Meet Our Directors | Invest Blue
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Invest Blue Directors

the Invest Blue directors team

Our team of Directors offer a balanced approach and skill set to the leadership of Invest Blue. The focus is always on striving to succeed in all areas and understanding the impacts of decisions on our clients, people and shareholders.

Paul Haslam
Paul Haslam
Chairman of the Board

LI logoInvest Blue is about creating belief that it’s possible to live your best life. We want to challenge people to dream bigger, experience more success, less stress and to enjoy life. Through the support of tailored advice we are able to help people realise their dreams and plans by creating belief that it’s possible.

It’s not just about our clients finances, but about helping them define what they want out of life and helping them achieve it.

Paul has been a financial planner with AMPFP for over 18 years and prior to that gained experience in banking, lending and real estate roles. This has resulted in more than 30 years' experience within the financial services industry.

Paul has been integral in the growth of the Invest Blue business from an insurance and superannuation business in Armidale to one of the leading financial service businesses within Australia.

With an opportunity to establish a Queensland office in 2006, Paul and his family moved from Armidale to Brisbane.

Paul is passionate about the delivery of a consistent client experience through the support of tailored financial advice, systems and processes. He has been actively involved in the development of the Invest Blue brand and believes, living Invest Blues’ culture and core values is what sets Invest Blue apart from their competitors.

Paul is dedicated to community and his children's education. Having three girls attend St Margaret's Anglican Girls School in Brisbane, Paul has held the position of Director of the schools foundation and is actively involved in the schools rowing programme.

Paul enjoys many outdoor and sporting activities. He is an avid Cowboys supporter, having grown up in Far North Queensland playing rugby league for both the Kangaroos football club in Cairns and the Roosters on the Atherton Tablelands.

Paul enjoys spending time with family and friends and also travelling.  He thrives on both personal and team challenges. Challenges include the Tour De Rocks, a mountain bike ride from Armidale to South West Rocks that raises funds to support a cure for Cancer.  Paul is also looking forward to participating in the upcoming AMP Future 2 road bike ride from Melbourne to Adelaide which supports children with cancer and is being held in late 2014.

Areas of specialisation

  • Strategic and Business Planning
  • Business Development
  • Mergers and Acquisitions
  • Provision and Delivery of Financial Advice
  • Lending

Qualifications and Professional Accreditation

  • Certified Financial Planner (CFP)
  • Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioner for Declarations Department of Justice QLD

Memberships

  • Financial Planning Association of Australia
  • AMP Financial Planners Association

LI logoInvest Blue is about creating belief that it’s possible to live your best life. We want to challenge people to dream bigger, experience more success, less stress and to enjoy life. Through the support of tailored advice we are able to help people realise their dreams and plans by creating belief that it’s possible.

It’s not just about our clients finances, but about helping them define what they want out of life and helping them achieve it.

Paul has been a financial planner with AMPFP for over 18 years and prior to that gained experience in banking, lending and real estate roles. This has resulted in more than 30 years' experience within the financial services industry.

Paul has been integral in the growth of the Invest Blue business from an insurance and superannuation business in Armidale to one of the leading financial service businesses within Australia.

With an opportunity to establish a Queensland office in 2006, Paul and his family moved from Armidale to Brisbane.

Paul is passionate about the delivery of a consistent client experience through the support of tailored financial advice, systems and processes. He has been actively involved in the development of the Invest Blue brand and believes, living Invest Blues’ culture and core values is what sets Invest Blue apart from their competitors.

Paul is dedicated to community and his children's education. Having three girls attend St Margaret's Anglican Girls School in Brisbane, Paul has held the position of Director of the schools foundation and is actively involved in the schools rowing programme.

Paul enjoys many outdoor and sporting activities. He is an avid Cowboys supporter, having grown up in Far North Queensland playing rugby league for both the Kangaroos football club in Cairns and the Roosters on the Atherton Tablelands.

Paul enjoys spending time with family and friends and also travelling.  He thrives on both personal and team challenges. Challenges include the Tour De Rocks, a mountain bike ride from Armidale to South West Rocks that raises funds to support a cure for Cancer.  Paul is also looking forward to participating in the upcoming AMP Future 2 road bike ride from Melbourne to Adelaide which supports children with cancer and is being held in late 2014.

Areas of specialisation

  • Strategic and Business Planning
  • Business Development
  • Mergers and Acquisitions
  • Provision and Delivery of Financial Advice
  • Lending

Qualifications and Professional Accreditation

  • Certified Financial Planner (CFP)
  • Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioner for Declarations Department of Justice QLD

Memberships

  • Financial Planning Association of Australia
  • AMP Financial Planners Association
David Stephen
David Stephen
Managing Director

LI logoDavid is a Certified Financial Planner® and as Managing Director is responsible for executing the strategic plan of the business (in conjunction with the leadership team) and driving development of strategy with the board.

David joined Invest Blue as a consultant in 2001 and since then has held advising, strategy and management roles within the business. Within these roles he has demonstrated his ability to solve complex problems by thinking outside the box.

In 2009 David was appointed Managing Director, having held the role of Director since 2008.

David is dedicated to community involvement, and along with Steve Sewell has established a group of volunteers in Armidale that provide support to St. Vincent De Paul. These volunteers provide assistance with tasks such as moving house, mowing lawns and taking rubbish away.

David is also a firm believer that community sporting organisations play a large part in bringing a community together and volunteers his time at his local rugby club.

David enjoys spending time with his wife and children and values family, friends and being part of the community. He loves sport, including; Rugby, Rugby and more Rugby! David is a passionate Eels supporter and enjoys watching cricket. He also has a share in a horse syndicate, enjoys listening to music and has an interest in politics.

Areas of specialisation

  • Strategic and Business planning
  • Business and Financial Management
  • Corporate Governance

LI logoDavid is a Certified Financial Planner® and as Managing Director is responsible for executing the strategic plan of the business (in conjunction with the leadership team) and driving development of strategy with the board.

David joined Invest Blue as a consultant in 2001 and since then has held advising, strategy and management roles within the business. Within these roles he has demonstrated his ability to solve complex problems by thinking outside the box.

In 2009 David was appointed Managing Director, having held the role of Director since 2008.

David is dedicated to community involvement, and along with Steve Sewell has established a group of volunteers in Armidale that provide support to St. Vincent De Paul. These volunteers provide assistance with tasks such as moving house, mowing lawns and taking rubbish away.

David is also a firm believer that community sporting organisations play a large part in bringing a community together and volunteers his time at his local rugby club.

David enjoys spending time with his wife and children and values family, friends and being part of the community. He loves sport, including; Rugby, Rugby and more Rugby! David is a passionate Eels supporter and enjoys watching cricket. He also has a share in a horse syndicate, enjoys listening to music and has an interest in politics.

Areas of specialisation

  • Strategic and Business planning
  • Business and Financial Management
  • Corporate Governance