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Gladstone

55 Goondoon St, Gladstone, Queensland 4680

phone: 1300 346 837

fax: 1300 546 837

Financial Services Guide

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55 Goondoon St, Gladstone, Queensland 4680

the Gladstone office

Invest Blue provides Financial Advice in Gladstone. Our new office is located across the road from the Entertainment Centre, just up the road from the Library. There is client parking available at the Library and the Entertainment Centre. 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. In fact, our lending team has developed on the strength of our acquisition of Home Loans Etc. and we continue to offer great service from that team who are now supported by our larger business. 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 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

the Gladstone team

Request an Appointment

Chris Andersen

Financial Planner / Office Development Manager

“I want to make a difference by ensuring everyone I meet with has a better understanding of their financial and lifestyle situation, with a focus on what’s important to them. I want to empower clients to make the changes required to get the most out of life.”

Chris has been a financial adviser with Invest Blue for nearly a decade. Prior to that he gained experience in accounting and management roles, resulting in more than 15 years' experience within the business and financial services industry.

Chris is a proud Gladstone local, having grown up in Boyne Island. He is passionate about enabling his clients to have a better understanding of their financial situation and how to achieve their goals, believing this allows them to dream bigger and really see that it’s possible.

Chris is a firm believer that community organisations play a large part in bringing a community together. His involvement through school and club based rugby league and the Gladstone Aquatic Therapy Association, among other things, help Chris feel he is giving back to a region that offers so much.

Chris enjoys music, sport and loves nothing better than good food shared amongst family and friends. Whilst he and his wife enjoy travel, you will usually find them relaxing down at the beach at Tannum or Agnes.

Areas of specialisation

Wealth creation strategies
Debt and cash-flow management
Personal wealth protection
Transition to retirement strategies
Retirement planning strategies
Lending solutions
Self Managed Super Funds

Qualifications and Professional Accreditations

Diploma of Financial Services (Financial Planning)
Undertaking Master of Financial Services (Financial Planning)
Most Trusted Adviser designation; Beddoes Institute

Memberships

Financial Planning Association of Australia
AMP Financial Planners Association

Areas of specialisation

Wealth creation strategies
Debt and cash-flow management
Personal wealth protection
Transition to retirement strategies
Retirement planning strategies
Lending solutions
Self Managed Super Funds

Qualifications and Professional Accreditations

Diploma of Financial Services (Financial Planning)
Undertaking Master of Financial Services (Financial Planning)
Most Trusted Adviser designation; Beddoes Institute

Memberships

Financial Planning Association of Australia
AMP Financial Planners Association

Tony Martin

Financial Planner

"I love my job as a financial planner. There is no greater satisfaction for me than helping my clients to achieve their goals and dreams.

Planning what you want your life to look like is not just about dollars, it is exploring what is most important to you and what motivates you. I love helping people to uncover what money means to them and helping them implement strategies to help them to live their best possible life!

I firmly believe that a good relationship built on trust and open communication with clients is of utmost importance. I am passionate about teaching good financial habits and enjoy educating and empowering my clients to make smart financial decisions."

Tony started in the Financial Planning industry as an advisor in 2016, after 17 years as a professional rugby league player in Australia and the UK.

Tony grew up in the Central Qld area and moved back in 2012. He enjoys spending family time with his wife Mel and son Tana. When not out playing sport himself, he can often be found out coaching kids around the area.

Areas of Specialisation:

Strategic advice and Financial Improvement Strategies
Transition to retirement strategies
Budgeting and cashflow management
Wealth creation
Personal wealth protection
Retirement planning strategies

Qualifications/Professional Accreditations:

Diploma of Financial Planning
Advanced Diploma of Financial Planning

"I love my job as a financial planner. There is no greater satisfaction for me than helping my clients to achieve their goals and dreams.

Tony started in the Financial Planning industry as an advisor in 2016, after 17 years as a professional rugby league player in Australia and the UK.

Areas of Specialisation:

Strategic advice and Financial Improvement Strategies
Transition to retirement strategies
Budgeting and cashflow management
Wealth creation
Personal wealth protection
Retirement planning strategies

Qualifications/Professional Accreditations:

Diploma of Financial Planning
Advanced Diploma of Financial Planning

Lauren Bell

Relationship Manager

Prior to joining InvestBlue, Lauren worked at a Financial Planning firm in Tasmania, in an admin/manager role for 18 months. Lauren has worked in administration roles for approximately 5 years in vastly different fields but she has found a passion for financial planning and developing relationships with clients.

Lauren has completed her Diploma of Financial Planning and Certificate Ill in Business and she is eager to continue developing her knowledge and further her education.

Outside of work, she enjoys outdoors and sporting activities, such as camping, fishing, AFL and netball. She also enjoys spending time with her family and friends and taking her sausage dog Bron exploring with her.

She moved from Northern Tasmania to Queensland to experience life as a Queenslander, spend more time with her family that lives up there and of course chase the warmer weather.

She loves meeting new peopåe and taking on new challenges and she looks forward to her future with InvestBlue.

Lauren has completed her Diploma of Financial Planning and Certificate Ill in Business and she is eager to continue developing her knowledge and further her education.

She moved from Northern Tasmania to Queensland to experience life as a Queenslander, spend more time with her family that lives up there and of course chase the warmer weather.

She loves meeting new peopåe and taking on new challenges and she looks forward to her future with InvestBlue.

Jerry Cuesta Jr.

Administrative Assistant

"I love working with Invest blue because of the positive vibe they give off and the warm welcome I receive from them when I first join them."

Jerry has a Bachelor of Science in Accounting Technology and Accountancy degree. He took his job internship as a Junior Accountant at a local Auditing and Accounting firm.

He likes working in the financial industry because he wants to help people in fulfilling their life goals and dreams.

During his spare time, Jerry likes to play computer games, watching movies and streaming videos online