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

"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)

“I love being able to help my clients achieve their unique goals and by empowering them with the knowledge to make smarter money decision and make a real difference to their financial future. Essentially I help my clients make smarter decisions with their money”.

Travis joined Invest Blue in 2019, he began his career as a financial adviser in 2014. He holds a Graduate Certificate in Financial Planning and is currently working towards his Masters.

In his free time, you will find Travis spending time with his young family, skateboarding, running or rock climbing.

Areas of specialisation

• Wealth creation strategies
• Debt and cashflow management
• Risk protection strategies
• Retirement planning
• Superannuation and SMSF strategies

Qualifications

• Graduate Certificate of Financial Planning
• Advanced Diploma in Financial Planning
• Diploma of Finance and Mortgage Broking Management
• Diploma in Business and Marketing

Memberships and Association FPA member

"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.

“It’s not your salary that makes you rich, it’s your spending habits”  -Charles A Jaffe.

Jack recently joined the financial industry after completing his Bachelor in Commerce and discovering a stronger interest in financial services after taking a few courses out of curiosity whilst studying at university. He is passionate about being able to help people achieve their goals and gain a better understanding of their financial situation

In his spare time, Jack enjoys spending quality time with friends and family, camping and going on road trips.

Qualifications

•  Bachelor in Commerce

Jacinta joined Invest Blue in August after 15 years as a legal assistant. She has recently returned to Brisbane after living in Sydney, the UK, Ireland and Canada for over ten years. In her spare time, she enjoys taking photographs, travelling, long cruisy bike rides, live music, socialising and anything outdoors.

"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.

"​Invest Blue Cebu Team is composed of amazing people. Each has a different personality that creates the identity as a team. It feels good to work with people who makes you feel that you're included, that you're part of the team. I am glad that the team makes me feel that way. Although I am a new face to the team, Invest Blue welcomed me with open arms. "

Alexcis graduated with a Bachelor of Science in Management Accounting Degree. She likes working in a financial planning industry so that she can apply what she learned in in college and that it is also both challenging and interesting at the same time.

During her spare time, she likes to sleep, eat her favourite food, travel out of town, chill out at the beach or be one with nature, watch her favourite movies & shows, or hang out with her friends.