As you may know, Philip Penman has made the decision to join Invest Blue as he commences his transition to retirement. While Phil will continue to work with Invest Blue for some time, he would like to sincerely thank his clients and hopes to continue working together in the future.
What will change?
Adam Penman will stay on as a Financial Planner with Invest Blue and continue to serve his clients. For Phil’s clients, he will be working with you to introduce you to a new experienced Financial Planner over the coming months. He will continue to support his clients to ensure the transition is smooth. As stated, Adam will continue to provide service, but you will now have the option of three additional Financial Planners who have been working in the region: Steve Sewell, Rob Pollard and Jamie Moore. All existing financial arrangements will remain in place.
Invest Blue will continue to offer our services from the same location
Suite 11 & 12, Level 1
345 Peel Street, Tamworth, NSW, 2340
The phone number will remain 6766 2431 for clients
The fax number will change to 1300 546 837
View the Tamworth location page