we believe it’s possible
Across QLD, NSW, ACT, TAS and VIC, we are here for you. No matter where you are in life's journey or what your dreams are, we can help. Invest Blue works hard to get to know you so your strategy offers you the best chance to achieve your dreams. It's possible.
Newcastle
130 Tudor Street,
New South Wales 2303
PO Box 515, Hamilton NSW 2303
phone: 1300 346 837
fax: 1300 546 837
the Newcastle office
Invest Blue provides Financial Advice in Newcastle NSW, located conveniently on the corner of Tudor and Steel Streets. We are equipped with a strong team of Certified Financial Planners, as well as a dedicated Lending team who support advice and strategy development for those looking for home or investment mortgages. Our Financial Planners are backed by a knowledgeable Advice team who support the development of individual strategies as well as dedicated Relationship Managers who work hard every day keeping in touch with our clients. If you are interested in having a chat, get in touch and we will work out the best way to get you started.
the Newcastle team
Rebecca Mossman
Financial Planner
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
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 Hesse
Financial Planner
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
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 Rodman
Financial Planner
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
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 Chesher
Financial Planner
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
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 Suwald
Financial Planner
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
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 Craft
Financial Planner
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
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 Leighton
Project Manager
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)
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 Gleeson
Credit Adviser
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
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 Vavra
Relationship Manager
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
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 Bendeich
Lending Support
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
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 Warden
Senior Relationship Manager
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
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 Best
Relationship Manager
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.
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 Green
Relationship Manager
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
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 Reid
Relationship Manager
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.
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.