Coffs Harbour Financial Planners | Invest Blue
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Coffs Harbour

Level 1, 30 Gordon Street, Coffs Harbour 2450

PO Box 42, Coffs Harbour NSW 2450

phone: 1300 346 837

fax: 1300 546 837

Financial Services Guide

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Level 1, 30 Gordon Street, Coffs Harbour 2450

the Coffs Harbour office

Invest Blue provides Financial Advice in Coffs Harbour, NSW, located conveniently on Gordon Street.

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 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.

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Proudly Partnering with Moore Australia

 

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the Coffs Harbour team

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Ben Warren
Ben Warren
Financial Adviser CFP, Head of Strategy & High Performance, Partner

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"The dynamics of the financial services industry really appeal to me. Helping the mums & dads of Australia achieve their goals & objectives whilst supporting them through the complexities of ever changing legislation is very rewarding."

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

 

Hear from Ben's clients:

A blissful retirement

Putting the pieces back together after a workplace injury

Deeds please

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"The dynamics of the financial services industry really appeal to me. Helping the mums & dads of Australia achieve their goals & objectives whilst supporting them through the complexities of ever changing legislation is very rewarding."

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

 

Hear from Ben's clients:

A blissful retirement

Putting the pieces back together after a workplace injury

Deeds please

Tom Merrick
Tom Merrick
Financial Adviser, Team Manager, Partner

"The greatest satisfaction is helping clients to make smart decisions by breaking down the financial jargon and providing strategic advice that’s easy to understand."

Tom is a financial advisor based in Coffs Harbour, where he was born and raised. He joined Invest Blue Coffs Harbour in 2015, and the firm currently serves more than 600 clients in the mid-north coast area.

Tom has a strong educational background and recently completed his Masters in financial advice. One of his strengths is his ability to provide clients with technical advice while also simplifying complex strategies for easy understanding.

Outside of his professional life, Tom enjoys spending time with his wife Jodi, and their two children. He is also passionate about sports and enjoys playing golf, tennis, and AFL.

Areas of Specialisation:
• SMSF
• Transition to Retirement strategies
• Debt and Cashflow Management
• Superannuation
• Tax minimization strategies

Qualifications:
• Master of financial planning
• Diploma Financial Services (Financial Planning)
• Advanced Diploma Financial Services (Financial Planning)
• Graduate Diploma (Financial Planning)
• FASEA (Financial Adviser Exam)

"The greatest satisfaction is helping clients to make smart decisions by breaking down the financial jargon and providing strategic advice that’s easy to understand."

Tom is a financial advisor based in Coffs Harbour, where he was born and raised. He joined Invest Blue Coffs Harbour in 2015, and the firm currently serves more than 600 clients in the mid-north coast area.

Tom has a strong educational background and recently completed his Masters in financial advice. One of his strengths is his ability to provide clients with technical advice while also simplifying complex strategies for easy understanding.

Outside of his professional life, Tom enjoys spending time with his wife Jodi, and their two children. He is also passionate about sports and enjoys playing golf, tennis, and AFL.

Areas of Specialisation:
• SMSF
• Transition to Retirement strategies
• Debt and Cashflow Management
• Superannuation
• Tax minimization strategies

Qualifications:
• Master of financial planning
• Diploma Financial Services (Financial Planning)
• Advanced Diploma Financial Services (Financial Planning)
• Graduate Diploma (Financial Planning)
• FASEA (Financial Adviser Exam)

Nick Grady
Nick Grady
Financial Adviser, Partner

"As Financial Planners, we are in the privileged position of making a difference to people’s lives. Providing the necessary guidance that impacts someone’s life for the better, is extremely satisfying.”

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

Memberships and Associations

  • Financial Planning Association of Australia

Qualifications

  • Certified Financial Planner CFP®
  • Bachelor of Business (Accounting)
  • Diploma of Financial Planning
  • Certificate IV in Mortgage Broking
  • Justice of the Peace
  • Most Trusted Adviser 2023

"As Financial Planners, we are in the privileged position of making a difference to people’s lives. Providing the necessary guidance that impacts someone’s life for the better, is extremely satisfying.”

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

Memberships and Associations

  • Financial Planning Association of Australia

Qualifications

  • Certified Financial Planner CFP®
  • Bachelor of Business (Accounting)
  • Diploma of Financial Planning
  • Certificate IV in Mortgage Broking
  • Justice of the Peace
  • Most Trusted Adviser 2023

Michael Brear
Michael Brear
Financial Adviser

“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.

Qualifications and Professional Accreditations

  • Diploma of Financial Planning
  • Most Trusted Adviser 2023

 

“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.

Qualifications and Professional Accreditations

  • Diploma of Financial Planning
  • Most Trusted Adviser 2023

 

Brayden Kliendienst
Brayden Kliendienst
Financial Adviser

Brayden has been working in the financial planning industry for 5 years, starting with an accounting firm in Armidale before commencing a role with Invest Blue in Armidale and more recently as a Financial Adviser in the Coffs Harbour office.

Brayden enjoys his role as a Financial Adviser as it allows him to assist people to make wise financial decisions and play a role in securing their financial future. He enjoys getting to know what is important to clients and helping them to articulate achievable goals.

Brayden moved to the Coffs Harbour region two years ago 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 weekends.

 

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Financial Planning)
  • Diploma of Financial Planning

Brayden has been working in the financial planning industry for 5 years, starting with an accounting firm in Armidale before commencing a role with Invest Blue in Armidale and more recently as a Financial Adviser in the Coffs Harbour office.

Brayden enjoys his role as a Financial Adviser as it allows him to assist people to make wise financial decisions and play a role in securing their financial future. He enjoys getting to know what is important to clients and helping them to articulate achievable goals.

Brayden moved to the Coffs Harbour region two years ago 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 weekends.

 

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Financial Planning)
  • Diploma of Financial Planning
Simone Wills
Simone Wills
Relationship Manager

“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.

“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.

Beatriz Cruz
Beatriz Cruz
Relationship Manager

"Invest blue values match with mine, working to do the best for it's clients and being responsible in making a difference in their financial journey while always prioritising an ethical relationship in which all involved wins."

Beatriz has worked at Itaú Unibanco Bank, in Brazil for 5 years, where she spent the last two years working as a Financial Investment Adviser. After moving to Australia with her husband she has been working as a Customer Service Attendant in the Hospitality Industry.

Beatriz has worked in the field for almost 5 years and has thoroughly enjoyed it, especially when her work had a positive impact on many lives by making their financial lives better. That feeling of helping others has stuck with Beatriz and pushed her to do more and improve.

During Beatriz's spare time she loves to dance jazz and sing.  She also enjoys time outside with her two daughters and husband. Another favourite pastime is to meet with friends and chat.

Beatriz is currently seeking to be recognised as a foreign existing adviser with ASIC

Qualifications:

  • Bachelor of Business Administration
  • Master of Business and Project Management

"Invest blue values match with mine, working to do the best for it's clients and being responsible in making a difference in their financial journey while always prioritising an ethical relationship in which all involved wins."

Beatriz has worked at Itaú Unibanco Bank, in Brazil for 5 years, where she spent the last two years working as a Financial Investment Adviser. After moving to Australia with her husband she has been working as a Customer Service Attendant in the Hospitality Industry.

Beatriz has worked in the field for almost 5 years and has thoroughly enjoyed it, especially when her work had a positive impact on many lives by making their financial lives better. That feeling of helping others has stuck with Beatriz and pushed her to do more and improve.

During Beatriz's spare time she loves to dance jazz and sing.  She also enjoys time outside with her two daughters and husband. Another favourite pastime is to meet with friends and chat.

Beatriz is currently seeking to be recognised as a foreign existing adviser with ASIC

Qualifications:

  • Bachelor of Business Administration
  • Master of Business and Project Management
Kym Wilkinson
Kym Wilkinson
Relationship Manager

Kym recently joined Invest Blue as a relationship manager, prior to this she was an Assistant Bank Manager at Newcastle Permanent Building Society. Kym was involved in all aspects of the branch network from basic transactions through to lending. Newcastle Permanent has similar core values to Invest Blue so she's excited to be a part of another great organisation.

Kym moved to Coffs Harbour in 2014 and is in constant awe of the beaches and waterfalls that surround this beautiful city, this is where you will find her most weekends. She also balances her corporate world with instructing fitness classes in the early mornings.

Kym has three amazing children who have now grown into amazing humans and makes her proud every day.

Kym recently joined Invest Blue as a relationship manager, prior to this she was an Assistant Bank Manager at Newcastle Permanent Building Society. Kym was involved in all aspects of the branch network from basic transactions through to lending. Newcastle Permanent has similar core values to Invest Blue so she's excited to be a part of another great organisation.

Kym moved to Coffs Harbour in 2014 and is in constant awe of the beaches and waterfalls that surround this beautiful city, this is where you will find her most weekends. She also balances her corporate world with instructing fitness classes in the early mornings.

Kym has three amazing children who have now grown into amazing humans and makes her proud every day.

Dmitri Go
Dmitri Go
Administrative Assistant
"I like the working environment IB has set up. Even though we are busy all the time but it doesn't feel that way when working with great people with positive attitudes."
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
"I like the working environment IB has set up. Even though we are busy all the time but it doesn't feel that way when working with great people with positive attitudes."
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
Naomi Gamos
Naomi Gamos
Administrative Assistant

"I love the people here. Everyone is working together to provide the best advice to our clients and their families. Even though some of us are working remotely, we have all the support we need to do our jobs efficiently."

Naomi has a degree in Mass Communication from the University of the Philippines Cebu. Prior to joining Invest Blue, she worked as a Marketing Officer for a restaurant and then moved on to work as a Customer Service Consultant for a Credit Repair and Lending company based in the U.S.

Naomi likes helping people out and learning things that she can apply in her own life as well. Financial planning is not very common in the Philippines so it’s a great plus to know more and help people out.

In her spare time, she loves visiting art shows and exhibits, browsing in bookstores, reading, and watching TV series.

"I love the people here. Everyone is working together to provide the best advice to our clients and their families. Even though some of us are working remotely, we have all the support we need to do our jobs efficiently."

Naomi has a degree in Mass Communication from the University of the Philippines Cebu. Prior to joining Invest Blue, she worked as a Marketing Officer for a restaurant and then moved on to work as a Customer Service Consultant for a Credit Repair and Lending company based in the U.S.

Naomi likes helping people out and learning things that she can apply in her own life as well. Financial planning is not very common in the Philippines so it’s a great plus to know more and help people out.

In her spare time, she loves visiting art shows and exhibits, browsing in bookstores, reading, and watching TV series.

Kathleen Perez
Kathleen Perez
Administrative Assistant

"Working with Invest Blue allowed me to continually learn and grow personally and professionally. What I like most is that the team is systematic, reliable, approachable, and supportive. This makes the whole process and work experience fun despite the workload and challenges".

Kathleen graduated with a Bachelor of Science in Management Accounting degree. She has been with the banking industry for 8 years and has been assigned to various job positions such as Loans Customer Service Associate, Loans Operations Associate, and Assistant Business Manager. Shortly after, she worked as a General Virtual Assistant for three months.

She likes working in the financial planning industry because it is a whole new experience and challenge for her. She finds it interesting to be part of the process of ultimately helping people reach their goals in life. Moreover, it helps her build and develop her analytical and research skills, among others.

In her spare time, if she's not at home enjoying Netflix and YouTube, she's out with family or friends. Kathleen likes trying out new things and venturing into different hobbies like boxing, trekking, cooking, etc.

"Working with Invest Blue allowed me to continually learn and grow personally and professionally. What I like most is that the team is systematic, reliable, approachable, and supportive. This makes the whole process and work experience fun despite the workload and challenges".

Kathleen graduated with a Bachelor of Science in Management Accounting degree. She has been with the banking industry for 8 years and has been assigned to various job positions such as Loans Customer Service Associate, Loans Operations Associate, and Assistant Business Manager. Shortly after, she worked as a General Virtual Assistant for three months.

She likes working in the financial planning industry because it is a whole new experience and challenge for her. She finds it interesting to be part of the process of ultimately helping people reach their goals in life. Moreover, it helps her build and develop her analytical and research skills, among others.

In her spare time, if she's not at home enjoying Netflix and YouTube, she's out with family or friends. Kathleen likes trying out new things and venturing into different hobbies like boxing, trekking, cooking, etc.

Dayanarra Placibe
Dayanarra Placibe
Administrative Assistant

"I am liking Invest Blue ever since I started my journey because it was quite smooth, from pieces of training to transitioning, and especially the people within are the best."

Dayanarra graduated with a Bachelor of Science in Hotel and Restaurant Management degree. She has previous experience in Food, Beverage, and Hotel Industry.

She likes working in the financial planning industry because she wants to learn more not only in her field of course but on the other side of the industry.

In her spare time, she just likes living the best life she can.

"I am liking Invest Blue ever since I started my journey because it was quite smooth, from pieces of training to transitioning, and especially the people within are the best."

Dayanarra graduated with a Bachelor of Science in Hotel and Restaurant Management degree. She has previous experience in Food, Beverage, and Hotel Industry.

She likes working in the financial planning industry because she wants to learn more not only in her field of course but on the other side of the industry.

In her spare time, she just likes living the best life she can.

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