Invest Blue Partners

"I enjoy the process of meeting new people, identifying what’s most important to them and helping them to get on track to find out what’s possible for their financial future"

Adam was born and raised in Tamworth, attending high school in Armidale at TAS. He spent a year in the UK as a PE assistant prior to studying externally through UNE where he completed a Bachelor of Arts majoring in English and History. In 2012, Adam began working in the Financial Services industry as a Client Service Manager within his family's Financial Planning business, which had been operating in Tamworth for over 30+ years creating long-term relationships with many of his clients. "I quickly learnt the importance of financial planning and the benefits of building strong client relationships based on trust."

In 2015, Adam joined Invest Blue to build out the Tamworth team which now has 3 full-time Financial Planners and approximately 400 clients across the Central North, Central West and Upper Hunter areas. That same year, Adam also completed his Diploma of Financial Planning and attended the AMP Horizons Academy in Sydney. He has since also completed his Advanced Diploma in Financial Services plus holds a Graduate Diploma in Financial Planning + FASEA qualifications.

In his spare time, Adam loves spending time with his family -- wife Millie and their 3 children, Freddie, Viv and Valerie. He is also a keen sports enthusiast who loves to play golf, tennis, rugby union and Oztag as well as spend time at his family farm on the outskirts of Tamworth.

Areas of Specialisation:

• SMSF
• Transition to Retirement strategies
• Debt and Cashflow Management
• Superannuation
• Tax minimization strategies

Qualifications:

• Bachelor of Arts (English and History)
• Diploma Financial Services (Financial Planning)
• Advanced Diploma Financial Services (Financial Planning)
• Graduate Diploma (Financial Planning)
• FASEA (Financial Adviser Exam)
• Most Trusted Adviser 2023

I particularly enjoy assisting our clients with retirement and lifestyle planning. I measure my success on the difference I make to people’s lives, by focusing on what’s important to them, and assisting them to gain a better understanding of their financial and lifestyle circumstances.

Adam was born and raised on the Gold Coast. After several years in the industry as a technical analyst, Adam joined Advice First (Invest Blue) in 2010 as a Financial Adviser and then became a Partner in 2013. As the firm's Retirement Specialist, Adam has a specific interest in Superannuation, Wealth management, Tax Planning, Pensions and Centrelink, Aged care, and Cash flow analysis and budgeting.

Adam and his wife Susie spent their younger years living in London and traveling Europe, before returning to the Gold Coast in 2005 to get married and raise their two daughters. In Adam's spare time, he enjoys all outdoor sports and can often be found on the golf course.

Qualifications:

• Bachelor of Commerce in Financial Planning & Investments (Accounting)
• Certificate in Self Managed Superannuation Funds
• Commissioner for Declarations (QLD)
• Luke Priddis
• Most Trusted Adviser 2023

Adam is a young and energetic planner and provides the Strategic team and his clients with a caring and thoughtful approach to financial advice. Adam completed his University studies in 2011 and holds a Bachelor of Business from the University of Tasmania. While at KPMG, Adam gained his Chartered Accountant qualification and since moving to Strategic, he has completed a Masters of Commerce specialising in Financial Planning. Adam has been with Strategic since 2015, having previously worked in Management Consulting in Hobart with KPMG.

As a Financial Adviser, his aim is to improve the financial well-being of those who seek his advice and deliver on his aim to be their trusted adviser. Adam wants to be their go-to person to bounce ideas off, lay out all their options allow them to make the best possible decision that suits their specific needs and situation, and at times be their unreasonable friend that challenges them to achieve their goals and stay on track. Adam knows that he also wants to be there when times are tough to help them through and celebrate with them when they achieve their goals.

Adam specialises in strategic financial planning, insurance and investment advice for his clients. His focus is on developing long term relationships to enable his clients to achieve their financial and, ultimately, personal objectives and goals.

Adam is married to Suzette and they have two young sons, Alec & Ellis. When not at work, Adam enjoys going to the cinema, spending time with his family and staying active and trying to keep up with his children which now includes reacquainting himself with riding a bike!

Qualifications:

• Most Trusted Adviser 2023

"It is wonderful to work with a company that has such a positive impact on the lives of its clients. There is never a shortage of incredible stories from clients to share. Invest Blue puts a great deal of focus on the outcomes all decisions will have on the people who work here, as well as the clients. The result is a very exciting business to be a part of.”

Lexi joined Invest Blue in 2015 as the Manager of Marketing and Communications. Prior to joining Invest Blue Lexi had experience working with business owners in developing and implementing communication plans as well as HR & Financial roles. She has a passion for spreading the word for businesses who are doing great work and whom serve their clients or customers well.

Lexi has Bachelor of Commerce Degree from the University of British Columbia in her native town of Vancouver, Canada.

Lexi moved to Armidale in 2014 with her husband and 3 children and is loving the strong sense of community and activities in the area. For the past 15 years she lived on a large sheep & cattle property near Canberra and enjoys balancing the pace of corporate life within a rural and strong community-based setting.

Area’s of Specialty

• Marketing
• Communication
• Client experience
• Change and Project Management
• Digital communication
• Business Planning & Development
• People & Culture

Qualifications and Professional Accreditations

• Bachelor of Commerce - UBC

“I have always strived to help people and try to give back where I can.”

Anthony joined Invest Blue in 2021 as a Financial Planner. He has a huge passion for financial advice and has been involved in financial services since 2007 and an Adviser since 2011.

Originally from Rural NSW, Anthony moved to Melbourne in 2007 and loved the food, sport and coffee culture that engulf this town.

Anthony is a long-suffering Bombers fan and a keen golfer. He loves travelling and spending as much time as possible with his beautiful wife, Felicity and two daughters, Eleanor and Audrey.

Qualifications and Professional Accreditations

• Certified Financial Planner®
• Bachelor of Business
• Advanced Diploma in Financial Planning
• Most Trusted Adviser 2023

Tony joined Strategic in 2004 and brings a high degree of technical expertise to the business. Tony has an enquiring mind that really helps in the research and analysis of strategies and investments, which brings a great deal of "steadiness" to our team. Tony is also a Certified Financial Planner® and has a Masters of Applied Finance.

In his spare time, Tony is heavily involved with his family and he and his wife, Lisa are kept busy with their three boys, Ryan, Alex and Lewis. Tony had a successful career as a cricketer, playing in both Tasmania and England. Tony now winds down by going to the gym and helping out with junior cricket.

"I really enjoy talking to people about what is most important to them and then helping them achieve their dreams."

After a career in senior management in Local Government, Anthony was motivated to help people with their finances which led to a move into financial planning in 2003. Anthony joined invest blue in 2005 and helped to establish the Brisbane office.

From late 2019 Anthony was the Regional Head of Advice (Queensland), providing coaching and mentoring to the Financial Planning teams in Queensland which enabled him to impart his wealth of knowledge and experience to all members of the team. At the beginning of 2023 Anthony was appointed to a new role of Head of Best Practice for Invest Blue, this role focuses on bringing process efficiency and increasing capabilities of all our people across the business.

In his spare time, Anthony enjoys holidaying with his wife and three children. Anthony has recently pulled out his golf clubs again and has been enjoying walking various golf courses

Areas of specialization

• Self Managed Super Funds
• Wealth creation strategies
• Retirement strategies
• Risk management strategies

Memberships

• Financial Planning Association of Australia
• Finance Brokers Association of Australia

Qualifications

• Certified Financial Planner (CFP)
• Bachelor of Business
• Advanced Diploma of Financial Services (Financial Planning)
• Self Managed Superannuation Funds Accreditation
• Borrowing within Self Managed Superannuation Funds Accreditation
• Certificate IV in Mortgage Broking
• Justice of the Peace Commissioned for Declarations Department of Justice QLD
• Most Trusted Adviser designation; Beddoes Institute
• Most Trusted Adviser 2023

Hear from Anthony's clients:

An interstate tree change, a new baby and a start-up business

"The dynamics of the financial services industry really appeal to me. Helping the mums & dads of Australia achieve their goals & objectives whilst supporting them through the complexities of ever changing legislation is very rewarding."

Ben, originally from the Tweed Coast in northern NSW studied at the University of New England in Armidale and moved to Coffs Harbour for his role as a Financial Planner with Invest Blue.

Ben is responsible for the day-to-day running of the Coffs Harbour/Grafton team ensuring clients receive a high standard of advice and overseeing internal training and development of staff.

Ben loves spending time with his wife and three daughters and has recently completed the Future2 Wheel Classic from Melbourne to Adelaide - helping raise funds for kids in need.  He is passionate about all sports, in particular rugby. One day Ben would like to complete the New York Marathon.

Areas of specialisation

• Wealth creation strategies
• Debt and cash-flow management strategies
• Risk insurance strategies
• Retirement planning strategies
• Self-Managed Superannuation Funds

Qualifications

• Certified Financial Planner (CFP)
• Bachelor of Commerce
• Bachelor of Law
• Advanced Diploma of Financial Services (Financial Planning)
• Diploma of Financial Services (Financial Planning)
• Self-managed Superannuation Funds Accreditation
• Certificate IV in Mortgage Broking
• Justice of the Peace Commissioned for Declarations Department of Justice NSW
• Most Trusted Adviser designation; Beddoes Institute

Memberships

• Financial Planning Association of Australia
• Finance Brokers Association of Australia

Hear from Ben's clients:

A blissful retirement

Putting the pieces back together after a workplace injury

Deeds please

Carl is a 13-year finance and accounting professional who joined Invest Blue in 2016. After starting his career in Western Australia in a chartered accounting firm, Carl has since worked for private investment firms, ASX listed mining and engineering companies, and in the oil and gas industry. Carl’s experience spans from caring for clients and managing teams, to providing financial support and guidance on some of Australia’s largest oil and gas projects.

Outside of work Carl enjoys spending time with his wife and two children. He loves to travel, keep fit, and catch up with friends and family. A passionate supporter of all sports, Carl is most passionate when it comes to the Geelong Cats and the Western Force.

Areas of Specialisation:

• Management, Project and Financial Accounting
• Business and Financial Management

Qualifications/Professional Accreditations:

• Institute of Chartered Accountants Australia and New Zealand.
• Graduate Diploma of Chartered Accounting (GradDipCA)
• Bachelor of Commerce - Majoring in Financial Management, Accounting and Human Resource Management.

Charna joined Invest Blue in 2015 as one of our valued client support managers.  Prior to joining our team, Charna had a successful career in advertising as a TV producer at Sydney-based Lowe Worldwide. Here Charna managed high profile advertising campaigns for many of Australia’s leading brands. Her excellent project management and finance skills ensured all productions were completed on time and to budget. Before Charna left advertising to start a family in 2010, her work had been recognised by several prestigious national and international advertising awards.

When returning to the workplace in 2011, Charna’s career took a new direction. She joined a chartered accountants and self-managed superannuation company, working closely with the account management team, assisting with daily procedures and client requests. She also played an integral role in the success of the company’s social media and online strategy.

Charna is excited to be part of the Invest Blue team and is ready for her next challenge. She lives on the Central Coast with her husband, two beautiful daughters and a crazy basset hound called Colin. 

“I want to make a difference by ensuring everyone I meet with has a better understanding of their financial and lifestyle situation, with a focus on what’s important to them. I want to empower clients to make the changes required to get the most out of life.”

Chris has been a financial adviser with Invest Blue for overa decade. Prior to that he gained experience in accounting and management roles, resulting in more than 15 years' experience within the business and financial services industry.

Chris is a proud Gladstone local, having grown up in Boyne Island.  He is passionate about enabling his clients to have a better understanding of their financial situation and how to achieve their goals, believing this allows them to dream bigger and really see that it’s possible.

Chris is a firm believer that community organisations play a large part in bringing a community together.  His involvement through school and club based rugby league and the Gladstone Aquatic Therapy Association, among other things, help Chris feel he is giving back to a region that offers so much.

Chris enjoys music, sport and loves nothing better than good food shared amongst family and friends.  Whilst he and his wife enjoy travel, you will usually find them relaxing down at the beach at Tannum or Agnes.

Areas of specialisation

• Wealth creation strategies
• Debt and cash-flow management
• Personal wealth protection
• Transition to retirement strategies
• Retirement planning strategies
• Lending solutions
• Self Managed Super Funds

Memberships

• Financial Planning Association of Australia
• AMP Financial Planners Association

Qualifications and Professional Accreditations

• Graduate Diploma of Financial Services (Financial Planning)
• Undertaking Master of Financial Services (Financial Planning)
• Most Trusted Adviser designation; Beddoes Institute
• Most Trusted Adviser 2023

Danny joined Invest Blue in 2015 as a licensed adviser and has been involved in the financial advice profession since 2010. Having completed a range of tertiary education qualifications, it has provided him with the fundamentals to excel and work across most facets of financial advice, with a particular focus on wealth protection and investment planning.

Dannys role allows him to provide holistic advice to clients and to truly ‘make a difference’ in their lives – a truly rewarding experience that drives his passion for advice.

On a personal note, Danny enjoys spending time with his young family, wife (Pim) and son (Jai) appreciating everything the Gold Coast has to offer. Having grown up on the Gold Coast, he enjoys spending time at the beach, playing a round of golf and being outdoors. Danny has also been a North Melbourne Kangaroos supporter for over 25 years and enjoys watching Aussie rules footy.

As commitment to his career, I have completed the following;

Qualifications:

• Bachelor of Business (Griffith University)
• Master of Commerce (Griffith University)
• Certified Financial Planner (CFP) via Deakin University
• Certificate in Self Managed Superannuation Funds
• Most Trusted Adviser 2023

“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!

"The Invest Blue team has a contagious energy. Helping families in our local community realise it’s possible is a rewarding experience."

David commenced work as a financial planner at Invest Blue in 2012, before becoming the Finance Manager in 2014. He has extensive experience in managing and accounting for small to medium businesses. His previous employment includes Boyce Chartered Accountants and Hamilton Bradshaw, the private equity business of James Caan. David holds a Bachelor of Commerce Degree, majoring in Accounting and Finance for Managers, Management Accounting and Business Law.

Outside of work David enjoys spending time with his family and friends and loves a variety of sports including rugby.

Areas of specialisation

• Wealth creation strategies
• Debt and cash-flow management strategies
• Risk insurance strategies
• Retirement planning strategies

Qualifications and Professional Accreditations

• Bachelor of Commerce (Accounting and Finance for Managers; Management Accounting and Business Law)
• Diploma of Financial Services (Financial Planning)

David 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

Dennis Perry joined the financial services profession in 1986 and enjoyed an 18 year corporate career which included executive roles in Australia and the challenging yet rewarding role of Director of Distribution for AMP Japan based in Tokyo.

In 2004 Dennis co-founded Advice First, a Gold Coast based financial advisory firm that would develop an unrivalled reputation for quality client-centric advice and education.   Always seeking ways to improve business sustainability and enhance the client offering, in 2021 Dennis and his leadership team merged Advice First with Invest Blue – well known and respected industry peers and one of Australia’s fastest growing and most trusted (by independent survey) financial advisory firms.

As part of the merger, Dennis joined the Executive Team at Invest Blue and also joined the Board of Directors. In 2023, Invest Blue merged with Ironbark to form one of the largest diversified financial services businesses in Australia, with over $64 Billion dollars in Funds Under Management.

Dennis has always held a genuine passion for assisting people (family, friends, colleagues, clients, fellow business owners) to succeed in their pursuit of life goals and to live their best possible life … which is exactly what he is doing these days – living his best possible life, being semi-retired on the beautiful Gold Coast.

Qualifications and Professional Accreditations

• Diploma of Financial Markets (Securities Institute of Australia)
• Diploma of Life Insurance (Australian Insurance Institute)
• Justice of the Peace

Memberships

• Australian Institute of Company Directors
• Financial Services Institute of Australasia
• Financial Planning Association of Australia

Geoff has always had a strong interest in real estate, so mortgage broking seemed like a great opportunity to learn more and be involved in the industry. He has successfully owned and operated his own mortgage broking business and now brings his valuable knowledge and experience to the Invest Blue team.

Geoff loves spending time with people.  He has a background working in the hospitality and travel industries.  He has lived in London and travelled extensively around the globe. He enjoys all sports including rugby league, rugby union, touch football, soccer and cricket.

Areas of specialisation

• Business and Commercial Finance
• Home Loans
• Investment Loans
• Personal Loans
• Asset Finance
• Self-Managed Super Fund Lending

Qualifications and Professional Accreditations

• Diploma of Finance and Mortgage Broking Management
• Certificate IV in Finance and Mortgage Broking

Memberships

• Mortgage & Finance Association of Australia (MFAA)
• Australian Financial Complaints Authority (AFCA)

"Invest Blue is a passionate and progressive company that is driven by its desire to help people live their dreams. As an employer, Invest Blue is supportive, flexible and has a fantastic culture - we consider ourselves one big family rather than colleagues, which makes going to work an enjoyable experience.”

Jennifer commenced her career in financial services in 2000. Jennifer completed a Graduate Program in Financial Planning for a bank, through which she held roles as a Paraplanner and Financial Planner prior to joining Invest Blue in 2008.  Jennifer has held various roles in Invest Blue; now the Manager of Advice, Risk & Governance.  Jennifer has a passion for operations, compliance and governance and enjoys assisting the business and its people to achieve their goals.

As Manager of Advice, Risk and Governance, Jennifer’s accountability is to deliver the company’s strategic objectives in the area of advice delivery for clients.  Her personal goal is to ensure that Invest Blue is at the forefront of the financial planning industry providing valuable and comprehensive advice to clients. Jennifer is also a Director and Company Secretary.

Jennifer enjoys spending time with her husband and 2 children, as well as cooking and crocheting.

Areas of specialisation

• Corporate Governance
• Business Planning & Development
• Operational Excellence
• Compliance
• Advice Delivery
• Client Experience
• Systems & Process Design

Qualifications and Professional Accreditations

• Bachelor of Commerce (Financial Planning & Commercial Law)
• Affiliate of the Governance Institute of Australia

“I love delivering on your happy: because the best things in life are the people we love, the places we’ve been and the memories we’ve made.”

Jeremy Gillman-Wells is a multi-award winning and widely experienced Certified Financial Planner®. He is a regular guest speaker at investment forums and provides a financial education program for Canberra schools. He is a recognised values-based adviser and Aged Care Guru.

Prior to joining Invest Blue in 2021, Jeremy and his team built Bravien Financial for 20 years. Jeremy embodied and propelled the philosophy of the firm: to enable people to achieve their financial destiny for the reasons that are important to them. Jeremy’s success, like that of Invest Blue, is attributed to the philosophy of understanding and nurturing client needs and aspirations first, then talking their language to deliver a strategy that they can actually implement.

Jeremy maintains a passionate concern for not only technical excellence but honesty and transparency in the way clients’ affairs are managed.

This has resulted in Jeremy being recognised as a leader in retirement strategies and advice methodology. He is the National Winner of the prestigious Financial Planning Association award for Pre-Retirement Planning, National Winner of the Financial Planning Association Best Practice Award and a 3 time National Winner of Quality of Advice & Financial Planning Excellence Award.

Living in Canberra for over 30 years has allowed Jeremy to develop a strong understanding of the needs of public service employees and their families, particularly in relation to defined benefit superannuation schemes.

Jeremy is strongly involved in the community and giving back. He loves the deep value of pro-bono advice for the Cancer Council and has been a long time supporter of the Smith Family Learning for Life Program. Jeremy has twice cycled the Future2 Wheel Classic between Sydney and Melbourne to help fundraise over $220,000 for the Future2 Foundation which supports disadvantaged young Australians. He is an avid cyclist, part-time racer and amateur video producer. He lives on a small rural property with his wife and two children.

• Aspirations vs cashflow analysis
• Wealth accumulation and investment strategy
• Superannuation including self-managed super advice
• Redundancy & Retirement Planning
• Complex and multi-entity advice (companies, family trusts, special disability trusts)
• Aged Care & Estate planning

Memberships and Associations

• Certified Financial Planner® - Financial Planning Association of Australia
• Aged Care Gurus

Qualifications

• Graduate Diploma of Business (Finance) (with Distinction)
• Diploma of Financial Planning
• Bachelor of Science
• Self-Managed Superannuation Funds Accreditation
• Borrowing within Self-Managed Superannuation Funds Accreditation
• Aged Care Certification
• Most Trusted Adviser 2023

"Life is short. Work somewhere awesome!"

Kasey joined Invest Blue as the Practice Manager in 2004. During her time at Invest Blue, Kasey has been a Paraplanner and Financial Planner, however her passion has always been working with people and she ultimately found her way back into the human resources field becoming Invest Blue’s People & Culture Manager. Invest Blue is passionate about its People, and their growth and development. We want all our people to be successful. We are focused on creating a positive, engaged and high performing culture.   Prior to joining Invest Blue Kasey had experience in Human Resources in the banking industry.

Kasey has Bachelor of Commerce (Human Resources/Marketing), a Bachelor of Law, a Diploma of Financial Services (Financial Planning) and is a Justice of the Peace Commissioned for Declarations Department of Justice NSW

Kasey moved from the North Coast to Armidale to study at University of New England and loved it so much that she stayed and made it her home with her family. Kasey loves spending time with her family (husband and two daughters) and friends. She loves a wide variety of sports and keeps fit by playing netball.

Qualifications and Professional Accreditations

• Bachelor of Commerce (Human Resources/Marketing) – University of New England
• Bachelor of Law
• Diploma of Financial Services (Financial Planning)
• Justice of the Peace Commissioned for Declarations Department of Justice NSW

The culture, the passion and the drive to deliver the best for their clients and to be a great place to work is what I love most about Invest Blue

Laen is married with 2 young kids and has lived in beautiful Hobart her whole life. Laen studied Tourism throughout school however obtained a Reception role at Strategic Financial Planning at the age of 20 and hasn't looked back. There is always something new to learn and it's nice knowing at the end of the day you have been a part of adding value to people's lives. 

In Laen's spare time she is usually running around after her two boys! While also renovating their home and a caravan she loves spending time with friends and family. In Laens off time, she enjoys puzzles and taking her dog for long walks.

Qualifications 

• Diploma in Business Administration

Areas of Specialty

• Project implementation

Lisa joined Invest Blue in 2022 as part of the merger with Advice First and having been a partner there for over 14 years.  With a strong pedigree of lending having also spent 18 years as a lending manager with one of the big four banks, Lisa provides expert advice on all areas of finance.  Lisa was delighted to leave the large corporate environment of product sales behind to join a business that genuinely puts the interests of clients first.

Lisa is proud and passionate about the way she continues her long tradition of helping clients, but she is most proud of her sons (Jacob and Reece) and even more passionate about her footy team, the famous Carlton Blues.  Lisa also loves to travel and spending time with her family and friends.

Areas of specialisation

• Business and Commercial Finance
• Home Loans
• Investment Loans

Qualifications and Professional Accreditations

• Diploma of Finance and Mortgage Broking Management
• Commissioner of Declarations

Awards

• Kinnaird Teacher Award Invest Blue Kinnaird Teacher Award 2022
• Suncorp Top 10 Broker Qld

Memberships

• The Finance Brokers Association of Australia (FBAA)
• Australian Financial Complaints Authority (AFCA)

"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

"Working in Law has allowed me to see what can go wrong in people's lives. It has given me a great appreciation for people who help others make the right decisions and it is something that I endeavour to do in all aspects of life."

Luke, originally from Tweed Heads, attended UNE in Armidale to study a Bachelor of Commerce and Bachelor of Law. In 2008 and 2009, he worked for Invest Blue as a Paraplanner before leaving to practice law. He re-joined Invest Blue in January 2017 as a Client Support Manager and moved to a planning role in July 2017.

Luke is passionate about all things sport, in particular, rugby union. He enjoys keeping fit and has completed the Gold Coast Half Marathon. He enjoys cycling, playing golf, tennis and rugby. He loves to travel and one day hopes to travel to France to watch the Tour De France.

Luke believes in helping people who are in need. Prior to moving to Armidale, he would assist in cooking meals for people undergoing chemotherapy. He enjoyed being able to talk to a wide range of people going through a difficult time and trying to put a smile on their face.

Qualifications 

• Bachelor of Commerce
• Bachelor of Law
• Diploma of Financial Planning
• Most Trusted Adviser 2023

Hear from Luke's clients:

An adventurous diversion thanks to Invest Blue

Owning the keys to success

"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

I thoroughly enjoy working for Invest Blue and assisting in helping our clients achieve their dreams. I am really proud to work for such an amazing business who strives to be an industry leader and always puts its clients first to ensure they receive the best client experience, advice and most importantly, achieve their dreams and celebrate their milestones with them along the way.

Melissa has over 15 years'experience in the financial services industry having previously worked in both London and Sydney. She joined Invest Blue in April 2007 as the Client Support Manager for the Brisbane office. In May 2015 she moved into a new role as the Office Support Manager providing training and support to all offices and Client Support Managers within Invest Blue.

Melissa loves to spend time with family and friends. She enjoys travel, yoga and relaxing on the weekends with her husband, daughter and their sausage dog Frankie.

Qualifications and Professional Accreditations

• Diploma of Financial Services (Financial Planning)
• Diploma of General Insurance

"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

Nic joined Invest Blue in 2021 as a Financial Planner. Prior to joining Invest Blue, Nic has worked at Wainscott Financial since 2014, initially as a paraplanner and later a qualified Financial Planner.

In his spare time, you’ll find Nic planning his next adventure overseas. Nic is also a passionate Carlton supporter and yearns for the day when the Blues make another Grand Final.

Memberships and Associations

• Association of Financial Adviser (AFA)
• AMP Financial Planners Association

Qualifications and Professional Accreditations

• Bachelor of Commerce (Finance, Economics, Financial Planning)
• Most Trusted Adviser 2023

"As Financial Planners, we are in the privileged position of making a difference to people’s lives. Providing the necessary guidance that impacts someone’s life for the better, is extremely satisfying.”

Nick grew up in Wagga Wagga NSW, before spending time in Sydney and settling with his family on the Coffs Coast. Nick joined the Invest Blue team in April of 2020 bringing with him extensive experience in the financial services industry.

Nick has completed his CFP studies and has the Certified Financial Planner CFP® designation, holds a Bachelor of Business (Accounting) degree, Diploma of Financial Planning, Certificate IV in Mortgage Broking and is a Justice of the Peace. He is also a member of the Financial Planning Association of Australia (FPA).

Nick is an avid sports supporter and enjoys all sports, especially rugby union, league, AFL, cycling and cricket. Outside of work he enjoys the outdoors, reading and relaxing with his family.

Areas of specialisation

• Wealth creation strategies
• Superannuation accumulation
• Retirement Planning
• Social Security (Age Pension)
• Personal Insurance
• Business Insurance
• Aged Care
• Budgeting and cashflow management

Memberships and Associations

• Financial Planning Association of Australia

Qualifications

• Certified Financial Planner CFP®
• Bachelor of Business (Accounting)
• Diploma of Financial Planning
• Certificate IV in Mortgage Broking
• Justice of the Peace
• Most Trusted Adviser 2023

Nick has worked in the financial advice industry since 2007, having spent a big period running his own business. Nick is married with 2 young kids and lives in Hobart, a city that he loves.

Nick has a degree in Batchelor of Commerce (Finance and Marketing), Adv Dip FS, Accredited Mortgage Consultant, and FASEA exam passer.

Invest Blue’s beliefs are very aligned with his and this makes it easy to go to work every day. He previously worked as a Director and Adviser at Salamanca Financial for 13 years.  Nick loves working with his clients and he truly gets invested in their journey.

In his spare time, Nick loves spending time with his family, getting up to the East coast of Tasmania, keeping fit and watching sports.

Qualifications: 

• Most Trusted Adviser 2023

I want to make a difference by developing lasting relationships with clients as they transition through life and helping them achieve their dreams and realise their aspirations and goals.

Rob joined Invest Blue in August 2012 bringing with him 14 years’ experience in accounting and the financial services industry. He graduated with a Bachelor of Business degree from the University of Queensland and completed a Graduate of Financial Management at the University of New England. He became a member of the Institute of Chartered Accountants in Australia in 2005.

Outside of work Rob loves spending time with his family, friends and is a staunch supporter of the bulldogs. He takes great delight in watching his boy’s achievements in a variety of sports including rugby, basketball, athletics and cricket.

Rob is an avid traveller and recent destinations have included Tasmania and Hawaii. He enjoys keeping fit and healthy by cycling, going to the gym and playing golf.

Areas of specialisation

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

Memberships and Associations

• Member of the Institute of Charted Accountants in Australia (CA)

Qualifications

• Chartered Accountant Qualification with ICAA
• Bachelor of Business
• Graduate Diploma in Financial Management
• Diploma of Financial Services (Financial Planning)
• Most Trusted Adviser 2023

Hear from Rob's clients:

Dancing back to happiness

Living their best life

When the Universe throws unexpected challenges

65 countries and counting

“I am extremely privileged to continue to be an integral part of my client's journey after 20 years, and I very much look forward to the opportunity to provide the same level of care and advice for many more as they discover the benefits of financial advice and how we can help realise their dreams.”

A “Kelper” by birth, Roy moved to the UK from the Falkland Islands at the age of 10. Following a 15-year banking career in the UK, Roy migrated with his young family to Australia in 1994. Roy transitioned from Banking to Financial Planning in 1998 and subsequently gained his Financial Planning Diploma, CFP and in 2005 an Accredited SMSF Specialist.

Over 40 years in financial services both here in Australia and the UK has placed Roy in a strong position to assist a wide range of clients across a variety of occupations and professions, as well as the family business owner. Roy believes a trusted advisory client relationship is built and developed, with quality best interest advice, regular check-ins and mutual collaboration. Over time clients will see their dreams evolve and mature so they have a greater certainty to achieve the best possible outcomes.

Roy in his spare time is focused on his growing family being blessed with 4 children and 6 grandchildren.  Any downtime will see Roy looking to escape with a good book. Having recently completed the latest Financial Planning Diploma education uplift, Roy is now looking to allocate more time to rekindle his love for travel and hiking – this means that a current focus is the pursuance of a wellness and fitness program!

Qualifications and Professional Accreditations

• Certified Financial Planner®
• SMSF Specialist Adviser™
• Most Trusted Adviser 2023

Simon is a dynamic planner and brings with him over 15 years’ experience in the financial services industry. Simon joined Invest Blue in 2021 as part of a merger with Strategic Financial Planning. He had previously been a Financial Planner and Director at Strategic having joined in 2008. Prior to this Simon worked in financial services in Adelaide. Simon holds a Bachelor of Economics from the University of Tasmania and an Advanced Diploma in Financial Services.  Simon is also a Certified Financial Planner®.

Simon's passion is assisting clients in improving their financial position and reaching their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals.  Simon relishes the role of your financial coach and loves to see his clients reach their personal milestones. Simon has two young daughters, Lucy and Margot. When not at work, Simon enjoys playing basketball, going to the gym and exploring everything Tasmania has to offer.

Qualifications: 

• Most Trusted Adviser 2023

Only 8% of people reach financial independence. If I can have a much larger percentage of my clients reach financial independence and choose to live the lifestyles they want due to a plan that we have put in place for them, then the clients and I will be happy.

Steve's approach to providing advice to his clients is by first helping them to identify their goals and then putting a plan into place to make this happen. With a background in the real estate industry as a property consultant, Steve’s dream was to grow his own business.  An opportunity to pursue this dream presented itself in 1998 and he has not looked back.

Steve is incredibly proud of the New England region and is passionate about giving back to the region that has given him so much over the years. He has played an active role in local events since establishing Invest Blue, raising over $1 million for various charities and organisations. He was the founding member of the Armidale branch of Can Assist and is now Patron and Life Member. He also works with the Cancer Council. A focus of his contribution to this organization was to provide financial advice to patients diagnosed with terminal illness without cost, leading to recognition from AMP for being a leader in pro bono work in this field.

Steve loves spending time with his beautiful wife Jenni and four sons Tom, Sam, Joe & Jack. He loves supporting their sporting activities and keeping fit by cycling and surfing.

Areas of specialisation

• Wealth creation strategies
• Transition to retirement strategies
• Risk management strategies
• DIY and Self Managed Super Funds (SMSF Advice)

Qualifications and Professional Accreditations

• Advanced Diploma of Financial Services (Financial Planning)
• Justice of the Peace Commissioned for Declarations Department of Justice NSW
• Most Trusted Adviser designation; Beddoes Institute

Memberships

• Member of the Financial Planning Association of Australia

Hear from Steve's clients:

Robust Relationship & Relaxing Retirement

Fiercely independent and feeling safe

Keeping busy with the bees

Pursuing her philanthropic dreams without the worry

Have van will travel

Picture perfect

A decade of direction

Beefing up the Business

Riding along smoothly

A natural fit

Striding ahead

“It’s the scariest thing I have ever done!”

Winning has meant losing for Bernadene

Trust is at the core of every relationship between a financial planner and client. It is difficult for those seeking financial advice to find an adviser that they can trust. However I believe that my existing clients are my best advocates and the long term relationships that exist with clients are the best evidence that this can be achieved.

Steve commenced his financial planning career in 2000 at his family business, Financial Independence Planners in Penrith. Prior to this Steve was employed as an accountant from the time he left school.

Steve has been responsible for growing the business in Penrith, Norwest, and the Central Coast. Steve is extremely proud that the team that grew with him at Financial Independence Planners remain an integral part of Invest Blue today.

This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients achieve their goal of financial independence, and these clients became strong advocates of the business.

Steve is passionate in supporting his clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life.

Steve certainly believes that with his support, and the resources of the team at Invest Blue, that his clients do believe it’s possible to achieve their dreams, and their adviser will help them to do this.

Steve, and his wife Kerri, have three young children all growing up on the beautiful Central Coast of NSW. Steve and his kids are actively involved in many sporting clubs and teams, particularly the local Wamberal Surf Club in which Steve is a patrolling member, and the entire family is actively involved in many ways.

Areas of Specialisation

• Strategic advice and Financial Improvement Strategies
• Retirement Strategies
• Self Managed Superannuation
• In depth financial advice, including tax planning, debt and wealth creation strategies, trusts and estates, and aged care.

Qualifications

• Certified Financial Planner with the Financial Planning Association (FPA)
• Accredited Finance Broker
• Self Managed Superannuation Specialist Adviser with SPAA
• Diploma of Financial Planning
• Justice of the Peace
• Most Trusted Adviser designation; Beddoes Institute

Hear from Steve's clients:

Financial advice supporting aged care decisions

Easing into an active retirement

Matters of the heart

A little bit of sunshine

The snowboarding safety net

Stuart joined Invest Blue in 2021. Prior to joining Invest Blue, Stuart worked as a Business Consultant for Strategic Financial Planning. Stuart has over 30 years experience in the finance industry and wider business community in both small to medium-sized companies and large ASX listed groups. He has a strong background in mergers and acquisitions from due diligence to implementation. He specializes in Project and Operational Management with experience in Business Strategy, People and Culture, IT Systems, Analytics, Finance, and Legal. He is a practical and lateral thinker, focused on working with people to achieve desired client and business outcomes.

Stuart loves spending time with family and friends and has three boys with his wife Kimberly. The family enjoy camping, fishing, and spending time together eating great home cooked food around a campfire or the dinner table. He has a passion for the outdoors where he finds relaxation and calm and is a keen gardener. Stuart and Kimberly are keen travellers and love the outdoors and all things to promote exercise.

Qualifications and Professional Accreditations 

• Certificate of Business Management 
• Diploma in Financial Markets  
• Certificate of Superannuation Management 

‘This job is all about people. I love building long-lasting relationships with my clients and helping turn their dreams into reality. I am very privileged  in my role as a trusted adviser to my clients and I gain great satisfaction when they achieve their dreams and financial independence.’

Theo joined Invest Blue in September 2015 following two and a half years as a Specialist Risk Adviser. Prior to that Theo spent 5 years as a Financial Planner in the UK assisting medical professionals with all aspects of their finances.

When not at work Theo spends most of his time with his wife and 2 young daughters, Eliza and Penny enjoying life on the beautiful Central Coast. He is also a passionate fisherman, occasionally sneaking off for a fishing weekend in Queensland when he gets the chance…

Specialisations

• Working with Medical Professionals
• Risk Management
• Wealth Creation Strategies
• Retirement Planning

Memberships and Associations

• Member of the Association of Financial Advisers (AFA)

Qualifications

• Diploma in Financial Services (Financial Planning)
• Certified Financial Planner (UK)
• Bachelor of Science
• Most Trusted Adviser 2023

Hear from Theo's clients:

An unexpected gift

Financial advice supporting aged care decisions

Just what the doctor ordered

Taking the fear out of paperwork

Sunnier skies

"The greatest satisfaction is helping clients to make smart decisions by breaking down the financial jargon and providing strategic advice that’s easy to understand."

Tom is a financial advisor based in Coffs Harbour, where he was born and raised. He joined Invest Blue Coffs Harbour in 2015, and the firm currently serves more than 600 clients in the mid-north coast area.

Tom has a strong educational background and recently completed his Masters in financial advice. One of his strengths is his ability to provide clients with technical advice while also simplifying complex strategies for easy understanding.

Outside of his professional life, Tom enjoys spending time with his wife Jodi, and their two children. He is also passionate about sports and enjoys playing golf, tennis, and AFL.

Areas of Specialisation:
• SMSF
• Transition to Retirement strategies
• Debt and Cashflow Management
• Superannuation
• Tax minimization strategies

Qualifications:
• Master of financial planning
• Diploma Financial Services (Financial Planning)
• Advanced Diploma Financial Services (Financial Planning)
• Graduate Diploma (Financial Planning)
• FASEA (Financial Adviser Exam)

“Helping people achieve their best life is the foundation focus of the advice I give to my clients and their beneficiaries. Being able to work with my clients in the fantastic environment of Invest Blue is a dream for me, allowing myself to have the best life.”

Tim has been in the financial services industry for 20 years; his first 10 years were with various industry Super Funds before progressing into financial planning.

In his spare time, Tim loves to spend time with his wife Pamela and Daughter. He loves sport; cricket in particular and has been a member of the ‘Mighty’ Queensland Reds for 20 years.

Areas of specialisation:

• Wealth creation strategies
• Transition to retirement strategies
• Risk management strategies
• DIY and Self Managed Super Funds (SMSF Advice)

Memberships:

• FAICD - Fellow Australian Institute of Company Directors
• AFA – Association of Financial Advisers

Qualifications:

• Advanced Diploma of Financial Planning
• Advanced Diploma of Financial Services (SMSF)
• Diploma of Financial Services (Financial Planning)
• Diploma of Financial Services (Superannuation)
• Most Trusted Adviser 2023

Hear from Tim's clients:

• When colours collide - Mr Black, Ms Brown and their many, many marathons
• Pushing through adversity with a smile
• A helping hand when life's pressures mount

Todd has been a financial adviser for over 25 years.  In 1997 Todd and his wife Natalie founded Strategic Financial Planning and at the time of merging with Invest Blue in June 2021, Strategic Financial Planning had grown to one of Hobart’s premier financial planning firms with 8 financial advisers supported by a team of 22, all committed to helping our clients live their best possible life.  Seeing the value in holding the highest qualifications, Todd was one of the first advisers in Tasmania to achieve the Certified Financial Planner® designation. Todd takes great pride in helping clients understand what is important to them and then through our immersive financial coaching process, helping them to achieve their dreams and goals. 

Outside of work, Todd enjoys bike riding, going to the gym and camping. He also enjoys following his beloved Brisbane Lions and spending time with his wife, Natalie and two daughters, Emily and Sophie.

Qualifications and Professional Accreditations

• Certified Financial Planner (CFP)
• GAID
• Most Trusted Adviser 2023

"I love my job as a financial planner. There is no greater satisfaction for me than helping my clients to achieve their goals and dreams.

Planning what you want your life to look like is not just about dollars, it is exploring what is most important to you and what motivates you. I love helping people to uncover what money means to them and helping them implement strategies to help them to live their best possible life!

I firmly believe that a good relationship built on trust and open communication with clients is of utmost importance. I am passionate about teaching good financial habits and enjoy educating and empowering my clients to make smart financial decisions."

Tony started in the Financial Planning industry as an advisor in 2016, after 17 years as a professional rugby league player in Australia and the UK.

Tony grew up in the Central Qld area and moved back in 2012. He enjoys spending family time with his wife Mel and son Tana. When not out playing sport himself, he can often be found out coaching kids around the area.

Areas of Specialisation:

• Strategic advice and Financial Improvement Strategies
• Transition to retirement strategies
• Budgeting and cashflow management
• Wealth creation
• Personal wealth protection
• Retirement planning strategies

Qualifications/Professional Accreditations:

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

Trent has been a licenced Financial Adviser since joining Advice First in 2007 and became a Partner in the firm in 2013. Having a Business Degree majoring in Finance and past experience as a technical analyst, creating financial plans has helped Trent provide the ideal footings for his career as a Financial Adviser.

Trent is accredited to provide advice to “sophisticated investors”, a segment of the market that he is particularly passionate about working with, as Trent sits on a National Board that represents leading financial advice firms in building quality investment portfolios for clients.

Trent was born and bred on the Gold Coast, but enjoys travelling around the country to service the many clients in all states of Australia. Trent and his wife Elicia have a young family, which he enjoys spending the weekends with, as well as family and friends on the famous Gold Coast beaches.

Qualifications:

• Bachelor of Business (majoring in Finance and Marketing)
• Advanced Diploma of Financial Services
• Most Trusted Adviser 2023