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we believe it’s possible
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.

Penrith

Suite 7, 8 Castlereagh Street Penrith NSW 2750

phone: 1300 346 837

fax: 1300 546 837

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Suite 7, 8 Castlereagh Street Penrith NSW 2750

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 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.

the Penrith team

Michael Craig
Michael Craig
Financial Planner, CFP / Office Development Manager

LI logo"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

LI logo"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
Luke Bowler
Luke Bowler
Financial Planner, CFP

LI logo"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)

LI logo"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)
Krishandra Asre
Krishandra Asre
Financial Planner

There is no greater satisfaction than knowing your clients have come out of the financial planning process feeling more educated, empowered and elated with their financial circumstances.

Krishandra joined the Invest Blue team in January 2018. He is passionate about working closely with his clients to understand their goals and motivations so that he can provide tailored financial advice that they can feel comfortable with. Krishandra has worked in a number of roles in the Financial Services industry for over 10 years, starting his career as a Tax Accountant. He moved into the investment field in 2009 and later into financial planning.  In 2017, Krishandra joined AMP Financial Planning through the AMP Adviser Academy to focus on delivering tailored financial advice to his clients.

In his spare time, Krishandra loves to travel and create memories. On the weekends you'll usually find him out in the tool shed building something, down the beach or getting together with family or friends. He is very family oriented, spending as much time as possible with his wife and extended family.

Areas of Specialisation:

  • Wealth creation strategies
  • Transition to retirement strategies
  • Risk insurance strategies
  • Retirement planning

Qualifications/Professional Accreditations:

  • Bachelor of Business (Accounting)
  • Bachelor of Business & Commerce (Economics & Finance)
  • Diploma of Financial Planning
  • Justice of the Peace NSW

There is no greater satisfaction than knowing your clients have come out of the financial planning process feeling more educated, empowered and elated with their financial circumstances.

Krishandra joined the Invest Blue team in January 2018. He is passionate about working closely with his clients to understand their goals and motivations so that he can provide tailored financial advice that they can feel comfortable with. Krishandra has worked in a number of roles in the Financial Services industry for over 10 years, starting his career as a Tax Accountant. He moved into the investment field in 2009 and later into financial planning.  In 2017, Krishandra joined AMP Financial Planning through the AMP Adviser Academy to focus on delivering tailored financial advice to his clients.

In his spare time, Krishandra loves to travel and create memories. On the weekends you'll usually find him out in the tool shed building something, down the beach or getting together with family or friends. He is very family oriented, spending as much time as possible with his wife and extended family.

Areas of Specialisation:

  • Wealth creation strategies
  • Transition to retirement strategies
  • Risk insurance strategies
  • Retirement planning

Qualifications/Professional Accreditations:

  • Bachelor of Business (Accounting)
  • Bachelor of Business & Commerce (Economics & Finance)
  • Diploma of Financial Planning
  • Justice of the Peace NSW
Fiona Renshaw
Fiona Renshaw
Client Support Manager

"Anything is possible, you just have to work at it"

Fiona has worked within the financial services industry since she arrived from England back in 1995.

Since then she has performed a variety of roles, from supporting financial planners to compliance.  Fiona has an Advanced Diploma of Financial Planning and has completed product and SMSF accreditations.  She enjoys a challenge and is focused on delivering excellent client service.

Fiona is married with two entertaining, sporty children who are currently in primary school.  Fiona enjoys running and has completed many fun runs, a few marathons and ultra-marathons.  She took part in her first 100k team run in 2013 and won!  Fiona is driven by the belief of ‘anything is possible, you just have to work at it’.

"Anything is possible, you just have to work at it"

Fiona has worked within the financial services industry since she arrived from England back in 1995.

Since then she has performed a variety of roles, from supporting financial planners to compliance.  Fiona has an Advanced Diploma of Financial Planning and has completed product and SMSF accreditations.  She enjoys a challenge and is focused on delivering excellent client service.

Fiona is married with two entertaining, sporty children who are currently in primary school.  Fiona enjoys running and has completed many fun runs, a few marathons and ultra-marathons.  She took part in her first 100k team run in 2013 and won!  Fiona is driven by the belief of ‘anything is possible, you just have to work at it’.

Carol Yon
Carol Yon
Client Support Manager

LI logo"I enjoy the client contact."

Since migrating to Australia, Carol has worked in the financial services industry; firstly at the AMP office in Parramatta and then at the Financial Independence Planners for Steve Fort.

Carol enjoys being able to work with previous colleagues once again and being able to see previous clients from FIP that are now with Invest Blue.

Carol's strengths include client interaction and her knowledge of the financial planning process.

Outside of work Carol enjoys to travel and playing poker.

LI logo"I enjoy the client contact."

Since migrating to Australia, Carol has worked in the financial services industry; firstly at the AMP office in Parramatta and then at the Financial Independence Planners for Steve Fort.

Carol enjoys being able to work with previous colleagues once again and being able to see previous clients from FIP that are now with Invest Blue.

Carol's strengths include client interaction and her knowledge of the financial planning process.

Outside of work Carol enjoys to travel and playing poker.

Brylle Louiss Amorado
Brylle Louiss Amorado
Administrative Assistant

"I love how Invest Blue lives by their Core Values. I feel like everyone is doing the right things for the right reasons, and our common purpose and understanding helps people build great working relationships. The alignment of everyone's values helps the organization as a whole to achieve its core mission."

Brylle has a Bachelor's Degree in Business Administration and has Human Resources and Marketing experience as an intern with a real estate company. As his first job, Brylle began working with Invest Blue in 2017 and likes working in the financial planning industry because the work he does gives him a sense of fulfilment. Knowing he is a part of a process that enriches people's lives is something he is proud of, and he feels empowered doing it for a living!

In his spare time, Brylle loves to paint, taking pictures, reading books, watching documentaries, and spending time with family and friends.

"I love how Invest Blue lives by their Core Values. I feel like everyone is doing the right things for the right reasons, and our common purpose and understanding helps people build great working relationships. The alignment of everyone's values helps the organization as a whole to achieve its core mission."

Brylle has a Bachelor's Degree in Business Administration and has Human Resources and Marketing experience as an intern with a real estate company. As his first job, Brylle began working with Invest Blue in 2017 and likes working in the financial planning industry because the work he does gives him a sense of fulfilment. Knowing he is a part of a process that enriches people's lives is something he is proud of, and he feels empowered doing it for a living!

In his spare time, Brylle loves to paint, taking pictures, reading books, watching documentaries, and spending time with family and friends.