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Across NSW and QLD, 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.

Norwest Baulkham Hills

Nexus Business Suite 207, 4 Columbia Court, Norwest Business Park, Baulkham Hills, NSW 2153

phone: 1300 346 837

fax: 1300 546 837

the Norwest Baulkham Hills office

Invest Blue provides Financial Advice in Baulkham Hills, NSW. Our office is conveniently located in the Norwest Business Park on Columbia Court. We are equipped with a strong team of 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 Client Support Managers who work hard everyday 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.

View the Financial Services & Credit Guide

the Norwest Baulkham Hills team

David French
Financial Planner, CFP / Office Development Manager

LI logo“I enjoy helping and motivating clients make the right financial decisions through all the changes that life brings. The personal relationship and service is paramount.”

David’s financial planning career commenced in 1999 after a successful period in Corporate Superannuation management. His superannuation background and knowledge provided a natural step into financial planning. David values personal relationships as well as financial guidance. He is proud of the fact that many customers have reciprocated loyalty through their journey.

David specialises in the areas of retirement planning, self managed superannuation, wealth creation strategies, borrowing strategies and employer Superannuation

David enjoys keeping fit through various sporting endeavours, is Chair of the local community association and has done a lot of work with the cancer council.

Qualifications

  • Certified Financial Planner
  • Bachelor of Science
  • Diploma of Superannuation Management (ASFA)
  • Diploma of Financial Planning
  • Diploma of Mortgage Broking
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Financial Planning Association
  • Mortgage and Finance Association

LI logo“I enjoy helping and motivating clients make the right financial decisions through all the changes that life brings. The personal relationship and service is paramount.”

David’s financial planning career commenced in 1999 after a successful period in Corporate Superannuation management. His superannuation background and knowledge provided a natural step into financial planning. David values personal relationships as well as financial guidance. He is proud of the fact that many customers have reciprocated loyalty through their journey.

David specialises in the areas of retirement planning, self managed superannuation, wealth creation strategies, borrowing strategies and employer Superannuation

David enjoys keeping fit through various sporting endeavours, is Chair of the local community association and has done a lot of work with the cancer council.

Qualifications

  • Certified Financial Planner
  • Bachelor of Science
  • Diploma of Superannuation Management (ASFA)
  • Diploma of Financial Planning
  • Diploma of Mortgage Broking
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Financial Planning Association
  • Mortgage and Finance Association
Chris Ogilvie
Director / Financial Planner, CFP

LI logo"Working with my clients and helping them live their best life is my core focus. Truly understanding what their needs, hopes and dreams are, then providing strategies and implementing solutions to make it all possible is what financial planning is all about to me"

"Our merger with Invest Blue is an exciting development for us. Our businesses have worked closely together for a number of years. The merger was a natural evolution of our close ties, common philosophies and passionate beliefs. Most importantly our business merge will deliver improved outcomes for all of our stakeholders - with our clients firmly at the core of this"

Chris has been a financial planner since 1999. He started out on his Financial Planning career working with his father Keith in what became Cornerstone Financial Group - a highly successful, award winning financial planning business.

Chris is a Director of Invest Blue as well as having been a Director and Board Member of the AMP Financial Planners Association (AMPFPA) for the past 3 years. He is currently the Chairman of the AMPFPA - a role that sees him work closely with fellow Financial Planners, AMP and a range of industry bodies on matters impacting the Financial Planning Industry.

Aside from his busy professional life, Chris loves spending quality time with his wife Nerys, children Laura and Tom and enjoying the company of family and friends.  He enjoys travelling, tries to keep his golf handicap at a respectable level and is also a fan of most sports played with a ball!

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Bachelor of Economics
  • Justice of the Peace
  • SMSF Specialist Adviser with SPAA
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • AMP Financial Planners Association

LI logo"Working with my clients and helping them live their best life is my core focus. Truly understanding what their needs, hopes and dreams are, then providing strategies and implementing solutions to make it all possible is what financial planning is all about to me"

"Our merger with Invest Blue is an exciting development for us. Our businesses have worked closely together for a number of years. The merger was a natural evolution of our close ties, common philosophies and passionate beliefs. Most importantly our business merge will deliver improved outcomes for all of our stakeholders - with our clients firmly at the core of this"

Chris has been a financial planner since 1999. He started out on his Financial Planning career working with his father Keith in what became Cornerstone Financial Group - a highly successful, award winning financial planning business.

Chris is a Director of Invest Blue as well as having been a Director and Board Member of the AMP Financial Planners Association (AMPFPA) for the past 3 years. He is currently the Chairman of the AMPFPA - a role that sees him work closely with fellow Financial Planners, AMP and a range of industry bodies on matters impacting the Financial Planning Industry.

Aside from his busy professional life, Chris loves spending quality time with his wife Nerys, children Laura and Tom and enjoying the company of family and friends.  He enjoys travelling, tries to keep his golf handicap at a respectable level and is also a fan of most sports played with a ball!

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Bachelor of Economics
  • Justice of the Peace
  • SMSF Specialist Adviser with SPAA
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • AMP Financial Planners Association
Laraine McLeod
Client Support Manager

Laraine joined Cornerstone Financial Group back in 2009 and is now one of our valued Client Support Managers since the merger.

Laraine has completed Diploma of Financial Planning (DFP1 and DFP2) with Deakin University. She is also currently studying Bachelor of Education – Early Childhood (Swinburne Online).

In her own time Laraine enjoys spending time with her husband and two boys aged 17 and 15 and getting outdoors with family and friends.

Laraine enjoys watching sporting events and is a fan of both the AFL and Cricket. She has been the Team Manager for Baulkham Hills U17-1 AFL since 2011 and has also been a team scorer for Seven Hills Cricket Club since 2007.

Laraine's other interests include attending musical performances, such as symphonies, operas, concerts and musical productions.

Laraine joined Cornerstone Financial Group back in 2009 and is now one of our valued Client Support Managers since the merger.

Laraine has completed Diploma of Financial Planning (DFP1 and DFP2) with Deakin University. She is also currently studying Bachelor of Education – Early Childhood (Swinburne Online).

In her own time Laraine enjoys spending time with her husband and two boys aged 17 and 15 and getting outdoors with family and friends.

Laraine enjoys watching sporting events and is a fan of both the AFL and Cricket. She has been the Team Manager for Baulkham Hills U17-1 AFL since 2011 and has also been a team scorer for Seven Hills Cricket Club since 2007.

Laraine's other interests include attending musical performances, such as symphonies, operas, concerts and musical productions.

Justine Richards
Client Support Manager

Justine joined Cornerstone in 2011 and is now part of Invest Blue due to their recent merger. She originally worked within a receptionist role within the business and due to promotion is now a Client Support Manager.

Justine has always held customer service positions during her career and very much enjoysboth assisting clients and working within the financial planning industry.

Outside of the workplace Justine enjoys spending time with family and friends. Her interests also include cooking, reading and watching films.

Justine joined Cornerstone in 2011 and is now part of Invest Blue due to their recent merger. She originally worked within a receptionist role within the business and due to promotion is now a Client Support Manager.

Justine has always held customer service positions during her career and very much enjoysboth assisting clients and working within the financial planning industry.

Outside of the workplace Justine enjoys spending time with family and friends. Her interests also include cooking, reading and watching films.