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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

23 Finchley St, Milton, Queensland 4064

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
Anthony Lyons
Financial Planner, CFP / Office Development Manager

LI logo

"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

LI logo

"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
Julian Prendergast
Julian Prendergast
Financial Planner, CFP

LI logo"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

LI logo"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
Sef Pandzo
Sef Pandzo
Financial Planner

LI logo“We as financial planners have an incredible opportunity to help people live their best possible life.  I enjoy working with people on defining their best possible life and putting in place a long term roadmap to help achieve their dreams."

Sef has been working in the financial services industry since 2004 and joined Invest Blue in 2012. Sef first joined Invest Blue as our Advice Manager, and was responsible for managing the advice & lending teams to ensure timely and compliant delivery of our advice process. Sef, along with the advice team, was also responsible for providing our financial advisers and their support staff with tools and training necessary to assist their clients in making their financial dreams a reality!

Sef took on a new challenge in March 2016, becoming a financial planner with our Brisbane team. He enjoys this role as he is able to help clients directly as their trusted financial planner. Sef holds the first degree in Australia specifically designed for the financial planning industry – Bachelor of Commerce majoring in Financial Planning and Investments.

Sef loves spending time with family and friends and plays in a number of social basketball competitions.

Qualifications

  • B Comm (Financial planning and Investments)

Areas of Specialisation

  • Lifestyle planning
  • Pre-retirement planning
  • Wealth creation strategies
  • Retirement planning
  • Cashflow and budgeting
  • Debt management strategies
  • Personal taxation planning
  • Wealth protection advice
  • Superannuation
  • Centrelink benefits

LI logo“We as financial planners have an incredible opportunity to help people live their best possible life.  I enjoy working with people on defining their best possible life and putting in place a long term roadmap to help achieve their dreams."

Sef has been working in the financial services industry since 2004 and joined Invest Blue in 2012. Sef first joined Invest Blue as our Advice Manager, and was responsible for managing the advice & lending teams to ensure timely and compliant delivery of our advice process. Sef, along with the advice team, was also responsible for providing our financial advisers and their support staff with tools and training necessary to assist their clients in making their financial dreams a reality!

Sef took on a new challenge in March 2016, becoming a financial planner with our Brisbane team. He enjoys this role as he is able to help clients directly as their trusted financial planner. Sef holds the first degree in Australia specifically designed for the financial planning industry – Bachelor of Commerce majoring in Financial Planning and Investments.

Sef loves spending time with family and friends and plays in a number of social basketball competitions.

Qualifications

  • B Comm (Financial planning and Investments)

Areas of Specialisation

  • Lifestyle planning
  • Pre-retirement planning
  • Wealth creation strategies
  • Retirement planning
  • Cashflow and budgeting
  • Debt management strategies
  • Personal taxation planning
  • Wealth protection advice
  • Superannuation
  • Centrelink benefits
Leisl Zietara
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
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.