their face." 

For the last 10 year, Leisl has worked at Invest Blue and the previous 7 years, within the financial planning industry.

Leisl values the importance of financial planning and being part of the process gives her great satisfaction. She enjoys getting to know our clients and seeing them achieve their goals which is one of the most rewarding parts of her role.

In her spare time, Leisl enjoys time with her family, travel and experiencing different cultures is her passion, with seeing the Northern Lights at the top of her bucket list.

Saxon joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Saxon had completed his Postgraduate Diploma in Financial Planning, which sparked his interest in the industry. During this time, he was offered an internship that would later turn into a full-time position at Invest Blue.

His passion for financial planning was ignited by seeing clients succeed and achieve the life of their dreams.

During his free time, Saxon is an avid powerlifter, musician, and AFL fanatic.

Kurt is a highly motivated professional who is passionate about financial planning and assisting clients to achieve their goals. He has 2 years of experience working as a Senior Client Service Officer and has gained an excellent understanding of the financial planning life cycle. Working in both small and large practices, he has experience assisting clients throughout all stages of the advice process.

Kurt has recently completed a Graduate Diploma in Finance and is currently studying for a Graduate Diploma in Financial Planning at Griffith University.

Outside of work, he enjoys spending time with family and friends. He also enjoys camping, fishing, and a variety of sports mainly Rugby League.

Areas of Specialisation:

• Client Relationship Management
• Business and Account Management
• Financial Planning expertise

Qualifications:

• Graduate Diploma of Financial Planning – Currently completing
• Graduate Diploma of Finance
• Bachelor of Business Double Degree:
  • Business Management
  • Sports Management

After pursuing a 13-year career as a professional dancer, first at Queensland Ballet Company and then travelling the world on cruise ships, Phillip returned to Australia and started his corporate career at Flight Centre as a cruise wholesaler. He was very proud of his achievements at Flight Centre, attending 3 global gatherings and finishing number 2 globally as a wholesale novice.

7 years later when the industry was decimated by COVID-19, Phillip decided to pursue his other dream of becoming a Financial Planner. His seen firsthand how valuable the financial planning industry is in Australia and he loves the idea of helping other Australian’s achieve their financial goals.

He will be graduating from QUT with a Bachelor of Business majoring in Financial Planning in June 2024 so now is the perfect time to be joining the Invest Blue team which he is very excited about.

He loves working with clients and prides himself on his great customer service and looks forward to specialising in comprehensive financial advice.

Outside of work, Phillip enjoys teaching ballet to the next generation of dancers and passing on his knowledge and also  look forward to the next planed trip overseas.

Qualifications:

• Diploma Leadership and Management – TAFE Qld

Memberships/Awards:

• FAAA Student Member

"I like working with IB since my colleagues are helpful, kind, and approachable. IB also cares about our wellbeing which is a great trait to have even if it’s a big company."

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.

During her spare time, Faith usually goes to beaches, food parks, coffee shops or take care of her five hedgehogs.

"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.

"Working with Invest Blue has widened my view of the financial industry and inspires me to further strive for financial independence."

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.

"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.

"Working with Invest Blue feels like I belong and that I am valued by the team. I like the culture, like how everyone gives extra time and effort to help, which makes learning a fun and easier thing to do."

Nanshe is a graduate of Bachelor of Science in Management Accounting, from the University of San Carlos. Prior to Invest Blue, she worked in a Merchandising Company as the Accounts Receivable as well as the Accounts Payable In-Charge. She knows the ins and outs of the company, in which she gives reports to the higher management.

Nanshe likes working in the financial planning industry because it helps her widen her knowledge in the financial field and it also helps her learn what to prioritize and how to manage her finances.

She spends her spare time with family and friends, she loves spending some quality time and creating more memories with them.