Central Coast Financial Planners | Invest Blue
Overlay Graphic
we believe it’s possible
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.
HomeILocationsICentral Coast

Central Coast

Fountain Plaza, Unit 4C/148-158 Central Coast Hwy, Erina NSW 2250

PO Box 3077 Erina NSW 2250

Shop 3, 559 Freemans Drive, Cooranbong, NSW 2265

phone: 1300 346 837

fax: 1300 546 837

Financial Services Guide

[{"featureType":"all","elementType":"labels.text.fill","stylers":[{"saturation":36},{"color":"#b1b1b1"},{"lightness":40}]},{"featureType":"all","elementType":"labels.text.stroke","stylers":[{"visibility":"on"},{"color":"#000000"},{"lightness":16}]},{"featureType":"all","elementType":"labels.icon","stylers":[{"visibility":"off"}]},{"featureType":"administrative","elementType":"geometry.fill","stylers":[{"color":"#000000"},{"lightness":20}]},{"featureType":"administrative","elementType":"geometry.stroke","stylers":[{"color":"#000000"},{"lightness":17},{"weight":1.2}]},{"featureType":"landscape","elementType":"geometry","stylers":[{"color":"#060606"},{"lightness":20}]},{"featureType":"poi","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":21}]},{"featureType":"poi","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.attraction","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.attraction","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.business","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.business","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.government","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.government","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.medical","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.medical","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.park","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.park","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.place_of_worship","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.place_of_worship","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.school","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.school","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.sports_complex","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.sports_complex","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"road.highway","elementType":"geometry.fill","stylers":[{"color":"#077ca8"},{"lightness":17}]},{"featureType":"road.highway","elementType":"geometry.stroke","stylers":[{"color":"#000000"},{"lightness":29},{"weight":0.2}]},{"featureType":"road.arterial","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":18}]},{"featureType":"road.local","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":16}]},{"featureType":"transit","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":19}]},{"featureType":"transit.station","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"transit.station","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"water","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":17}]}]
yes
/content/uploads/2015/09/map-marker-3.png
Fountain Plaza, Unit 4C/148-158 Central Coast Hwy, Erina NSW 2250
Shop 3, 559 Freemans Drive, Cooranbong, NSW 2265

the Central Coast office

Invest Blue provides Financial Advice on the Central Coast, NSW, conveniently located on Central Coast Highway. We are equipped with a strong team of 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 everyday 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

the Central Coast team

Request an Appointment
Steve Fort
Steve Fort
Director, Head of Advice, Senior Financial Adviser, CFP

LI logoTrust 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.

Steve commenced his financial planning career in 2000 at his family business, Financial Independence Planners in Penrith. Prior to this Steve was employed as an accountant from the time he left school.

Steve has been responsible for growing the business in Penrith, Norwest, and the Central Coast. Steve is extremely proud that the team that grew with him at Financial Independence Planners remain an integral part of Invest Blue today.

This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients achieve their goal of financial independence, and these clients became strong advocates of the business.

Steve is passionate in supporting his clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life.

Steve certainly believes that with his support, and the resources of the team at Invest Blue, that his clients do believe it’s possible to achieve their dreams, and their adviser will help them to do this.

Steve, and his wife Kerri, have three young children all growing up on the beautiful Central Coast of NSW. Steve and his kids are actively involved in many sporting clubs and teams, particularly the local Wamberal Surf Club in which Steve is a patrolling member, and the entire family is actively involved in many ways.

Areas of Specialisation

  • Strategic advice and Financial Improvement Strategies
  • Retirement Strategies
  • Self Managed Superannuation
  • In depth financial advice, including tax planning, debt and wealth creation strategies, trusts and estates, and aged care.

Qualifications

  • Certified Financial Planner with the Financial Planning Association (FPA)
  • Accredited Finance Broker
  • Self Managed Superannuation Specialist Adviser with SPAA
  • Diploma of Financial Planning
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute

 

Hear from Steve's clients:

Financial advice supporting aged care decisions

Easing into an active retirement

Matters of the heart

A little bit of sunshine

The snowboarding safety net

LI logoTrust 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.

Steve commenced his financial planning career in 2000 at his family business, Financial Independence Planners in Penrith. Prior to this Steve was employed as an accountant from the time he left school.

Steve has been responsible for growing the business in Penrith, Norwest, and the Central Coast. Steve is extremely proud that the team that grew with him at Financial Independence Planners remain an integral part of Invest Blue today.

This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients achieve their goal of financial independence, and these clients became strong advocates of the business.

Steve is passionate in supporting his clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life.

Steve certainly believes that with his support, and the resources of the team at Invest Blue, that his clients do believe it’s possible to achieve their dreams, and their adviser will help them to do this.

Steve, and his wife Kerri, have three young children all growing up on the beautiful Central Coast of NSW. Steve and his kids are actively involved in many sporting clubs and teams, particularly the local Wamberal Surf Club in which Steve is a patrolling member, and the entire family is actively involved in many ways.

Areas of Specialisation

  • Strategic advice and Financial Improvement Strategies
  • Retirement Strategies
  • Self Managed Superannuation
  • In depth financial advice, including tax planning, debt and wealth creation strategies, trusts and estates, and aged care.

Qualifications

  • Certified Financial Planner with the Financial Planning Association (FPA)
  • Accredited Finance Broker
  • Self Managed Superannuation Specialist Adviser with SPAA
  • Diploma of Financial Planning
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute

 

Hear from Steve's clients:

Financial advice supporting aged care decisions

Easing into an active retirement

Matters of the heart

A little bit of sunshine

The snowboarding safety net

Theo Holland
Theo Holland
Financial Adviser, Team Captain

LI logo‘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…

Specialisations

  • Working with Medical Professionals
  • Risk Management
  • Wealth Creation Strategies
  • Retirement Planning

Memberships and Associations

  • Member of the Association of Financial Advisers (AFA)

Qualifications

  • Diploma in Financial Services (Financial Planning)
  • Certified Financial Planner (UK)
  • Bachelor of Science
  • Most Trusted Adviser 2023

Hear from Theo's clients:

An unexpected gift

Financial advice supporting aged care decisions

Just what the doctor ordered

Taking the fear out of paperwork

Sunnier skies

LI logo‘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…

Specialisations

  • Working with Medical Professionals
  • Risk Management
  • Wealth Creation Strategies
  • Retirement Planning

Memberships and Associations

  • Member of the Association of Financial Advisers (AFA)

Qualifications

  • Diploma in Financial Services (Financial Planning)
  • Certified Financial Planner (UK)
  • Bachelor of Science
  • Most Trusted Adviser 2023

Hear from Theo's clients:

An unexpected gift

Financial advice supporting aged care decisions

Just what the doctor ordered

Taking the fear out of paperwork

Sunnier skies

Samuel Bonello
Samuel Bonello
Financial Adviser, Team Manager

Samuel states Financial advice is his third career. The first was volunteering in community work and the second was in regenerative agriculture. He came into financial advice in 2016 after seeing the depth of the relationship that his parents' financial adviser had established with them.

One of the biggest challenges he has had as a financial adviser is building trust with people who have suffered post-traumatic stress and other mental health issues. He is most proud that these relationships are now among the deepest and most rewarding that he has had with his clients.

When he is not at work, you can find him on a motorbike or a horse, chasing cows with his wife and two daughters.

 

Areas of Specialisation:

Retirement advice, working with first home buyers, wealth protection for young families and wealth management for people with a strong religious faith.

Qualifications:

  • Diploma of financial planning
  • Currently completing an Advanced Diploma of Financial planning.
  • Passed the FASEA Exam.
  • Most Trusted Adviser 2023

Memberships/Awards:

FAAA is the only membership that I have. I recently received the most trusted advisor distinction from Beddoes survey. You can also find me on Adviser Ratings. Financial Adviser - Sam Bonello (adviserratings.com.au)

Samuel states Financial advice is his third career. The first was volunteering in community work and the second was in regenerative agriculture. He came into financial advice in 2016 after seeing the depth of the relationship that his parents' financial adviser had established with them.

One of the biggest challenges he has had as a financial adviser is building trust with people who have suffered post-traumatic stress and other mental health issues. He is most proud that these relationships are now among the deepest and most rewarding that he has had with his clients.

When he is not at work, you can find him on a motorbike or a horse, chasing cows with his wife and two daughters.

 

Areas of Specialisation:

Retirement advice, working with first home buyers, wealth protection for young families and wealth management for people with a strong religious faith.

Qualifications:

  • Diploma of financial planning
  • Currently completing an Advanced Diploma of Financial planning.
  • Passed the FASEA Exam.
  • Most Trusted Adviser 2023

Memberships/Awards:

FAAA is the only membership that I have. I recently received the most trusted advisor distinction from Beddoes survey. You can also find me on Adviser Ratings. Financial Adviser - Sam Bonello (adviserratings.com.au)

Taylor Mifsud
Taylor Mifsud
Financial Adviser

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.

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
  • Most Trusted Adviser 2023

Hear from Taylor:

Closing the gap from women and finance

What it takes to become a financial adviser

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.

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
  • Most Trusted Adviser 2023

Hear from Taylor:

Closing the gap from women and finance

What it takes to become a financial adviser

Darren O’Neill
Darren O’Neill
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:

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

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:

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

Zac Johnston
Zac Johnston
Financial Adviser

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

  • Bachelor of Commerce
  • Advanced Diploma in Financial Planning
  • Justice of the Peace

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

  • Bachelor of Commerce
  • Advanced Diploma in Financial Planning
  • Justice of the Peace
Carol Herrmann
Carol Herrmann
Financial Adviser

"I see financial planning as an outlet to positively impact the lives of all my clients. I am passionate about eliminating the confusing aspects within the industry, providing clients with a deeper understanding of their strategies."

Carol has worked in the financial industry in Australia since Jan 2014. She 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 break down the financial strategy into everyday language, so her clients gain a deeper understanding and greater knowledge of financial planning practices.

Outside of work, Carol enjoys outdoor activities, especially camping, as she believes connecting with nature is a great energy booster. She has lived in the Central with her family since Jan 2021. Carol and her partner have had the ‘three under three’ children experience and they can happily say it was worth every single sleepless night. She loves her family and feels grateful for the life she has got.

Qualifications:

  • Advanced Diploma in |Business Management
  • Diploma in Marketing
  • Diploma in Financial Planning
  • A Bachelor of Business Administration

"I see financial planning as an outlet to positively impact the lives of all my clients. I am passionate about eliminating the confusing aspects within the industry, providing clients with a deeper understanding of their strategies."

Carol has worked in the financial industry in Australia since Jan 2014. She 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 break down the financial strategy into everyday language, so her clients gain a deeper understanding and greater knowledge of financial planning practices.

Outside of work, Carol enjoys outdoor activities, especially camping, as she believes connecting with nature is a great energy booster. She has lived in the Central with her family since Jan 2021. Carol and her partner have had the ‘three under three’ children experience and they can happily say it was worth every single sleepless night. She loves her family and feels grateful for the life she has got.

Qualifications:

  • Advanced Diploma in |Business Management
  • Diploma in Marketing
  • Diploma in Financial Planning
  • A Bachelor of Business Administration
Rodney Johnston
Rodney Johnston
Financial Adviser

Coming Soon...

Coming Soon...

Colin Hone
Colin Hone
Financial Adviser

Coming Soon...

Coming Soon...

Amanda Pollock
Amanda Pollock
Financial Adviser

"Being part of a larger team provides me with opportunities to continue to learn and grow as an adviser, I enjoy working with other advisers to bounce ideas to improve client outcomes"

Amanda's career started in banking & transitioned to financial planning in 2007 and she hasn’t looked back since. She finds her passion in educating clients about the complexity of financial products, so they can feel in control and make informed decisions about their financial future.  With a focus on relationships, it gives her great satisfaction to see her clients living their best life through strategies they've implemented together.

She likes working in the financial planning industry because she likes helping people be more confident and in control of the decisions they make around money and their finances.

On the weekends you’ll find her at the local soccer fields, her holidays always include the great outdoors whether it be camping, fishing, cycling, and bushwalking both in Australia and overseas.

"Being part of a larger team provides me with opportunities to continue to learn and grow as an adviser, I enjoy working with other advisers to bounce ideas to improve client outcomes"

Amanda's career started in banking & transitioned to financial planning in 2007 and she hasn’t looked back since. She finds her passion in educating clients about the complexity of financial products, so they can feel in control and make informed decisions about their financial future.  With a focus on relationships, it gives her great satisfaction to see her clients living their best life through strategies they've implemented together.

She likes working in the financial planning industry because she likes helping people be more confident and in control of the decisions they make around money and their finances.

On the weekends you’ll find her at the local soccer fields, her holidays always include the great outdoors whether it be camping, fishing, cycling, and bushwalking both in Australia and overseas.

Justin O’Donoghue
Justin O’Donoghue
Team Manager, Financial Adviser

Justin is interested to join Invest Blue because of his background in law and accounting, he has nearly 20 years of financial services, tax, and strategy experience.

He joined Invest Blue in 2023 through the merger of Vintage Wealth.  Justin’s clients include professionals, small/medium business owners, and farmers with this diverse range of clients benefiting from structured, tailored, and bespoke financial advice.

He loves being able to take a “whole of client” approach and incorporating and engaging with the financial, tax, and legal aspects to ensure that the client is both looked after across the board whilst having full transparency of where they currently sit.

Outside of work, Justin enjoys sporting activities with his children (including netball, ninja, and soccer) as well as his own personal running/cycling.  He also loves traveling with his wife and family whenever he gets the chance!

 

Areas of Specialisation

  • Wealth Creation Strategies
  • Debt and Cashflow Strategies
  • Risk Advice
  • Superannuation Accumulation
  • Retirement Planning
  • Aged Care

 

Qualifications

  • Bachelor of Laws (Hons)
  • Bachelor of Commerce (Accounting)
  • Advanced Diploma of Financial Planning
  • Fellow Chartered Financial Practitioner
  • Charted Accountant (in business)

Justin is interested to join Invest Blue because of his background in law and accounting, he has nearly 20 years of financial services, tax, and strategy experience.

He joined Invest Blue in 2023 through the merger of Vintage Wealth.  Justin’s clients include professionals, small/medium business owners, and farmers with this diverse range of clients benefiting from structured, tailored, and bespoke financial advice.

He loves being able to take a “whole of client” approach and incorporating and engaging with the financial, tax, and legal aspects to ensure that the client is both looked after across the board whilst having full transparency of where they currently sit.

Outside of work, Justin enjoys sporting activities with his children (including netball, ninja, and soccer) as well as his own personal running/cycling.  He also loves traveling with his wife and family whenever he gets the chance!

 

Areas of Specialisation

  • Wealth Creation Strategies
  • Debt and Cashflow Strategies
  • Risk Advice
  • Superannuation Accumulation
  • Retirement Planning
  • Aged Care

 

Qualifications

  • Bachelor of Laws (Hons)
  • Bachelor of Commerce (Accounting)
  • Advanced Diploma of Financial Planning
  • Fellow Chartered Financial Practitioner
  • Charted Accountant (in business)
Stephen O’Donoghue
Stephen O’Donoghue
Financial Adviser

"Having been a passionate planner for over 20 years partnering with Invest Blue enables me to ensure my clients receive services from a company that is committed to delivering high-quality advice to clients so that can understand and be confident in their future. With Justin, my son we have built strong relationships with our clients and want this to continue into the future when, like my clients, I want to retire"

Stephen has been advising clients for 25 years and continues to enjoy the trust and openness of his clients to achieve their goals whether it be planning for an exciting retirement, protecting their family’s financial future should something unforeseen happen, or simply providing advice on how to growth their funds and manage risk.

Many of his clients have shared his journey over those 25 years. Stephen believes clients trust us with their most intimate details; their goals and personal circumstances and it is this trust that enables us to work so closely together with them.  Many clients become good friends.

In conjunction with their team, they can provide advice on your superannuation, pension and investments account whether in industry, retail or SMSF funds. Structure and asset mix will influence your long-term outcome significantly.

Part of Stephen's commitment is to his community.  Currently, he is a Captain of a local RFS brigade and have been a member of the Rural Fire Service for over 40 years.

 

"Having been a passionate planner for over 20 years partnering with Invest Blue enables me to ensure my clients receive services from a company that is committed to delivering high-quality advice to clients so that can understand and be confident in their future. With Justin, my son we have built strong relationships with our clients and want this to continue into the future when, like my clients, I want to retire"

Stephen has been advising clients for 25 years and continues to enjoy the trust and openness of his clients to achieve their goals whether it be planning for an exciting retirement, protecting their family’s financial future should something unforeseen happen, or simply providing advice on how to growth their funds and manage risk.

Many of his clients have shared his journey over those 25 years. Stephen believes clients trust us with their most intimate details; their goals and personal circumstances and it is this trust that enables us to work so closely together with them.  Many clients become good friends.

In conjunction with their team, they can provide advice on your superannuation, pension and investments account whether in industry, retail or SMSF funds. Structure and asset mix will influence your long-term outcome significantly.

Part of Stephen's commitment is to his community.  Currently, he is a Captain of a local RFS brigade and have been a member of the Rural Fire Service for over 40 years.

 

Charna Rifai
Charna Rifai
Client Experience Coach, Partner

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. 

Genevieve Collins
Genevieve Collins
Relationship Manager

Genevieve joined Invest Blue in 2022 as an associate after working as a relationship manager from 2019 at a regional financial planning and accounting firm.

Genevieve studied for a business degree majoring in accounting at the University of New England in Armidale and is currently studying for her graduate diploma in financial planning.

Working in the industry has allowed Genevieve to grow her financial knowledge while empowering others to embark on their own financial journey. She is passionate about helping people realize their dreams and create plans to achieve them.

In her free time, she enjoys keeping fit with her two dogs, traveling to the beaches with her partner Jack, and spending time with family and friends.

Genevieve joined Invest Blue in 2022 as an associate after working as a relationship manager from 2019 at a regional financial planning and accounting firm.

Genevieve studied for a business degree majoring in accounting at the University of New England in Armidale and is currently studying for her graduate diploma in financial planning.

Working in the industry has allowed Genevieve to grow her financial knowledge while empowering others to embark on their own financial journey. She is passionate about helping people realize their dreams and create plans to achieve them.

In her free time, she enjoys keeping fit with her two dogs, traveling to the beaches with her partner Jack, and spending time with family and friends.

Jessika Livermore
Jessika Livermore
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:

  • Cert III Early Childhood Education and Care

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:

  • Cert III Early Childhood Education and Care
Allyson Gibson
Allyson Gibson
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.

Lee-Anne Bishop
Lee-Anne Bishop
Relationship Manager

Lee-Anne came across to Invest Blue through an M&A. She is originally part of the team from Growup Financial.

She has over 20 years of experience in Administration, Tourism & Event Planning, and finally the Financial Services industry.

Lee-Anne loves being in the financial planning industry because she enjoys working with our clients and assisting them with their financial journey. It is such an in-depth and broad industry and is really enjoyable learning new challenges and growing as the industry grows.

In her spare time, she loves to camp and travel. She also spends time with her family exploring local beaches, bushland, and anywhere she can take her dog!

Lee-Anne came across to Invest Blue through an M&A. She is originally part of the team from Growup Financial.

She has over 20 years of experience in Administration, Tourism & Event Planning, and finally the Financial Services industry.

Lee-Anne loves being in the financial planning industry because she enjoys working with our clients and assisting them with their financial journey. It is such an in-depth and broad industry and is really enjoyable learning new challenges and growing as the industry grows.

In her spare time, she loves to camp and travel. She also spends time with her family exploring local beaches, bushland, and anywhere she can take her dog!

Tanya Watkins
Tanya Watkins
Relationship Manager

Tanya is part of the acquisitions team at Invest Blue.

She previously worked for 6 years with another Financial Planning Corporation. She used to be in payroll and IT project rollouts before that.

She likes working in the financial planning industry because she enjoys learning knowledge and being part of what helps people.

In her spare time, she keeps herself busy with her elite sporting children. Tanya also likes to create and DIY things for her house. Other times, she helps work with her daughter's business.

Tanya is part of the acquisitions team at Invest Blue.

She previously worked for 6 years with another Financial Planning Corporation. She used to be in payroll and IT project rollouts before that.

She likes working in the financial planning industry because she enjoys learning knowledge and being part of what helps people.

In her spare time, she keeps herself busy with her elite sporting children. Tanya also likes to create and DIY things for her house. Other times, she helps work with her daughter's business.

Carey MacDonald
Carey MacDonald
Relationship Manager

Carey joined the Invest Blue Team in April 2023 as part of an acquisition, prior to that I was in the same role with GrowUp Financial.

She is a Relationship Manager with a strong focus on client experience.

Carey joined the Invest Blue Team in April 2023 as part of an acquisition, prior to that I was in the same role with GrowUp Financial.

She is a Relationship Manager with a strong focus on client experience.

Brin Hinchcliffe
Brin Hinchcliffe
Relationship Manager

Brin comes from a customer service, sales, and compliance background. He has worked in both the insurance and music industries and looks forward to experiencing the world of finance.

He specialises in customer relations and management and prides himself on ensuring that clients have an experience that exceeds their expectations.

Music, art and cooking play a big part in his life outside of work.  Along with enjoying time with his wife and daughter exploring or enjoying the beach.

Brin comes from a customer service, sales, and compliance background. He has worked in both the insurance and music industries and looks forward to experiencing the world of finance.

He specialises in customer relations and management and prides himself on ensuring that clients have an experience that exceeds their expectations.

Music, art and cooking play a big part in his life outside of work.  Along with enjoying time with his wife and daughter exploring or enjoying the beach.

Ana Tampus
Ana Tampus
Administrative Assistant

"What I like about working in Invest Blue is that every day is all about learning."

Ana has a degree in BSBA-Marketing Management. She was with Virginia Food, Inc as Factory Outlet-In Charge.

Ana likes working in the financial planning industry because it helps her think and wonder about her finances every day and in the future.

In her spare time, Ana likes to chill and watch movies.

"What I like about working in Invest Blue is that every day is all about learning."

Ana has a degree in BSBA-Marketing Management. She was with Virginia Food, Inc as Factory Outlet-In Charge.

Ana likes working in the financial planning industry because it helps her think and wonder about her finances every day and in the future.

In her spare time, Ana likes to chill and watch movies.

Ron Mina
Ron Mina
Administrative Assistant

"I like how each team plans their goals every quarter and how everyone shares the same goal and strives to achieve it."

Ron took up a Bachelor of Science in Information Technology in college. He previously worked in BPO companies as an Escalations Rep, Technical Support Rep, and Billing Specialist for Telstra respectively.

Ron wants to learn how financial planning works since this industry is not that big in the Philippines and also to apply his learnings for his future.

In his spare time, Ron loves spending quality time with his family and friends, as well as, playing mobile games.

"I like how each team plans their goals every quarter and how everyone shares the same goal and strives to achieve it."

Ron took up a Bachelor of Science in Information Technology in college. He previously worked in BPO companies as an Escalations Rep, Technical Support Rep, and Billing Specialist for Telstra respectively.

Ron wants to learn how financial planning works since this industry is not that big in the Philippines and also to apply his learnings for his future.

In his spare time, Ron loves spending quality time with his family and friends, as well as, playing mobile games.

Nikki Archival
Nikki Archival
Administrative Assistant

"I like working with Invest Blue because of the culture and the people in it. Everyone is just so welcoming and easy to work with. And I can see myself learning new things and growing both professionally and personally."

Nikki graduated with a Bachelor of Arts in Psychology degree. Previously, she worked as an Administrative Assistant to the Medical Director at Chong Hua Hospital Mandaue.

She likes working in the financial planning industry because it is something new and challenging for her. She likes how she learned a lot in this industry and she can help clients in achieving their financial goals.

In her spare time, she loves to read books and watch Asian dramas. I also love to spend my time with family and friends.

"I like working with Invest Blue because of the culture and the people in it. Everyone is just so welcoming and easy to work with. And I can see myself learning new things and growing both professionally and personally."

Nikki graduated with a Bachelor of Arts in Psychology degree. Previously, she worked as an Administrative Assistant to the Medical Director at Chong Hua Hospital Mandaue.

She likes working in the financial planning industry because it is something new and challenging for her. She likes how she learned a lot in this industry and she can help clients in achieving their financial goals.

In her spare time, she loves to read books and watch Asian dramas. I also love to spend my time with family and friends.

Request an Appointment