Overlay Graphic
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.

Hobart

178 Macquarie Street, Hobart,
Tasmania 7000

phone: (03) 6220 8330

fax: (03) 6220 8333

[{"featureType":"all","elementType":"labels.text.fill","stylers":[{"saturation":36},{"color":"#b1b1b1"},{"lightness":40}]},{"featureType":"all","elementType":"labels.text.stroke","stylers":[{"visibility":"on"},{"color":"#000000"},{"lightness":16}]},{"featureType":"all","elementType":"labels.icon","stylers":[{"visibility":"off"}]},{"featureType":"administrative","elementType":"geometry.fill","stylers":[{"color":"#000000"},{"lightness":20}]},{"featureType":"administrative","elementType":"geometry.stroke","stylers":[{"color":"#000000"},{"lightness":17},{"weight":1.2}]},{"featureType":"landscape","elementType":"geometry","stylers":[{"color":"#060606"},{"lightness":20}]},{"featureType":"poi","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":21}]},{"featureType":"poi","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.attraction","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.attraction","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.business","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.business","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.government","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.government","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.medical","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.medical","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.park","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.park","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.place_of_worship","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.place_of_worship","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.school","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.school","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.sports_complex","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.sports_complex","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"road.highway","elementType":"geometry.fill","stylers":[{"color":"#077ca8"},{"lightness":17}]},{"featureType":"road.highway","elementType":"geometry.stroke","stylers":[{"color":"#000000"},{"lightness":29},{"weight":0.2}]},{"featureType":"road.arterial","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":18}]},{"featureType":"road.local","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":16}]},{"featureType":"transit","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":19}]},{"featureType":"transit.station","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"transit.station","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"water","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":17}]}]
yes
/content/uploads/2015/09/map-marker-3.png
178 Macquarie Street, Hobart,
Tasmania 7000

the Hobart office

Invest Blue provides Financial Advice in Hobart, TAS, located conveniently on Macquarie, Street. We are equipped with a strong team of Certified 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.

Limited client parking is available behind the building. Otherwise, metered parking is available on the street, and Centrepoint car park is a short walk away. We’re open from 8:30 am – 5:00 pm, Monday to Friday – other times by appointment only.

 

MTA logo 2016-2020 gptw

the Hobart team

Todd Burrows
Todd Burrows
Director / Financial Planner, CFP

Todd joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Todd started Strategic Financial Planning in 1996 and has always strived to build a business like Strategic. Todd has guided the business through various evolutions. Seeing the value in holding the highest qualifications, he was one of the first Planners to achieve the Certified Financial Planner® designation. Todd takes great pride in helping clients understand what is important to them and then through his immersive coaching process, helping them to achieve their dreams and goals.

Outside of work, Todd enjoys keeping fit by competing in multisport events and windsurfing. He also enjoys playing the guitar, following his beloved Brisbane Lions and spending time with his wife, Natalie and two young daughters, Emily and Sophie.

 

Qualifications and Professional Accreditations

  • Certified Financial Planner (CFP)
  • GAID

Todd joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Todd started Strategic Financial Planning in 1996 and has always strived to build a business like Strategic. Todd has guided the business through various evolutions. Seeing the value in holding the highest qualifications, he was one of the first Planners to achieve the Certified Financial Planner® designation. Todd takes great pride in helping clients understand what is important to them and then through his immersive coaching process, helping them to achieve their dreams and goals.

Outside of work, Todd enjoys keeping fit by competing in multisport events and windsurfing. He also enjoys playing the guitar, following his beloved Brisbane Lions and spending time with his wife, Natalie and two young daughters, Emily and Sophie.

 

Qualifications and Professional Accreditations

  • Certified Financial Planner (CFP)
  • GAID
David Donato
David Donato
Financial Planner

David Donato has over 20 years of experience in the financial industry and has been a valued part of the Strategic Invest Blue team for over a decade. He particularly enjoys taking the time to understand what his clients most want for themselves and for their families. As a father to three sons, two of whom are still very young, he appreciates the importance of planning for those long-term dreams.

When not busy helping clients, David will most likely be out and about in the great outdoors. He’s one for adventure with mountain biking and scuba diving both keen pursuits. He’s also a die-hard supporter of Clarence Football Club.

David Donato has over 20 years of experience in the financial industry and has been a valued part of the Strategic Invest Blue team for over a decade. He particularly enjoys taking the time to understand what his clients most want for themselves and for their families. As a father to three sons, two of whom are still very young, he appreciates the importance of planning for those long-term dreams.

When not busy helping clients, David will most likely be out and about in the great outdoors. He’s one for adventure with mountain biking and scuba diving both keen pursuits. He’s also a die-hard supporter of Clarence Football Club.

Simon Ashman
Simon Ashman
Financial Planner

Simon is a young and dynamic planner and brings with him a welcome freshness. Simon has been with Strategic since 2008, having previously worked in financial services in Adelaide. Simon holds a Bachelor of Economics from the University of Tasmania and an Advanced Diploma in Financial Services.  Simon is also a Certified Financial Planner®. Simon's passion is assisting clients in improving their financial position and reaching their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals.  Simon relishes the role of your financial coach and is also accredited to provide advice regarding mortgage products to assist clients with their home loan requirements. Simon has two young daughters, Lucy and Margot. When not at work, Simon enjoys playing basketball or touch football and keeping active.

Simon is a young and dynamic planner and brings with him a welcome freshness. Simon has been with Strategic since 2008, having previously worked in financial services in Adelaide. Simon holds a Bachelor of Economics from the University of Tasmania and an Advanced Diploma in Financial Services.  Simon is also a Certified Financial Planner®. Simon's passion is assisting clients in improving their financial position and reaching their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals.  Simon relishes the role of your financial coach and is also accredited to provide advice regarding mortgage products to assist clients with their home loan requirements. Simon has two young daughters, Lucy and Margot. When not at work, Simon enjoys playing basketball or touch football and keeping active.

Adam Winstone
Adam Winstone
Financial Planner

Adam is a young and energetic planner and provides the Strategic team and his clients with a caring and thoughtful approach to financial advice. Adam completed his University studies in 2011 and holds a Bachelor of Business from the University of Tasmania. While at KPMG, Adam gained his Chartered Accountant qualification and since moving to Strategic, he has completed a Masters of Commerce specialising in Financial Planning. Adam has been with Strategic since 2015, having previously worked in Management Consulting in Hobart with KPMG.

As a Financial Adviser, his aim is to improve the financial well-being of those who seek his advice and deliver on his aim to be their trusted adviser. Adam wants to be their go-to person to bounce ideas off, lay out all their options allow them to make the best possible decision that suits their specific needs and situation, and at times be their unreasonable friend that challenges them to achieve their goals and stay on track. Adam knows that he also wants to be there when times are tough to help them through and celebrate with them when they achieve their goals.

Adam specialises in strategic financial planning, insurance and investment advice for his clients. His focus is on developing long term relationships to enable his clients to achieve their financial and, ultimately, personal objectives and goals.

Adam is married to Suzette and they have two young sons, Alec & Ellis. When not at work, Adam enjoys going to the cinema, spending time with his family and staying active and trying to keep up with his children which now includes reacquainting himself with riding a bike!

Adam is a young and energetic planner and provides the Strategic team and his clients with a caring and thoughtful approach to financial advice. Adam completed his University studies in 2011 and holds a Bachelor of Business from the University of Tasmania. While at KPMG, Adam gained his Chartered Accountant qualification and since moving to Strategic, he has completed a Masters of Commerce specialising in Financial Planning. Adam has been with Strategic since 2015, having previously worked in Management Consulting in Hobart with KPMG.

As a Financial Adviser, his aim is to improve the financial well-being of those who seek his advice and deliver on his aim to be their trusted adviser. Adam wants to be their go-to person to bounce ideas off, lay out all their options allow them to make the best possible decision that suits their specific needs and situation, and at times be their unreasonable friend that challenges them to achieve their goals and stay on track. Adam knows that he also wants to be there when times are tough to help them through and celebrate with them when they achieve their goals.

Adam specialises in strategic financial planning, insurance and investment advice for his clients. His focus is on developing long term relationships to enable his clients to achieve their financial and, ultimately, personal objectives and goals.

Adam is married to Suzette and they have two young sons, Alec & Ellis. When not at work, Adam enjoys going to the cinema, spending time with his family and staying active and trying to keep up with his children which now includes reacquainting himself with riding a bike!

Nick Tremayne
Nick Tremayne
Financial Planner

Nick has worked in the financial advice industry since 2007, having spent a big period running his own business. Nick is married with 2 young kids and lives in Hobart, a city that he loves.

Nick has a degree in Batchelor of Commerce (Finance and Marketing), Adv Dip FS, Accredited Mortgage Consultant, and FASEA exam passer.

Invest Blue’s beliefs are very aligned with his and this makes it easy to go to work every day. He previously worked as a Director and Adviser at Salamanca Financial for 13 years.  Nick loves working with his clients and he truly gets invested in their journey.

In his spare time, Nick loves spending time with his family, getting up to the East coast of Tasmania, keeping fit and watching sports.

Nick has worked in the financial advice industry since 2007, having spent a big period running his own business. Nick is married with 2 young kids and lives in Hobart, a city that he loves.

Nick has a degree in Batchelor of Commerce (Finance and Marketing), Adv Dip FS, Accredited Mortgage Consultant, and FASEA exam passer.

Invest Blue’s beliefs are very aligned with his and this makes it easy to go to work every day. He previously worked as a Director and Adviser at Salamanca Financial for 13 years.  Nick loves working with his clients and he truly gets invested in their journey.

In his spare time, Nick loves spending time with his family, getting up to the East coast of Tasmania, keeping fit and watching sports.

Tony Daly
Tony Daly
Financial Planner

Tony joined Strategic in 2004 and brings a high degree of technical expertise to the business. Tony has an enquiring mind that really helps in the research and analysis of strategies and investments, which brings a great deal of "steadiness" to our team. Tony is also a Certified Financial Planner® and has a Masters of Applied Finance.

In his spare time, Tony is heavily involved with his family and he and his wife, Lisa are kept busy with their three boys, Ryan, Alex and Lewis. Tony had a successful career as a cricketer, playing in both Tasmania and England. Tony now winds down by going to the gym and helping out with junior cricket.

 

Tony joined Strategic in 2004 and brings a high degree of technical expertise to the business. Tony has an enquiring mind that really helps in the research and analysis of strategies and investments, which brings a great deal of "steadiness" to our team. Tony is also a Certified Financial Planner® and has a Masters of Applied Finance.

In his spare time, Tony is heavily involved with his family and he and his wife, Lisa are kept busy with their three boys, Ryan, Alex and Lewis. Tony had a successful career as a cricketer, playing in both Tasmania and England. Tony now winds down by going to the gym and helping out with junior cricket.

 

Isabel Dallas
Isabel Dallas
Financial Planner

Isabel really enjoys solving problems for clients and making complex information seem understandable. Isabel previously spent seven years as a tax consultant, and prior to that worked in liquidity forecasting at the Reserve Bank of Australia.

Isabel holds a Bachelor of Commerce with Honours from the University of Western Australia, and an Advanced Diploma of Financial Planning.

Isabel is married with three boys and spends her spare time keeping up with their interests in dance, drama, sport and current affairs, and around the edges enjoys her own interests of reading, bushwalking, travel, swimming, popular culture and history.

Isabel really enjoys solving problems for clients and making complex information seem understandable. Isabel previously spent seven years as a tax consultant, and prior to that worked in liquidity forecasting at the Reserve Bank of Australia.

Isabel holds a Bachelor of Commerce with Honours from the University of Western Australia, and an Advanced Diploma of Financial Planning.

Isabel is married with three boys and spends her spare time keeping up with their interests in dance, drama, sport and current affairs, and around the edges enjoys her own interests of reading, bushwalking, travel, swimming, popular culture and history.

Nicole Duggan
Nicole Duggan
Compliance Officer

"It’s an exciting opportunity to be a part of a company expanding its reach across the country to offer more Australians the opportunity to achieve the lifestyle they dream of."

Nicole joined Invest Blue in 2021 as a Compliance Officer. Prior to joining Invest Blue, Nicole worked as a Compliance Officer for Strategic Financial Planning. She joined Strategic in 2008 as a Paraplanner and developed an interest in compliance and helping the business to keep abreast of evolving financial planning policy and legislation, leading to her appointment as Compliance Officer in 2017.

Nicole sees Financial Planning as a key industry in providing knowledge and empowerment for people to achieve financial freedom.

Nicole is a very creative person and she loves to fill her spare time with many crafty endeavours, particularly card-making and paper-crafts, handmade gifts and cake decorating.

 

Areas of Specialty

  • Advice compliance
  • Training and procedures
  • Spreadsheets and reporting
Qualifications and Professional Accreditation
  • Advanced Diploma of Financial Planning

"It’s an exciting opportunity to be a part of a company expanding its reach across the country to offer more Australians the opportunity to achieve the lifestyle they dream of."

Nicole joined Invest Blue in 2021 as a Compliance Officer. Prior to joining Invest Blue, Nicole worked as a Compliance Officer for Strategic Financial Planning. She joined Strategic in 2008 as a Paraplanner and developed an interest in compliance and helping the business to keep abreast of evolving financial planning policy and legislation, leading to her appointment as Compliance Officer in 2017.

Nicole sees Financial Planning as a key industry in providing knowledge and empowerment for people to achieve financial freedom.

Nicole is a very creative person and she loves to fill her spare time with many crafty endeavours, particularly card-making and paper-crafts, handmade gifts and cake decorating.

 

Areas of Specialty

  • Advice compliance
  • Training and procedures
  • Spreadsheets and reporting
Qualifications and Professional Accreditation
  • Advanced Diploma of Financial Planning