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we believe it’s possible
Across QLD, NSW, ACT, TAS and VIC, 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.

Coffs Harbour

Level 1, 30 Gordon Street, Coffs Harbour 2450

phone: 1300 346 837

fax: 1300 546 837

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Level 1, 30 Gordon Street, Coffs Harbour 2450

the Coffs Harbour office

Invest Blue provides Financial Advice in Coffs Harbour, NSW, located conveniently on Moonee Street. We have recently moved from our office on The Promenade and look forward to seeing you in our new office.

We are equipped with a strong team of Financial Planners, 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 Relationship Managers who work hard every day 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.

Proudly Partnering with Moore Australia

 

Click here for FSCG – for Michael Brear only

the Coffs Harbour team

Brendan Biddle
Brendan Biddle
Financial Planner

"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

"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
Ben Warren
Ben Warren
Financial Planner CFP / Office Development Manager

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"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

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"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

Tom Merrick
Tom Merrick
Financial Planner

"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

"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
Gretel Chiswell
Gretel Chiswell
Financial Planner

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

Prior to joining Invest Blue in August 2017, Gretel had been working within the corporate sector for 12 years. She started with a large project management company in Sydney, before returning to Coffs Harbour to work with smaller regional solicitors and accounting firms. Gretel completed her Diploma of Financial Planning in 2015 and her Graduate Diploma in Financial Planning in 2021.

In Gretel's spare time she loves to be with her husband Nathan and her 4 young children. She loves running and being outside enjoying the beautiful beaches. Gretel loves to cook and be with her family and friends. She was also keen Pilates instructor for 9 years.

Gretel assisted with the Ronald McDonald House Ride for Sick Kids for 7 years in which she organises the ride in Northern NSW to raise money to keep families together with seriously injured or sick children and 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
  • Grad Diploma in Financial Planning
  • Cert IV in Pilates and Fitness

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

Prior to joining Invest Blue in August 2017, Gretel had been working within the corporate sector for 12 years. She started with a large project management company in Sydney, before returning to Coffs Harbour to work with smaller regional solicitors and accounting firms. Gretel completed her Diploma of Financial Planning in 2015 and her Graduate Diploma in Financial Planning in 2021.

In Gretel's spare time she loves to be with her husband Nathan and her 4 young children. She loves running and being outside enjoying the beautiful beaches. Gretel loves to cook and be with her family and friends. She was also keen Pilates instructor for 9 years.

Gretel assisted with the Ronald McDonald House Ride for Sick Kids for 7 years in which she organises the ride in Northern NSW to raise money to keep families together with seriously injured or sick children and 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
  • Grad Diploma in Financial Planning
  • Cert IV in Pilates and Fitness
Nick Grady
Nick Grady
Financial Planner

"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

"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
Michael Brear
Michael Brear
Financial Planner

“I am looking forward to joining Invest Blue, a team and business that is passionate about its clients and their dreams and goals, as I am also passionate about helping clients achieve their goals.”

Michael joined Invest Blue in 2021 as a Financial Adviser. Before joining Invest Blue, Michael has been in the finance industry since age 17 (two weeks after finishing HSC!). He has worked at a leading bank for 16 years in several roles, from Bank Teller to Branch Manager to a Financial Planner. More recently, feeling like he needed a change, Michael joined a smaller family-run financial planning firm on the Coffs Coast, and he has loved it.

Michael has two children, 20 and 16 (who just got his L’s), loves all sports and still plays competitive soccer and social squash once a week. He also loves walks on the beach with his partner and dog, as well as eating out.

Qualifications and Professional Accreditations

  • Diploma of Financial Planning

 

“I am looking forward to joining Invest Blue, a team and business that is passionate about its clients and their dreams and goals, as I am also passionate about helping clients achieve their goals.”

Michael joined Invest Blue in 2021 as a Financial Adviser. Before joining Invest Blue, Michael has been in the finance industry since age 17 (two weeks after finishing HSC!). He has worked at a leading bank for 16 years in several roles, from Bank Teller to Branch Manager to a Financial Planner. More recently, feeling like he needed a change, Michael joined a smaller family-run financial planning firm on the Coffs Coast, and he has loved it.

Michael has two children, 20 and 16 (who just got his L’s), loves all sports and still plays competitive soccer and social squash once a week. He also loves walks on the beach with his partner and dog, as well as eating out.

Qualifications and Professional Accreditations

  • Diploma of Financial Planning

 

Tracee Wuoti
Tracee Wuoti
Relationship Manager

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!

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!

Simone Wills
Simone Wills
Relationship Manager

“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.

“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.

Donna Hale
Donna Hale
Relationship Manager

"I see this opportunity to join Invest Blue as a way to contribute to an exciting, forward-thinking company who truly care about their clients."

Donna has extensive experience providing assistance to clients, which will assist her in building strong relationships moving forward. She can’t wait to share her exceptional ability to deliver outstanding customer service with Invest Blue clients.

Donna likes working in the financial planning industry as it provides flexibility, teamwork and variety – no two clients are the same – this provides her with tremendous motivation.

In her spare time, Donna enjoys going to the beach, BBQs with family & friends, Pilates and basically enjoying life!

 

Qualifications and Professional Accreditations

  • Cert III Business Administration
  • Diploma Human Resources Management
  • Diploma Busines Studies & Sales Management
  • MYOB Advanced Certificate

"I see this opportunity to join Invest Blue as a way to contribute to an exciting, forward-thinking company who truly care about their clients."

Donna has extensive experience providing assistance to clients, which will assist her in building strong relationships moving forward. She can’t wait to share her exceptional ability to deliver outstanding customer service with Invest Blue clients.

Donna likes working in the financial planning industry as it provides flexibility, teamwork and variety – no two clients are the same – this provides her with tremendous motivation.

In her spare time, Donna enjoys going to the beach, BBQs with family & friends, Pilates and basically enjoying life!

 

Qualifications and Professional Accreditations

  • Cert III Business Administration
  • Diploma Human Resources Management
  • Diploma Busines Studies & Sales Management
  • MYOB Advanced Certificate
Ronald Calderon
Ronald Calderon
Administrative Assistant

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.

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.

Gladys Esquierdo
Gladys Esquierdo
Administrative Assistant

"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.

"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.