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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.

Rockhampton

Suite 1, 71-73 Denham Street, Rockhampton QLD 4700

phone: 1300 346 837

fax: 1300 546 837

the Rockhampton office

Invest Blue provides Financial Advice in Rockhampton by appointment through our Gladstone team. 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 Rockhampton team

Kylie Pryce
Director / Financial Planner, CFP

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"I want to make a difference by ensuring clients feel confident when making financial decisions."

Kylie’s entire career has been devoted to the financial services industry where she worked in various administration roles before moving across to work in a financial planning practice in 1997. Working initially as a Paraplanner, it wasn’t long before she realised she wanted to work directly with clients and in 2000 moved into a Financial Planning role. Kylie ended up taking over the business and in 2008 merged her financial planning business into the Invest Blue group. Kylie made the decision to merge her business with Invest Blue as she values the support and client experience that Invest Blue provides to their clients.

Kylie is passionate in providing clients with the education and confidence to allow them to make smarter financial decisions. The reward being that we get to see them live their best possible life.

Kylie is an active member of Rotary and is proud to help raise funds each year to help local charities as well as international projects. She is also an active supporter of Variety and participates in their annual Jetrek to raise funds for sick and disadvantaged children.

Areas of specialisation

  • Strategic advice and Financial Improvement Strategies
  • Transition to retirement strategies
  • Retirement strategies
  • DIY and Self Managed Super Funds (SMSF Advice)
  • In depth financial advice, including tax planning, debt reduction and wealth strategies and aged care.

Qualifications and Professional Accreditations

  • Certified Financial Planner with the Financial Planning Association (FPA)
  • Master of Financial Planning
  • Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioned for Declarations Department of Justice QLD
  • Most Trusted Adviser designation; Beddoes Institute

Memberships and Associations

  • Financial Planning Association of Australia (FPA)
  • SMSF Professionals' Association of Australia Limited (SPAA)

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"I want to make a difference by ensuring clients feel confident when making financial decisions."

Kylie’s entire career has been devoted to the financial services industry where she worked in various administration roles before moving across to work in a financial planning practice in 1997. Working initially as a Paraplanner, it wasn’t long before she realised she wanted to work directly with clients and in 2000 moved into a Financial Planning role. Kylie ended up taking over the business and in 2008 merged her financial planning business into the Invest Blue group. Kylie made the decision to merge her business with Invest Blue as she values the support and client experience that Invest Blue provides to their clients.

Kylie is passionate in providing clients with the education and confidence to allow them to make smarter financial decisions. The reward being that we get to see them live their best possible life.

Kylie is an active member of Rotary and is proud to help raise funds each year to help local charities as well as international projects. She is also an active supporter of Variety and participates in their annual Jetrek to raise funds for sick and disadvantaged children.

Areas of specialisation

  • Strategic advice and Financial Improvement Strategies
  • Transition to retirement strategies
  • Retirement strategies
  • DIY and Self Managed Super Funds (SMSF Advice)
  • In depth financial advice, including tax planning, debt reduction and wealth strategies and aged care.

Qualifications and Professional Accreditations

  • Certified Financial Planner with the Financial Planning Association (FPA)
  • Master of Financial Planning
  • Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioned for Declarations Department of Justice QLD
  • Most Trusted Adviser designation; Beddoes Institute

Memberships and Associations

  • Financial Planning Association of Australia (FPA)
  • SMSF Professionals' Association of Australia Limited (SPAA)
Chris Andersen
Financial Planner / Office Development Manager

LI logo“I want to make a difference by ensuring everyone I meet with has a better understanding of their financial and lifestyle situation, with a focus on what’s important to them. I want to empower clients to make the changes required to get the most out of life.”

Chris has been a financial adviser with Invest Blue for over 7 years. Prior to that he gained experience in accounting and management roles, resulting in more than 15 years' experience within the business and financial services industry.

Chris is a proud Gladstone local, having grown up in Boyne Island.  He is passionate about enabling his clients to have a better understanding of their financial situation and how to achieve their goals, believing this allows them to dream bigger and really see that it’s possible.

Chris is a firm believer that community organisations play a large part in bringing a community together.  His involvement through school and club based rugby league and the Gladstone Aquatic Therapy Association, among other things, help Chris feel he is giving back to a region that offers so much.

Chris enjoys music, sport and loves nothing better than good food shared amongst family and friends.  Whilst he and his wife enjoy travel, you will usually find them relaxing down at the beach at Tannum or Agnes.

Areas of specialisation

  • Wealth creation strategies
  • Debt and cash-flow management
  • Personal wealth protection
  • Retirement planning strategies
  • Lending solutions
  • Self Managed Super Funds

Qualifications and Professional Accreditations

  • Diploma of Financial Services (Financial Planning)
  • Undertaking Master of Financial Services (Financial Planning)
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Financial Planning Association of Australia
  • AMP Financial Planners Association

LI logo“I want to make a difference by ensuring everyone I meet with has a better understanding of their financial and lifestyle situation, with a focus on what’s important to them. I want to empower clients to make the changes required to get the most out of life.”

Chris has been a financial adviser with Invest Blue for over 7 years. Prior to that he gained experience in accounting and management roles, resulting in more than 15 years' experience within the business and financial services industry.

Chris is a proud Gladstone local, having grown up in Boyne Island.  He is passionate about enabling his clients to have a better understanding of their financial situation and how to achieve their goals, believing this allows them to dream bigger and really see that it’s possible.

Chris is a firm believer that community organisations play a large part in bringing a community together.  His involvement through school and club based rugby league and the Gladstone Aquatic Therapy Association, among other things, help Chris feel he is giving back to a region that offers so much.

Chris enjoys music, sport and loves nothing better than good food shared amongst family and friends.  Whilst he and his wife enjoy travel, you will usually find them relaxing down at the beach at Tannum or Agnes.

Areas of specialisation

  • Wealth creation strategies
  • Debt and cash-flow management
  • Personal wealth protection
  • Retirement planning strategies
  • Lending solutions
  • Self Managed Super Funds

Qualifications and Professional Accreditations

  • Diploma of Financial Services (Financial Planning)
  • Undertaking Master of Financial Services (Financial Planning)
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Financial Planning Association of Australia
  • AMP Financial Planners Association
Regina Taarnby
Financial Planner

LI logo"The best part about my job is the people I meet & get to know from all walks of life. I get to see an intimate side of my clients that sometimes not even their closest friends or family get to see. I have great satisfaction in helping people make informed decisions to better their lives and working towards making their dreams a reality. I find it really rewarding working for a business that shares the same passion."

Regina has been in the Financial Planning industry for four years. She has worked in Financial Administration, Paraplanning, Self Employed Paraplanning as well as Financial Planning.

Regina started her career in her home town of Wagga Wagga, NSW with a large accounting & financial planning practice. Through her self-employed paraplanning role, she worked with an array of Planners & other professionals from all around Australia.
Regina and her family moved to Gladstone two years ago and are finding the community to be very welcoming. They love the easy (and warm) lifestyle Gladstone has to offer and are proud to call Gladstone home.

Regina and her husband have three young children that keep them busy and have enjoyed exploring this magnificent part of Australia as a family. In her spare time she has a passion for event planning and also really enjoys baking, music and Zumba!

Areas of specialisation

  • Wealth creation strategies
  • Debt and cash-flow management
  • Personal wealth protection
  • Retirement planning strategies


Qualifications and Professional Accreditations

  • Advanced Diploma Financial Planning
  • Undertaking Master of Financial Planning

Memberships

  • AMP Financial Planners Association

LI logo"The best part about my job is the people I meet & get to know from all walks of life. I get to see an intimate side of my clients that sometimes not even their closest friends or family get to see. I have great satisfaction in helping people make informed decisions to better their lives and working towards making their dreams a reality. I find it really rewarding working for a business that shares the same passion."

Regina has been in the Financial Planning industry for four years. She has worked in Financial Administration, Paraplanning, Self Employed Paraplanning as well as Financial Planning.

Regina started her career in her home town of Wagga Wagga, NSW with a large accounting & financial planning practice. Through her self-employed paraplanning role, she worked with an array of Planners & other professionals from all around Australia.
Regina and her family moved to Gladstone two years ago and are finding the community to be very welcoming. They love the easy (and warm) lifestyle Gladstone has to offer and are proud to call Gladstone home.

Regina and her husband have three young children that keep them busy and have enjoyed exploring this magnificent part of Australia as a family. In her spare time she has a passion for event planning and also really enjoys baking, music and Zumba!

Areas of specialisation

  • Wealth creation strategies
  • Debt and cash-flow management
  • Personal wealth protection
  • Retirement planning strategies


Qualifications and Professional Accreditations

  • Advanced Diploma Financial Planning
  • Undertaking Master of Financial Planning

Memberships

  • AMP Financial Planners Association
Tony Martin
Financial Planner

"I want to help people make the most of their money and enjoy their lives."

Tony was born and grew up in Gladstone, moving away to play professional rugby league for 17 years in the NRL and in the UK. He worked as an electrician for four years on Curtis Island before moving into the financial services industry.

Outside of work Tony enjoys spending time with his wife Mel and his son Tana. He also still enjoys playing and coaching touch football, as well as coaching other kids’ sports.

Areas of Specialisation:

  • Wealth creation
  • Debt and cashflow management
  • Personal wealth protection
  • Retirement planning strategies

Qualifications/Professional Accreditations:

  • Diploma of Financial Planning

"I want to help people make the most of their money and enjoy their lives."

Tony was born and grew up in Gladstone, moving away to play professional rugby league for 17 years in the NRL and in the UK. He worked as an electrician for four years on Curtis Island before moving into the financial services industry.

Outside of work Tony enjoys spending time with his wife Mel and his son Tana. He also still enjoys playing and coaching touch football, as well as coaching other kids’ sports.

Areas of Specialisation:

  • Wealth creation
  • Debt and cashflow management
  • Personal wealth protection
  • Retirement planning strategies

Qualifications/Professional Accreditations:

  • Diploma of Financial Planning
Amanda Hardie
Client Support Manager

"Whilst in my interview I knew then how people driven Invest Blue is and wanted to work for the company straight away."

Amanda joined Invest Blue in December 2011. Prior to working with Invest Blue Amanda worked at the Bank of Queensland. She values great customer service and brings with her a strong administrative background.

Outside of work Amanda loves spending time with family and friends as well as getting creative in the kitchen and decorating cakes.

"Whilst in my interview I knew then how people driven Invest Blue is and wanted to work for the company straight away."

Amanda joined Invest Blue in December 2011. Prior to working with Invest Blue Amanda worked at the Bank of Queensland. She values great customer service and brings with her a strong administrative background.

Outside of work Amanda loves spending time with family and friends as well as getting creative in the kitchen and decorating cakes.

Lycinda Steen
Client Support Manager

LI logo"I have a strong personal interest in Financial Planning and have a passion for helping people." 

Lycinda has experience working closely with business from engineering, manufacturing and service supply industries, to development business support training programs, workshops, products, business services and providing assistance to businesses that require to improve productivity, profitability and success.

Outside of work Lycinda enjoys spending time with family and friends as well as sewing and relaxing at the beach or doing yoga.

Qualifications:

  • Diploma of Human Resources
  • Diploma of Business
  • Diploma of Management

LI logo"I have a strong personal interest in Financial Planning and have a passion for helping people." 

Lycinda has experience working closely with business from engineering, manufacturing and service supply industries, to development business support training programs, workshops, products, business services and providing assistance to businesses that require to improve productivity, profitability and success.

Outside of work Lycinda enjoys spending time with family and friends as well as sewing and relaxing at the beach or doing yoga.

Qualifications:

  • Diploma of Human Resources
  • Diploma of Business
  • Diploma of Management