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.
Gladstone
55 Goondoon St, Gladstone, Queensland 4680
phone: 1300 346 837
fax: 1300 546 837
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 the 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 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 Gladstone team
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
“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
Kylie Pryce
Director / Financial Planner, CFP
"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)
"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)
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.
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 McMahon
Financial Planner
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)
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)
Amanda Hardie
Client Support Manager
"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.
"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.
Lycinda Steen
Client Support Manager
"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 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
Ingrid Maddox
Client Support Manager
“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 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