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.
Penrith
Suite 7, 8 Castlereagh Street Penrith NSW 2750
phone: 1300 346 837
fax: 1300 546 837
the Penrith office
Invest Blue provides Financial Advice in Penrith, NSW, conveniently located on Castlereagh Street. 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 Relationship 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.
the Penrith team
Michael Craig
Financial Planner, CFP / Office Development Manager
"My core focus is working with my clients on their financial goals and dreams; implementing strategies that compliment these goals and dreams is what financial planning is all about."
Michael commenced his working life in the banking industry back in 1990 and moved into financial planning in 1999. Michael enjoys having a career centred around helping clients achieve their financial goals, and finds it very satisfying.
Michael specialises in the areas of personal superannuation including self managed Superannuation, retirement planning and mortgage and finance broking.
Most of Michael’s spare time is spent in and around the world of BMX. Both his children love racing their bikes. BMX is a fantastic sport, albeit an extreme one!
Qualifications and Professional Accreditations
- Certified Financial Planner
- Accredited Mortgage Consultant
- Diploma of Financial Planning (Deakin University)
- Self-Managed Superannuation Fund Certificate (Kaplan)
- Justice of the Peace
- Most Trusted Adviser designation; Beddoes Institute
Memberships
- Member of Financial Planning Association of Australia
- Member of the Mortgage and Finance Industry Association of Australia
Hear from Michael's clients:
"My core focus is working with my clients on their financial goals and dreams; implementing strategies that compliment these goals and dreams is what financial planning is all about."
Michael commenced his working life in the banking industry back in 1990 and moved into financial planning in 1999. Michael enjoys having a career centred around helping clients achieve their financial goals, and finds it very satisfying.
Michael specialises in the areas of personal superannuation including self managed Superannuation, retirement planning and mortgage and finance broking.
Most of Michael’s spare time is spent in and around the world of BMX. Both his children love racing their bikes. BMX is a fantastic sport, albeit an extreme one!
Qualifications and Professional Accreditations
- Certified Financial Planner
- Accredited Mortgage Consultant
- Diploma of Financial Planning (Deakin University)
- Self-Managed Superannuation Fund Certificate (Kaplan)
- Justice of the Peace
- Most Trusted Adviser designation; Beddoes Institute
Memberships
- Member of Financial Planning Association of Australia
- Member of the Mortgage and Finance Industry Association of Australia
Hear from Michael's clients:
Luke Bowler
Financial Planner, CFP
"I love to work with my clients and hear about what they want to achieve in retirement and help them meet their goals."
Luke joined Invest Blue in June 2015 after starting in financial planning in 2005 along with his father in their family business. He completed a Bachelor of Business (Applied Finance) at the University of Western Sydney and he has also completed a Diploma of Financial Services (Financial Planning).
Luke spends his spare time with his wife and two children and enjoys playing golf and basketball.
Areas of Specialisation:
- Wealth creation strategies
- Transition to retirement strategies
- Risk Insurance Strategies
- Retirement planning
Qualifications:
- Diploma of Financial Services (Financial Planning)
- Bachelor of Business (Applied Finance)
- Certified Financial Planner (CFP)
- Justice of the Peace NSW
Memberships:
- Financial Planning Association of Australia (FPA)
Hear from Luke's clients:
"I love to work with my clients and hear about what they want to achieve in retirement and help them meet their goals."
Luke joined Invest Blue in June 2015 after starting in financial planning in 2005 along with his father in their family business. He completed a Bachelor of Business (Applied Finance) at the University of Western Sydney and he has also completed a Diploma of Financial Services (Financial Planning).
Luke spends his spare time with his wife and two children and enjoys playing golf and basketball.
Areas of Specialisation:
- Wealth creation strategies
- Transition to retirement strategies
- Risk Insurance Strategies
- Retirement planning
Qualifications:
- Diploma of Financial Services (Financial Planning)
- Bachelor of Business (Applied Finance)
- Certified Financial Planner (CFP)
- Justice of the Peace NSW
Memberships:
- Financial Planning Association of Australia (FPA)
Hear from Luke's clients:
Luke Priddis
Financial Planner
"The satisfaction of being able to make a positive difference in the lives of the people that I connect with is why I do what I do.'
Luke is a Certified Financial Planner and joined Invest Blue from CPR Wealth in 2022 and brings a wealth of knowledge and experience to the team.
He is passionate about providing professional Financial Planning advice to individuals and business owners looking to ensure they are moving in the best possible direction for their financial futures and ensure wealth protection strategies are in place to minimise any financial risk that may be evident.
Luke believes in building long term relationships with those individuals that entrust him to provide knowledge and direction to their personal circumstances.
Luke is also the co-founder and chairperson of the Luke Priddis Foundation, assisting children and their families living with Autism Spectrum Disorders.
"The satisfaction of being able to make a positive difference in the lives of the people that I connect with is why I do what I do.'
Luke is a Certified Financial Planner and joined Invest Blue from CPR Wealth in 2022 and brings a wealth of knowledge and experience to the team.
He is passionate about providing professional Financial Planning advice to individuals and business owners looking to ensure they are moving in the best possible direction for their financial futures and ensure wealth protection strategies are in place to minimise any financial risk that may be evident.
Luke believes in building long term relationships with those individuals that entrust him to provide knowledge and direction to their personal circumstances.
Luke is also the co-founder and chairperson of the Luke Priddis Foundation, assisting children and their families living with Autism Spectrum Disorders.
Andrew Dinsdale-Scanlon
Financial Planner
Andrew began working in the financial services sector UK in 1999 before moving to Australia in 2003 where he has continued working in the industry. He has worked for large licensees before moving across to work for the smaller, more personal financial planning firms. His most recent role has been in Bathurst, NSW.
When Andrew is not working, he has a passion for music production and is a radio presenter and committee member at his local community radio station (Radio Blue Mountains), where he is involved with the station’s decision making, fundraising and grant applications. Since becoming a committee member, he has raised over $40,000 for the station so far. When not at work, home or in the studio, Andrew enjoys taking off on walks through the Blue Mountains, is a keen cook, a malt whisky enthusiast and a founding member of the Blue Mountains Whisky Club.
Andrew began working in the financial services sector UK in 1999 before moving to Australia in 2003 where he has continued working in the industry. He has worked for large licensees before moving across to work for the smaller, more personal financial planning firms. His most recent role has been in Bathurst, NSW.
When Andrew is not working, he has a passion for music production and is a radio presenter and committee member at his local community radio station (Radio Blue Mountains), where he is involved with the station’s decision making, fundraising and grant applications. Since becoming a committee member, he has raised over $40,000 for the station so far. When not at work, home or in the studio, Andrew enjoys taking off on walks through the Blue Mountains, is a keen cook, a malt whisky enthusiast and a founding member of the Blue Mountains Whisky Club.
Peter Griffith
Financial Planner
“I am really passionate about working with people to assist them in achieving their aspirations. Realising that a client puts their trust in us deserves the greatest respect in return. This is what inspires me to maintain the highest education so that I can use as the village Maven!”
Peter is a Certified Financial Planner and has an Advanced Diploma in Financial Planning.
He spends his spare time with his wife and two daughters keeping busy with netball, ballet, water skiing/wakeboarding and a love for the Australian outdoors.
Qualifications
- CFP
- Advanced Diploma of Financial Planning
“I am really passionate about working with people to assist them in achieving their aspirations. Realising that a client puts their trust in us deserves the greatest respect in return. This is what inspires me to maintain the highest education so that I can use as the village Maven!”
Peter is a Certified Financial Planner and has an Advanced Diploma in Financial Planning.
He spends his spare time with his wife and two daughters keeping busy with netball, ballet, water skiing/wakeboarding and a love for the Australian outdoors.
Qualifications
- CFP
- Advanced Diploma of Financial Planning
Steve Fort
Director / Head of Financial Planning / Senior Financial Planner, CFP
Trust is at the core of every relationship between a financial planner and client. It is difficult for those seeking financial advice to find an adviser that they can trust. However I believe that my existing clients are my best advocates and the long term relationships that exist with clients are the best evidence that this can be achieved.
Steve commenced his financial planning career in 2000 at his family business, Financial Independence Planners in Penrith. Prior to this Steve was employed as an accountant from the time he left school.
Steve has been responsible for growing the business in Penrith, Norwest, and the Central Coast. Steve is extremely proud that the team that grew with him at Financial Independence Planners remain an integral part of Invest Blue today.
This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients achieve their goal of financial independence, and these clients became strong advocates of the business.
Steve is passionate in supporting his clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life.
Steve certainly believes that with his support, and the resources of the team at Invest Blue, that his clients do believe it’s possible to achieve their dreams, and their adviser will help them to do this.
Steve, and his wife Kerri, have three young children all growing up on the beautiful Central Coast of NSW. Steve and his kids are actively involved in many sporting clubs and teams, particularly the local Wamberal Surf Club in which Steve is a patrolling member, and the entire family is actively involved in many ways.
Areas of Specialisation
- Strategic advice and Financial Improvement Strategies
- Retirement Strategies
- Self Managed Superannuation
- In depth financial advice, including tax planning, debt and wealth creation strategies, trusts and estates, and aged care.
Qualifications
- Certified Financial Planner with the Financial Planning Association (FPA)
- Accredited Finance Broker
- Self Managed Superannuation Specialist Adviser with SPAA
- Diploma of Financial Planning
- Justice of the Peace
- Most Trusted Adviser designation; Beddoes Institute
Hear from Steve's clients:
Financial advice supporting aged care decisions
Trust is at the core of every relationship between a financial planner and client. It is difficult for those seeking financial advice to find an adviser that they can trust. However I believe that my existing clients are my best advocates and the long term relationships that exist with clients are the best evidence that this can be achieved.
Steve commenced his financial planning career in 2000 at his family business, Financial Independence Planners in Penrith. Prior to this Steve was employed as an accountant from the time he left school.
Steve has been responsible for growing the business in Penrith, Norwest, and the Central Coast. Steve is extremely proud that the team that grew with him at Financial Independence Planners remain an integral part of Invest Blue today.
This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients achieve their goal of financial independence, and these clients became strong advocates of the business.
Steve is passionate in supporting his clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life.
Steve certainly believes that with his support, and the resources of the team at Invest Blue, that his clients do believe it’s possible to achieve their dreams, and their adviser will help them to do this.
Steve, and his wife Kerri, have three young children all growing up on the beautiful Central Coast of NSW. Steve and his kids are actively involved in many sporting clubs and teams, particularly the local Wamberal Surf Club in which Steve is a patrolling member, and the entire family is actively involved in many ways.
Areas of Specialisation
- Strategic advice and Financial Improvement Strategies
- Retirement Strategies
- Self Managed Superannuation
- In depth financial advice, including tax planning, debt and wealth creation strategies, trusts and estates, and aged care.
Qualifications
- Certified Financial Planner with the Financial Planning Association (FPA)
- Accredited Finance Broker
- Self Managed Superannuation Specialist Adviser with SPAA
- Diploma of Financial Planning
- Justice of the Peace
- Most Trusted Adviser designation; Beddoes Institute
Hear from Steve's clients:
Financial advice supporting aged care decisions
Fiona Renshaw
Relationship Manager
“I work with a passionate team of people who want to do the very best for our clients and families. My role is extremely rewarding as I enjoy helping our clients live their best possible lives."
Fiona has worked in the financial services industry for over 20 years and has an Advanced Diploma in Financial Planning. She is also currently studying her Undergraduate Diploma in Financial Planning. Fiona’s role as Advice Development Client Support Manager provides Financial Planners with advice and strategy development support and supports Invest Blue Clients with the implementation and review of their Financial Plans. Fiona works between the Penrith and Norwest office.
When not at work Fiona is busy with her two sporty high school children who love soccer, basketball and Oztag. She also loves to run and stay fit.
“I work with a passionate team of people who want to do the very best for our clients and families. My role is extremely rewarding as I enjoy helping our clients live their best possible lives."
Fiona has worked in the financial services industry for over 20 years and has an Advanced Diploma in Financial Planning. She is also currently studying her Undergraduate Diploma in Financial Planning. Fiona’s role as Advice Development Client Support Manager provides Financial Planners with advice and strategy development support and supports Invest Blue Clients with the implementation and review of their Financial Plans. Fiona works between the Penrith and Norwest office.
When not at work Fiona is busy with her two sporty high school children who love soccer, basketball and Oztag. She also loves to run and stay fit.
Chynna Palis
Relationship Manager
Chynna joined Invest Blue in 2021 as a Relationship Manager. Chynna was previously working for a superfund company and further pursued her career within the financial service industry at Invest Blue. She values being part of the clients’ journey in achieving their goals.
Outside of work, Chynna enjoys coaching aspiring runway models, Pilates and going on nature trips with her fiancé.
Qualification and Professional Accreditations
- Bachelor of Science in Human Ecology (Human Settlements Planning)
Chynna joined Invest Blue in 2021 as a Relationship Manager. Chynna was previously working for a superfund company and further pursued her career within the financial service industry at Invest Blue. She values being part of the clients’ journey in achieving their goals.
Outside of work, Chynna enjoys coaching aspiring runway models, Pilates and going on nature trips with her fiancé.
Qualification and Professional Accreditations
- Bachelor of Science in Human Ecology (Human Settlements Planning)
Amber Priddis
Relationship Manager
Amber was drawn to Invest Blue by the company's dynamic that focused on applying its core values to each and every process they make. Also, the company is not just a workplace but a family. Amber worked for CPR Wealth prior to coming to Invest Blue and she also has completed certificate 3 in Business Studies in 2017.
Working within the financial planning industry provides her with a challenge, every day is a different day and each day provides more insight into more ways that she is able to fulfil her abilities to help others where she can.
Amber was drawn to Invest Blue by the company's dynamic that focused on applying its core values to each and every process they make. Also, the company is not just a workplace but a family. Amber worked for CPR Wealth prior to coming to Invest Blue and she also has completed certificate 3 in Business Studies in 2017.
Working within the financial planning industry provides her with a challenge, every day is a different day and each day provides more insight into more ways that she is able to fulfil her abilities to help others where she can.
Kirstine Riconalla
Administrative Assistant
"I like working with Invest Blue as I see here people are encouraged to grow - in their roles, with their skills, and with that, comes also personal growth. You are encouraged to learn new things and make mistakes as you navigate them."
Kirstine graduated with a Bachelor's degree in Hotel and Restaurant Management. She previously worked as a Surveillance Writer for an Australian Company, IT Operations Associate, and as a Correction Editor.
Working in the financial industry has been such an eye-opener for her. Managing your own finances is difficult but managing other people's money is a lot harder. It made her realize all the effort put through so the client can have a secure future, so it made her more cautious as well on how she handles her own finances.
In her spare time, Kirstine likes to watch shows on Netflix, find new YouTube videos to binge, and read sometimes. She also loves spending time with family the most.
"I like working with Invest Blue as I see here people are encouraged to grow - in their roles, with their skills, and with that, comes also personal growth. You are encouraged to learn new things and make mistakes as you navigate them."
Kirstine graduated with a Bachelor's degree in Hotel and Restaurant Management. She previously worked as a Surveillance Writer for an Australian Company, IT Operations Associate, and as a Correction Editor.
Working in the financial industry has been such an eye-opener for her. Managing your own finances is difficult but managing other people's money is a lot harder. It made her realize all the effort put through so the client can have a secure future, so it made her more cautious as well on how she handles her own finances.
In her spare time, Kirstine likes to watch shows on Netflix, find new YouTube videos to binge, and read sometimes. She also loves spending time with family the most.