Financial Advice Melbourne | Invest Blue
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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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Melbourne

CAMBERWELL

Suite 1.01, 689 Burke Road, Camberwell VIC 3124

CBD

Level 21, 8 Exhibition Street, Melbourne VIC 3000

phone: 1300 346 837

fax: 1300 546 837

Financial Services Guide

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Suite 1.01, 689 Burke Road, Camberwell VIC 3124
Level 21, 8 Exhibition Street, Melbourne VIC 3000

the Melbourne office

Invest Blue provides Financial Advice in Melbourne. We are equipped with a strong team of Financial Planners, as well as a dedicated Lending team who support advice and strategy development for those looking for home or investment mortgages.  Our Financial Planners are backed by a knowledgeable Advice team who support the development of individual strategies as well as dedicated Relationship Managers who work hard everyday, keeping in touch with our clients. If you are interested in having a chat, get in touch and we will work out the best way to get you started.

MTA logo updated 2016-2023 - Invest Blue

the Melbourne team

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Mina Cao
Mina Cao
Team Manager, Certified Financial Adviser®

“I love that I am able to make a difference in people’s lives by playing a vital role in helping clients make informed financial decisions. I am passionate about guiding clients to make dreams a reality."

Mina began her career in financial services in 2012 and holds a Double Bachelors Degree in Business Accounting and Business Banking and Finance. She has also completed her Diploma and Advanced Diploma in Financial Planning and holds a CFP designation.

In her free time, Mina spends time with her three younger siblings to help her stepmother out.  She also loves being active and going on hikes.

Areas of specialisation

  • Debt and cash flow management
  • Wealth Protection
  • Retirement planning
  • Wealth creation strategies
  • Self-managed super funds

Qualifications

  • Certified Financial Planner®
  • Bachelor of Business (Accounting)
  • Bachelor of Business (Banking & Finance)
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning

“I love that I am able to make a difference in people’s lives by playing a vital role in helping clients make informed financial decisions. I am passionate about guiding clients to make dreams a reality."

Mina began her career in financial services in 2012 and holds a Double Bachelors Degree in Business Accounting and Business Banking and Finance. She has also completed her Diploma and Advanced Diploma in Financial Planning and holds a CFP designation.

In her free time, Mina spends time with her three younger siblings to help her stepmother out.  She also loves being active and going on hikes.

Areas of specialisation

  • Debt and cash flow management
  • Wealth Protection
  • Retirement planning
  • Wealth creation strategies
  • Self-managed super funds

Qualifications

  • Certified Financial Planner®
  • Bachelor of Business (Accounting)
  • Bachelor of Business (Banking & Finance)
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
Anthony Denaro
Anthony Denaro
Financial Adviser, Team Manager Melbourne, Partner

“I have always strived to help people and try to give back where I can.”

Anthony joined Invest Blue in 2021 as a Financial Planner. He has a huge passion for financial advice and has been involved in financial services since 2007 and an Adviser since 2011.

Originally from Rural NSW, Anthony moved to Melbourne in 2007 and loved the food, sport and coffee culture that engulf this town.

Anthony is a long-suffering Bombers fan and a keen golfer. He loves travelling and spending as much time as possible with his beautiful wife, Felicity and two daughters, Eleanor and Audrey.

 

Qualifications and Professional Accreditations

  • Certified Financial Planner®
  • Bachelor of Business
  • Advanced Diploma in Financial Planning
  • Most Trusted Adviser 2023

“I have always strived to help people and try to give back where I can.”

Anthony joined Invest Blue in 2021 as a Financial Planner. He has a huge passion for financial advice and has been involved in financial services since 2007 and an Adviser since 2011.

Originally from Rural NSW, Anthony moved to Melbourne in 2007 and loved the food, sport and coffee culture that engulf this town.

Anthony is a long-suffering Bombers fan and a keen golfer. He loves travelling and spending as much time as possible with his beautiful wife, Felicity and two daughters, Eleanor and Audrey.

 

Qualifications and Professional Accreditations

  • Certified Financial Planner®
  • Bachelor of Business
  • Advanced Diploma in Financial Planning
  • Most Trusted Adviser 2023

Nicholas Yorston
Nicholas Yorston
Financial Adviser

Nic joined Invest Blue in 2021 as a Financial Planner. Prior to joining Invest Blue, Nic has worked at Wainscott Financial since 2014, initially as a paraplanner and later a qualified Financial Planner.

In his spare time, you’ll find Nic planning his next adventure overseas. Nic is also a passionate Carlton supporter and yearns for the day when the Blues make another Grand Final.

Memberships and Associations

  • Association of Financial Adviser (AFA)
  • AMP Financial Planners Association

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Finance, Economics, Financial Planning)
  • Most Trusted Adviser 2023

Nic joined Invest Blue in 2021 as a Financial Planner. Prior to joining Invest Blue, Nic has worked at Wainscott Financial since 2014, initially as a paraplanner and later a qualified Financial Planner.

In his spare time, you’ll find Nic planning his next adventure overseas. Nic is also a passionate Carlton supporter and yearns for the day when the Blues make another Grand Final.

Memberships and Associations

  • Association of Financial Adviser (AFA)
  • AMP Financial Planners Association

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Finance, Economics, Financial Planning)
  • Most Trusted Adviser 2023

Lazarus Papadopoulos
Lazarus Papadopoulos
Financial Adviser

Laz joined Invest Blue in 2021 as a Financial Planner. Prior to joining Invest Blue, Laz has worked at Wainscott Financial since 2015, initially in Client Services and Para-Planning and later became a qualified Financial Planner.

Laz is a huge Western Bulldogs supporter and is still celebrating the 2016 Grand Final win.

 

Qualifications and Professional Accreditations

  • Bachelor of Commerce/Bachelor of Arts

Memberships and Associations

  • Association of Financial Advisers (AFA)
  • AMP Financial Planners Association
  • Most Trusted Adviser 2023

Laz joined Invest Blue in 2021 as a Financial Planner. Prior to joining Invest Blue, Laz has worked at Wainscott Financial since 2015, initially in Client Services and Para-Planning and later became a qualified Financial Planner.

Laz is a huge Western Bulldogs supporter and is still celebrating the 2016 Grand Final win.

 

Qualifications and Professional Accreditations

  • Bachelor of Commerce/Bachelor of Arts

Memberships and Associations

  • Association of Financial Advisers (AFA)
  • AMP Financial Planners Association
  • Most Trusted Adviser 2023

Ryan Gropel
Ryan Gropel
Financial Adviser

“I am passionate about helping people manage their finances better to allow them to meet their financial goals.”

Ryan joined Invest Blue in 2021 as an Associate. Prior to joining Invest Blue, Ryan has worked in the Financial Services industry since 2018 after graduating from university.

Ryan works directly with the Financial Planners and other team members ensuring that all strategies are compliant and are inline with the client’s objectives. His goal is to continue to advance his knowledge and qualifications to become a Financial Planner in the distant future.

Outside of work, Ryan lives a very social and active lifestyle. He enjoys catching up with friends, staying fit and healthy, playing tennis and most importantly watching the mighty Bombers in action.

 

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Financial Planning and Accounting)

 

“I am passionate about helping people manage their finances better to allow them to meet their financial goals.”

Ryan joined Invest Blue in 2021 as an Associate. Prior to joining Invest Blue, Ryan has worked in the Financial Services industry since 2018 after graduating from university.

Ryan works directly with the Financial Planners and other team members ensuring that all strategies are compliant and are inline with the client’s objectives. His goal is to continue to advance his knowledge and qualifications to become a Financial Planner in the distant future.

Outside of work, Ryan lives a very social and active lifestyle. He enjoys catching up with friends, staying fit and healthy, playing tennis and most importantly watching the mighty Bombers in action.

 

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Financial Planning and Accounting)

 

Grace Vincent
Grace Vincent
Relationship Manager

Grace joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Grace has worked in the Financial Services industry since 2013.

Grace works between the Financial Planners and clients to ensure all strategies are completed in an efficient and timely manner.

Outside of work, Grace enjoys spending time with family and friends as well as following the Collingwood Footy Team.

Grace joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Grace has worked in the Financial Services industry since 2013.

Grace works between the Financial Planners and clients to ensure all strategies are completed in an efficient and timely manner.

Outside of work, Grace enjoys spending time with family and friends as well as following the Collingwood Footy Team.

Peter Zamora
Peter Zamora
Relationship Manager

“A job that works with people is always rewarding”.

Peter always wanted to work in financial advice since he left high school, and he has been fortunate enough to have had the opportunity to do so. Beginning as a part time assistant during his studies, then moving on to compete overseas on behalf of his university in advising non for profits, and now as a relationship manager at Invest Blue.

But his connection to financial planning is much more personal. As his own parents near retirement and start to meet with advisors, he sees now more than ever how important it is to plan ahead. Attending meetings with them and seeing how much more at ease they felt after knowing their money was looked after is something he hopes to one day provide to clients of his own.

Outside of work, Peter enjoys spending time with friends playing down ball, video games and enjoying music. He also wrestles and jogs regularly as a way of staying healthy.

“A job that works with people is always rewarding”.

Peter always wanted to work in financial advice since he left high school, and he has been fortunate enough to have had the opportunity to do so. Beginning as a part time assistant during his studies, then moving on to compete overseas on behalf of his university in advising non for profits, and now as a relationship manager at Invest Blue.

But his connection to financial planning is much more personal. As his own parents near retirement and start to meet with advisors, he sees now more than ever how important it is to plan ahead. Attending meetings with them and seeing how much more at ease they felt after knowing their money was looked after is something he hopes to one day provide to clients of his own.

Outside of work, Peter enjoys spending time with friends playing down ball, video games and enjoying music. He also wrestles and jogs regularly as a way of staying healthy.

Gabriel Mendez
Gabriel Mendez
Administrative Assistant

"I love working with Invest Blue because of the People.  Being part of a great team is one thing I always look upon in a company.  Able to meet them and work with them is an opportunity.  I like to work with people who keep me motivated and interested especially in terms of financial planning.  It’s not just the tasks that get me going but also the efforts we do that we are still able to work together. "

He has a Bachelor's Degree in Management Accounting. He previously worked as Operations Officer in Gana Siargao Island Resort. He like's working in a financial planning industry because he gets to learn a lot about taking care of your finances and gives you the idea of how to spend it wisely which creates you more wealth in the future. Help people achieve their dream goals and able to see them happy with their choices in life.

During his spare time, he likes playing his guitar. watch shows, movies and animes, read books and comics and also, exercise twice a week.

"I love working with Invest Blue because of the People.  Being part of a great team is one thing I always look upon in a company.  Able to meet them and work with them is an opportunity.  I like to work with people who keep me motivated and interested especially in terms of financial planning.  It’s not just the tasks that get me going but also the efforts we do that we are still able to work together. "

He has a Bachelor's Degree in Management Accounting. He previously worked as Operations Officer in Gana Siargao Island Resort. He like's working in a financial planning industry because he gets to learn a lot about taking care of your finances and gives you the idea of how to spend it wisely which creates you more wealth in the future. Help people achieve their dream goals and able to see them happy with their choices in life.

During his spare time, he likes playing his guitar. watch shows, movies and animes, read books and comics and also, exercise twice a week.

Maeleth Baguio
Maeleth Baguio
Administrative Assistant

"The people are very friendly and accommodating. They are very much willing to help. The company itself also gives a lot of opportunities and promotes professional and personal growth."

Maeleth has a degree in BS Management Accounting and she previously worked as a Program Coach (Emergent Concept Inc.) and a Purchaser (Mandaue Foam Industries Inc.).

She likes working in the financial planning industry because she likes being surrounded by people who are well-versed in this industry since she is very much interested to learn about it.

In her spare time, she likes to read self help books and watch anime.

"The people are very friendly and accommodating. They are very much willing to help. The company itself also gives a lot of opportunities and promotes professional and personal growth."

Maeleth has a degree in BS Management Accounting and she previously worked as a Program Coach (Emergent Concept Inc.) and a Purchaser (Mandaue Foam Industries Inc.).

She likes working in the financial planning industry because she likes being surrounded by people who are well-versed in this industry since she is very much interested to learn about it.

In her spare time, she likes to read self help books and watch anime.

Josef Emnace
Josef Emnace
Administrative Assistant

"They let me feel welcomed and part of a big family. I believe that the culture that VBP has tried to emulate came from Invest Blue, as that’s what I felt when they first welcomed us, the newbies."

Josef took up a Bachelor of Science in Information Technology in college. Prior to Invest Blue, Josef previously worked for a practice in Newcastle. He handles mostly the Insurance part. From Understand phase to Progress as well as communicating directly to clients regarding overdue premiums.

Josef likes working in the financial planning industry because he'd like to have a deeper understanding of the industry and be more knowledgeable than the advisers they have there in the Philippines.

In his spare time, Josef currently is a gym rat, and prior to covid, he was deep into cycling. He values his health more starting 2018.

"They let me feel welcomed and part of a big family. I believe that the culture that VBP has tried to emulate came from Invest Blue, as that’s what I felt when they first welcomed us, the newbies."

Josef took up a Bachelor of Science in Information Technology in college. Prior to Invest Blue, Josef previously worked for a practice in Newcastle. He handles mostly the Insurance part. From Understand phase to Progress as well as communicating directly to clients regarding overdue premiums.

Josef likes working in the financial planning industry because he'd like to have a deeper understanding of the industry and be more knowledgeable than the advisers they have there in the Philippines.

In his spare time, Josef currently is a gym rat, and prior to covid, he was deep into cycling. He values his health more starting 2018.

Benjamin Dabalos
Benjamin Dabalos
Administrative Assistant

"I like working in an organization that touches people's lives. Invest Blue's passion to help individuals where they stand and where they must go strategically on their finances plays a big impact on me."

Benjamin graduated with an Associate in Hospitality Management course. He previously worked in the hospitality industry for the first 2 years of his career, working both in the front and back of the house. For the last 13 years, he has been in several Business Process Outsourcing companies and has worked a year handling a micro team, an associate in the field of sales, technical support, and customer service.

He states that the thought of working in the financial planning industry is to know more about how things are done strategically in financial planning. Not only does he get to work and serve his clients through the service he provides, but in return he also gets to learn best practices relatable to his real-life financial planning.

In his spare time, he likes to spend time with his family, go biking, do outdoor activities, and cook as a way of relieving stress.

"I like working in an organization that touches people's lives. Invest Blue's passion to help individuals where they stand and where they must go strategically on their finances plays a big impact on me."

Benjamin graduated with an Associate in Hospitality Management course. He previously worked in the hospitality industry for the first 2 years of his career, working both in the front and back of the house. For the last 13 years, he has been in several Business Process Outsourcing companies and has worked a year handling a micro team, an associate in the field of sales, technical support, and customer service.

He states that the thought of working in the financial planning industry is to know more about how things are done strategically in financial planning. Not only does he get to work and serve his clients through the service he provides, but in return he also gets to learn best practices relatable to his real-life financial planning.

In his spare time, he likes to spend time with his family, go biking, do outdoor activities, and cook as a way of relieving stress.

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