Invest Blue Direct

Sarah joined Invest Blue in 2021 as a Project Manager. Prior to joining Invest Blue, Sarah worked as a Project Manager for Pinnacle and has over 13 years of experience in the financial advice industry.

Sarah enjoys spending quality time with her husband, dog, family and friends, and going out for dinner on weekends.

Qualifications and Professional Accreditations

• Bachelor of Business Administration (Majoring in Human Resources Management)

"I have a lot of experience in administration and I bring with me great customer service. I have a passion for helping people."

Nicole joined the Invest Blue team in 2013, coming on board as a Client Support Manager in our Armidale office. Originally from Western Australia, Nicole has been living in Armidale for the past 12 years.  Over the last 8 years Nicole has helped manage the family business, A1 Self Storage.

Nicole is married and the mum of two children and whenever she gets some spare time, loves to play netball and spend time with family and friends.

Debbie appreciates Invest Blue’s way of life, especially their values, and the way they live their values each day.  Walk the walk not just talk the talk

Debbie is a business professional excelling in implementing strategic initiatives, leading teams and the integration of effective change.

Debbie loves going to the movies, musicals, karaoke, renovating and time with family and friends

Areas of Specialty

• Leading teams
• Change management
• Best practice
• Why we do what we do, is it efficient, does it add value
• Governance, compliance and due diligence
• Finding solutions to everyday challenges
• Supporting staff to meet and exceed their career pathways.

• ANZIIF CIP (snr associate)

"I enjoy the client contact."

Since migrating to Australia, Carol has worked in the financial services industry; firstly at the AMP office in Parramatta and then at the Financial Independence Planners for Steve Fort.

Carol enjoys being able to work with previous colleagues once again and being able to see previous clients from FIP that are now with Invest Blue.

Carol's strengths include client interaction and her knowledge of the financial planning process.

Outside of work Carol enjoys to travel and playing poker.

Kim has been part of the Advice First Gold Coast office of Invest Blue since 2003. She is very passionate when it comes to getting the best results for the clients and thinking outside the square when solving problems and leaving no stone unturned.