Dubbo Financial Planners | Invest Blue
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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.
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Dubbo

92 Wingewarra St, Dubbo NSW 2830

phone: 1300 346 837

fax: 1300 546 837

Financial Services Guide

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92 Wingewarra St, Dubbo NSW 2830

the Dubbo office

Invest Blue provides Financial Advice in Dubbo located conveniently at Bultje 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 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.

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the Dubbo team

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Adam Penman
Adam Penman
Team Manager, Partner, Senior Financial Adviser

LI logo "I enjoy the process of meeting new people, identifying what’s most important to them and helping them to get on track to find out what’s possible for their financial future"

 

Adam was born and raised in Tamworth, attending high school in Armidale at TAS. He spent a year in the UK as a PE assistant prior to studying externally through UNE where he completed a Bachelor of Arts majoring in English and History. In 2012, Adam began working in the Financial Services industry as a Client Service Manager within his family's Financial Planning business, which had been operating in Tamworth for over 30+ years creating long-term relationships with many of his clients. "I quickly learnt the importance of financial planning and the benefits of building strong client relationships based on trust."

In 2015, Adam joined Invest Blue to build out the Tamworth team which now has 3 full-time Financial Planners and approximately 400 clients across the Central North, Central West and Upper Hunter areas. That same year, Adam also completed his Diploma of Financial Planning and attended the AMP Horizons Academy in Sydney. He has since also completed his Advanced Diploma in Financial Services plus holds a Graduate Diploma in Financial Planning + FASEA qualifications.

In his spare time, Adam loves spending time with his family -- wife Millie and their 3 children, Freddie, Viv and Valerie. He is also a keen sports enthusiast who loves to play golf, tennis, rugby union and Oztag as well as spend time at his family farm on the outskirts of Tamworth.

Areas of Specialisation:

  • SMSF
  • Transition to Retirement strategies
  • Debt and Cashflow Management
  • Superannuation
  • Tax minimization strategies

Qualifications:

  • Bachelor of Arts (English and History)
  • Diploma Financial Services (Financial Planning)
  • Advanced Diploma Financial Services (Financial Planning)
  • Graduate Diploma (Financial Planning)
  • FASEA (Financial Adviser Exam)
  • Most Trusted Adviser 2023

LI logo "I enjoy the process of meeting new people, identifying what’s most important to them and helping them to get on track to find out what’s possible for their financial future"

 

Adam was born and raised in Tamworth, attending high school in Armidale at TAS. He spent a year in the UK as a PE assistant prior to studying externally through UNE where he completed a Bachelor of Arts majoring in English and History. In 2012, Adam began working in the Financial Services industry as a Client Service Manager within his family's Financial Planning business, which had been operating in Tamworth for over 30+ years creating long-term relationships with many of his clients. "I quickly learnt the importance of financial planning and the benefits of building strong client relationships based on trust."

In 2015, Adam joined Invest Blue to build out the Tamworth team which now has 3 full-time Financial Planners and approximately 400 clients across the Central North, Central West and Upper Hunter areas. That same year, Adam also completed his Diploma of Financial Planning and attended the AMP Horizons Academy in Sydney. He has since also completed his Advanced Diploma in Financial Services plus holds a Graduate Diploma in Financial Planning + FASEA qualifications.

In his spare time, Adam loves spending time with his family -- wife Millie and their 3 children, Freddie, Viv and Valerie. He is also a keen sports enthusiast who loves to play golf, tennis, rugby union and Oztag as well as spend time at his family farm on the outskirts of Tamworth.

Areas of Specialisation:

  • SMSF
  • Transition to Retirement strategies
  • Debt and Cashflow Management
  • Superannuation
  • Tax minimization strategies

Qualifications:

  • Bachelor of Arts (English and History)
  • Diploma Financial Services (Financial Planning)
  • Advanced Diploma Financial Services (Financial Planning)
  • Graduate Diploma (Financial Planning)
  • FASEA (Financial Adviser Exam)
  • Most Trusted Adviser 2023

Jane Davis
Jane Davis
Financial Adviser

"I am about people. I want people to be empowered to make fully informed decisions to enable them to live the lives they want"

 

Jane has been a Dubbo local for more than 35 years, completing her schooling locally in Dubbo before relocating to Newcastle to complete her Bachelor of Business degree majoring in Management and Marketing. Once Jane attained her degree qualifications, she moved to Sydney working in the Finance industry for a large bank and also one of Australia’s largest fund managers.

It was at this stage that Jane developed a passion for the Financial Planning industry undertaking further studies to attain the ability to practice as a Financial Adviser.

An opportunity provided Jane with the option to take a career break and it is here that Jane went on to live, work and reside in North America for 2 years. Jane saw this as an opportunity to build valuable life skills while having fun working in industries such as hospitality, tourism and travel.

In 2009, Jane relocated to Australia and back to her familiar community of Dubbo where she continues to support the community today. Jane has been practicing as a licenced Financial Adviser since 2009. In 2021, Jane joined Invest Blue as part of a merger with Advisory Group.

In her spare time, Jane loves to spend time with her daughters, Annie and Laura. Keen to instil a sense of travel and exploration in her girls, Jane loves to take the girls camping or for walks or bike rides around the neighbourhood.

Areas of Specialisation

  • Wealth accumulation
  • Superannuation and Retirement Planning
  • Personal Insurance and Risk Protection
  • Debt and Cashflow Management
  • Government Pensions
  • Tax minimisation strategies

Qualifications

  • Bachelor of Business (Management and Marketing)
  • Diploma of Financial Services (Financial Planning)
  • Advanced Diploma of Financial Services (Financial Planning)
  • Graduate Diploma of Financial Planning
  • FASEA (Financial Adviser Exam)
  • Most Trusted Adviser 2023

"I am about people. I want people to be empowered to make fully informed decisions to enable them to live the lives they want"

 

Jane has been a Dubbo local for more than 35 years, completing her schooling locally in Dubbo before relocating to Newcastle to complete her Bachelor of Business degree majoring in Management and Marketing. Once Jane attained her degree qualifications, she moved to Sydney working in the Finance industry for a large bank and also one of Australia’s largest fund managers.

It was at this stage that Jane developed a passion for the Financial Planning industry undertaking further studies to attain the ability to practice as a Financial Adviser.

An opportunity provided Jane with the option to take a career break and it is here that Jane went on to live, work and reside in North America for 2 years. Jane saw this as an opportunity to build valuable life skills while having fun working in industries such as hospitality, tourism and travel.

In 2009, Jane relocated to Australia and back to her familiar community of Dubbo where she continues to support the community today. Jane has been practicing as a licenced Financial Adviser since 2009. In 2021, Jane joined Invest Blue as part of a merger with Advisory Group.

In her spare time, Jane loves to spend time with her daughters, Annie and Laura. Keen to instil a sense of travel and exploration in her girls, Jane loves to take the girls camping or for walks or bike rides around the neighbourhood.

Areas of Specialisation

  • Wealth accumulation
  • Superannuation and Retirement Planning
  • Personal Insurance and Risk Protection
  • Debt and Cashflow Management
  • Government Pensions
  • Tax minimisation strategies

Qualifications

  • Bachelor of Business (Management and Marketing)
  • Diploma of Financial Services (Financial Planning)
  • Advanced Diploma of Financial Services (Financial Planning)
  • Graduate Diploma of Financial Planning
  • FASEA (Financial Adviser Exam)
  • Most Trusted Adviser 2023

Regina Batten
Regina Batten
Associate, Relationship Manager

"I enjoy meeting all of the different clients and the variety that the role of being an Associate at Invest Blue offers me"

Regina was born and raised in Dubbo on a family farm and grew up showing cattle. She moved from her Real Estate career and started her Financial Planning career in 2020, where she began as a Relationship Manager. Regina began her studies with a Graduate Diploma in Financial Planning and since starting at Invest Blue in 2021, has progressed diligently through her studies and advanced her career in the financial planning industry recently moving into an Associate Planner role.

Regina loves working with both the Financial Planners and her Clients throughout the Dubbo and Tamworth regions and keeps herself challenged in her role by always advancing her knowledge in the industry. She is currently studying for her Master of Financial Planning which is a specialised qualification offering contemporary teachings in financial advice theory and strategy.

Outside of work, Regina loves to spend time with her 3 daughters, riding dirt bikes, playing soccer in both summer and winter competitions and going away camping with her children.

Qualifications and Professional Accreditations:

  • Diploma of Financial Planning
  • Graduate Diploma of Financial Planning
  • Currently studying a Master of Financial Planning

"I enjoy meeting all of the different clients and the variety that the role of being an Associate at Invest Blue offers me"

Regina was born and raised in Dubbo on a family farm and grew up showing cattle. She moved from her Real Estate career and started her Financial Planning career in 2020, where she began as a Relationship Manager. Regina began her studies with a Graduate Diploma in Financial Planning and since starting at Invest Blue in 2021, has progressed diligently through her studies and advanced her career in the financial planning industry recently moving into an Associate Planner role.

Regina loves working with both the Financial Planners and her Clients throughout the Dubbo and Tamworth regions and keeps herself challenged in her role by always advancing her knowledge in the industry. She is currently studying for her Master of Financial Planning which is a specialised qualification offering contemporary teachings in financial advice theory and strategy.

Outside of work, Regina loves to spend time with her 3 daughters, riding dirt bikes, playing soccer in both summer and winter competitions and going away camping with her children.

Qualifications and Professional Accreditations:

  • Diploma of Financial Planning
  • Graduate Diploma of Financial Planning
  • Currently studying a Master of Financial Planning
Michelle Marchant
Michelle Marchant
Associate

“I enjoy assisting people and helping them to reach their dreams and goals in life”

Michelle has been employed in the Financial Planning industry for 10 years over the last 21 years with Goldenwest Financial Solutions and in the last 3 years with Vintage Wealth.  She has joined Invest Blue as part of the merger with Vintage Wealth.  She is currently an Associate and is about to enroll in the Graduate Certificate for Financial Planning to continue her education pathway to become a Financial Planner.

Originally from Cronulla, she moved to Dubbo when she was 10 with her family and has lived in Dubbo for more than 40 years.  I have a 30-year-old son Haydn, who lives in Ballina and she enjoys spending my holidays there and the Gold Coast exploring the outdoors.  She is fanatical about Formula 1, and enjoys playing softball, watching cricket, hiking, and reading.

“I enjoy assisting people and helping them to reach their dreams and goals in life”

Michelle has been employed in the Financial Planning industry for 10 years over the last 21 years with Goldenwest Financial Solutions and in the last 3 years with Vintage Wealth.  She has joined Invest Blue as part of the merger with Vintage Wealth.  She is currently an Associate and is about to enroll in the Graduate Certificate for Financial Planning to continue her education pathway to become a Financial Planner.

Originally from Cronulla, she moved to Dubbo when she was 10 with her family and has lived in Dubbo for more than 40 years.  I have a 30-year-old son Haydn, who lives in Ballina and she enjoys spending my holidays there and the Gold Coast exploring the outdoors.  She is fanatical about Formula 1, and enjoys playing softball, watching cricket, hiking, and reading.

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