Coffs Harbour

"My goal is to make the financial planning process a smooth transition for my clients so that as their life evolves so does their financial plan. I aim to make the process as simple as possible with my priority being to understand my clients and what they want to achieve."

Motivated by a strong interest in helping people achieve their goals throughout their life led Brendan into the financial planning industry in 2006. Since then Brendan has been an integral part of growing the business in the Coffs Harbour and Grafton regions.

With a background in accounting, Brendan has meticulous attention to detail and has the ability to explain often technical concepts in client-friendly language.

Brendan, once an avid sportsman, now supports Coffs Rugby as a major sponsor from the sidelines but still and enjoys playing social Oztag in the local Summer competition.

Areas of specialisation

• Wealth creation strategies
• Debt and cash-flow management strategies
• Risk insurance strategies
• Retirement planning strategies

Qualifications

• Bachelor of Commerce (Accounting and Business Economics)
• Diploma of Financial Services (Financial Planning)
• Most Trusted Adviser designation; Beddoes Institute

"The dynamics of the financial services industry really appeal to me. Helping the mums & dads of Australia achieve their goals & objectives whilst supporting them through the complexities of ever changing legislation is very rewarding."

Ben, originally from the Tweed Coast in northern NSW studied at the University of New England in Armidale and moved to Coffs Harbour for his role as a Financial Planner with Invest Blue.

Ben is responsible for the day-to-day running of the Coffs Harbour/Grafton team ensuring clients receive a high standard of advice and overseeing internal training and development of staff.

Ben loves spending time with his wife and three daughters and has recently completed the Future2 Wheel Classic from Melbourne to Adelaide - helping raise funds for kids in need.  He is passionate about all sports, in particular rugby. One day Ben would like to complete the New York Marathon.

Areas of specialisation

• Wealth creation strategies
• Debt and cash-flow management strategies
• Risk insurance strategies
• Retirement planning strategies
• Self-Managed Superannuation Funds

Qualifications

• Certified Financial Planner (CFP)
• Bachelor of Commerce
• Bachelor of Law
• Advanced Diploma of Financial Services (Financial Planning)
• Diploma of Financial Services (Financial Planning)
• Self-managed Superannuation Funds Accreditation
• Certificate IV in Mortgage Broking
• Justice of the Peace Commissioned for Declarations Department of Justice NSW
• Most Trusted Adviser designation; Beddoes Institute

Memberships

• Financial Planning Association of Australia
• Finance Brokers Association of Australia

Hear from Ben's clients:

A blissful retirement

Putting the pieces back together after a workplace injury

Deeds please

"The greatest satisfaction is helping clients to make smart decisions by breaking down the financial jargon and providing strategic advice that’s easy to understand."

Tom’s a born and bred local who joined Invest Blue in 2015 after completing his Advanced Diploma in Financial Planning. Although originally from the fitness industry, Tom has always held an interest in financial markets. Together with his experience helping clients reach their fitness goals, Tom is now able to make your financial goals a reality.

In his spare time Tom enjoys travelling with his wife Jodi, keeping active with their two little sausage dogs and cheering on the Sydney Swans!

Areas of specialisation

• Wealth creation strategies
• Debt and cash-flow management strategies
• Risk insurance strategies
• Retirement planning strategies

Qualifications

• Diploma of Financial Services (Financial Planning)
• Advanced Diploma Financial Services (Financial Planning)
• JP

"Working with individuals and couples to understand their financial dreams throughout their lives and set goals to achieve these is extremely rewarding."

Gretel has been working within the corporate sector for the past 12 years. Starting with a large project management company in Sydney before returning to Coffs Harbour and working with smaller regional solicitors and accounting firms. She completed her Diploma of Financial Planning in 2015 and is currently halfway through a Graduate Diploma in Financial Planning. Gretel joined the Invest Blue team in August 2017.

Gretel’s spare time she loves to be with her husband Nathan and her 4 young children. Gretel enjoys running and being outside enjoying the beautiful beaches. Gretel loves to cook and be with her family and friends.

Gretel is a keen Pilates instructor which she has been doing on the side for the past 9 years. Gretel also has assisted with the Ronald McDonald House Ride for Sick Kids for the past 7 years in which she organises the ride in Northern NSW to raise money to keep families together with seriously injured or sick children. She is also a blood donor.

Areas of Specialisation:

• Wealth creation strategies
• Debt and cash-flow management strategies
• Risk insurance strategies
• Retirement planning strategies

Qualifications/Professional Accreditations:

• Diploma in Financial Planning
• Cert IV in Pilates and Fitness

"As Financial Planners, we are in the privileged position of making a difference to people’s lives. Providing the necessary guidance that impacts someone’s life for the better, is extremely satisfying.”

Nick grew up in Wagga Wagga NSW, before spending time in Sydney and settling with his family on the Coffs Coast. Nick joined the Invest Blue team in April of 2020 bringing with him extensive experience in the financial services industry.

Nick has completed his CFP studies and has the Certified Financial Planner CFP® designation, holds a Bachelor of Business (Accounting) degree, Diploma of Financial Planning, Certificate IV in Mortgage Broking and is a Justice of the Peace. He is also a member of the Financial Planning Association of Australia (FPA).

Nick is an avid sports supporter and enjoys all sports, especially rugby union, league, AFL, cycling and cricket. Outside of work he enjoys the outdoors, reading and relaxing with his family.

Areas of specialisation

• Wealth creation strategies
• Superannuation accumulation
• Retirement Planning
• Social Security (Age Pension)
• Personal Insurance
• Business Insurance
• Aged Care
• Budgeting and cashflow management

Qualifications

• Certified Financial Planner CFP®
• Bachelor of Business (Accounting)
• Diploma of Financial Planning
• Certificate IV in Mortgage Broking
• Justice of the Peace

Memberships and Associations

• Financial Planning Association of Australia

Tracee joined the Invest Blue team in January 2018 as a Client Support Manager with DKM Financial Services. Prior to this, Tracee had been working with DKMIS for just over 10 years mainly in Admin and Client Services positions.

Outside of work, Tracee and her husband are born and bred Coffs Harbour locals and have two sons. They enjoy playing social and comp tennis, as well as spending time with the family. Tracee is also looking forward to travelling more in the future!

“I love helping people and seeing them smile. I also enjoy meeting people and enjoy working with our diverse mix of clients at Invest Blue.”

Simone joined Invest Blue in January 2020 as a Relationship Manager in the Coffs Office, after having worked for Moore Stephens for four-and-a-half years as an Administration Assistant.

Simone was born in Coffs Harbour. She is a third-generation farmer of the region in beef cattle, and on her family farm, they have also started grafting avocado trees three years ago. Simone is a busy lady, as aside from working for Invest Blue and farming, she has three children, Jorja, Tayla and Aidan, with her partner of 20 years Adam.

In her spare time, she enjoys the outdoors, camping, bushwalking, horse riding, and spending time with her cherished family and friends.

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.

"I love working with Invest Blue because aside from being a fun place to work, they give us consistent encouragement, value and treats everyone with respect."

Gladys finished Hospitality Management and worked in the customer service industry for four years doing front office & administrative work.

What she likes about working in the financial planning industry is knowing how this industry helps in reaching your financial goals.

In her spare time, she likes to read poetry & literature, watch travel and nature documentaries, learn to cook a new recipe, try new craft beer places, do yoga and take long walks.