Penrith 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.
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Penrith

Suite 7, 8 Castlereagh Street Penrith NSW 2750

phone: 1300 346 837

fax: 1300 546 837

Financial Services Guide

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Suite 7, 8 Castlereagh Street Penrith NSW 2750

the Penrith office

Invest Blue provides Financial Advice in Penrith, NSW, conveniently located on Castlereagh Street. 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 Penrith team

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Michael Craig
Michael Craig
Financial Adviser, CFP / Office Development Manager, Regional Head of Advice

LI logo"My core focus is working with my clients on their financial goals and dreams; implementing strategies that compliment these goals and dreams is what financial planning is all about." 

Michael commenced his working life in the banking industry back in 1990 and moved into financial planning in 1999. Michael enjoys having a career centred around helping clients achieve their financial goals, and finds it very satisfying.

Michael specialises in the areas of personal superannuation including self managed Superannuation, retirement planning and mortgage and finance broking.

Most of Michael’s spare time is spent in and around the world of BMX. Both his children love racing their bikes. BMX is a fantastic sport, albeit an extreme one!

Memberships

  • Member of Financial Planning Association of Australia
  • Member of the Mortgage and Finance Industry Association of Australia

Qualifications and Professional Accreditations

  • Certified Financial Planner
  • Accredited Mortgage Consultant
  • Diploma of Financial Planning (Deakin University)
  • Self-Managed Superannuation Fund Certificate (Kaplan)
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute
  • Most Trusted Adviser 2023

Hear from Michael's clients:

A bold investment, Bora Bora, and a Bordoodle

LI logo"My core focus is working with my clients on their financial goals and dreams; implementing strategies that compliment these goals and dreams is what financial planning is all about." 

Michael commenced his working life in the banking industry back in 1990 and moved into financial planning in 1999. Michael enjoys having a career centred around helping clients achieve their financial goals, and finds it very satisfying.

Michael specialises in the areas of personal superannuation including self managed Superannuation, retirement planning and mortgage and finance broking.

Most of Michael’s spare time is spent in and around the world of BMX. Both his children love racing their bikes. BMX is a fantastic sport, albeit an extreme one!

Memberships

  • Member of Financial Planning Association of Australia
  • Member of the Mortgage and Finance Industry Association of Australia

Qualifications and Professional Accreditations

  • Certified Financial Planner
  • Accredited Mortgage Consultant
  • Diploma of Financial Planning (Deakin University)
  • Self-Managed Superannuation Fund Certificate (Kaplan)
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute
  • Most Trusted Adviser 2023

Hear from Michael's clients:

A bold investment, Bora Bora, and a Bordoodle

Luke Bowler
Luke Bowler
Financial Adviser, CFP, Team Manager

LI logo"I love to work with my clients and hear about what they want to achieve in retirement and help them meet their goals."

Luke joined Invest Blue in June 2015 after starting in financial planning in 2005 along with his father in their family business. He completed a Bachelor of Business (Applied Finance) at the University of Western Sydney and he has also completed a Diploma of Financial Services (Financial Planning).

Luke spends his spare time with his wife and two children and enjoys playing golf and basketball.

Areas of Specialisation: 

  • Wealth creation strategies
  • Transition to retirement strategies
  • Risk Insurance Strategies
  • Retirement planning

Memberships:

  • Financial Planning Association of Australia (FPA)

Qualifications: 

  • Diploma of Financial Services (Financial Planning)
  • Bachelor of Business (Applied Finance)
  • Certified Financial Planner (CFP)
  • Justice of the Peace NSW
  • Most Trusted Adviser 2023

Hear from Luke's clients:

from financial stress to retirement freedom

LI logo"I love to work with my clients and hear about what they want to achieve in retirement and help them meet their goals."

Luke joined Invest Blue in June 2015 after starting in financial planning in 2005 along with his father in their family business. He completed a Bachelor of Business (Applied Finance) at the University of Western Sydney and he has also completed a Diploma of Financial Services (Financial Planning).

Luke spends his spare time with his wife and two children and enjoys playing golf and basketball.

Areas of Specialisation: 

  • Wealth creation strategies
  • Transition to retirement strategies
  • Risk Insurance Strategies
  • Retirement planning

Memberships:

  • Financial Planning Association of Australia (FPA)

Qualifications: 

  • Diploma of Financial Services (Financial Planning)
  • Bachelor of Business (Applied Finance)
  • Certified Financial Planner (CFP)
  • Justice of the Peace NSW
  • Most Trusted Adviser 2023

Hear from Luke's clients:

from financial stress to retirement freedom

Peter Griffith
Peter Griffith
Financial Adviser

“I am really passionate about working with people to assist them in achieving their aspirations. Realising that a client puts their trust in us deserves the greatest respect in return. This is what inspires me to maintain the highest education so that I can use as the village Maven!”

Peter is a Certified Financial Planner and has an Advanced Diploma in Financial Planning.

He spends his spare time with his wife and two daughters keeping busy with netball, ballet, water skiing/wakeboarding and a love for the Australian outdoors.

 

Qualifications

  • CFP
  • Advanced Diploma of Financial Planning
  • Most Trusted Adviser 2023

“I am really passionate about working with people to assist them in achieving their aspirations. Realising that a client puts their trust in us deserves the greatest respect in return. This is what inspires me to maintain the highest education so that I can use as the village Maven!”

Peter is a Certified Financial Planner and has an Advanced Diploma in Financial Planning.

He spends his spare time with his wife and two daughters keeping busy with netball, ballet, water skiing/wakeboarding and a love for the Australian outdoors.

 

Qualifications

  • CFP
  • Advanced Diploma of Financial Planning
  • Most Trusted Adviser 2023

Andrew Dinsdale-Scanlon
Andrew Dinsdale-Scanlon
Financial Adviser

Andrew began working in the financial services sector UK in 1999 before moving to Australia in 2003 where he has continued working in the industry. He has worked for large licensees before moving across to work for the smaller, more personal financial planning firms. His most recent role has been in Bathurst, NSW.

When Andrew is not working, he has a passion for music production and is a radio presenter and committee member at his local community radio station (Radio Blue Mountains), where he is involved with the station’s decision making, fundraising and grant applications. Since becoming a committee member, he has raised over $40,000 for the station so far. When not at work, home or in the studio, Andrew enjoys taking off on walks through the Blue Mountains, is a keen cook, a malt whisky enthusiast and a founding member of the Blue Mountains Whisky Club.

Andrew began working in the financial services sector UK in 1999 before moving to Australia in 2003 where he has continued working in the industry. He has worked for large licensees before moving across to work for the smaller, more personal financial planning firms. His most recent role has been in Bathurst, NSW.

When Andrew is not working, he has a passion for music production and is a radio presenter and committee member at his local community radio station (Radio Blue Mountains), where he is involved with the station’s decision making, fundraising and grant applications. Since becoming a committee member, he has raised over $40,000 for the station so far. When not at work, home or in the studio, Andrew enjoys taking off on walks through the Blue Mountains, is a keen cook, a malt whisky enthusiast and a founding member of the Blue Mountains Whisky Club.

Luke Priddis
Luke Priddis
Financial Adviser

"The satisfaction of being able to make a positive difference in the lives of the people that I connect with is why I do what I do.'

Luke is a Certified Financial Planner and joined Invest Blue from CPR Wealth in 2022 and brings a wealth of knowledge and experience to the team.

He is passionate about providing professional Financial Planning advice to individuals and business owners looking to ensure they are moving in the best possible direction for their financial futures and ensure wealth protection strategies are in place to minimise any financial risk that may be evident.

Luke believes in building long term relationships with those individuals that entrust him to provide knowledge and direction to their personal circumstances.

Luke is also the co-founder and chairperson of the Luke Priddis Foundation, assisting children and their families living with Autism Spectrum Disorders.

 

Qualifications:

  • Most Trusted Adviser 2023

"The satisfaction of being able to make a positive difference in the lives of the people that I connect with is why I do what I do.'

Luke is a Certified Financial Planner and joined Invest Blue from CPR Wealth in 2022 and brings a wealth of knowledge and experience to the team.

He is passionate about providing professional Financial Planning advice to individuals and business owners looking to ensure they are moving in the best possible direction for their financial futures and ensure wealth protection strategies are in place to minimise any financial risk that may be evident.

Luke believes in building long term relationships with those individuals that entrust him to provide knowledge and direction to their personal circumstances.

Luke is also the co-founder and chairperson of the Luke Priddis Foundation, assisting children and their families living with Autism Spectrum Disorders.

 

Qualifications:

  • Most Trusted Adviser 2023

Fiona Renshaw
Fiona Renshaw
Relationship Manager

“I work with a passionate team of people who want to do the very best for our clients and families. My role is extremely rewarding as I enjoy helping our clients live their best possible lives."

Fiona has worked in the financial services industry for over 20 years and has an Advanced Diploma in Financial Planning. She is also currently studying her Undergraduate Diploma in Financial Planning. Fiona’s role as Advice Development Client Support Manager provides Financial Planners with advice and strategy development support and supports Invest Blue Clients with the implementation and review of their Financial Plans. Fiona works between the Penrith and Norwest office.

When not at work Fiona is busy with her two sporty high school children who love soccer, basketball and Oztag. She also loves to run and stay fit.

“I work with a passionate team of people who want to do the very best for our clients and families. My role is extremely rewarding as I enjoy helping our clients live their best possible lives."

Fiona has worked in the financial services industry for over 20 years and has an Advanced Diploma in Financial Planning. She is also currently studying her Undergraduate Diploma in Financial Planning. Fiona’s role as Advice Development Client Support Manager provides Financial Planners with advice and strategy development support and supports Invest Blue Clients with the implementation and review of their Financial Plans. Fiona works between the Penrith and Norwest office.

When not at work Fiona is busy with her two sporty high school children who love soccer, basketball and Oztag. She also loves to run and stay fit.

Ethan Mosca
Ethan Mosca
Relationship Manager

Ethan shares that despite his age, his career is quite diverse. Having worked in a multitude of different industries such as fast food, grants delivery, construction, and most recently train maintenance, he is quite knowledgeable on a wide range of different topics.

He is proud to have  recently completed his certificate IV after two years of study, he says it was quite the accomplishment.

Ethan also specialises in service with a smile, not only towards clients but also within the team. At the end of the day we are all working towards the same goal so it is imperative to keep morale high by showing up with a smile on your face. He believes that what's unique about him is most people only think about the impact on the client where as he thinks of the impact on everyone.

His time outside of work is either spent with his friends and family or listening to music. He loves taking in the deeper meaning to music and opening himself up to all literary techniques used.

Ethan shares that despite his age, his career is quite diverse. Having worked in a multitude of different industries such as fast food, grants delivery, construction, and most recently train maintenance, he is quite knowledgeable on a wide range of different topics.

He is proud to have  recently completed his certificate IV after two years of study, he says it was quite the accomplishment.

Ethan also specialises in service with a smile, not only towards clients but also within the team. At the end of the day we are all working towards the same goal so it is imperative to keep morale high by showing up with a smile on your face. He believes that what's unique about him is most people only think about the impact on the client where as he thinks of the impact on everyone.

His time outside of work is either spent with his friends and family or listening to music. He loves taking in the deeper meaning to music and opening himself up to all literary techniques used.

Amber Priddis
Amber Priddis
Relationship Manager

Amber was drawn to Invest Blue by the company's dynamic that focused on applying its core values to each and every process they make. Also, the company is not just a workplace but a family. Amber worked for CPR Wealth prior to coming to Invest Blue and she also has completed certificate 3 in Business Studies in 2017.

Working within the financial planning industry provides her with a challenge, every day is a different day and each day provides more insight into more ways that she is able to fulfil her abilities to help others where she can.

Amber was drawn to Invest Blue by the company's dynamic that focused on applying its core values to each and every process they make. Also, the company is not just a workplace but a family. Amber worked for CPR Wealth prior to coming to Invest Blue and she also has completed certificate 3 in Business Studies in 2017.

Working within the financial planning industry provides her with a challenge, every day is a different day and each day provides more insight into more ways that she is able to fulfil her abilities to help others where she can.

Chynna Palis
Chynna Palis
Client Experience Coach

Chynna joined Invest Blue in 2021 as a Relationship Manager. Chynna was previously working for a superfund company and further pursued her career within the financial service industry at Invest Blue. She values being part of the clients’ journey in achieving their goals.

Outside of work, Chynna enjoys coaching aspiring runway models, Pilates and going on nature trips with her fiancé.

 

Qualification and Professional Accreditations

  • Bachelor of Science in Human Ecology (Human Settlements Planning)

Chynna joined Invest Blue in 2021 as a Relationship Manager. Chynna was previously working for a superfund company and further pursued her career within the financial service industry at Invest Blue. She values being part of the clients’ journey in achieving their goals.

Outside of work, Chynna enjoys coaching aspiring runway models, Pilates and going on nature trips with her fiancé.

 

Qualification and Professional Accreditations

  • Bachelor of Science in Human Ecology (Human Settlements Planning)
Kirstine Riconalla
Kirstine Riconalla
Administrative Assistant

"I like working with Invest Blue as I see here people are encouraged to grow - in their roles, with their skills, and with that, comes also personal growth. You are encouraged to learn new things and make mistakes as you navigate them."

Kirstine graduated with a Bachelor's degree in Hotel and Restaurant Management. She previously worked as a Surveillance Writer for an Australian Company, IT Operations Associate, and as a Correction Editor.

Working in the financial industry has been such an eye-opener for her. Managing your own finances is difficult but managing other people's money is a lot harder. It made her realize all the effort put through so the client can have a secure future, so it made her more cautious as well on how she handles her own finances.

In her spare time, Kirstine likes to watch shows on Netflix, find new YouTube videos to binge, and read sometimes. She also loves spending time with family the most.

"I like working with Invest Blue as I see here people are encouraged to grow - in their roles, with their skills, and with that, comes also personal growth. You are encouraged to learn new things and make mistakes as you navigate them."

Kirstine graduated with a Bachelor's degree in Hotel and Restaurant Management. She previously worked as a Surveillance Writer for an Australian Company, IT Operations Associate, and as a Correction Editor.

Working in the financial industry has been such an eye-opener for her. Managing your own finances is difficult but managing other people's money is a lot harder. It made her realize all the effort put through so the client can have a secure future, so it made her more cautious as well on how she handles her own finances.

In her spare time, Kirstine likes to watch shows on Netflix, find new YouTube videos to binge, and read sometimes. She also loves spending time with family the most.

Anthony Bodbod
Anthony Bodbod
Administrative Assistant

"Invest Blue people in Australia and in Cebu are very supportive and appreciative of the effort you have done. I like working in a company where you are being treated as a family. They won't leave you behind."

Anthony graduated Cum Laude with a Bachelor of Science in Accountancy degree. He started working in the BPO Industry (International companies in USA and Canada) in 2014. His previous work experience before VBP is being a Financial Support for an International Software Company. He was assigned to handle more than 35 companies for invoicing process.

He likes working in the financial planning industry because he got to experience how people in Australia manage their wealth. He now understands why most of them are financially free and living the best of their lives. It really inspires him to know their financial status is stable. He would like to do the same if given the chance and resources.

In his spare time, he likes to play online games and watch movies to calm his workaholic self.

"Invest Blue people in Australia and in Cebu are very supportive and appreciative of the effort you have done. I like working in a company where you are being treated as a family. They won't leave you behind."

Anthony graduated Cum Laude with a Bachelor of Science in Accountancy degree. He started working in the BPO Industry (International companies in USA and Canada) in 2014. His previous work experience before VBP is being a Financial Support for an International Software Company. He was assigned to handle more than 35 companies for invoicing process.

He likes working in the financial planning industry because he got to experience how people in Australia manage their wealth. He now understands why most of them are financially free and living the best of their lives. It really inspires him to know their financial status is stable. He would like to do the same if given the chance and resources.

In his spare time, he likes to play online games and watch movies to calm his workaholic self.

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