we believe it’s possible
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.
Brisbane
Milton
Level 1, 10 Finchley St, Milton, Queensland 4064
CBD
Level 12, 10 Eagle Street, Brisbane, QLD 4000
phone: 1300 346 837
fax: 1300 546 837
the Brisbane office
Invest Blue provides Financial Advice in Brisbane from our Milton office, located conveniently on Finchley St between Suncorp Stadium & the XXXX Brewery. It is also very close to the Milton train station. We are equipped with a strong team of Certified Financial Planners in Brisbane, 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 Brisbane team
Anthony Lyons
Financial Planner, CFP / Office Development Manager
"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.
In his spare time, Anthony enjoys holidaying with his wife and three children, as well as being heavily involved in the children's many sporting endeavours.
Areas of specialisation
- Self Managed Super Funds
- Wealth creation strategies
- Retirement strategies
- Risk management strategies
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
Memberships
- Financial Planning Association of Australia
- Finance Brokers Association of Australia
"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.
In his spare time, Anthony enjoys holidaying with his wife and three children, as well as being heavily involved in the children's many sporting endeavours.
Areas of specialisation
- Self Managed Super Funds
- Wealth creation strategies
- Retirement strategies
- Risk management strategies
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
Memberships
- Financial Planning Association of Australia
- Finance Brokers Association of Australia
Denis Owens
Client Consultant
Denis has been involved in the Financial Services for over 30 years. During this time he has provided financial advice to personal and corporate clients as a licenced Financial Adviser and in addition, has held Senior Management roles with two leading Financial Institutions. Denis joined Invest Blue in 2018 along with DKM Financial Services.
Areas of Specialisation:
- Investment and superannuation strategy
- Retirement income streams
- Tax and estate planning
- Personal and corporate insurance
Qualifications/Professional Accreditations:
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Life Insurance
- Affiliate Member – Institute of Chartered Accountants Australia
- Member of Financial Planning Association of Australia
- Member of Australian Association of Financial Advisers
Denis has been involved in the Financial Services for over 30 years. During this time he has provided financial advice to personal and corporate clients as a licenced Financial Adviser and in addition, has held Senior Management roles with two leading Financial Institutions. Denis joined Invest Blue in 2018 along with DKM Financial Services.
Areas of Specialisation:
- Investment and superannuation strategy
- Retirement income streams
- Tax and estate planning
- Personal and corporate insurance
Qualifications/Professional Accreditations:
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Life Insurance
- Affiliate Member – Institute of Chartered Accountants Australia
- Member of Financial Planning Association of Australia
- Member of Australian Association of Financial Advisers
Julian Prendergast
Financial Planner, CFP
"I love working with people, listening to their family's hopes and dreams and celebrating their successes along the way. I want the families I work with to have confidence that their financial needs are taken care of and that they can focus on living the life they want."
Julian joined Invest Blue in 2007. He is a Certified Financial Planner and holds a Bachelor of Agricultural Economics from the University of Sydney. Julian gives not only good advice; he also takes the time to educate his clients. In 2012 Julian was short-listed for the Association of Financial Advisers (AFA) Excellence in Education Award.
Outside of work Julian loves spending time with his wife and children. Julian is a passionate Tahs supporter and unlucky Eels supporter. He also enjoys (trying) to keep fit, meditation and collecting fine wines.
Areas of specialisation
- Pre-retirement planning
- Retirement planning
- Self Managed Super Funds
- Wealth creation strategies
- Debt and cash flow management
Qualifications
- Certified Financial Planner (CFP)
- Bachelor of Agricultural Economics
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Financial Planning)
- Self Managed Superannuation Funds Accreditation
- Borrowing within Self Managed Superannuation Funds Accreditation
- Certificate IV in Financial Services
- Most Trusted Adviser designation; Beddoes Institute
Memberships
- Financial Planning Association of Australia
- The Finance Brokers Association of Australia Limited (FBAA)
Awards
- 2012 Association of Financial Advisers (AFA) Excellence in Education Award short list
"I love working with people, listening to their family's hopes and dreams and celebrating their successes along the way. I want the families I work with to have confidence that their financial needs are taken care of and that they can focus on living the life they want."
Julian joined Invest Blue in 2007. He is a Certified Financial Planner and holds a Bachelor of Agricultural Economics from the University of Sydney. Julian gives not only good advice; he also takes the time to educate his clients. In 2012 Julian was short-listed for the Association of Financial Advisers (AFA) Excellence in Education Award.
Outside of work Julian loves spending time with his wife and children. Julian is a passionate Tahs supporter and unlucky Eels supporter. He also enjoys (trying) to keep fit, meditation and collecting fine wines.
Areas of specialisation
- Pre-retirement planning
- Retirement planning
- Self Managed Super Funds
- Wealth creation strategies
- Debt and cash flow management
Qualifications
- Certified Financial Planner (CFP)
- Bachelor of Agricultural Economics
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Financial Planning)
- Self Managed Superannuation Funds Accreditation
- Borrowing within Self Managed Superannuation Funds Accreditation
- Certificate IV in Financial Services
- Most Trusted Adviser designation; Beddoes Institute
Memberships
- Financial Planning Association of Australia
- The Finance Brokers Association of Australia Limited (FBAA)
Awards
- 2012 Association of Financial Advisers (AFA) Excellence in Education Award short list
Timothy Jones
Financial Planner
“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 was with various industry Super Funds before moving into financial planning with Enstil/Templetons AMPFP. He has been a Director of AMPFPA since 2017 and has active associations with the Cancer Council Pro Bono Program. Tim joined Invest Blue in 2018.
In his spare time, Tim loves to spend time with his wife Pamela and young daughter Matilda. 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)
Qualifications:
- Advanced Diploma of Financial Planning
- Advanced Diploma of Financial Services (SMSF)
- Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Superannuation)
Memberships:
- FAICD - Fellow Australian Institute of Company Directors
- AFA – Association of Financial Advisers
“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 was with various industry Super Funds before moving into financial planning with Enstil/Templetons AMPFP. He has been a Director of AMPFPA since 2017 and has active associations with the Cancer Council Pro Bono Program. Tim joined Invest Blue in 2018.
In his spare time, Tim loves to spend time with his wife Pamela and young daughter Matilda. 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)
Qualifications:
- Advanced Diploma of Financial Planning
- Advanced Diploma of Financial Services (SMSF)
- Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Superannuation)
Memberships:
- FAICD - Fellow Australian Institute of Company Directors
- AFA – Association of Financial Advisers
Taylor McGill
Financial Planner
"Working in such a dedicated and supportive environment makes it easy to work hard and ensure the best possible service and results for clients. 'If we command our wealth, we shall be rich and free. If our wealth commands us, we shall be poor indeed.' Edmund Burke."
Taylor joined Invest Blue in December 2016 after completing his bachelor's degree in Commerce (Finance) at the University of Queensland. He has worked in different roles within the business, firstly as a Client Support Manager and then as a Paraplanner the Advice Team. Taylor pursued further study to achieve his Diploma of Financial Planning in 2017, and is currently studying a Graduate Diploma of Financial Planning.
Taylor has a passion for helping people and is enthusiastic about every day being given the opportunity to impact peoples' financial lives for the better.
Outside of work Taylor enjoys spending time with friends and family and has a passion for travelling. He also keeps fit by cycling, going to the gym and playing football. He coaches junior football at his local club where he is involved as an avid volunteer.
Qualifications/Professional Accreditations:
- Bachelor of Commerce (Finance)
- Diploma of Financial Planning
- Accredited Listed Product Adviser (ALPA)
"Working in such a dedicated and supportive environment makes it easy to work hard and ensure the best possible service and results for clients. 'If we command our wealth, we shall be rich and free. If our wealth commands us, we shall be poor indeed.' Edmund Burke."
Taylor joined Invest Blue in December 2016 after completing his bachelor's degree in Commerce (Finance) at the University of Queensland. He has worked in different roles within the business, firstly as a Client Support Manager and then as a Paraplanner the Advice Team. Taylor pursued further study to achieve his Diploma of Financial Planning in 2017, and is currently studying a Graduate Diploma of Financial Planning.
Taylor has a passion for helping people and is enthusiastic about every day being given the opportunity to impact peoples' financial lives for the better.
Outside of work Taylor enjoys spending time with friends and family and has a passion for travelling. He also keeps fit by cycling, going to the gym and playing football. He coaches junior football at his local club where he is involved as an avid volunteer.
Qualifications/Professional Accreditations:
- Bachelor of Commerce (Finance)
- Diploma of Financial Planning
- Accredited Listed Product Adviser (ALPA)
Leisl Zietara
Client Support Manager
"It gives me satisfaction in being a little part of the process in helping people achieve their financial and personal goals and seeing them leave the office with a smile on their face."
For the previous seven years, Leisl has been working in the financial planning industry and in that time has come to value the importance of financial planning; being part of the process gives her great satisfaction by helping people achieve their financial and personal goals. She enjoys the challenge of day-to-day operations of the industry as it comes with the bonus of gaining increased knowledge.
In her spare time, Leisl enjoys travelling and spending time with her family and watching her beautiful 6 year old daughter grow up incredibly quickly. Her personal passion is running and she has completed a marathon and a few half marathons. Top of her bucket list is to complete the New York Marathon.
"It gives me satisfaction in being a little part of the process in helping people achieve their financial and personal goals and seeing them leave the office with a smile on their face."
For the previous seven years, Leisl has been working in the financial planning industry and in that time has come to value the importance of financial planning; being part of the process gives her great satisfaction by helping people achieve their financial and personal goals. She enjoys the challenge of day-to-day operations of the industry as it comes with the bonus of gaining increased knowledge.
In her spare time, Leisl enjoys travelling and spending time with her family and watching her beautiful 6 year old daughter grow up incredibly quickly. Her personal passion is running and she has completed a marathon and a few half marathons. Top of her bucket list is to complete the New York Marathon.
Abbie Gellatly
Client Support Manager
It is wonderful to be part of Invest Blue; such a driven company who puts clients at the forefront of their focus. I thrive on helping clients with any financial planning queries they have in the easiest, most efficient manner.
Abbie joined the Invest Blue team in 2015 after a year she had taken off to travel the East Coast of Australia, South East Asia and Europe. Prior to this, Abbie had been working as a receptionist at a financial planning company in the Brisbane Bayside area for 18 months since 2013. Since starting with us as a Client Support Manager with the Direct team, Abbie has moved to a Client Support Manager with our Brisbane team.
In her spare time, Abbie enjoys spending time with friends and family, vacationing and being at the beach.
Abbie is also currently in the last stages of completing her Diploma of Financial Planning.
It is wonderful to be part of Invest Blue; such a driven company who puts clients at the forefront of their focus. I thrive on helping clients with any financial planning queries they have in the easiest, most efficient manner.
Abbie joined the Invest Blue team in 2015 after a year she had taken off to travel the East Coast of Australia, South East Asia and Europe. Prior to this, Abbie had been working as a receptionist at a financial planning company in the Brisbane Bayside area for 18 months since 2013. Since starting with us as a Client Support Manager with the Direct team, Abbie has moved to a Client Support Manager with our Brisbane team.
In her spare time, Abbie enjoys spending time with friends and family, vacationing and being at the beach.
Abbie is also currently in the last stages of completing her Diploma of Financial Planning.
Ynna Vertucio
Administrative Assistant
"I love working with Invest Blue because of the culture and how everyone is treated like family."
Ynna has a Bachelor of Science in Management Accounting. She started working with Invest Blue in 2017 and enjoys working in the financial planning industry because of the many things she has learnt. For Ynna, every day is a new learning experience and she has come to understand the importance of long-term investments.
In her spare time, Ynna enjoys watching movies, hanging out with friends and working on her personal blog. She's also into travelling and discovering new places.
"I love working with Invest Blue because of the culture and how everyone is treated like family."
Ynna has a Bachelor of Science in Management Accounting. She started working with Invest Blue in 2017 and enjoys working in the financial planning industry because of the many things she has learnt. For Ynna, every day is a new learning experience and she has come to understand the importance of long-term investments.
In her spare time, Ynna enjoys watching movies, hanging out with friends and working on her personal blog. She's also into travelling and discovering new places.
Donalyn Aquino
Administrative Assistant
"I love working with Invest Blue because I feel valued by my clients, every inch of my effort are always appreciated."
Dona has a Bachelor of Science (Accountancy). She began working with Invest Blue in 2018. She likes working in the financial planning industry because for her it is something that interests her. Learning and growing from it gives her a sense of fulfillment.
In her spare time, she enjoys watching movies and going out with her friends.
"I love working with Invest Blue because I feel valued by my clients, every inch of my effort are always appreciated."
Dona has a Bachelor of Science (Accountancy). She began working with Invest Blue in 2018. She likes working in the financial planning industry because for her it is something that interests her. Learning and growing from it gives her a sense of fulfillment.
In her spare time, she enjoys watching movies and going out with her friends.