we’re here to help
Across NSW and QLD, we are here for you. No matter where you are in life's journey or what your dreams are, we can help. Invest Blue works hard to get to know you so your strategy offers you the best chance to achieve your dreams. It's possible.
Armidale
131 Faulkner St, Armidale,
New South Wales 2350
PO Box 677
phone: 1300 346 837
fax: 1300 546 837
the Armidale office
Invest Blue provides Financial Advice in Armidale, NSW, located conveniently on the corner of Faulkner & Rusden Street. We are equipped with a strong team of Certified Financial Planners, as well as a dedicated Lending team who support advice and strategy development for those looking for home or investment mortgages. Our Financial Planners are backed by a knowledgeable Advice team who support the development of individual strategies as well as dedicated Client Support Managers who work hard everyday keeping in touch with our clients. If you are interested in having a chat, get in touch and we will work out the best way to get you started.
the Armidale team
Steve Sewell
Director / Financial Planner
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 put 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 his 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 with 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
Pursuing her philanthropic dreams without the worry
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 put 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 his 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 with 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
Pursuing her philanthropic dreams without the worry
Rob Pollard
Financial Planner
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
Qualifications
- Chartered Accountant Qualification with ICAA
- Bachelor of Business
- Graduate Diploma in Financial Management
- Diploma of Financial Services (Financial Planning)
Memberships and Associations
- Member of the Institute of Charted Accountants in Australia (CA)
Hear from Rob's clients:
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
Qualifications
- Chartered Accountant Qualification with ICAA
- Bachelor of Business
- Graduate Diploma in Financial Management
- Diploma of Financial Services (Financial Planning)
Memberships and Associations
- Member of the Institute of Charted Accountants in Australia (CA)
Hear from Rob's clients:
Luke Warren
Financial Planner
"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
Hear from Luke's clients:
An adventurous diversion thanks to Invest Blue
"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
Hear from Luke's clients:
An adventurous diversion thanks to Invest Blue
Sophie Hiscox
Relationship Manager
"Invest Blue is a wonderful forward-thinking company which puts the client first. Everyone who works here has a smile on their face and is genuinely passionate about helping you achieve your financial dreams and goals.”
Sophie joined the Invest Blue team in 2017 after 4 years working as a commercial solicitor. She studied Law at UNE and grew up on a farm near Quirindi.
Sophie enjoys yoga, cooking and catching up with family and friends. She also has a pet dog called Mill and loves to read and travel.
Areas of Specialisation:
- Commercial Law
Qualifications/Professional Accreditations:
- Bachelor of Arts/Bachelor of Laws
- Arts Major: Communications
"Invest Blue is a wonderful forward-thinking company which puts the client first. Everyone who works here has a smile on their face and is genuinely passionate about helping you achieve your financial dreams and goals.”
Sophie joined the Invest Blue team in 2017 after 4 years working as a commercial solicitor. She studied Law at UNE and grew up on a farm near Quirindi.
Sophie enjoys yoga, cooking and catching up with family and friends. She also has a pet dog called Mill and loves to read and travel.
Areas of Specialisation:
- Commercial Law
Qualifications/Professional Accreditations:
- Bachelor of Arts/Bachelor of Laws
- Arts Major: Communications
Rebecca Lennon
Relationship Manager
“Working for Invest Blue is an amazing opportunity and I look forward to contributing to the team and providing optimal client service."
Rebecca joined the Invest Blue Armidale Team in July 2019 and has Certificates II and III in Business Administration, and a Certificate IV in Frontline Management.
Rebecca has a background in administration, retail management, executive support and customer service. What she loves about her work is being able to work alongside the Advisers and with Clients, to achieve a great overall experience for Invest Blue Clients.
Rebecca is married with three children and has lived in the New England area for most of her life. She likes to keep active by running and playing netball as well as coaching junior rep netball teams. Rebecca enjoys spending time with her family and friends and getting to the beach whenever she possibly can.
“Working for Invest Blue is an amazing opportunity and I look forward to contributing to the team and providing optimal client service."
Rebecca joined the Invest Blue Armidale Team in July 2019 and has Certificates II and III in Business Administration, and a Certificate IV in Frontline Management.
Rebecca has a background in administration, retail management, executive support and customer service. What she loves about her work is being able to work alongside the Advisers and with Clients, to achieve a great overall experience for Invest Blue Clients.
Rebecca is married with three children and has lived in the New England area for most of her life. She likes to keep active by running and playing netball as well as coaching junior rep netball teams. Rebecca enjoys spending time with her family and friends and getting to the beach whenever she possibly can.
Jason Osumo
Administrative Assistant
"I love working with InvestBlue because I can feel that the people here value each other's opinion. It doesn't matter if you're talking to someone higher up in rank, they value everyone! I can also see that they take really good care of their employees and clients and it's such a joy being a part of a practice that helps others, no matter how small the goal. "
Jason has a Bachelor's degree in Psychology. He used to work as a payroll officer for 2 and a half years for Airborne Security and a Foreign Embassy Liaison for Magsaysay Maritime Corporation for 6 months.
He likes working in the financial planning industry because it's amazing to him how much a little planning of finances can go a long way in achieving what you want out of life. He never really thought about finances when he was younger, so it's a great eye-opener to see that it really is important if you want to maximize your enjoyment out of life.
During his spare time, Jason lives, breathes, sleeps and eats ice hockey. It's his favourite thing in the entire world. If he's not at the local rink playing hockey, He's either watching hockey at home or playing hockey on the Playstation.
"I love working with InvestBlue because I can feel that the people here value each other's opinion. It doesn't matter if you're talking to someone higher up in rank, they value everyone! I can also see that they take really good care of their employees and clients and it's such a joy being a part of a practice that helps others, no matter how small the goal. "
Jason has a Bachelor's degree in Psychology. He used to work as a payroll officer for 2 and a half years for Airborne Security and a Foreign Embassy Liaison for Magsaysay Maritime Corporation for 6 months.
He likes working in the financial planning industry because it's amazing to him how much a little planning of finances can go a long way in achieving what you want out of life. He never really thought about finances when he was younger, so it's a great eye-opener to see that it really is important if you want to maximize your enjoyment out of life.
During his spare time, Jason lives, breathes, sleeps and eats ice hockey. It's his favourite thing in the entire world. If he's not at the local rink playing hockey, He's either watching hockey at home or playing hockey on the Playstation.
Ronald Calderon
Administrative Assistant
Invest Blue is a fun and exciting place to work. Everyone is very helpful and friendly.
Ronald took up Bachelor of Science in Business Administration majoring in Human Resource Development and Management from the University of San Carlos. He was a Customer Service Associate and had handled healthcare, retail, banking, and telecommunication accounts across the US, UK, and AU. He then got promoted and joined the Human Resources – Recruitment team. Working in the financial planning industry made him realize how important it is to manage one's own finances and plan for one's future in a more structured way possible.
Ronald love's travelling, going to the beach and taking a lot of pictures. He also likes to cook and read Marvel comic books on his spare time.
Invest Blue is a fun and exciting place to work. Everyone is very helpful and friendly.
Ronald took up Bachelor of Science in Business Administration majoring in Human Resource Development and Management from the University of San Carlos. He was a Customer Service Associate and had handled healthcare, retail, banking, and telecommunication accounts across the US, UK, and AU. He then got promoted and joined the Human Resources – Recruitment team. Working in the financial planning industry made him realize how important it is to manage one's own finances and plan for one's future in a more structured way possible.
Ronald love's travelling, going to the beach and taking a lot of pictures. He also likes to cook and read Marvel comic books on his spare time.