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 loves spending time with his wife Lauren, two sons Noah & Alex, and daughter Mia. He enjoys anything outdoors, keeping fit and spending time at the beach with the family.

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 fiancé, 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 fiancé 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

“I’m excited to be part of a growing advice business that is truly focussed on helping clients live their best possible life and has the resources and scale to continue to do this for more and more Australians.”

Danny joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Danny worked as a Paraplanner for 1-year and as a Planner for 5-years.

Danny loves working with clients at a deep and personal level to really understand what makes them tick and what they truly value in life. This trusted relationship enables him to build holistic strategies to help clients achieve their goals and aspirations and live their best possible life.

Danny believes all the relationships he develops with his clients are unique, and he finds it extremely rewarding to share in the experiences of clients as they go on their journey through working life and retirement.

Outside of work, Danny enjoys playing rugby and spending quality time with his family, including his wife, Emily and 3 young songs, Tommy, Mack and Teddy. Danny also enjoys cooking, BBQing and working out in the gym.

Areas of Specialty

• Self-Managed Super Funds (SMSF)
• Pre-Retirement and Retirement Planning

Qualifications and Professional Accreditations

• Advanced Diploma of Financial Planning
• Diploma of Financial Planning
• BSc 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)

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

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

“I enjoy working in a strong, successful team environment, working together to assist our clients achieve their goals.”

Christian joined Invest Blue in 2021 as a Credit Adviser. Before joining Invest Blue, Christian has worked in banking/finance for the last five years in various roles with Westpac and has most recently transitioned into the world of finance broking.

Christian enjoys working in the finance industry as he is motivated to build lasting relationships with clients and assist them in achieving their long-term financial goals, working with them over time to provide the ammunition they need to succeed.

In his spare time, Christian enjoys going to the beach, guitar, camping, gardening or anything outside. He spends a lot of his time socialising with close friends and family, frequently travelling between the Central Coast and Newcastle for visits.

Qualifications and Professional Accreditations

• Certificate IV in Finance and Mortgage Broking

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

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.

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.

Janice joined Invest Blue in 2021 as a receptionist. Prior to joining Invest Blue, Janice spent her entire working life in reception. She has worked in many industries, including real estate, insurance, accounting and (for the last five years) financial planning.

Janice loves working as a receptionist in the financial planning industry as she enjoys chatting with clients and making them feel welcome in the office while remaining professional. Janice believes it doesn't take long to build good relationships with clients, which are always valued on both sides.

Janice spends her spare time with friends, family, and two very spoilt and much-loved dogs. She enjoys keeping busy around her family's home and in the garden.

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 putting 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 has 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 to 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

Emma has immensely enjoyed a vibrant 22-year career in hospitality including 10 years in the United Kingdom. Building relationships and making memorable moments have been one of the most important and fun things for her over this time. Meeting all types of people from all walks of life. She is very much looking forward to moving into an exciting new role in an industry where she can do that and also be a part of a team that helps people achieve their goals.

Emma loves to spend her free time with her English fiancé James, seeing more of Australia and sharing those experiences with their families. She has a keen interest in upcycling pieces of furniture and (trying to) renovate their new home. Emma embraces all types of food and wine, looking to try new things on all levels but nothing beats entertaining, sitting around with family and friends shooting the breeze.