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

“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

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

Memberships and Association FPA member

"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’m passionate about business and how it works. I am always thinking of ways we can do things better.”

Jess began her career in the finance industry in 2012. During this time she’s been able to work in many different roles. This has enabled her to gain skills in a broad range of areas from a wide range of people.

In her free time, you will find jess on a foodie adventure, spending time with her family and friends, at a yoga or pilates class or relaxing with a wine and a good book.

Areas of specialisation

• Customer Service/ Client focused
• Organisation
• Project Management

Qualifications

• Cert IV in Business

"I enjoy connecting with people and helping them to resolve their queries."

Teressa brings over 10 years of experience working in customer service-oriented roles. She began working in the financial services industry after completing her undergraduate degree in Criminology and Sociology.

Teressa’s career began with Link Group as a Customer service officer in the contact centre working for Australian Super. She proceeded to work in several different departments. While she enjoyed being exposed to various roles, she realised she enjoyed educating members on their superannuation the most. This led her to Invest Blue where role involves assisting clients and advisers and building her own knowledge of the financial planning industry. She is currently completing a Graduate Diploma in Financial Planning and hopes to become a great Financial Planner.

In her spare time, you can find Teressa spending time with her family and friends, reading, travelling or enjoying herself out and about.

Qualifications

• Bachelor of Arts majors - criminology & sociology

Areas in Specialisation

• Client experience
• Strong knowledge of superannuation
• client relationship management

"I love how Invest Blue lives by their Core Values. I feel like everyone is doing the right things for the right reasons, and our common purpose and understanding helps people build great working relationships. The alignment of everyone's values helps the organization as a whole to achieve its core mission."

Brylle has a Bachelor's Degree in Business Administration and has Human Resources and Marketing experience as an intern with a real estate company. As his first job, Brylle began working with Invest Blue in 2017 and likes working in the financial planning industry because the work he does gives him a sense of fulfilment. Knowing he is a part of a process that enriches people's lives is something he is proud of, and he feels empowered doing it for a living!

In his spare time, Brylle loves to paint, taking pictures, reading books, watching documentaries, and spending time with family and friends.