Newcastle

Rebecca joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Rebecca worked as a Financial Adviser for Pinnacle and has 15 years of experience as a Financial Adviser. She enjoys working with clients and developing trusted, long-term relationships with her clients.

Outside of work, Rebecca spends her time moonlighting as a taxi driver for her son and two daughters who seem to find activities to do every weekend.

Rebecca’s favourite part of the weekend is going for a run with friends in the early morning and then spending time at the beach with her family. She’s looking forward to exploring more of Australia with her family in their caravan.

Areas of Specialty

• Wealth Creation
• Retirement Planning and Structures
• Risk advice
• Debt Advice
• Home Loans

Qualifications and Professional Accreditations

• Adv Diploma Financial Planning
• Accredited Mortgage Broker (AMC)
• Bachelor of Health Science (OT)

Studying

• Masters in Financial Planning

Tom joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Tom worked as a Financial Adviser for Pinnacle and has 12 years of experience as a Financial Adviser. He is sincerely passionate about financial planning and what it can offer clients including peace of mind, comfort and education.

Outside of work, Tom is a massive Rugby League fan and plays weekly local Oztag. He also enjoys the gym and spending time with his wife and two young boys.

Areas of Specialty

• Superannuation & Retirement Planning
• Self-Managed Super Funds
• Personal Insurance
• Mortgages & Lending
• Investments

Qualifications and Professional Accreditations

• Bachelor of Finance
• Certified Financial Planner (CFP)
• Adv Diploma of Financial Planning
• Certificate IV in Mortgage Broking

Howard joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Howard worked as a Financial Adviser for Pinnacle and has 10 years of experience in financial services, including 5 years as an Adviser.

Outside of work, Howard has two young children that keep him busy. On weekends, they love going to Nelsons Bay, Hunter Valley or Nobbys beach.

Areas of Specialty

• Superannuation
• Self-Managed Super Funds
• Wealth Creation
• Retirement Planning
• Personal Insurances
• Investment Strategies
• Budgeting and Cashflow
• Estate Planning
• Centrelink

Qualifications and Professional Accreditations

• Adv Diploma Financial Planning

Studying

• Masters in Financial Planning

Ally joins Invest Blue in 2021, with over 8 years of experience in the financial planning industry. She loves helping her clients to reach their goals and dreams by providing quality, tailored financial advice.

Ally enjoys an active and social lifestyle. When she is not working or studying, most of her free time is spent with her fiancée, two dogs, friends and family. You can usually find her walking the dogs around Lambton park, training at F45 Newcastle or enjoying coffee or a meal with friends in one of the many beautiful cafes around Newcastle. Amy and her fiancée enjoy travelling and try to get away on small camping trips when they can.

Areas of Specialty

• Investments Strategies
• Budget and Cashflow Management
• Debt Management
• Salary Packaging
• Superannuation Strategies
• Retirement Planning
• Personal insurance
• Estate planning
• Centrelink and other government benefits

Qualifications and Professional Accreditations

• Diploma of Financial Planning
• Adv Diploma of Financial Planning
• Certificate IV in Finance and Mortgage Broking

Studying

• Masters in Financial Planning

Shayley joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Shayley worked as a Financial Adviser for Pinnacle and has 7 years’ experience in the financial service industry; gaining experience through various roles. Her people personality shines through at work, as she enjoys getting to know her clients, their goals and researching a way to be able to put them in the best financial situation possible.

Outside of work, Shayley loves catching up with friends for coffee or any outdoor activities such as camping or going to the beach for a swim.

Areas of Specialty

• Investment Strategies
• Budget and Cashflow Management
• Debt Management
• Salary Packaging
• Superannuation Strategies
• Retirement Planning
• Personal Insurance
• Estate Planning
• Centrelink and other Government Benefits

Qualifications and Professional Accreditations

• Diploma of Financial Planning
• Adv Diploma of Financial Planning
• Cert IV in Finance & Mortgage Broking

Studying

• Bachelor of Commerce, Majoring in Financial Planning

Emma joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Emma worked as an Associate for Pinnacle and has 5 years’ experience in the financial advice industry, which includes 2 years as an Associate and 3 years as an Analyst/Paraplanner.

On the weekend, Emma joins spending her time in the outdoors – preferably in the sun and close to the water!

Qualifications and Professional Accreditations

• Diploma of Financial Planning
• Masters of Professional Accounting
• Bachelor of Mathematics

Sarah joined Invest Blue in 2021 as a Project Manager. Prior to joining Invest Blue, Sarah worked as a Project Manager for Pinnacle and has over 13 years of experience in the financial advice industry.

Sarah enjoys spending quality time with her husband, dog, family and friends, and going out for dinner on weekends.

Qualifications and Professional Accreditations

• Bachelor of Business Administration (Majoring in Human Resources Management)

Aimee joins Invest Blue in 2021, with 17 years of experience in banking and loans. She is sincerely passionate about helping people to live their best possible life, by finding the right loan and lender to complement their individual circumstances.

On the weekends, Aimee enjoys spending time with family and friends, and in the summer, she enjoys going to the beach.

Qualifications and Professional Accreditations

• Cert IV in Finance and Mortgage Broking

Alesha joins Invest Blue in 2021, with over 7 years of experience in the financial advice industry – which includes working as a Paraplanner/Analyst, Advice Implementation and Client Service Coordinator. Alesha is sincerely passionate about helping people to live their best possible life!

In the summer, Alesha enjoys being active and doing anything outdoors or near the beach. During winter, she enjoys snowboarding or hibernating to keep warm. Year-round, you can find Alesha catching the sunrise or enjoying a glass of wine.

Qualifications and Professional Accreditations

• Diploma of Financial Planning

Studying

• Bachelor of Business, Majoring in Finance and Financial Planning

Jade joined Invest Blue in 2021 as Lending Support. Prior to joining Invest Blue, Jade worked as an Accounts & Managing Coordinator for Pinnacle.

Outside of work, Jade enjoys hanging out with friends, family and her dog. She also loves playing sport and cooking.

Qualifications and Professional Accreditations

• Cert III Business Admin
• Cert IV Bookkeeping

Amy joined Invest Blue in 2021 as a Senior Relationship Manager. Prior to joining Invest Blue, Amy worked as an Executive Assistant for Pinnacle and has 9 years’ administrative experience. Her background in accounting, legal and the financial industry ensures she is well equipped to handle all client enquiries and assist clients wherever possible as the first point of contact.

Amy started her administrative career as a receptionist within an accounting firm in Newcastle and, after some time within that role, she branched out into a Legal Secretary role in Estate Litigation. In 2017, Amy started her role as a Personal Assistant within Pinnacle Financial Services where she grew both personally and professionally.

Outside of the office, you can find Amy in the gym, exploring somewhere new on a walking trail or wining and dining with friends.

Qualifications and Professional Accreditations

• Cert III Business Administration
• Diploma in Business

Amanda joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Amanda worked as an Administrative Assistant for Pinnacle and has over 26 years experience in the financial planning industry. Amanda’s wealth of experience allows her to effortlessly solve problems and interact with clients, leading to an elating experience.

On her non-working days, Amanda enjoys playing tennis, taking her dogs to the beach and catching up with friends.

Kelsey joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Kelsey worked as a Review Coordinator for Pinnacle has 3 years of experience in the financial planning industry.

Outside of work, Kelsey enjoys spending time with friends and family.

Qualifications and Professional Accreditations

• Cert III in Business

Shania joined Invest Blue is 2021 as a Relationship Manager. Prior to joining Invest Blue, Shania worked as an Administration Assistant for Pinnacle and has 2 years experience in Administration. She loves building and maintaining trusted relationships with clients and assisting in their financial journey.

Shania enjoys spending her free time with family and friends, and her two dogs – Charlie and Rami. She loves to travel and visit new and exciting places but also loves spending quality time at home with her family.

Sarah joined Invest Blue in July 2021 as a Relationship Manager. Prior to joining Invest Blue, Sarah worked as an Ongoing Services coordinator for Pinnacle.

Outside of work, Sarah enjoys spending time with her two girls and her husband.

“I enjoy working in the financial planning industry as it’s an industry that makes a difference to people’s lives and helps them to realise their hopes and dreams.”

Kate joined Invest Blue in 2021 as a Newcastle based Project Manager. Kate is excited about being a part of a business that values its people and its clients.

Prior to joining Invest Blue, Kate has had over 20 years of experience in the finance industry, ranging from superannuation fund administration, business development and most recently having completed 9 years as the General Manager of a large financial planning practice. It is this experience that Kate is looking forward to utilising at Invest Blue.

Kate has a Bachelor of Commerce from the University of Newcastle. After living in Sydney for 15 years, Kate and her husband returned to Newcastle to raise their daughter.

In her spare time, Kate enjoys swimming, walking and Bootcamp to keep fit and healthy and of course, spending time with family!

Qualifications and Professional Accreditations:

• Bachelor of Commerce

Danny joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Danny commenced his Advanced Diploma of Financial Planning in 2015 and has been in the Financial Service industry since then.

Originally from town of Rugby, UK, Daniel studied a BSc in Sport and Exercise Science at university and became a personal trainer for a short while after. Daniel took a rugby playing opportunity, moving to Barraba in 2013 (near Tamworth) and worked on a property there.

Daniel moved to Newcastle in late 2013, meeting his now wife and hasn’t looked back since! Daniel and his wife have three boys, Tom (4), Mack (2) and Teddy (1). Daniel’s interests include playing rugby, sports in general and health and fitness. He also enjoys cooking, puzzles and board games, and music.

Qualifications and Professional Accreditations:

• Advanced Diploma of Financial Planning
• Bachelor of Science – Sports and Exercise Science (Hons)

“I love working with clients to help them achieve their long-term goals and build, maintain and protect their wealth. I believe in a ‘steady hand’ to help guide clients through their life stages and ensuring they can make informed decisions that give them the comfort that they can live the lives they want.”

Matt joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Matt has spent his career in the financial sector, accumulating over 30 years of experience in various roles, including retail banking, funds management, stockbroking and product development.

Matt became a Financial Planner in 2014 after deciding that his knowledge and skills of finance could be best utilised at a personal level, helping his clients plan successfully for their future.

Outside of work, Matt enjoys spending time with his young family and taking short breaks with them in the family caravan whenever time allows.

Qualifications and Professional Accreditations:

• Advanced Diploma of financial planning

“I enjoy making a difference in my clients' lives by providing them with understanding and guidance to help them through both the exciting and difficult times in their life.”

Joshua joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Joshua worked as a Financial Adviser for Advisory Group for 12 months and AMP Advice/ipac for 15 years.

Joshua has 27 years of experience in the financial services sector, previously working in corporate superannuation administration, investment consulting, paraplanning and the last 17 years as a Financial Planner.

Joshua is passionate about helping his clients to plan successfully for their long-term goals, build wealth and manage life transitions (such as retirement or change of employment). He also provides financial advice to people with special needs de to accidents, injury, illness and disability.

Outside of work, Joshua loves spending time with his family. They have recently built a fire pit area in the backyard which as had a lot of use. Joshua also enjoys travelling and there are several destinations on the bucket list that he would like to tick off.

Areas of Specialisation:

• Wealth Creation Strategies
• Superannuation Strategies
• Retirement Planning Strategies
• Strategies for individuals who have suffered a personal injury
• Centrelink

Qualifications and Professional Accreditations:

• Diploma of Financial Planning
• Bachelor of Commerce (Marketing)
• Certified Financial Planner (FPA)

Leanne joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Leanne has worked in the Financial Planning industry for the past 12 years with Advisory Group in a Planner Support role.

Leanne enjoys interacting with clients while building and maintaining trusted relationships with them. She finds working alongside the Adviser to achieve a great overall experience for each client to be rewarding.

Leanne is married with two beautiful daughters and a dog named Florence. She enjoys spending time with family and friends and loves to travel to new destinations with her family. Leanne enjoys exercise regularly, whether at the gym or outdoors and catching up with friends over a coffee, after a decent walk, of a weekend.

Fran joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Fran has worked in the Financial Planning industry for many years and has extensive industry knowledge and experience. Fran enjoys providing an excellent service experience for all clients.

Monique joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Monique worked as a Receptionist for Advisory Group.

Rhys joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Rhys completed a Bachelor of Business and is currently studying a Masters of Applied Finance.

Outside of work, Rhys is a huge sports nut who will watch anything and everything. He enjoys spending time with his wife, Annie and their dog, Alfie. They love to travel and can't wait until they are allowed to again.

Qualifications and Professional Accreditations:

• Bachelor of Business (Double Major of Leadership & Management and Sports Management)