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Melbourne

Melbourne

Suite 5.02, Level 5 360 Collins Street Melbourne VIC 3000

PO Box 18410, Collins Street East, Melbourne VIC 8003

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Suite 5.02, Level 5 360 Collins Street Melbourne VIC 3000

the Melbourne team

Request an Appointment
Matthew Jacobson
Matthew Jacobson
Financial Planner

“ I aim to help my clients by empowering them, and by giving them the confidence to know they’re doing the right things with their money”

Matthew holds a Masters in Financial Planning, a Bachelor Degree in Commerce and a Diploma of Financial Planning. He began his career in financial services in 2010. His easy-going approach helps him to build lasting relationships with his clients’ as he provides them with ongoing, personalised financial advice specific to their circumstances.

Areas of specialisation

  • Wealth creation strategies
  • Debt and cash flow management
  • Risk protection strategies
  • Retirement planning
  • Superannuation and SMSF strategies

Qualifications

  • Master of Financial Planning
  • Bachelor of Commerce
  • Advanced Diploma in Financial Planning

“ I aim to help my clients by empowering them, and by giving them the confidence to know they’re doing the right things with their money”

Matthew holds a Masters in Financial Planning, a Bachelor Degree in Commerce and a Diploma of Financial Planning. He began his career in financial services in 2010. His easy-going approach helps him to build lasting relationships with his clients’ as he provides them with ongoing, personalised financial advice specific to their circumstances.

Areas of specialisation

  • Wealth creation strategies
  • Debt and cash flow management
  • Risk protection strategies
  • Retirement planning
  • Superannuation and SMSF strategies

Qualifications

  • Master of Financial Planning
  • Bachelor of Commerce
  • Advanced Diploma in Financial Planning
Mina Cao
Mina Cao
Financial Planner

“I love that I am able to make a difference in people’s lives by play a vital role in helping clients make informed financial decisions and guiding them to make dreams their reality.

Mina began her career within the financial services in 2012 and holds a Double Bachelor’s 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 a lot of my weekends with my three younger siblings to help my stepmother out.  I love being active and love 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 that I am able to make a difference in people’s lives by play a vital role in helping clients make informed financial decisions and guiding them to make dreams their reality.

Mina began her career within the financial services in 2012 and holds a Double Bachelor’s 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 a lot of my weekends with my three younger siblings to help my stepmother out.  I love being active and love 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

Goran Velevski
Goran Velevski
Financial Planner

"I love being able to help my clients achieve their goals and dreams, I love getting to know my clients and 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 help 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 love being able to help my clients achieve their goals and dreams, I love getting to know my clients and 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 help 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)
Jessica Kiapekos
Jessica Kiapekos
Operations Coordinator

“I’m passionate about business and how it works and am always thinking of ways things can be done better”.

Jess began her career in the financial industry in 2012, She’s been able to work in many different roles within the industry which enabled her to gain skills in many areas and 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 yoga and 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’m passionate about business and how it works and am always thinking of ways things can be done better”.

Jess began her career in the financial industry in 2012, She’s been able to work in many different roles within the industry which enabled her to gain skills in many areas and 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 yoga and 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
Teressa Maring
Teressa Maring
Client Support Manager

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

Teressa brings over 10 years of experience of 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 enjoy connecting with people and helping them resolve their queries."

Teressa brings over 10 years of experience of 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
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