Melbourne

Only 8% of people reach financial independence. If I can have a much larger percentage of my clients reach financial independence and choose to live the lifestyles they want due to a plan that we have put in place for them, then the clients and I will be happy.

Steve's approach to providing advice to his clients is by first helping them to identify their goals and then put a plan into place to make this happen. With a background in the real estate industry as a property consultant Steve’s dream was to grow his own business.  An opportunity to pursue this dream presented itself in 1998 and he has not looked back.

Steve is incredibly proud of the New England region and is passionate about giving back to the region that his given him so much over the years. He has played an active role in local events since establishing Invest Blue, raising over $1 million for various charities and organisations. He was the founding member of the Armidale branch of Can Assist and is now Patron and Life Member. He also works with the Cancer Council. A focus of his contribution with this organization was to provide financial advice to patients diagnosed with terminal illness without cost, leading to recognition from AMP for being a leader in pro bono work in this field.

Steve loves spending time with his beautiful wife Jenni and four sons Tom, Sam, Joe & Jack. He loves supporting their sporting activities and keeping fit by cycling and surfing.

Areas of specialisation

• Wealth creation strategies
• Transition to retirement strategies
• Risk management strategies
• DIY and Self Managed Super Funds (SMSF Advice)

Qualifications and Professional Accreditations

• Advanced Diploma of Financial Services (Financial Planning)
• Justice of the Peace Commissioned for Declarations Department of Justice NSW
• Most Trusted Adviser designation; Beddoes Institute

Memberships

• Member of the Financial Planning Association of Australia

Hear from Steve's clients:

Robust Relationship & Relaxing Retirement

Fiercely independent and feeling safe

Keeping busy with the bees

Pursuing her philanthropic dreams without the worry

Have van will travel

Picture perfect

A decade of direction

Beefing up the Business

Riding along smoothly

A natural fit

Striding ahead

“It’s the scariest thing I have ever done!”

Winning has meant losing for Bernadene

“I love that I am able to make a difference in people’s lives by playing a vital role in helping clients make informed financial decisions. I am passionate about guiding clients to make dreams a reality."

Mina began her career in financial services in 2012 and holds a Double Bachelors Degree in Business Accounting and Business Banking and Finance. She has also completed her Diploma and Advanced Diploma in Financial Planning and is currently working towards completing her CFP Certification.

In her free time, Mina spends time with her three younger siblings to help her stepmother out.  She also loves being active and going on hikes.

Areas of specialisation

• Debt and cash flow management
• Wealth Protection
• Retirement planning
• Wealth creation strategies
• Self-managed super funds

Qualifications

• Certified Financial Planner®
• Bachelor of Business (Accounting)
• Bachelor of Business (Banking & Finance)
• Diploma of Financial Planning
• Advanced Diploma of Financial Planning

"I love being able to help my clients achieve their goals and dreams. I love getting to know my clients so I can understand what is important to them and their family."

As a Financial Adviser I strive to improve the quality of life for those who seek my advice and have a passion for improving their financial well-being. My aim is to be my client’s trusted adviser, to offer them a sounding board for their ideas, to challenge them to achieve their goals, to support them through difficult times and to celebrate with them when they achieve their goals.

Goran has joined Invest Blue in September 2019 and has been part of the finance industry since 2012. Prior to working as a Financial Planner, Goran worked as an accountant before realising that his passion lies in helping his clients plan their future. Goran holds a Bachelor’s Degree in Business from Swinburne University and an Advanced Diploma in Financial Planning.

Outside of work Goran loves spending time with his family and friends. He enjoys keeping fit and healthy by cycling and going to the gym.

Areas of specialisation

• Wealth creation strategies
• Debt and cashflow management
• Risk Insurance strategies
• Retirement planning

Qualifications

• Bachelor of Business
• Advanced Diploma of Financial Planning

Memberships and Associations

• Member of the Financial Planning Association (FPA)
• Million Dollar Round Table (MDRT)

“I have always strived to help people and try to give back where I can.”

Anthony joined Invest Blue in 2021 as a Financial Planner. He has a huge passion for financial advice and has been involved in financial services since 2007 and an Adviser since 2011.

Originally from Rural NSW, Anthony moved to Melbourne in 2007 and loved the food, sport and coffee culture that engulf this town.

Anthony is a long-suffering Bombers fan and a keen golfer. He loves travelling and spending as much time as possible with his beautiful wide, Felicity and two daughters, Eleanor and Audrey.

Qualifications and Professional Accreditations

• Certified Financial Planner®
• Bachelor of Business
• Advanced Diploma in Financial Planning

Nic joined Invest Blue in 2021 as a Financial Planner. Prior to joining Invest Blue, Nic has worked at Wainscott Financial since 2014, initially as a paraplanner and later a qualified Financial Planner.

In his spare time, you’ll find Nic planning his next adventure overseas. Nic is also a passionate Carlton supporter and yearns for the day when the Blues make another Grand Final.

Qualifications and Professional Accreditations

• Bachelor of Commerce (Finance, Economics, Financial Planning)

Memberships and Associations

• Association of Financial Adviser (AFA)
• AMP Financial Planners Association

Laz joined Invest Blue in 2021 as a Financial Planner. Prior to joining Invest Blue, Laz has worked at Wainscott Financial since 2015, initially in Client Services and Para-Planning and later became a qualified Financial Planner.

Laz is a huge Western Bulldogs supporter and is still celebrating the 2016 Grand Final win.

Qualifications and Professional Accreditations

• Bachelor of Commerce/Bachelor of Arts

Memberships and Associations

• Association of Financial Advisers (AFA)
• AMP Financial Planners Association

“I am passionate about helping people manage their finances better to allow them to meet their financial goals.”

Ryan joined Invest Blue in 2021 as an Associate. Prior to joining Invest Blue, Ryan has worked in the Financial Services industry since 2018 after graduating from university.

Ryan works directly with the Financial Planners and other team members ensuring that all strategies are compliant and are inline with the client’s objectives. His goal is to continue to advance his knowledge and qualifications to become a Financial Planner in the distant future.

Outside of work, Ryan lives a very social and active lifestyle. He enjoys catching up with friends, staying fit and healthy, playing tennis and most importantly watching the mighty Bombers in action.

Qualifications and Professional Accreditations

• Bachelor of Commerce (Financial Planning and Accounting)

Brielle has worked in the Financial industry for five years. Prior to joining Invest Blue, Brielle has worked as a Client Relationship Manager for Wainscott Finance.

Brielle has newly completed a Bachelor of Commerce majoring in Financial Planning and HR in 2020. Brielle’s role is to work directly with the Financial Planners to help meet the client’s financial goal.

Brielle is a passionate Richmond supporter and outside work enjoys travelling and going to the beach.

Qualifications and Professional Accreditations

• Bachelor of Commerce (Financial Planning and HR)

Grace joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Grace has worked in the Financial Services industry since 2013.

Grace works between the Financial Planners and clients to ensure all strategies are completed in an efficient and timely manner.

Outside of work, Grace enjoys spending time with family and friends as well as following the Collingwood Footy Team.

Jack has 3 years of International equities experience at Bell Potter, working across a range of asset classes and equities. After graduating from Monash University with a Master of International Business in 2016, Jack developed a keen interest in finance. Outside of work, Jack is passionate about the environment and is an avid Western Bulldogs supporter.

Qualifications

• Master of International Business, MIB
• Bachelor of Arts, BA

"I love working with Invest Blue because of the People.  Being part of a great team is one thing I always look upon in a company.  Able to meet them and work with them is an opportunity.  I like to work with people who keep me motivated and interested especially in terms of financial planning.  It’s not just the tasks that get me going but also the efforts we do that we are still able to work together. "

He has a Bachelor's Degree in Management Accounting. He previously worked as Operations Officer in Gana Siargao Island Resort. He like's working in a financial planning industry because he gets to learn a lot about taking care of your finances and gives you the idea of how to spend it wisely which creates you more wealth in the future. Help people achieve their dream goals and able to see them happy with their choices in life.

During his spare time, he likes playing his guitar. watch shows, movies and animes, read books and comics and also, exercise twice a week.