Macarthur Financial Planners | Invest Blue
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Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.
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Macarthur

Unit 4.07, 90 Podium Way, Oran Park, NSW 2570

phone: 02 82051228

fax: 1300 546 837

Financial Services Guide

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Unit 4.07, 90 Podium Way, Oran Park, NSW 2570

the Macarthur office

Invest Blue provides Financial Advice in Macarthur, NSW. 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.

MTA logo updated 2016-2023 - Invest Blue

the Macarthur team

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Wayne Stevens
Wayne Stevens
Senior Financial Adviser, Partner, Team Manager

Wayne Stevens has been in the financial services industry for over 25 years and has been dedicated to helping his clients achieve their personal and financial goals.Prior to joining Invest Blue in 2022, Wayne and his team bad been running a successful business, Emohruo Financial Services in Camden, since 2002. Merging with Invest Blue was an easy decision, as they have the same dedication to their clients, team and the community that Emohruo had for over 20 years.

Wayne is a true Camden local, being born in Camden Hospital and is committed to not only his clients, but also the local community. He has been involved with many local charity and community groups, and has recently been appointment to the Board of the Kids of Macarthur Health Foundation charity, which raises much need funds for facilities and services the children’s ward of Campbelltown Hospital and throughout the Macarthur region. Wayne also provide pro-bono advice for patients through the cancer council.

Outside of work, Wayne likes spending time on his small rural property with his wife and four children, playing with the animals and camping.

Memberships and Associations

  • Certified Financial Planner – Financial Planning Association
  • Specialist Self Managed Superannuation Specialist – SMSF Association
  • Member of the Institute of Company Directors
  • Justice of the Peace

Qualifications

  • Masters of Commerce (Financial Planning)
  • Masters of Business (Operations Management)
  • Bachelor of Adult Education.
  • Diploma of Financial Planning
  • Self Managed Super Fund Accreditation
  • Most Trusted Adviser 2023

Wayne Stevens has been in the financial services industry for over 25 years and has been dedicated to helping his clients achieve their personal and financial goals.Prior to joining Invest Blue in 2022, Wayne and his team bad been running a successful business, Emohruo Financial Services in Camden, since 2002. Merging with Invest Blue was an easy decision, as they have the same dedication to their clients, team and the community that Emohruo had for over 20 years.

Wayne is a true Camden local, being born in Camden Hospital and is committed to not only his clients, but also the local community. He has been involved with many local charity and community groups, and has recently been appointment to the Board of the Kids of Macarthur Health Foundation charity, which raises much need funds for facilities and services the children’s ward of Campbelltown Hospital and throughout the Macarthur region. Wayne also provide pro-bono advice for patients through the cancer council.

Outside of work, Wayne likes spending time on his small rural property with his wife and four children, playing with the animals and camping.

Memberships and Associations

  • Certified Financial Planner – Financial Planning Association
  • Specialist Self Managed Superannuation Specialist – SMSF Association
  • Member of the Institute of Company Directors
  • Justice of the Peace

Qualifications

  • Masters of Commerce (Financial Planning)
  • Masters of Business (Operations Management)
  • Bachelor of Adult Education.
  • Diploma of Financial Planning
  • Self Managed Super Fund Accreditation
  • Most Trusted Adviser 2023

Michael Ashcroft
Michael Ashcroft
Financial Adviser

I pride myself on working closely with clients to understand their goals.

Michael has over 30 years of financial services experience and holds a Master of Financial Planning. Some of Michaels's other accomplishments include his ability to build strong relationships with clients by identifying their individual needs and tailoring financial solutions to meet those needs.

Michael works with clients goals, by formulating strategies in line with these objectives to meet their wealth creation, superannuation, redundancy, retirement planning, wealth protection, tax and estate planning requirements.

Outside of work he enjoys spending quality time with his family, working on his property close to Camden and helping his local community.

Qualifications

  • Master of Financial Planning
  • Diploma of Financial Planning
  • Diploma of Financial Services (FP)
  • Graduate Diploma of Financial Planning
  • University of Adelaide SMSF Course
  • SMSF Association – Self Managed Super Fund Accreditation
  • Justice of the Peace

Memberships & Associations

  • Certified Financial Planner – Financial Advice Association Australia (FAAA)
  • Self Managed Superannuation Specialist Advisor (SSA®) - Self Managed Super Fund Association (SMSF Association)
  • Member of the Narellan Chapter – South West Networking Group

I pride myself on working closely with clients to understand their goals.

Michael has over 30 years of financial services experience and holds a Master of Financial Planning. Some of Michaels's other accomplishments include his ability to build strong relationships with clients by identifying their individual needs and tailoring financial solutions to meet those needs.

Michael works with clients goals, by formulating strategies in line with these objectives to meet their wealth creation, superannuation, redundancy, retirement planning, wealth protection, tax and estate planning requirements.

Outside of work he enjoys spending quality time with his family, working on his property close to Camden and helping his local community.

Qualifications

  • Master of Financial Planning
  • Diploma of Financial Planning
  • Diploma of Financial Services (FP)
  • Graduate Diploma of Financial Planning
  • University of Adelaide SMSF Course
  • SMSF Association – Self Managed Super Fund Accreditation
  • Justice of the Peace

Memberships & Associations

  • Certified Financial Planner – Financial Advice Association Australia (FAAA)
  • Self Managed Superannuation Specialist Advisor (SSA®) - Self Managed Super Fund Association (SMSF Association)
  • Member of the Narellan Chapter – South West Networking Group
Pragya Kumar
Pragya Kumar
Associate

"I appreciate the nature of financial planning and believe that the value of financial advice is priceless. Invest blue does a great job of depicting this"

Pragya started working in the financial planning industry in 2019 as a Research & Strategy Officer. Her interest in financial planning sparked during her studies in accounting, which resulted in Pragya completing her Bachelor of Accounting, Majoring in Financial Planning and Taxation. Pragya is currently completing her Masters in Financial Planning and working towards growing within the industry. She is a member of the Camden Chapter – South West Networking Group.

During her free time, she enjoys staying active and travelling.

Qualifications 

  • Bachelor of Accounting, Majoring in Financial Planning and Taxation
  • Justice of the Peace

"I appreciate the nature of financial planning and believe that the value of financial advice is priceless. Invest blue does a great job of depicting this"

Pragya started working in the financial planning industry in 2019 as a Research & Strategy Officer. Her interest in financial planning sparked during her studies in accounting, which resulted in Pragya completing her Bachelor of Accounting, Majoring in Financial Planning and Taxation. Pragya is currently completing her Masters in Financial Planning and working towards growing within the industry. She is a member of the Camden Chapter – South West Networking Group.

During her free time, she enjoys staying active and travelling.

Qualifications 

  • Bachelor of Accounting, Majoring in Financial Planning and Taxation
  • Justice of the Peace
Samantha Gater
Samantha Gater
Relationship Manager

I have worked closely with advisers putting together strategies for their clients to meet their goals and live their best lives.

Samantha commenced her career within the financial services industry in 2008 working for a small credit union. She started out as a client service manager focusing on personal lending and the operations of the branch.

After Samantha was made witness to the impact an adviser can have on their client’s financial well-being and peace of mind, she moved further into the industry and commenced her studies.

In Samantha's spare time, she is a busy mum who enjoys an active lifestyle and time in the sun.

I have worked closely with advisers putting together strategies for their clients to meet their goals and live their best lives.

Samantha commenced her career within the financial services industry in 2008 working for a small credit union. She started out as a client service manager focusing on personal lending and the operations of the branch.

After Samantha was made witness to the impact an adviser can have on their client’s financial well-being and peace of mind, she moved further into the industry and commenced her studies.

In Samantha's spare time, she is a busy mum who enjoys an active lifestyle and time in the sun.

Tony Ross
Tony Ross
Client Experience Coach

Invest Blue provides me with new challenges and opportunities to continue the journey of 40 years in the financial services industry. I am excited to working as part of a team in the beautiful Macarthur District.

Over the past 40 years Tony has undertaken many roles in the financial services industry from various Administration roles in Customer Service, Underwriting and Claims departments, to Sales Management as an Area Manager for the Darling Downs region in Qld and then as Manager GI Development for South and South West Sydney including Illawarra. After leaving AMP Tony set up a Financial Planning practice and was the principal of the business which won multiple awards over 22 years before selling the practice and joining Emohruo FS as a Senior Associate and Strategist. Tony is here to help people to achieve their dreams and protect them and their families from financial disaster as a result of ill health.

Tony spends his free time with family and friends but is an avid sports fan and enjoys attending live sports whenever possible.

Invest Blue provides me with new challenges and opportunities to continue the journey of 40 years in the financial services industry. I am excited to working as part of a team in the beautiful Macarthur District.

Over the past 40 years Tony has undertaken many roles in the financial services industry from various Administration roles in Customer Service, Underwriting and Claims departments, to Sales Management as an Area Manager for the Darling Downs region in Qld and then as Manager GI Development for South and South West Sydney including Illawarra. After leaving AMP Tony set up a Financial Planning practice and was the principal of the business which won multiple awards over 22 years before selling the practice and joining Emohruo FS as a Senior Associate and Strategist. Tony is here to help people to achieve their dreams and protect them and their families from financial disaster as a result of ill health.

Tony spends his free time with family and friends but is an avid sports fan and enjoys attending live sports whenever possible.

Basem Morkos
Basem Morkos
Relationship Manager

Basem's favourite part about working with clients is the opportunity to make a positive impact on their lives. Being able to provide exceptional customer service and support gives him immense satisfaction.

He is motivated by the challenge of meeting and exceeding client expectations, and he finds inspiration in building strong, trusting relationships with them.

Areas of Specialisation:

  • Customer Service
  • Project Management
  • Data Analytics

Qualifications:

  • Bachelor of Commerce with a major in Finance from Macquarie University.

Memberships/Awards:

  • Member of the Macquarie University Business Society (MUBS) and Macquarie University Student Representative Council (SRC).
  • Achieved 1st place in the ECNU-MQ Tesla Case Competition and 2nd place in the Macquarie University Asset Management Challenge.
  • Recognized for outstanding performance and dedication in various roles, including administration assistant and finance intern.

Basem's favourite part about working with clients is the opportunity to make a positive impact on their lives. Being able to provide exceptional customer service and support gives him immense satisfaction.

He is motivated by the challenge of meeting and exceeding client expectations, and he finds inspiration in building strong, trusting relationships with them.

Areas of Specialisation:

  • Customer Service
  • Project Management
  • Data Analytics

Qualifications:

  • Bachelor of Commerce with a major in Finance from Macquarie University.

Memberships/Awards:

  • Member of the Macquarie University Business Society (MUBS) and Macquarie University Student Representative Council (SRC).
  • Achieved 1st place in the ECNU-MQ Tesla Case Competition and 2nd place in the Macquarie University Asset Management Challenge.
  • Recognized for outstanding performance and dedication in various roles, including administration assistant and finance intern.
Reymond Damuag
Reymond Damuag
Administrative Assistant
"Working with IB has allowed me to experience the true work and life balance. It was an amazing experience from the moment I joined the team and I felt like I had been here for quite a long time. I think it is because the people here are very welcoming and it is evident that the people here in IB are really living the culture so it wasn't hard for me to jive in."
Reymond has a degree in Bachelor of Science in Business Administration majoring in Financial Management. Prior to Invest Blue Raymond has 4 years of experience as a Customer Service Representative in a telecommunications company. He was a Subject Matter Expert way back and a mentor as well. He also worked with a financial company as a Collections Specialist for a year.
Reymond always wanted to work in the financial planning industry since it is in line with his degree. It has been his advocacy to help other people, and joining the team made his dream come true.
In his spare time, he loves to travel and be with nature. He loves hiking and trekking as well as fun diving and visiting places that offer wonderful beach experiences.
"Working with IB has allowed me to experience the true work and life balance. It was an amazing experience from the moment I joined the team and I felt like I had been here for quite a long time. I think it is because the people here are very welcoming and it is evident that the people here in IB are really living the culture so it wasn't hard for me to jive in."
Reymond has a degree in Bachelor of Science in Business Administration majoring in Financial Management. Prior to Invest Blue Raymond has 4 years of experience as a Customer Service Representative in a telecommunications company. He was a Subject Matter Expert way back and a mentor as well. He also worked with a financial company as a Collections Specialist for a year.
Reymond always wanted to work in the financial planning industry since it is in line with his degree. It has been his advocacy to help other people, and joining the team made his dream come true.
In his spare time, he loves to travel and be with nature. He loves hiking and trekking as well as fun diving and visiting places that offer wonderful beach experiences.
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