Gladstone

“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

"I want to make a difference by ensuring clients feel confident when making financial decisions."

Kylie’s entire career has been devoted to the financial services industry where she worked in various administration roles before moving across to work in a financial planning practice in 1997. Working initially as a Paraplanner, it wasn’t long before she realised she wanted to work directly with clients and in 2000 moved into a Financial Planning role. Kylie ended up taking over the business and in 2008 merged her financial planning business into the Invest Blue group. Kylie made the decision to merge her business with Invest Blue as she values the support and client experience that Invest Blue provides to their clients.

Kylie is passionate in providing clients with the education and confidence to allow them to make smarter financial decisions. The reward being that we get to see them live their best possible life.

Kylie is an active member of Rotary and is proud to help raise funds each year to help local charities as well as international projects. She is also an active supporter of Variety and participates in their annual Jetrek to raise funds for sick and disadvantaged children.

Areas of specialisation

• Strategic advice and Financial Improvement Strategies
• Transition to retirement strategies
• Retirement strategies
• DIY and Self Managed Super Funds (SMSF Advice)
• In depth financial advice, including tax planning, debt reduction and wealth strategies and aged care.

Qualifications and Professional Accreditations

• Certified Financial Planner with the Financial Planning Association (FPA)
• Master of Financial Planning
• Diploma of Financial Services (Financial Planning)
• Justice of the Peace Commissioned for Declarations Department of Justice QLD
• Most Trusted Adviser designation; Beddoes Institute

Memberships and Associations

• Financial Planning Association of Australia (FPA)
• SMSF Professionals' Association of Australia Limited (SPAA)

“My work is my passion. There is no greater satisfaction for me than helping clients become better versions of themselves.

Planning what you want your life to look like is not just about dollars, it is exploring what your core values are, what is important to you and what motivates you. I love being the guiding light for clients to uncover what money means to them and helping them implement strategies which ultimately means a better 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.”

Regina started in the Financial Planning industry in 2011, in her hometown of Wagga Wagga, NSW. Here she had two amazing mentors that she believes have helped shape her client-centric focus that she passionately delivers to her clients.

She has worked in Financial Administration, Para-planning and Self Employed Para-planning supporting advisers all around in Australia. Regina became a Financial Adviser in 2015.

In 2013, Regina and her family moved to Gladstone where they are loving the easy and warm lifestyle. In her downtime, Reg loves to plan everything, celebrations and holidays in particular. She really enjoys travel with her loved ones, and when the leave balance doesn’t allow it, wander-lusting about their next adventure instead.

Areas of specialisation:

• Budgeting and cash flow assistance
• Debt management
• Wealth creation strategies
• Personal wealth protection
• Retirement planning and transition to retirement strategies

Qualification and Professional Accreditations

• Advanced Diploma Financial Planning
• Undertaking Fellowship with AFA

Memberships

• AMP Financial Planner Association
• Association of Financial Advisers
• Zonta Club of Gladstone
• Gladstone Chamber of Commerce

"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

Marc joined Invest Blue in June 2018 with Powers Wealth and brings an abundance of knowledge and experience. Marc was with Powers Wealth for 17 years, and with Westpac (Bank of NSW) for 20 years before that.

He was noted in top 10 planning practices in Centrepoint Alliance Practices and received Most Trusted Advisor recipient from the Beddoes Institute.

Marc has been in Biloela since 1988, married to Shelley and has 2 adult children. Over the last 10 years, he has enjoyed travelling with Shelley overseas and intends to keep up this travel bug.

He is a cricket tragic and was involved in junior cricket for 7 years with 3 years as President of the Biloela Junior Cricket Association and a Level 1 cricket coach. He is a past member of Apex in Brisbane & Biloela.

Qualifications

• Bachelor of Commerce (Accounting)
• Advanced Diploma of Financial Services (Financial Planning)

Memberships

• Financial Planning Asociation (AFP)

"Whilst in my interview I knew then how people driven Invest Blue is and wanted to work for the company straight away."

Amanda joined Invest Blue in December 2011. Prior to working with Invest Blue Amanda worked at the Bank of Queensland. She values great customer service and brings with her a strong administrative background.

Outside of work Amanda loves spending time with family and friends as well as getting creative in the kitchen and decorating cakes.

"I have a strong personal interest in Financial Planning and have a passion for helping people." 

Lycinda has experience working closely with business from engineering, manufacturing and service supply industries, to development business support training programs, workshops, products, business services and providing assistance to businesses that require to improve productivity, profitability and success.

Outside of work Lycinda enjoys spending time with family and friends as well as sewing and relaxing at the beach or doing yoga.

Qualifications:

• Diploma of Human Resources
• Diploma of Business
• Diploma of Management

“I love working closely with my clients, building on our professional relationship and taking the stress out of their financial needs”.

Ingrid joined Invest Blue in June 2018 as a Client Support Manager with Moore Stephens bringing a wealth of administrative knowledge to the team. Working in the Accounting space as an Administrative Assistant for 5 years, Ingrid then moved to a Para-Planning role in 2012 after returning to her hometown of Biloela in Central Queensland where she currently resides. In late 2015 Ingrid started Advising, specialising in Personal Risk Insurance.

Travelling is one of Ingrid’s strongest passions. When she isn’t travelling, she is thinking about or planning the next trip. In her downtime, you’ll find her cooking or doing something crafty.

Qualifications

• Advanced Diploma Financial planning
• Certificate 4 Business Administration
• Justice of the Peace Commissioned for Declarations Department of Justice QLD

Memberships

• AFA

"I love working with Invest Blue because I feel really valued by my colleagues."

Albert has a Bachelor of Arts, Major in English and previous experience as a Telco representative for Telstra and TracFone. He was also a tele-banker for CITI N.A. His last job was a Travel Agent for an International Travel Network. Albert began working with Invest Blue in 2017 and likes working in the financial planning industry because he is able to learn a lot and it is very different to his previous roles.

In his spare time, Albert loves watching and reading sports articles, particularly basketball, tennis and F1 racing.