Financial advice in Hobart, Tasmania | Invest Blue
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HomeILocationsIHobart

Hobart

178 Macquarie Street Hobart
Tasmania 7000

phone: 1300 346 837

fax: 1300 546 837

Financial Services Guide

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178 Macquarie Street Hobart
Tasmania 7000

the Hobart office

Invest Blue provides Financial Advice in Hobart, TAS, located conveniently on Macquarie, Street. We are equipped with a strong team of Certified Financial Planners, as well as a dedicated Lending team who support advice and strategy development for those looking for home or investment mortgages. Our Financial Planners are backed by a knowledgeable Advice team who supports 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.

Limited client parking is available behind the building. Otherwise, metered parking is available on the street, and Centrepoint car park is a short walk away. We’re open from 8:30 am – 5:00 pm, Monday to Friday – other times by appointment only.

MTA logo updated 2016-2023 - Invest Blue

the Hobart team

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Todd Burrows
Todd Burrows
Director, Financial Adviser, CFP

Todd has been a financial adviser for over 25 years.  In 1997 Todd and his wife Natalie founded Strategic Financial Planning and at the time of merging with Invest Blue in June 2021, Strategic Financial Planning had grown to one of Hobart’s premier financial planning firms with 8 financial advisers supported by a team of 22, all committed to helping our clients live their best possible life.  Seeing the value in holding the highest qualifications, Todd was one of the first advisers in Tasmania to achieve the Certified Financial Planner® designation. Todd takes great pride in helping clients understand what is important to them and then through our immersive financial coaching process, helping them to achieve their dreams and goals. 

Outside of work, Todd enjoys bike riding, going to the gym and camping. He also enjoys following his beloved Brisbane Lions and spending time with his wife, Natalie and two daughters, Emily and Sophie.

 

Qualifications and Professional Accreditations

  • Certified Financial Planner (CFP)
  • GAID
  • Most Trusted Adviser 2023

Todd has been a financial adviser for over 25 years.  In 1997 Todd and his wife Natalie founded Strategic Financial Planning and at the time of merging with Invest Blue in June 2021, Strategic Financial Planning had grown to one of Hobart’s premier financial planning firms with 8 financial advisers supported by a team of 22, all committed to helping our clients live their best possible life.  Seeing the value in holding the highest qualifications, Todd was one of the first advisers in Tasmania to achieve the Certified Financial Planner® designation. Todd takes great pride in helping clients understand what is important to them and then through our immersive financial coaching process, helping them to achieve their dreams and goals. 

Outside of work, Todd enjoys bike riding, going to the gym and camping. He also enjoys following his beloved Brisbane Lions and spending time with his wife, Natalie and two daughters, Emily and Sophie.

 

Qualifications and Professional Accreditations

  • Certified Financial Planner (CFP)
  • GAID
  • Most Trusted Adviser 2023

Simon Ashman
Simon Ashman
Financial Adviser, Team Manager, Partner

Simon is a dynamic planner and brings with him over 15 years’ experience in the financial services industry. Simon joined Invest Blue in 2021 as part of a merger with Strategic Financial Planning. He had previously been a Financial Planner and Director at Strategic having joined in 2008. Prior to this Simon worked in financial services in Adelaide. Simon holds a Bachelor of Economics from the University of Tasmania and an Advanced Diploma in Financial Services.  Simon is also a Certified Financial Planner®.

Simon's passion is assisting clients in improving their financial position and reaching their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals.  Simon relishes the role of your financial coach and loves to see his clients reach their personal milestones. Simon has two young daughters, Lucy and Margot. When not at work, Simon enjoys playing basketball, going to the gym and exploring everything Tasmania has to offer.

 

Qualifications: 

  • Most Trusted Adviser 2023

Simon is a dynamic planner and brings with him over 15 years’ experience in the financial services industry. Simon joined Invest Blue in 2021 as part of a merger with Strategic Financial Planning. He had previously been a Financial Planner and Director at Strategic having joined in 2008. Prior to this Simon worked in financial services in Adelaide. Simon holds a Bachelor of Economics from the University of Tasmania and an Advanced Diploma in Financial Services.  Simon is also a Certified Financial Planner®.

Simon's passion is assisting clients in improving their financial position and reaching their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals.  Simon relishes the role of your financial coach and loves to see his clients reach their personal milestones. Simon has two young daughters, Lucy and Margot. When not at work, Simon enjoys playing basketball, going to the gym and exploring everything Tasmania has to offer.

 

Qualifications: 

  • Most Trusted Adviser 2023

Adam Winstone
Adam Winstone
Financial Adviser, Team Manager Freycinet, Partner

Adam is a young and energetic planner and provides the Strategic team and his clients with a caring and thoughtful approach to financial advice. Adam completed his University studies in 2011 and holds a Bachelor of Business from the University of Tasmania. While at KPMG, Adam gained his Chartered Accountant qualification and since moving to Strategic, he has completed a Masters of Commerce specialising in Financial Planning. Adam has been with Strategic since 2015, having previously worked in Management Consulting in Hobart with KPMG.

As a Financial Adviser, his aim is to improve the financial well-being of those who seek his advice and deliver on his aim to be their trusted adviser. Adam wants to be their go-to person to bounce ideas off, lay out all their options allow them to make the best possible decision that suits their specific needs and situation, and at times be their unreasonable friend that challenges them to achieve their goals and stay on track. Adam knows that he also wants to be there when times are tough to help them through and celebrate with them when they achieve their goals.

Adam specialises in strategic financial planning, insurance and investment advice for his clients. His focus is on developing long term relationships to enable his clients to achieve their financial and, ultimately, personal objectives and goals.

Adam is married to Suzette and they have two young sons, Alec & Ellis. When not at work, Adam enjoys going to the cinema, spending time with his family and staying active and trying to keep up with his children which now includes reacquainting himself with riding a bike!

 

Qualifications:

  • Most Trusted Adviser 2023

Adam is a young and energetic planner and provides the Strategic team and his clients with a caring and thoughtful approach to financial advice. Adam completed his University studies in 2011 and holds a Bachelor of Business from the University of Tasmania. While at KPMG, Adam gained his Chartered Accountant qualification and since moving to Strategic, he has completed a Masters of Commerce specialising in Financial Planning. Adam has been with Strategic since 2015, having previously worked in Management Consulting in Hobart with KPMG.

As a Financial Adviser, his aim is to improve the financial well-being of those who seek his advice and deliver on his aim to be their trusted adviser. Adam wants to be their go-to person to bounce ideas off, lay out all their options allow them to make the best possible decision that suits their specific needs and situation, and at times be their unreasonable friend that challenges them to achieve their goals and stay on track. Adam knows that he also wants to be there when times are tough to help them through and celebrate with them when they achieve their goals.

Adam specialises in strategic financial planning, insurance and investment advice for his clients. His focus is on developing long term relationships to enable his clients to achieve their financial and, ultimately, personal objectives and goals.

Adam is married to Suzette and they have two young sons, Alec & Ellis. When not at work, Adam enjoys going to the cinema, spending time with his family and staying active and trying to keep up with his children which now includes reacquainting himself with riding a bike!

 

Qualifications:

  • Most Trusted Adviser 2023

Luke Klapsis
Luke Klapsis
Financial Adviser, Partner

Luke has been working within the financial planning industry at Invest Blue for the last 5 years. He embarked on a career in financial planning with the primary goal of helping individuals and families achieve their financial aspirations through effective, achievable, and tailored solutions. He feels it's important to coach and educate clients along the journey, to help ensure they make informed decisions and have a deep understanding about the why.

It's incredibly rewarding to witness the clients I've assisted achieve their goals, whether it's retiring comfortably, funding their children’s education, becoming debt-free, gaining peace of mind knowing their financial future is secure, or ultimately living their best possible life.

Outside of work, Luke enjoys spending time with his wife and young son, and being involved in basketball, whether it be coaching, playing or just simply watching. He also enjoys being outside and working on things around the home.

Areas of Specialisation:

  • Superannuation
  • Retirement Planning Strategies
  • Wealth accumulation
  • Lifestyle planning
  • Wealth protection (Insurance)
  • Debt strategies

Qualifications:

  • Bachelor of Business majoring in Accounting and Finance (UTAS)
  • Graduate Diploma in Financial Planning
  • SMSF Advice

Memberships/Awards:

  • Most Trusted Adviser 2023

Luke has been working within the financial planning industry at Invest Blue for the last 5 years. He embarked on a career in financial planning with the primary goal of helping individuals and families achieve their financial aspirations through effective, achievable, and tailored solutions. He feels it's important to coach and educate clients along the journey, to help ensure they make informed decisions and have a deep understanding about the why.

It's incredibly rewarding to witness the clients I've assisted achieve their goals, whether it's retiring comfortably, funding their children’s education, becoming debt-free, gaining peace of mind knowing their financial future is secure, or ultimately living their best possible life.

Outside of work, Luke enjoys spending time with his wife and young son, and being involved in basketball, whether it be coaching, playing or just simply watching. He also enjoys being outside and working on things around the home.

Areas of Specialisation:

  • Superannuation
  • Retirement Planning Strategies
  • Wealth accumulation
  • Lifestyle planning
  • Wealth protection (Insurance)
  • Debt strategies

Qualifications:

  • Bachelor of Business majoring in Accounting and Finance (UTAS)
  • Graduate Diploma in Financial Planning
  • SMSF Advice

Memberships/Awards:

  • Most Trusted Adviser 2023

Nick Tremayne
Nick Tremayne
Financial Adviser, Team Manager Salamanca ,Partner

Nick has worked in the financial advice industry since 2007, having spent a big period running his own business. Nick is married with 2 young kids and lives in Hobart, a city that he loves.

Nick has a degree in Batchelor of Commerce (Finance and Marketing), Adv Dip FS, Accredited Mortgage Consultant, and FASEA exam passer.

Invest Blue’s beliefs are very aligned with his and this makes it easy to go to work every day. He previously worked as a Director and Adviser at Salamanca Financial for 13 years.  Nick loves working with his clients and he truly gets invested in their journey.

In his spare time, Nick loves spending time with his family, getting up to the East coast of Tasmania, keeping fit and watching sports.

 

Qualifications: 

  • Most Trusted Adviser 2023

Nick has worked in the financial advice industry since 2007, having spent a big period running his own business. Nick is married with 2 young kids and lives in Hobart, a city that he loves.

Nick has a degree in Batchelor of Commerce (Finance and Marketing), Adv Dip FS, Accredited Mortgage Consultant, and FASEA exam passer.

Invest Blue’s beliefs are very aligned with his and this makes it easy to go to work every day. He previously worked as a Director and Adviser at Salamanca Financial for 13 years.  Nick loves working with his clients and he truly gets invested in their journey.

In his spare time, Nick loves spending time with his family, getting up to the East coast of Tasmania, keeping fit and watching sports.

 

Qualifications: 

  • Most Trusted Adviser 2023

Tony Daly
Tony Daly
Financial Adviser, Partner

Tony joined Strategic in 2004 and brings a high degree of technical expertise to the business. Tony has an enquiring mind that really helps in the research and analysis of strategies and investments, which brings a great deal of "steadiness" to our team. Tony is also a Certified Financial Planner® and has a Masters of Applied Finance.

In his spare time, Tony is heavily involved with his family and he and his wife, Lisa are kept busy with their three boys, Ryan, Alex and Lewis. Tony had a successful career as a cricketer, playing in both Tasmania and England. Tony now winds down by going to the gym and helping out with junior cricket.

 

Tony joined Strategic in 2004 and brings a high degree of technical expertise to the business. Tony has an enquiring mind that really helps in the research and analysis of strategies and investments, which brings a great deal of "steadiness" to our team. Tony is also a Certified Financial Planner® and has a Masters of Applied Finance.

In his spare time, Tony is heavily involved with his family and he and his wife, Lisa are kept busy with their three boys, Ryan, Alex and Lewis. Tony had a successful career as a cricketer, playing in both Tasmania and England. Tony now winds down by going to the gym and helping out with junior cricket.

 

Liam Catchpole
Liam Catchpole
Financial Adviser

"I really enjoy understanding a person's story, what drives them each and every day, as well as their most profound aspirations/goals. Beyond this, I am passionate about guiding people from a place of uncertainty to one which is ruled by clarity, confidence, and control."

Liam is proud to be a Tasmanian native and has been working in the Financial Advice Industry since 2018. After completing his Bachelor of Business (Finance) and Economics (Economic Analysis) at the University of Tasmania, Liam knew he wanted to help people manage their finances as a career. His main focus is empowering his clients to make smart financial decisions that align with their desired lifestyle and future goals. Liam provides coaching, advice, and guidance to ensure his clients have control over their cash flow, debt management, and effective wealth-building and protection strategies.

Liam's commitment to his profession is evident through his pursuit of further education. He has completed his Graduate Diploma of Financial Planning and passed the mandatory FASEA Adviser Exam. He has also completed his Master of Financial Planning and Certified Financial Planner designations.

Recently, Liam joined Invest Blue as a Financial Adviser because he found that the company's values aligned well with his own. He thrives in a fast-paced and dynamic team environment and is dedicated to helping others succeed around him.

Liam strongly believes in maintaining a work-life balance. During his free time, he enjoys surfing at various breaks around Tasmania, staying fit at the gym, or winding down with friends watching football (AFL).

 

"I really enjoy understanding a person's story, what drives them each and every day, as well as their most profound aspirations/goals. Beyond this, I am passionate about guiding people from a place of uncertainty to one which is ruled by clarity, confidence, and control."

Liam is proud to be a Tasmanian native and has been working in the Financial Advice Industry since 2018. After completing his Bachelor of Business (Finance) and Economics (Economic Analysis) at the University of Tasmania, Liam knew he wanted to help people manage their finances as a career. His main focus is empowering his clients to make smart financial decisions that align with their desired lifestyle and future goals. Liam provides coaching, advice, and guidance to ensure his clients have control over their cash flow, debt management, and effective wealth-building and protection strategies.

Liam's commitment to his profession is evident through his pursuit of further education. He has completed his Graduate Diploma of Financial Planning and passed the mandatory FASEA Adviser Exam. He has also completed his Master of Financial Planning and Certified Financial Planner designations.

Recently, Liam joined Invest Blue as a Financial Adviser because he found that the company's values aligned well with his own. He thrives in a fast-paced and dynamic team environment and is dedicated to helping others succeed around him.

Liam strongly believes in maintaining a work-life balance. During his free time, he enjoys surfing at various breaks around Tasmania, staying fit at the gym, or winding down with friends watching football (AFL).

 

Chris Rhee
Chris Rhee
Financial Adviser

"I find fulfillment in empowering people's dreams through effective financial strategies."

Bringing nearly a decade of financial services experience, Chris is a seasoned professional with a background in both retail and business banking. In 2022, he embarked on a new chapter, joining Invest Blue with a shared mission to empower clients to live their best possible lives.

Chris's true passion is in financial planning, where he excels in crafting effective financial strategies for a wide range of clients, each with their unique financial goals and aspirations. His forte lies in guiding clients through various life stages, from the journey of wealth accumulation to the intricacies of retirement planning.

He is driven by forging genuine connections and helping individuals reach their financial goals. Seeing clients achieve milestones they once thought were beyond their grasp is what truly fulfills him. He's dedicated to improving his clients' financial health, equipping them with the practical tools and strategies for a successful future.

Beyond finance, Chris enjoys spending quality time with his young family. He also finds joy in traveling, watching sports, and stays abreast of the latest developments in financial and business markets.

Qualifications:

• Graduate Diploma of Financial Planning
• Graduate Certificate in Business Studies
• Diploma of Finance and Mortgage Broking Management

 

"I find fulfillment in empowering people's dreams through effective financial strategies."

Bringing nearly a decade of financial services experience, Chris is a seasoned professional with a background in both retail and business banking. In 2022, he embarked on a new chapter, joining Invest Blue with a shared mission to empower clients to live their best possible lives.

Chris's true passion is in financial planning, where he excels in crafting effective financial strategies for a wide range of clients, each with their unique financial goals and aspirations. His forte lies in guiding clients through various life stages, from the journey of wealth accumulation to the intricacies of retirement planning.

He is driven by forging genuine connections and helping individuals reach their financial goals. Seeing clients achieve milestones they once thought were beyond their grasp is what truly fulfills him. He's dedicated to improving his clients' financial health, equipping them with the practical tools and strategies for a successful future.

Beyond finance, Chris enjoys spending quality time with his young family. He also finds joy in traveling, watching sports, and stays abreast of the latest developments in financial and business markets.

Qualifications:

• Graduate Diploma of Financial Planning
• Graduate Certificate in Business Studies
• Diploma of Finance and Mortgage Broking Management

 

Michael Jones
Michael Jones
Financial Adviser

“I have been a sporting coach in the past and have really enjoyed this and see financial planning in a similar way in that I could be someone’s financial coach in order to help them achieve their financial goals and objectives.”

Michael is a financial planner and has been with Invest Blue for approximately 3 years since coming across from the Government sector where he was involved with Budget & Financial services for 5 years as an accountant.

He specialises in holistic financial planning strategies ranging from wealth creation, tax minimisation, debt, superannuation and wealth protection. He works with a diverse range of clients to ensure they can live their best possible life by achieving their financial goals and objectives.

In his spare time, he is likely to be involved in some sort of sporting event or walking his Australian Shepherd dog! He has played cricket since he was eight years old and to this day is still playing for the Clarence District Cricket Club. Michael is an avid Sydney Swans supporter and enjoys just about any other competitive sport.

 

Qualifications:

  • Bachelor of Business (BBus)
  • Certified Practising Accountant (CPA)
  • Graduate Diploma of Financial Planning (Grad Dip FP)

“I have been a sporting coach in the past and have really enjoyed this and see financial planning in a similar way in that I could be someone’s financial coach in order to help them achieve their financial goals and objectives.”

Michael is a financial planner and has been with Invest Blue for approximately 3 years since coming across from the Government sector where he was involved with Budget & Financial services for 5 years as an accountant.

He specialises in holistic financial planning strategies ranging from wealth creation, tax minimisation, debt, superannuation and wealth protection. He works with a diverse range of clients to ensure they can live their best possible life by achieving their financial goals and objectives.

In his spare time, he is likely to be involved in some sort of sporting event or walking his Australian Shepherd dog! He has played cricket since he was eight years old and to this day is still playing for the Clarence District Cricket Club. Michael is an avid Sydney Swans supporter and enjoys just about any other competitive sport.

 

Qualifications:

  • Bachelor of Business (BBus)
  • Certified Practising Accountant (CPA)
  • Graduate Diploma of Financial Planning (Grad Dip FP)
Emma Burrows
Emma Burrows
Associate

Emma has worked in financial planning for over ten years and has completed a Graduate Diploma of Financial Planning.  Emma is passionate about developing trusted relationships with clients and working with them to achieve their goals.

In her spare time, Emma enjoys exploring the outdoors of Tassie with friends and family, eating good food, and winding down with Pilates.

Emma has worked in financial planning for over ten years and has completed a Graduate Diploma of Financial Planning.  Emma is passionate about developing trusted relationships with clients and working with them to achieve their goals.

In her spare time, Emma enjoys exploring the outdoors of Tassie with friends and family, eating good food, and winding down with Pilates.

Joe Lucas
Joe Lucas
Associate

As an aspiring Financial Planner, Joe is driven by a passion for helping individuals secure their financial futures.

Currently serving as an Associate, Joe is dedicated to creating tailored financial solutions that empower our clients to achieve their unique financial goals.

Outside the office, He finds solace in nature through camping and enjoying the camaraderie and competition of playing basketball.

As an aspiring Financial Planner, Joe is driven by a passion for helping individuals secure their financial futures.

Currently serving as an Associate, Joe is dedicated to creating tailored financial solutions that empower our clients to achieve their unique financial goals.

Outside the office, He finds solace in nature through camping and enjoying the camaraderie and competition of playing basketball.

George Curtis
George Curtis
Associate

"I am excited about the opportunity to join Invest Blue for several reasons. First and foremost, I have a strong passion for finance and helping individuals make informed and strategic financial decisions. Invest Blue's reputation as a leading financial planning firm is impressive, and I am drawn to the company's commitment to providing personalized financial solutions to clients. The company's client-centric approach aligns perfectly with my own values, and I believe that by joining Invest Blue, I can contribute my skills and knowledge to positively impact clients' financial well-being"

George has a strong background in finance and financial planning that has prepared him well for the role at Invest Blue. Having worked in financial planning companies locally and in Melbourne and spent some time at a private fund where he gained experience in developing comprehensive financial plans tailored to client's unique goals and situations.

Working in the financial planning industry is deeply rewarding to him. He enjoys the opportunity to work closely with individuals to help them achieve their financial aspirations. Assisting with guiding clients through financial decisions, assisting his team in offering solutions to challenges, and witnessing their financial growth.

In his spare time, he engages in various activities that balance his life and keep him motivated. Including:  Staying up-to-date with the latest financial trends and industry advancements is both a personal interest and a professional necessity. Additionally, he enjoys staying active through rowing, cycling, waterpolo & gym and outdoor activities like fishing, diving and spending time in the country.

"I am excited about the opportunity to join Invest Blue for several reasons. First and foremost, I have a strong passion for finance and helping individuals make informed and strategic financial decisions. Invest Blue's reputation as a leading financial planning firm is impressive, and I am drawn to the company's commitment to providing personalized financial solutions to clients. The company's client-centric approach aligns perfectly with my own values, and I believe that by joining Invest Blue, I can contribute my skills and knowledge to positively impact clients' financial well-being"

George has a strong background in finance and financial planning that has prepared him well for the role at Invest Blue. Having worked in financial planning companies locally and in Melbourne and spent some time at a private fund where he gained experience in developing comprehensive financial plans tailored to client's unique goals and situations.

Working in the financial planning industry is deeply rewarding to him. He enjoys the opportunity to work closely with individuals to help them achieve their financial aspirations. Assisting with guiding clients through financial decisions, assisting his team in offering solutions to challenges, and witnessing their financial growth.

In his spare time, he engages in various activities that balance his life and keep him motivated. Including:  Staying up-to-date with the latest financial trends and industry advancements is both a personal interest and a professional necessity. Additionally, he enjoys staying active through rowing, cycling, waterpolo & gym and outdoor activities like fishing, diving and spending time in the country.

Debbie Jay
Debbie Jay
Client Experience Coach

Debbie appreciates Invest Blue’s way of life, especially their values, and the way they live their values each day.  Walk the walk not just talk the talk

Debbie is a business professional excelling in implementing strategic initiatives, leading teams and the integration of effective change.

Debbie loves going to the movies, musicals, karaoke, renovating and time with family and friends

Areas of Specialty

  • Leading teams
  • Change management
  • Best practice
  • Why we do what we do, is it efficient, does it add value
  • Governance, compliance and due diligence
  • Finding solutions to everyday challenges
  • Supporting staff to meet and exceed their career pathways.
Qualifications and Professional Accreditation
  • ANZIIF CIP (snr associate)

Debbie appreciates Invest Blue’s way of life, especially their values, and the way they live their values each day.  Walk the walk not just talk the talk

Debbie is a business professional excelling in implementing strategic initiatives, leading teams and the integration of effective change.

Debbie loves going to the movies, musicals, karaoke, renovating and time with family and friends

Areas of Specialty

  • Leading teams
  • Change management
  • Best practice
  • Why we do what we do, is it efficient, does it add value
  • Governance, compliance and due diligence
  • Finding solutions to everyday challenges
  • Supporting staff to meet and exceed their career pathways.
Qualifications and Professional Accreditation
  • ANZIIF CIP (snr associate)
Laen Mourant
Laen Mourant
Project Manager

The culture, the passion and the drive to deliver the best for their clients and to be a great place to work is what I love most about Invest Blue

Laen is married with 2 young kids and has lived in beautiful Hobart her whole life. Laen studied Tourism throughout school however obtained a Reception role at Strategic Financial Planning at the age of 20 and hasn't looked back. There is always something new to learn and it's nice knowing at the end of the day you have been a part of adding value to people's lives. 

In Laen's spare time she is usually running around after her two boys! While also renovating their home and a caravan she loves spending time with friends and family. In Laens off time, she enjoys puzzles and taking her dog for long walks.

Qualifications 

  • Diploma in Business Administration

Areas of Specialty

  • Project implementation

The culture, the passion and the drive to deliver the best for their clients and to be a great place to work is what I love most about Invest Blue

Laen is married with 2 young kids and has lived in beautiful Hobart her whole life. Laen studied Tourism throughout school however obtained a Reception role at Strategic Financial Planning at the age of 20 and hasn't looked back. There is always something new to learn and it's nice knowing at the end of the day you have been a part of adding value to people's lives. 

In Laen's spare time she is usually running around after her two boys! While also renovating their home and a caravan she loves spending time with friends and family. In Laens off time, she enjoys puzzles and taking her dog for long walks.

Qualifications 

  • Diploma in Business Administration

Areas of Specialty

  • Project implementation
Belinda Wilks
Belinda Wilks
Relationship Manager

Belinda joined Strategic Financial Planning in 2019 and have worked in the financial services industry for more than 30 years

Outside of work Belinda love spending time at our shack with family and friends and my interests also include cooking, watching football and going to the movies

Belinda joined Strategic Financial Planning in 2019 and have worked in the financial services industry for more than 30 years

Outside of work Belinda love spending time at our shack with family and friends and my interests also include cooking, watching football and going to the movies

Annie Crane
Annie Crane
Relationship Manager

Invest Blue allows me to be always changing, always learning and adding new ways of team building and doing things differently 

Annie enjoys Invest blue and values the highly motivated team with friendly down to earth people.

Annie has 20+ years’ experience in the financial industry. She enjoys walks with her dog, mountain walks and time with family & friends

Invest Blue allows me to be always changing, always learning and adding new ways of team building and doing things differently 

Annie enjoys Invest blue and values the highly motivated team with friendly down to earth people.

Annie has 20+ years’ experience in the financial industry. She enjoys walks with her dog, mountain walks and time with family & friends

Grace Walker
Grace Walker
Relationship Manager

"I am interested in financial planning and thought this would be a great place to work and learn more about the financial planning industry as I had enjoyed many of my finance units at university."

Grace has a degree in  Bachelor of Business from the University of Tasmania majoring in management. Before starting at Invest blue Grace worked as a receptionist as well as a retail assistant. These roles allowed her to gain customer service skills and experience. While she is only very new to the financial planning industry, Grace is enjoying the fast-paced environment as well as helping people live their best possible life.

 In her free time, she plays netball and touch football, she also enjoys going to the gym, walking her dog, and spending time at her shack on the east coast.

"I am interested in financial planning and thought this would be a great place to work and learn more about the financial planning industry as I had enjoyed many of my finance units at university."

Grace has a degree in  Bachelor of Business from the University of Tasmania majoring in management. Before starting at Invest blue Grace worked as a receptionist as well as a retail assistant. These roles allowed her to gain customer service skills and experience. While she is only very new to the financial planning industry, Grace is enjoying the fast-paced environment as well as helping people live their best possible life.

 In her free time, she plays netball and touch football, she also enjoys going to the gym, walking her dog, and spending time at her shack on the east coast.

Jane Hale
Jane Hale
Relationship Manager

Jane worked for Fagan Financial for over 15 years, after having her 3 children. She has seen many changes in the financial planning industry. When Grant decided to partner with IB Jane was impressed with their structure and client priorities so she happily joined the team.

Prior to having children, Jane worked for AMP Hobart immediately after completing Year 12.  Firstly in Property and Investments, and then New Business. Jane then had a stint managing a private training college, preparing tenders for Government funded training courses for unemployed and youths.  She returned to AMP after a few years and worked in the Sales division with the advisers and then managed Hobart Walk-In Centre.

Away from work Jane loves camping and taking their tiny 11-foot off-road caravan to secret camping spots.

Jane worked for Fagan Financial for over 15 years, after having her 3 children. She has seen many changes in the financial planning industry. When Grant decided to partner with IB Jane was impressed with their structure and client priorities so she happily joined the team.

Prior to having children, Jane worked for AMP Hobart immediately after completing Year 12.  Firstly in Property and Investments, and then New Business. Jane then had a stint managing a private training college, preparing tenders for Government funded training courses for unemployed and youths.  She returned to AMP after a few years and worked in the Sales division with the advisers and then managed Hobart Walk-In Centre.

Away from work Jane loves camping and taking their tiny 11-foot off-road caravan to secret camping spots.

Angelica Guzzetta
Angelica Guzzetta
Relationship Manager

Ange has worked as the Administration Officer/Client Services Officer for the RI Hobart team for 2.5 years and has worked in business administration and customer service roles for over 10 years.

Outside of work, Ange enjoys spending quality time with her family, visiting her hometown in Broome, on warm summer days, keeping fit and exploring Tasmania.

Ange has worked as the Administration Officer/Client Services Officer for the RI Hobart team for 2.5 years and has worked in business administration and customer service roles for over 10 years.

Outside of work, Ange enjoys spending quality time with her family, visiting her hometown in Broome, on warm summer days, keeping fit and exploring Tasmania.

Natalia Zalega
Natalia Zalega
Relationship Manager

"I am Natalia Zalega and I have recently joined the Invest Blue Hobart team after being a relief receptionist. The team were so welcoming and supportive that when the opportunity arose to stay on as a Relationship Manager, I just had to take it."

Starting fresh in 2023, Natalia has been exposed to the greater Invest Blue family, who are also just as welcoming and supportive, and really helped her bring out the best of herself in her role. They bring their passion for helping clients reach their best possible life to the office every day and it has passed on to her.

In 2018, she and her partner swapped the beautiful sunny days of Brisbane for the full 4 seasons-treatment that Tasmania brings. Even still to this day, they keep finding new places to explore and things to do. They settled quickly, having their son in 2019 and their ever-growing menagerie of animals.

"I am Natalia Zalega and I have recently joined the Invest Blue Hobart team after being a relief receptionist. The team were so welcoming and supportive that when the opportunity arose to stay on as a Relationship Manager, I just had to take it."

Starting fresh in 2023, Natalia has been exposed to the greater Invest Blue family, who are also just as welcoming and supportive, and really helped her bring out the best of herself in her role. They bring their passion for helping clients reach their best possible life to the office every day and it has passed on to her.

In 2018, she and her partner swapped the beautiful sunny days of Brisbane for the full 4 seasons-treatment that Tasmania brings. Even still to this day, they keep finding new places to explore and things to do. They settled quickly, having their son in 2019 and their ever-growing menagerie of animals.

Alexandra Nolan
Alexandra Nolan
Relationship Manager

Alexandra has extensive administrative and client service support experience with the last 4 and half years being in Financial Services. Her focus and drive are on providing excellent customer service to help clients achieve their personal goals.

In her downtime, she enjoys living an active lifestyle with her husband & spending time with her menagerie of pets!

 

Qualifications:

  • Diploma in Business Administration
  • Marketing Certificate IV

Alexandra has extensive administrative and client service support experience with the last 4 and half years being in Financial Services. Her focus and drive are on providing excellent customer service to help clients achieve their personal goals.

In her downtime, she enjoys living an active lifestyle with her husband & spending time with her menagerie of pets!

 

Qualifications:

  • Diploma in Business Administration
  • Marketing Certificate IV
Jessa Limoran
Jessa Limoran
Administrative Assistant

What Jessa likes about Invest Blue is that there are lots of things to learn and a great support system. Jessa has a Bachelor of Science in Business Administration degree and previously worked as a customer service representative prior to working for Invest Blue. She likes working in this industry because it allows her to be keener to details which she can also apply to her daily lifestyle, and this gives her ideas on how the finance industry works which allows her to be more conscious of her personal finance.

In her spare time, Jessa loves to watch Anime Series/ Movies.

What Jessa likes about Invest Blue is that there are lots of things to learn and a great support system. Jessa has a Bachelor of Science in Business Administration degree and previously worked as a customer service representative prior to working for Invest Blue. She likes working in this industry because it allows her to be keener to details which she can also apply to her daily lifestyle, and this gives her ideas on how the finance industry works which allows her to be more conscious of her personal finance.

In her spare time, Jessa loves to watch Anime Series/ Movies.

Amiel Monroy
Amiel Monroy
Administrative Assistant

What Amiel likes in Invest Blue is its versatility and a wide range of new learnings. It’s a big group and good people. Amiel graduated with a bachelor’s degree in Computer Science and previously worked in Singapore as a Team Manager then worked her way up as a Manager of Park Operations (two positions up from Team Manager) in Adventure Cove Waterpark & Universal Studios, Resorts World Sentosa for about 8 years. Working in the financial planning industry is totally something new to her and out of scope from her previous work experiences. Amiel is still learning and now she gets to understand how important it is to manage finances properly

In her spare time, she's a typical homebody, aside from spending time with her kids, she works around the house, and watches her favourite tv series, anime or Korean dramas.

What Amiel likes in Invest Blue is its versatility and a wide range of new learnings. It’s a big group and good people. Amiel graduated with a bachelor’s degree in Computer Science and previously worked in Singapore as a Team Manager then worked her way up as a Manager of Park Operations (two positions up from Team Manager) in Adventure Cove Waterpark & Universal Studios, Resorts World Sentosa for about 8 years. Working in the financial planning industry is totally something new to her and out of scope from her previous work experiences. Amiel is still learning and now she gets to understand how important it is to manage finances properly

In her spare time, she's a typical homebody, aside from spending time with her kids, she works around the house, and watches her favourite tv series, anime or Korean dramas.

Remar Montero
Remar Montero
Administrative Assistant

Remar graduated with a Bachelor’s Degree in Hotel and Restaurant Management BSHRM. He worked as a financial planning assistant for Strategic right after college.

In his spare time, he just browses the internet, play video games, and watch documentaries. He also enjoys cooking.

Remar graduated with a Bachelor’s Degree in Hotel and Restaurant Management BSHRM. He worked as a financial planning assistant for Strategic right after college.

In his spare time, he just browses the internet, play video games, and watch documentaries. He also enjoys cooking.

Cellaine Sedigo
Cellaine Sedigo
Administrative Assistant

Cellaine studied for a few years in BS in Nursing and BS in Accountancy. She previously worked as a Customer Service Representative for BPO companies for about four years.

She likes working in the financial planning industry because it is motivating to see that she's able to assist in guiding someone in achieving their goals to have an easy and comfortable life.

In her spare time, she will do some chores then watch movies and spend time with family.

Cellaine studied for a few years in BS in Nursing and BS in Accountancy. She previously worked as a Customer Service Representative for BPO companies for about four years.

She likes working in the financial planning industry because it is motivating to see that she's able to assist in guiding someone in achieving their goals to have an easy and comfortable life.

In her spare time, she will do some chores then watch movies and spend time with family.

Jean Lizardo
Jean Lizardo
Administrative Assistant

"What I like the most about working with IB is the people. I feel security and belongingness, in the sense that whatever my queries and concerns are I have people I can tap with, and I know I am heard, and I am treated with respect and compassion."

Jean is a graduate of  Bachelor of Arts in English majoring in Applied Linguistics. Before joining IB, she worked in the BPO industry as a Claims Analyst in a banking account where they assist customers with their bank claims, she was also a Provider Service Advocate in a healthcare account where they assist health professionals with checking member's benefits, preparing prior authorization and checking the status of their claims.

What Jean likes about working in the financial planning industry is that it gives her an idea of what she can do to grow her own finances. Before, she really doesn't have that much deeper idea about investments and is afraid to risk things that she doesn't understand fully yet. By working in this kind of industry she is now able to personally invest funds in places with low risk (for now).

In her spare time, she is focusing on Cultivating Relationships and spending time with family, catching up with friends, reaching out to her colleagues and giving time for herself.

"What I like the most about working with IB is the people. I feel security and belongingness, in the sense that whatever my queries and concerns are I have people I can tap with, and I know I am heard, and I am treated with respect and compassion."

Jean is a graduate of  Bachelor of Arts in English majoring in Applied Linguistics. Before joining IB, she worked in the BPO industry as a Claims Analyst in a banking account where they assist customers with their bank claims, she was also a Provider Service Advocate in a healthcare account where they assist health professionals with checking member's benefits, preparing prior authorization and checking the status of their claims.

What Jean likes about working in the financial planning industry is that it gives her an idea of what she can do to grow her own finances. Before, she really doesn't have that much deeper idea about investments and is afraid to risk things that she doesn't understand fully yet. By working in this kind of industry she is now able to personally invest funds in places with low risk (for now).

In her spare time, she is focusing on Cultivating Relationships and spending time with family, catching up with friends, reaching out to her colleagues and giving time for herself.

Mary Leguro
Mary Leguro
Administrative Assistant

" People are very easy to work with and my working hours schedule fits my lifestyle so well"

Mary graduated with a Bachelor of Secondary Education degree and Computer Science NCI. She has previously worked as an ESL Teacher (Japanese, Taiwanese, Korean, Chinese), ESL Counselor, ESL Scheduler, and Private High School Teacher.

She likes to work in the financial planning industry because it enables her to acquire more knowledge and experience to help people/clients.

In her spare time, she is trying her best to be productive as much as she can

" People are very easy to work with and my working hours schedule fits my lifestyle so well"

Mary graduated with a Bachelor of Secondary Education degree and Computer Science NCI. She has previously worked as an ESL Teacher (Japanese, Taiwanese, Korean, Chinese), ESL Counselor, ESL Scheduler, and Private High School Teacher.

She likes to work in the financial planning industry because it enables her to acquire more knowledge and experience to help people/clients.

In her spare time, she is trying her best to be productive as much as she can

Alice Lapas
Alice Lapas
Administrative Assistant

"Investblue has a systematic approach in its processes. They have strong and approachable leaders to support employees and they value employee's well-being. I'm enjoying a work-life balance here."

Alice is an undergraduate taking Bachelor of Science in Electronics Engineering. She used to be Freelance Virtual Assistant and Customer service representative.

She likes working in the financial planning industry because the job requires attention to detail, being organized, and strong research skills. This is a real challenge for her, and she loves the feeling that she will slowly overcome these challenges.

In her spare time, she likes to just stay at home, watch vlogs and cook; however, right now, she is trying different outdoor activities like camping, trekking, riding a bicycle etc.

"Investblue has a systematic approach in its processes. They have strong and approachable leaders to support employees and they value employee's well-being. I'm enjoying a work-life balance here."

Alice is an undergraduate taking Bachelor of Science in Electronics Engineering. She used to be Freelance Virtual Assistant and Customer service representative.

She likes working in the financial planning industry because the job requires attention to detail, being organized, and strong research skills. This is a real challenge for her, and she loves the feeling that she will slowly overcome these challenges.

In her spare time, she likes to just stay at home, watch vlogs and cook; however, right now, she is trying different outdoor activities like camping, trekking, riding a bicycle etc.

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