Brisbane

"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 shortlist

Hear from Julian's clients:

Showing us all that nothing is out of reach

Caring hands

"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

Hear from Anthony's clients:

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

“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

Hear from Tim's clients:

• Pushing through adversity with a smile
• A helping hand when life's pressures mount

"I'm passionate about what we do in financial planning and the impact we have on our clients."

Adam has been blessed to be in the industry since 2013 and looks forward to many more years of learning and growing. Prior to working in financial planning, Adam studied Neuroscience at UQ and worked in health services. He wanted to help people with their health but eventually realised that he loved numbers a lot more than he loved chemistry and made the switch to finance. Now Adam gets to help people with their financial health and hasn’t looked back since. In his spare time, he loves to train or relax by the ocean, as he finds both help him to keep a clear mind and healthy body. If he’s not training or by the ocean, Adam is spending time with his family.

Qualifications:

• Advanced Diploma in Financial Planning
• JP (Qual)

“Invest Blue and our people are leaders in every aspect of financial services.”

Damien joined Invest Blue in 2020 as a Credit Adviser. Prior to joining Invest Blue, Damien built up a successful financial services business since 2003 and has since merged with Invest Blue to leverage their scale, systems, people and process in order to help his clients achieve their dreams and goals.

Damien enjoys working in the financial services industry because he is passionate about helping people to achieve their financial goals. Damien is a skilled Credit Adviser who works hard to find the right loan and lender for his clients, keeping their individual circumstances front of mind. He aims to ensure his clients have an easy and stress-free experience when applying for a loan.

Outside of Invest Blue, Damien is married with 4 beautiful children.

Qualifications and Professional Accreditations:

• Advance Diploma in Financial Planning
• Commissioner of Declarations
• Certificate IV in Mortgage Broking

"I'm excited about joining a company and working with a team of like-minded people that has an awesome reputation in helping clients determine what is important to them, what is achievable and helping them stay on track  to enjoy their lives to the fullest."

Shaun has a Graduate Diploma of Financial Planning,  Retirement Living & Aged Care Specialist, Commission of Declarations, member of the Association of Financial Advisers (AFA). Regional Winner & National finalist of the AMP 2015 New Adviser of the year award. Prior to working for Bravien, Shaun first started in Financial Planning with AMP Horizons Financial Planning in 2012 – 2013, then worked with Bravien Financial from 2013 to 2020 and then Invest Blue in 2021. 

Shaun loves helping people determine the goals that are important to them in their lives, what is achievable, and live their lives to the fullest. I love being on the journey with my clients year in, year out and being there to celebrate their goals being met and seeing their joy and happiness. 

On his spare time and away from the office, Shaun likes to spend time with his wife and children. He also enjoys mountain biking, motorcycles and keeping fit (when he can with two small kiddies). 

Diana started her lending career with Brisbane Financial Services in March 2018.  Prior to BFS she was employed with Suncorp for 12 years, and carry with her a strong Insurance & Banking background. In 2020, Diana moved over to Invest Blue with the BFS Team and now offers incredible support and service to lending clients.

In her spare time, she loves travelling, keeping fit, anything that involves being outdoors and spending time with family & friends.

Dixa loves playing with numbers and has been in the financial planning industry for the past five years, starting as a paraplanner in gold coast and associate at AMP in Brisbane before joining Brisbane Financial Services. She is currently undertaking her professional year to be an adviser one day!

Outside of work, Dixa spends most of her time with her husband Vaibhav, friends and family. She enjoys travelling, cooking and adventurous activities – She is up for anything that gets her adrenaline high.

"I love helping people reach their goals and dreams, and Invest blue is all about that."

Ross has had over a decade of facilitating clients to meet their financial goals through mortgage lending.

Working with a team of financial planners is satisfying for him as together as a team they can meet the needs of the clients and they get their goals achieved.

In his spare time, Ross enjoys sailing, camping, hiking and spending time with family.

Qualifications and Professional Accreditations

• Cert IV in Mortgage Lending

“Financial planning to me is more than just creating and maintaining wealth. It is about embarking on a rewarding and fruitful journey, and I get to be there every step of the way. I love helping clients not only set goals that truly ignite their passion, but also educating and empowering them to make financial decisions for themselves”.  

Xander previously worked as a mechanical engineer for Leighton Contractors working on Australia’s Liquified Natural Gas Project. Passionate about financial markets, in 2015 he completed his Master’s in Finance and Investments in the UK and went on to work in London for a private equity firm. Xander began his career in financial planning in 2017 joining AMP before working for Templetons Financial for 4 years. Xander is enthusiastic to join Invest Blue in 2021 given the opportunity to provide tailored, relevant, and comprehensive advice solutions to all his clients.  

Outside of work, Xander is a sporting fanatic. You will find him playing tennis, touch football, athletics, road running or at the gym. He loves to keep active and should you be interested, is always available for a game of tennis.  

Areas of specialisation: 

• Wealth Creation Strategies 
• Risk Management Strategies 
• Retirement Planning 

Qualifications 

• Advanced Diploma of Financial Planning 

• Diploma of Financial Planning  
• Master’s in Finance and Investments 
• Bachelor of Mechanical Engineering 

"Invest Blue is a firm constantly growing and I want to be part of the journey."

Stephen has worked in finance for over 15 years. It is his pleasure to help people find the best mortgage that suits their needs.

In his spare time, he enjoys reading biography books. Andre Agassi and Kerry Packer are the best two (so far). He also has small shares in two racehorses. Pre-covid, Stephen and his wife regularly travelled overseas to taste local foods and customs.

Qualifications and Professional Accreditations

• Bachelor of Commerce
• Diploma in Finance & Mortgage Broker Management

“I was interested to join Invest Blue because of the strong people and culture aspect of the business.”

Tariq joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Tariq has worked in the financial planning industry for over 4 years. He has assisted a multitude of clients over that time. Tariq enjoys the satisfaction of helping other people to feel financially secure about their future.

In his spare time, Tariq often goes for drives or hits the racetrack in his car. He also enjoys playing video games with his friends.

Qualifications and Professional Accreditations

• Bachelor of Commerce (Accounting)
• Masters in Commerce (Applied Finance)
• Diploma of Financial Planning

"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 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.

"I take great pride in being part of a team that helps others realise their potential and reach their goals."

Quentin has been working within the financial planning industry for just over 6 years. As a Client Services Manager with Bravien Financial, Quentin has been responsible for managing the implementation process ensuring a smooth, efficient and exceptional service is delivered to all clients.

Joining the Invest Blue team in 2021, Quentin brings with her a strong background in administration, executive support and customer service. She loves a challenge, is a strong team player and gets great satisfaction out of helping others.

Quentin is married with two children and when not at work she enjoys spending time with family and friends, camping, getting to the beach, keeping active with the family dog Max, and volunteering with pet rescue.

"I decided to join Invest Blue because of their beautiful culture and their purpose to help people reach their goals and dreams, which I live by too."

Chontelle joined Invest Blue in 2021 as a Credit Adviser. Before joining Invest Blue, Chontelle has been in the finance industry for the past 7-years and has a strong passion for Mortgage Lending.

When Chontelle is not working, she is either at the gym training for another fitness competition, at the beach with a coffee in one hand and a book in the other or riding her motorbike in the hinterlands. Chontelle loves being outside and going on adventures!

Qualifications

• Certificate 3 in Financial Services
• Certificate 4 in Banking Services
• Certificate 4 in Finance and Mortgage Brokering

Rosalie joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Rosalie has worked in the Financial Planning industry since 2017 when she began working as a Client Services Officer at a small firm in Tasmania.

Early on, Rosalie found she had a passion for client-focused work and supporting the Financial Planners to reach the best results for all parties involved.

Rosalie hopes to continue her studies in financial planning in the future while building and maintaining great relationships with Invest Blue clients and colleagues in the meantime.

Outside of work, Rosalie enjoys cooking, reading and working on her music and art projects.

Qualifications and Professional Accreditations:

• Diploma of Financial Planning
• Certificate III in Business

"Working with Invest Blue will give me an opportunity to learn and have a continuous improvement because the company is expanding as well as the processes to produce a better output to the clients. They also treat their employees like family and they don't underestimate what we are doing. They value their employees as much as they value their clients. They are also open for suggestions whether good or bad to fill the gap to all grey areas of the process."

Love has a Bachelor's degree in Management Accounting. She was an intern in Regent Management Property Inc. during her college days and was assigned in the Accounting and Finance Department. In this role she was responsible for updating transactions on a daily basis in their accounting system. She likes working in the financial industry because aside from becoming financially literate, it gives her the opportunity to manage her own finances as well. She wants to know how insurances work and she believes that helping people with their finances makes such a great impact because she does not only learn but also helps make her clients' lives easier.

During her spare time, Love usually watches Youtube videos relating to travel and lifestyle. She's also fond of watching Korean Dramas and hanging out with her friends during weekends.