The Executive Team

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

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

"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

"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

"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 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)