Norwest Baulkham Hills Financial Planners | 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.
HomeILocationsINorwest Baulkham Hills

Norwest Baulkham Hills

Suite 5.06, 12 Century Circuit Baulkham Hills, NSW 2153

Po Box 6681 Baulkham Hills BC NSW 2153

phone: 1300 346 837

fax: 1300 546 837

Financial Services Guide

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Suite 5 12 Century Circuit, Baulkham Hills, NSW 2153

the Norwest office

Invest Blue provides Financial Advice in Norwest Baulkham Hills, NSW. Our office is conveniently located on Century Circuit, off Norwest Boulevard. 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 Norwest Baulkham Hills team

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Ronald Ngo
Ronald Ngo
Financial Adviser, CFP/Team Manager

LI logo"I enjoy educating clients, as well as giving them peace of mind by helping them make well informed financial decisions, as they plan for the ideal future"

Ronald has been in the financial services industry since 2006 and moved into financial planning in 2012.

Ronald has a double degree in Bachelor of Business Administration and Commerce majoring in Accounting with Macquarie University. In addition, he is a Certified Financial Planner (CFP).

Away from work, Ronald enjoys spending time with his wife and young daughter. He also enjoys the company of family, friends and neighbours.

Areas of specialisation

  • Wealth creation strategies
  • Debt and cashflow management
  • Risk Insurance strategies
  • Retirement planning

Memberships and Associations

  •  Financial Planning Association

Qualifications

  • Certified Financial Planner (CFP)
  • Graduate Diploma of Financial Planning (Kaplan)
  • Self-Managed Superannuation Fund Certificate (Kaplan)
  • Bachelor of Business Administration & Commerce – Accounting (Macquarie University)
  • Justice of the Peace
  • Most Trusted Adviser 2023

LI logo"I enjoy educating clients, as well as giving them peace of mind by helping them make well informed financial decisions, as they plan for the ideal future"

Ronald has been in the financial services industry since 2006 and moved into financial planning in 2012.

Ronald has a double degree in Bachelor of Business Administration and Commerce majoring in Accounting with Macquarie University. In addition, he is a Certified Financial Planner (CFP).

Away from work, Ronald enjoys spending time with his wife and young daughter. He also enjoys the company of family, friends and neighbours.

Areas of specialisation

  • Wealth creation strategies
  • Debt and cashflow management
  • Risk Insurance strategies
  • Retirement planning

Memberships and Associations

  •  Financial Planning Association

Qualifications

  • Certified Financial Planner (CFP)
  • Graduate Diploma of Financial Planning (Kaplan)
  • Self-Managed Superannuation Fund Certificate (Kaplan)
  • Bachelor of Business Administration & Commerce – Accounting (Macquarie University)
  • Justice of the Peace
  • Most Trusted Adviser 2023

David French
David French
Financial Adviser, CFP

LI logo“I enjoy helping and motivating clients make the right financial decisions through all the changes that life brings. The personal relationship and service is paramount.”

David’s financial planning career commenced in 1999 after a successful period in Corporate Superannuation management. His superannuation background and knowledge provided a natural step into financial planning. David values personal relationships as well as financial guidance. He is proud of the fact that many customers have reciprocated loyalty through their journey.

David specialises in the areas of retirement planning, self-managed superannuation, wealth creation strategies, borrowing strategies and employer Superannuation

David enjoys keeping fit through various sporting endeavours, is Chair of the local community association and has done a lot of work with the cancer council.

Memberships

  • Financial Planning Association
  • Mortgage and Finance Association

Qualifications

  • Certified Financial Planner
  • Bachelor of Science
  • Diploma of Superannuation Management (ASFA)
  • Diploma of Financial Planning
  • Diploma of Mortgage Broking
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute
  • Most Trusted Adviser 2023

Hear from David's clients:

First home jitters

Living the coastal dream!

LI logo“I enjoy helping and motivating clients make the right financial decisions through all the changes that life brings. The personal relationship and service is paramount.”

David’s financial planning career commenced in 1999 after a successful period in Corporate Superannuation management. His superannuation background and knowledge provided a natural step into financial planning. David values personal relationships as well as financial guidance. He is proud of the fact that many customers have reciprocated loyalty through their journey.

David specialises in the areas of retirement planning, self-managed superannuation, wealth creation strategies, borrowing strategies and employer Superannuation

David enjoys keeping fit through various sporting endeavours, is Chair of the local community association and has done a lot of work with the cancer council.

Memberships

  • Financial Planning Association
  • Mortgage and Finance Association

Qualifications

  • Certified Financial Planner
  • Bachelor of Science
  • Diploma of Superannuation Management (ASFA)
  • Diploma of Financial Planning
  • Diploma of Mortgage Broking
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute
  • Most Trusted Adviser 2023

Hear from David's clients:

First home jitters

Living the coastal dream!

Chris Ogilvie
Chris Ogilvie
Head of Wealth Management, Financial Adviser, CFP

LI logo"Working with my clients and helping them live their best life is my core focus. Truly understanding what their needs, hopes and dreams are, then providing strategies and implementing solutions to make it all possible is what financial planning is all about to me"

Chris has been a financial planner since 1999. He started out on his financial planning career working with his father Keith in what became Cornerstone Financial Group - a highly successful, award winning financial planning business.

Chris is a Director of Invest Blue and has been actively involved in the financial planning profession being a past Chairman of the AMPFPA, of which he is a life member. Chris is passionate about helping clients live their best possible life and believes smart financial decision making is central to achieving this goal.

Aside from a busy professional life, Chris loves spending quality time with family and friends. He loves travelling, live music, trying to keep a respectable golf handicap and following most sports played with a ball.

Memberships

  • AMP Financial Planners Association

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Bachelor of Economics
  • Justice of the Peace
  • SMSF Specialist Adviser with SPAA
  • Most Trusted Adviser designation; Beddoes Institute
  • Most Trusted Adviser 2023

LI logo"Working with my clients and helping them live their best life is my core focus. Truly understanding what their needs, hopes and dreams are, then providing strategies and implementing solutions to make it all possible is what financial planning is all about to me"

Chris has been a financial planner since 1999. He started out on his financial planning career working with his father Keith in what became Cornerstone Financial Group - a highly successful, award winning financial planning business.

Chris is a Director of Invest Blue and has been actively involved in the financial planning profession being a past Chairman of the AMPFPA, of which he is a life member. Chris is passionate about helping clients live their best possible life and believes smart financial decision making is central to achieving this goal.

Aside from a busy professional life, Chris loves spending quality time with family and friends. He loves travelling, live music, trying to keep a respectable golf handicap and following most sports played with a ball.

Memberships

  • AMP Financial Planners Association

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Bachelor of Economics
  • Justice of the Peace
  • SMSF Specialist Adviser with SPAA
  • Most Trusted Adviser designation; Beddoes Institute
  • Most Trusted Adviser 2023

Philip McCoy
Philip McCoy
Financial Adviser

Philip has been a Financial Planner for 25 years and continues to enjoy helping people understand their current financial position, assisting them to unpack their dreams and identify milestones along their financial management journey.

He believes the financial planning process is designed to empower clients to make wise decisions about their money. Success is achieved when complex strategies are understood and embraced!

He love interacting with people and enjoy catching up with clients, family and friends. When time allows a few hours on the motorbike tacking some ‘twisties’ with mates is great fun!

 

Areas of Specialisation:

  • Superannuation and retirement planning
  • Self-Managed Super Funds

Qualifications:

  • Certified Financial Planner
  • Bus (Accounting)

Philip has been a Financial Planner for 25 years and continues to enjoy helping people understand their current financial position, assisting them to unpack their dreams and identify milestones along their financial management journey.

He believes the financial planning process is designed to empower clients to make wise decisions about their money. Success is achieved when complex strategies are understood and embraced!

He love interacting with people and enjoy catching up with clients, family and friends. When time allows a few hours on the motorbike tacking some ‘twisties’ with mates is great fun!

 

Areas of Specialisation:

  • Superannuation and retirement planning
  • Self-Managed Super Funds

Qualifications:

  • Certified Financial Planner
  • Bus (Accounting)
Crysta Vandersluys
Crysta Vandersluys
Financial Adviser

“Joining Invest Blue was an easy decision as the people and culture resonate with me well. I continue to help clients live their best lives while I get to work somewhere awesome. “

Prior to joining Invest Blue, Crysta was a Certified Financial Planner and MFAA Credit Adviser for Elevate Financial Solutions, having begun her career in the financial services industry in 2002.

Crysta’s aim is to take the “hassle” away for our clients. Helping someone to achieve their goals and then seeing the sense of relief, amazement and happiness that goes with it – this is something that money cannot buy!

When not working, she enjoys spending time with her husband and daughter, soaking up the sunshine in the great outdoors and catching up with friends. Sports are an important part of her downtime – having a keen interest in tennis, football and horsepower of various forms.

Qualifications

  • Bachelor of Business (Applied Finance with a major in Financial Planning)
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Self-Managed Super Fund accreditation

Memberships and Associations

  • Certified Financial Planner – Financial Advice Association Australia (FAAA)
  • Justice of the Peace

“Joining Invest Blue was an easy decision as the people and culture resonate with me well. I continue to help clients live their best lives while I get to work somewhere awesome. “

Prior to joining Invest Blue, Crysta was a Certified Financial Planner and MFAA Credit Adviser for Elevate Financial Solutions, having begun her career in the financial services industry in 2002.

Crysta’s aim is to take the “hassle” away for our clients. Helping someone to achieve their goals and then seeing the sense of relief, amazement and happiness that goes with it – this is something that money cannot buy!

When not working, she enjoys spending time with her husband and daughter, soaking up the sunshine in the great outdoors and catching up with friends. Sports are an important part of her downtime – having a keen interest in tennis, football and horsepower of various forms.

Qualifications

  • Bachelor of Business (Applied Finance with a major in Financial Planning)
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Self-Managed Super Fund accreditation

Memberships and Associations

  • Certified Financial Planner – Financial Advice Association Australia (FAAA)
  • Justice of the Peace
Justine Richards
Justine Richards
Relationship Manager

Justine joined Cornerstone in 2011 and is now part of Invest Blue due to their recent merger. She originally worked within a receptionist role within the business and due to promotion is now a Client Support Manager.

Justine has always held customer service positions during her career and very much enjoysboth assisting clients and working within the financial planning industry.

Outside of the workplace Justine enjoys spending time with family and friends. Her interests also include cooking, reading and watching films.

Justine joined Cornerstone in 2011 and is now part of Invest Blue due to their recent merger. She originally worked within a receptionist role within the business and due to promotion is now a Client Support Manager.

Justine has always held customer service positions during her career and very much enjoysboth assisting clients and working within the financial planning industry.

Outside of the workplace Justine enjoys spending time with family and friends. Her interests also include cooking, reading and watching films.

Linda Gill
Linda Gill
Relationship Manager

“To me, the financial planning industry is about providing professional and tailored advice to help clients realise their dreams. I am passionate about working with the team at Invest Blue to deliver an exceptional client experience during this journey.”

Linda joined Invest Blue in 2021 with over 20 years’ experience in the financial service industry. Before joining Invest Blue, Linda held client servicing and business development roles in corporate superannuation, financial planning and investment management in Australia and Singapore.

In her spare time, Linda enjoys spending time with her family and their pet ‘Billy the Pug’. She likes to keep active by swimming, bushwalking and ‘striving to master’ the paddle board.

 

Qualifications

  • Bachelor of Commerce (Finance and Marketing)
  • Certificate IV in Accounting and Bookkeeping
  • Diploma in Financial Planning
  • Certified Financial Planner Education Program
  • Graduate Diploma in Financial Planning
  • Graduate Diploma in Applied Finance & Investment

“To me, the financial planning industry is about providing professional and tailored advice to help clients realise their dreams. I am passionate about working with the team at Invest Blue to deliver an exceptional client experience during this journey.”

Linda joined Invest Blue in 2021 with over 20 years’ experience in the financial service industry. Before joining Invest Blue, Linda held client servicing and business development roles in corporate superannuation, financial planning and investment management in Australia and Singapore.

In her spare time, Linda enjoys spending time with her family and their pet ‘Billy the Pug’. She likes to keep active by swimming, bushwalking and ‘striving to master’ the paddle board.

 

Qualifications

  • Bachelor of Commerce (Finance and Marketing)
  • Certificate IV in Accounting and Bookkeeping
  • Diploma in Financial Planning
  • Certified Financial Planner Education Program
  • Graduate Diploma in Financial Planning
  • Graduate Diploma in Applied Finance & Investment
Stephanie Price
Stephanie Price
Relationship Manager

Stephanie has been working in admin for the last 10 years.

She really enjoys working in admin as it alleviates the planner to focus on the bigger picture while she sorts out all the details for them.

Stephanie has been working in admin for the last 10 years.

She really enjoys working in admin as it alleviates the planner to focus on the bigger picture while she sorts out all the details for them.

Krystel Lariosa
Krystel Lariosa
Administrative Assistant

"I love working with Invest Blue because of the culture. I love how everyone supports each other on and off work."

Krystel has a Bachelor's Degree in Biology. She used to work as a Department Secretary at a Residency Training Program in a Private Hospital in Cebu. She like's working in a financial industry because she wants to learn how to manage and save money and make the most out of it.

During her spare time, Krystel loves watching videos or go to the beach and chill out with the family on weekends. She also enjoys reading books and watching movies/series.

"I love working with Invest Blue because of the culture. I love how everyone supports each other on and off work."

Krystel has a Bachelor's Degree in Biology. She used to work as a Department Secretary at a Residency Training Program in a Private Hospital in Cebu. She like's working in a financial industry because she wants to learn how to manage and save money and make the most out of it.

During her spare time, Krystel loves watching videos or go to the beach and chill out with the family on weekends. She also enjoys reading books and watching movies/series.

Mikka Cabahug
Mikka Cabahug
Administrative Assistant

"The Invest Blue team members are very welcoming and are always a tap away. It's always good to know that help is not too hard to get."

Mikka has a Bachelor of Science in Accounting Technology degree and previously worked as a billing staff for two companies in the Health Care Industry. Best to say that she is very enthusiastic to now be a part of the Financial Planning Industry.

She likes the financial planning industry because aside from the fact that it is personally very informative, she also gets to help others by assisting the advisers who help their clients financially and see through it that their life goals are achieved. It is rewarding to know that millions of lives already changed because of this industry.

In her spare time, Mikka is an avid reader, but if her eyes aren't glued to an e-book or kindle, her time is enjoyed with her five dogs and maybe watching some show or two.

"The Invest Blue team members are very welcoming and are always a tap away. It's always good to know that help is not too hard to get."

Mikka has a Bachelor of Science in Accounting Technology degree and previously worked as a billing staff for two companies in the Health Care Industry. Best to say that she is very enthusiastic to now be a part of the Financial Planning Industry.

She likes the financial planning industry because aside from the fact that it is personally very informative, she also gets to help others by assisting the advisers who help their clients financially and see through it that their life goals are achieved. It is rewarding to know that millions of lives already changed because of this industry.

In her spare time, Mikka is an avid reader, but if her eyes aren't glued to an e-book or kindle, her time is enjoyed with her five dogs and maybe watching some show or two.

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