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we believe it’s possible
Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

Lismore

1 Carrington Street, Lismore

phone: 1300 346 837

fax: 1300 546 837

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1 Carrington Street, Lismore

the Lismore office

Invest Blue provides Financial Advice in Lismore, NSW, located conveniently on Carrington 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.

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the Lismore team

Luke Warren
Luke Warren
Financial Planner

"Working in Law has allowed me to see what can go wrong in people's lives. It has given me a great appreciation for people who help others make the right decisions and it is something that I endeavour to do in all aspects of life."

Luke, originally from Tweed Heads, attended UNE in Armidale to study a Bachelor of Commerce and Bachelor of Law. In 2008 and 2009, he worked for Invest Blue as a Paraplanner before leaving to practice law. He re-joined Invest Blue in January 2017 as a Client Support Manager and moved to a planning role in July 2017.

Luke is passionate about all things sport, in particular, rugby union. He enjoys keeping fit and has completed the Gold Coast Half Marathon. He enjoys cycling, playing golf, tennis and rugby. He loves to travel and one day hopes to travel to France to watch the Tour De France.

Luke believes in helping people who are in need. Prior to moving to Armidale, he would assist in cooking meals for people undergoing chemotherapy. He enjoyed being able to talk to a wide range of people going through a difficult time and trying to put a smile on their face.

Qualifications 

  • Bachelor of Commerce
  • Bachelor of Law
  • Diploma of Financial Planning

 

Hear from Luke's clients:

An adventurous diversion thanks to Invest Blue

Owning the keys to success

 

"Working in Law has allowed me to see what can go wrong in people's lives. It has given me a great appreciation for people who help others make the right decisions and it is something that I endeavour to do in all aspects of life."

Luke, originally from Tweed Heads, attended UNE in Armidale to study a Bachelor of Commerce and Bachelor of Law. In 2008 and 2009, he worked for Invest Blue as a Paraplanner before leaving to practice law. He re-joined Invest Blue in January 2017 as a Client Support Manager and moved to a planning role in July 2017.

Luke is passionate about all things sport, in particular, rugby union. He enjoys keeping fit and has completed the Gold Coast Half Marathon. He enjoys cycling, playing golf, tennis and rugby. He loves to travel and one day hopes to travel to France to watch the Tour De France.

Luke believes in helping people who are in need. Prior to moving to Armidale, he would assist in cooking meals for people undergoing chemotherapy. He enjoyed being able to talk to a wide range of people going through a difficult time and trying to put a smile on their face.

Qualifications 

  • Bachelor of Commerce
  • Bachelor of Law
  • Diploma of Financial Planning

 

Hear from Luke's clients:

An adventurous diversion thanks to Invest Blue

Owning the keys to success

 

Rebecca Lennon
Rebecca Lennon
People and Culture Assistant

“Working for Invest Blue has allowed me to progress my career into an area that I am passionate about. They are supportive with all our people in providing further growth and it is a place where you are considered family.”

Rebecca joined Invest Blue in 2019 as a Relationship Manager and has since moved into a People & Culture Assistant role.

Rebecca has previous experience in HR through assistance in the recruitment process both at Invest Blue and in her prior employment, and she is keen to develop her experiences further.

Rebecca enjoys working in the financial planning industry as she can see first-hand the joy provided to clients by helping them achieve their goals and live their best possible life.

In her spare time, Rebecca enjoys spending time with her family and friends, keeping active, reading, and taking trips to the beach whenever possible.

 

Qualifications and Professional Accreditations

  • Certificates II and III in Business Administration
  • Certificates IV in Frontline Management
  • Certificate IV in Human Resources

“Working for Invest Blue has allowed me to progress my career into an area that I am passionate about. They are supportive with all our people in providing further growth and it is a place where you are considered family.”

Rebecca joined Invest Blue in 2019 as a Relationship Manager and has since moved into a People & Culture Assistant role.

Rebecca has previous experience in HR through assistance in the recruitment process both at Invest Blue and in her prior employment, and she is keen to develop her experiences further.

Rebecca enjoys working in the financial planning industry as she can see first-hand the joy provided to clients by helping them achieve their goals and live their best possible life.

In her spare time, Rebecca enjoys spending time with her family and friends, keeping active, reading, and taking trips to the beach whenever possible.

 

Qualifications and Professional Accreditations

  • Certificates II and III in Business Administration
  • Certificates IV in Frontline Management
  • Certificate IV in Human Resources