Overlay Graphic
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

[{"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
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.

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
Relationship Manager

“Working for Invest Blue is an amazing opportunity and I look forward to contributing to the team and providing optimal client service."

Rebecca joined the Invest Blue Armidale Team in July 2019 and has Certificates II and III in Business Administration, and a Certificate IV in Frontline Management.

Rebecca has a background in administration, retail management, executive support and customer service. What she loves about her work is being able to work alongside the Advisers and with Clients, to achieve a great overall experience for Invest Blue Clients.

Rebecca is married with three children and has lived in the New England area for most of her life. She likes to keep active by running and playing netball as well as coaching junior rep netball teams. Rebecca enjoys spending time with her family and friends and getting to the beach whenever she possibly can.

“Working for Invest Blue is an amazing opportunity and I look forward to contributing to the team and providing optimal client service."

Rebecca joined the Invest Blue Armidale Team in July 2019 and has Certificates II and III in Business Administration, and a Certificate IV in Frontline Management.

Rebecca has a background in administration, retail management, executive support and customer service. What she loves about her work is being able to work alongside the Advisers and with Clients, to achieve a great overall experience for Invest Blue Clients.

Rebecca is married with three children and has lived in the New England area for most of her life. She likes to keep active by running and playing netball as well as coaching junior rep netball teams. Rebecca enjoys spending time with her family and friends and getting to the beach whenever she possibly can.

Rebecca O’Neill
Rebecca O’Neill
Relationship Manager

“Work hard in silence, let the success make the noise. ”

Rebecca joined the Invest Blue team in 2017 bringing with her almost seven years of administration experience. She enjoys the fast pace of the financial planning industry as well as building relationships with our clients, and adding a homely touch to our Tamworth office.

With a passion for the outdoors, Bec and her young daughter love to ride horses, as well as any outdoor activity that allows them to spend more time together.

“Work hard in silence, let the success make the noise. ”

Rebecca joined the Invest Blue team in 2017 bringing with her almost seven years of administration experience. She enjoys the fast pace of the financial planning industry as well as building relationships with our clients, and adding a homely touch to our Tamworth office.

With a passion for the outdoors, Bec and her young daughter love to ride horses, as well as any outdoor activity that allows them to spend more time together.