Newcastle

Rebecca joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Rebecca worked as a Financial Adviser for Pinnacle and has 15 years of experience as a Financial Adviser. She enjoys working with clients and developing trusted, long-term relationships with her clients.

Outside of work, Rebecca spends her time moonlighting as a taxi driver for her son and two daughters who seem to find activities to do every weekend.

Rebecca’s favourite part of the weekend is going for a run with friends in the early morning and then spending time at the beach with her family. She’s looking forward to exploring more of Australia with her family in their caravan.

Areas of Specialty

• Wealth Creation
• Retirement Planning and Structures
• Risk advice
• Debt Advice
• Home Loans

Studying

• Masters in Financial Planning

Qualifications and Professional Accreditations

• Adv Diploma Financial Planning
• Accredited Mortgage Broker (AMC)
• Bachelor of Health Science (OT)
• Most Trusted Adviser 2023

Tom joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Tom worked as a Financial Adviser for Pinnacle and has 12 years of experience as a Financial Adviser. He is sincerely passionate about financial planning and what it can offer clients including peace of mind, comfort and education.

Outside of work Tom loves spending time with his wife Lauren, two sons Noah & Alex, and daughter Mia. He enjoys anything outdoors, keeping fit and spending time at the beach with the family.

Areas of Specialty

• Superannuation & Retirement Planning
• Self-Managed Super Funds
• Personal Insurance
• Mortgages & Lending
• Investments

Qualifications and Professional Accreditations

• Bachelor of Finance
• Certified Financial Planner (CFP)
• Adv Diploma of Financial Planning
• Certificate IV in Mortgage Broking
• Most Trusted Adviser 2023

Howard joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Howard worked as a Financial Adviser for Pinnacle and has 10 years of experience in financial services, including 5 years as an Adviser.

Outside of work, Howard has two young children that keep him busy. On weekends, they love going to Nelsons Bay, Hunter Valley or Nobbys beach.

Areas of Specialty

• Superannuation
• Self-Managed Super Funds
• Wealth Creation
• Retirement Planning
• Personal Insurances
• Investment Strategies
• Budgeting and Cashflow
• Estate Planning
• Centrelink

Studying

• Masters in Financial Planning

Qualifications and Professional Accreditations

• Adv Diploma Financial Planning
• Most Trusted Adviser 2023

Emma joined Invest Blue in 2021 as a Financial Adviser and has worked in the financial advice industry since 2015. Emma enjoys getting to know her clients, finding out what is important to them and how to help them live their best possible life.

Outside of work, Emma likes spending time with her family, friends and little red Kelpie. She travels as much as she can but also loves being at home in Newcastle.

Qualifications:

• Diploma of Financial Planning
• Masters of Professional Accounting
• Bachelor of Mathematics

Shayley joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, she worked as a Financial Adviser for Pinnacle Financial Services and has been working in the financial service industry since 2013; gaining experience through various roles. She loves getting to know her clients, what interests them, and how she can help them achieve their goals so that they can live their lives to the fullest while not needing to stress or worry about their finances.

Outside of work, Shayley loves being outdoors and likes to go surfing, snowboarding, and camping. When the weather isn’t great you can find her inside painting or making ornaments out of clay.

Areas of Specialty

• Investment Strategies
• Budget and Cashflow Management
• Debt Management
• Salary Packaging
• Superannuation Strategies
• Retirement Planning
• Personal Insurance
• Estate Planning
• Centrelink and other Government Benefits

Qualifications and Professional Accreditations

• Diploma of Financial Planning
• Adv Diploma of Financial Planning
• Cert IV in Finance & Mortgage Broking
• Most Trusted Adviser 2023

Studying

• Bachelor of Commerce, Majoring in Financial Planning

“I love working with clients to help them achieve their long-term goals and build, maintain and protect their wealth. I believe in a ‘steady hand’ to help guide clients through their life stages and ensuring they can make informed decisions that give them the comfort that they can live the lives they want.”

Matt joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Matt has spent his career in the financial sector, accumulating over 30 years of experience in various roles, including retail banking, funds management, stockbroking and product development.

Matt became a Financial Planner in 2014 after deciding that his knowledge and skills of finance could be best utilised at a personal level, helping his clients plan successfully for their future.

Outside of work, Matt enjoys spending time with his young family and taking short breaks with them in the family caravan whenever time allows.

Qualifications and Professional Accreditations:

• Advanced Diploma of financial planning

“I enjoy making a difference in my clients' lives by providing them with understanding and guidance to help them through both the exciting and difficult times in their life.”

Joshua joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Joshua worked as a Financial Adviser for Advisory Group for 12 months and AMP Advice/ipac for 15 years.

Joshua has 27 years of experience in the financial services sector, previously working in corporate superannuation administration, investment consulting, paraplanning and the last 17 years as a Financial Planner.

Joshua is passionate about helping his clients to plan successfully for their long-term goals, build wealth and manage life transitions (such as retirement or change of employment). He also provides financial advice to people with special needs de to accidents, injury, illness and disability.

Outside of work, Joshua loves spending time with his family. They have recently built a fire pit area in the backyard which as had a lot of use. Joshua also enjoys travelling and there are several destinations on the bucket list that he would like to tick off.

Areas of Specialisation:

• Wealth Creation Strategies
• Superannuation Strategies
• Retirement Planning Strategies
• Strategies for individuals who have suffered a personal injury
• Centrelink

Qualifications and Professional Accreditations:

• Diploma of Financial Planning
• Bachelor of Commerce (Marketing)
• Certified Financial Planner (FPA)
• Most Trusted Adviser 2023

Alesha joins Invest Blue in 2021, with over 7 years of experience in the financial advice industry – which includes working as a Paraplanner/Analyst, Advice Implementation and Client Service Coordinator. Alesha is sincerely passionate about helping people to live their best possible life!

In the summer, Alesha enjoys being active and doing anything outdoors or near the beach. During winter, she enjoys snowboarding or hibernating to keep warm. Year-round, you can find Alesha catching the sunrise or enjoying a glass of wine.

Qualifications and Professional Accreditations

• Diploma of Financial Planning

Studying

• Bachelor of Business, Majoring in Finance and Financial Planning

Leanne joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Leanne has worked in the Financial Planning industry for the past 12 years with Advisory Group in a Planner Support role.

Leanne enjoys interacting with clients while building and maintaining trusted relationships with them. She finds working alongside the Adviser to achieve a great overall experience for each client to be rewarding.

Leanne is married with two beautiful daughters and a dog named Florence. She enjoys spending time with family and friends and loves to travel to new destinations with her family. Leanne enjoys exercise regularly, whether at the gym or outdoors and catching up with friends over a coffee, after a decent walk, of a weekend.

Emma has immensely enjoyed a vibrant 22-year career in hospitality including 10 years in the United Kingdom. Building relationships and making memorable moments have been one of the most important and fun things for her over this time. Meeting all types of people from all walks of life. She is very much looking forward to moving into an exciting new role in an industry where she can do that and also be a part of a team that helps people achieve their goals.

Emma loves to spend her free time with her English fiancé James, seeing more of Australia and sharing those experiences with their families. She has a keen interest in upcycling pieces of furniture and (trying to) renovate their new home. Emma embraces all types of food and wine, looking to try new things on all levels but nothing beats entertaining, sitting around with family and friends shooting the breeze.

Molly comes from a diverse background of customer service roles, from hairdressing to retail her passion is providing excellent customer service. She is excited to begin a career in the financial planning industry with the Invest Blue team, Molly is motivated to help clients achieve their goals and live their best possible lives.

Molly enjoys spending time with her daughter, friends and family, watching the sunrise as well as riding and showing horses.

"The culture at Invest Blue is incredible and I feel extremely lucky to have this opportunity."

Fiona shares she has 9.5 years of experience with Integrated Planning Service – her first Financial Planning role after 10yrs as a bookkeeper. This experience triggered her love for the industry. She also has 15 years of experience with the Newcastle Permanent Building Society in the Financial Planning Team as a Financial Planning Assistant.

She likes working in the financial planning industry because she loves interacting and building relationships with the planners and clients, it enables a respectful and trusted relationship to ensure everyone’s goals are met.

In her spare time, she loves spending time with her Fiancé Nick, her 2 children Lily and Angus, and Nick’s daughters Ella and Ava, family and friends.  She is passionate about Physical Culture which she has participated in for 44yrs and she is at a National Level. Fiona also loves the outdoors, the beach and has recently started playing golf.

Janice joined Invest Blue in 2021 as a receptionist. Prior to joining Invest Blue, Janice spent her entire working life in reception. She has worked in many industries, including real estate, insurance, accounting and (for the last five years) financial planning.

Janice loves working as a receptionist in the financial planning industry as she enjoys chatting with clients and making them feel welcome in the office while remaining professional. Janice believes it doesn't take long to build good relationships with clients, which are always valued on both sides.

Janice spends her spare time with friends, family, and two very spoilt and much-loved dogs. She enjoys keeping busy around her family's home and in the garden.

Peebe graduated with a Bachelor's degree in Psychology (Undergraduate). Prior to joining Invest Blue, she worked as a Customer Service Representative and then a Data Entry Specialist.

Peebe likes the financial planning industry because she gets to learn about managing her money and savings and how to implement it for herself and for her family.

In her spare time, she likes to watch cooking/medical/comedy series, breezing through the internet to find new places to go and on some weekends, going to the beach to relax.

"I can see that IB is sincere about helping their clients achieve their goals because they take the time to understand their situation while continuously learning and refining their process to provide the best services to their clients. After learning about the background of their financial advisers and their success stories, I can see that through their profession, they are able to make a great impact on their clients' lives allowing them to live their best possible life. I feel grateful that by working with this company, I can help those clients as well."

Renzyl has a BS Management Accounting degree and working as an administrative assistant for Invest Blue is her first job.

She likes working in the financial planning industry because she wants to help people plan and achieve their goals. She's also interested in learning how to assess finances, especially in times of emergencies to find the best way to utilize resources and minimize financial stress.

In her spare time, she loves spending time with family and friends.

"I love the IB culture that has been established." 

Stefanie has a degree in Industrial Engineering and has an Intermediate Microsoft Excel Certification. She used to work for Lalamove Philippines Inc. first as a Driver Operations Associate handling the Acquisition Team.

Being able to work in this industry not only helps her grow her career but also in personal matters. She gets to understand different financial strategies for different goals that may apply on her end.

In her spare time, Stefanie makes sure to exercise to stay healthy, her favourite kind of exercise would be swimming laps. Other than that, she watches TV series at home, karaoke with family and friends, and also goes to Latin social dancing.

"The people whom I work with and the work culture makes a pleasant vibe to work with"

Kenneth graduated with a Bachelor of Science in Marine Engineering degree. He was able to experience being a Marine Engineer for 6 years and a Maritime Education professor for a year.

He likes working in the financial planning industry because it is a new field to be involved with, more knowledge on how finances work rather than spending and saving, and knowing how people deal with their own personal finances and their struggles with them.

In his spare time, he likes to drive around the city, read books or listen to audiobooks, journal everything, and play computer games sometimes.