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we believe it’s possible
Across QLD, NSW 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.

Scone

Scone

125 Liverpool Street, Scone NSW 2337

PO Box 145, Scone NSW 2337

phone: 1300 346 873

fax: 1300 546 837

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125 Liverpool Street, Scone NSW 2337

the Scone office

Invest Blue provides Financial Advice in Scone, NSW, located conveniently on Liverpool Street. 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 Scone team

Michael Gillett
Michael Gillett
Financial Planner

“I am passionate about helping local people and families access quality financial advice that has the ability to make a positive impact on their lives.

Michael has been in the financial services industry for over 25 years, working in various roles in Australia, the US and UK. For 17 years he was a Chartered Accountant in Scone, NSW and Perth, where he provided tax and business advice to primarily small businesses. His has also undertaken roles in the UK spanning from management accounting to financial control. Michael joins the Invest Blue team after running his own firm, Country Wealth in Scone from 2005.

In his free time, you will find Michael spending time with his family and embarking on a mountain hike in the early morning.

 

Areas of specialisation:

  • Wealth creation strategies
  • Debt and cashflow management
  • Retirement planning
  • Self-managed superannuation
  • Aged care advice
  • Business succession and keyman protection
  • General personal insurances
  • Aircrew/pilots personal insurances (rotary and fixed-wing)
  • Paramedic and emergency services personal insurances

Qualifications:

  • Bachelor of Business (Accounting)
  • Chartered Accountant
  • Graduate Diploma in Financial Planning
  • Certified Financial Planner (CFP)
  • FASEA Education standards met

Memberships:

  • Institute of Chartered Accountants in Australia and New Zealand
  • Financial Planning Association of Australia

 

“I am passionate about helping local people and families access quality financial advice that has the ability to make a positive impact on their lives.

Michael has been in the financial services industry for over 25 years, working in various roles in Australia, the US and UK. For 17 years he was a Chartered Accountant in Scone, NSW and Perth, where he provided tax and business advice to primarily small businesses. His has also undertaken roles in the UK spanning from management accounting to financial control. Michael joins the Invest Blue team after running his own firm, Country Wealth in Scone from 2005.

In his free time, you will find Michael spending time with his family and embarking on a mountain hike in the early morning.

 

Areas of specialisation:

  • Wealth creation strategies
  • Debt and cashflow management
  • Retirement planning
  • Self-managed superannuation
  • Aged care advice
  • Business succession and keyman protection
  • General personal insurances
  • Aircrew/pilots personal insurances (rotary and fixed-wing)
  • Paramedic and emergency services personal insurances

Qualifications:

  • Bachelor of Business (Accounting)
  • Chartered Accountant
  • Graduate Diploma in Financial Planning
  • Certified Financial Planner (CFP)
  • FASEA Education standards met

Memberships:

  • Institute of Chartered Accountants in Australia and New Zealand
  • Financial Planning Association of Australia

 

Kelly Malone
Kelly Malone
Relationship Manager

 “Passionate about building the client relationship, I find it truly rewarding to work in an industry where we can help local families and clients achieve their financial dreams and goals.”

Kelly joined the Invest Blue team in 2020 after working in the financial services industry as an Administration Assistant with Country Wealth since 2012. Prior to this, she moved to Scone from Victoria to take up an opportunity to work on some of the best-thoroughbred farms in Australia.

In her spare time, Kelly is busy running around and cooking for two teenage boys and enjoys spending time with family and friends, reading and watching a good Netflix program.

 “Passionate about building the client relationship, I find it truly rewarding to work in an industry where we can help local families and clients achieve their financial dreams and goals.”

Kelly joined the Invest Blue team in 2020 after working in the financial services industry as an Administration Assistant with Country Wealth since 2012. Prior to this, she moved to Scone from Victoria to take up an opportunity to work on some of the best-thoroughbred farms in Australia.

In her spare time, Kelly is busy running around and cooking for two teenage boys and enjoys spending time with family and friends, reading and watching a good Netflix program.

Jason Osumo
Jason Osumo
Administrative Assistant

​"I love working with InvestBlue because I can feel that the people here value each other's opinion. It doesn't matter if you're talking to someone higher up in rank, they value everyone! I can also see that they take really good care of their employees and clients and it's such a joy being a part of a practice that helps others, no matter how small the goal. "

Jason has a Bachelor's degree in Psychology. He used to work as a payroll officer for 2 and a half years for Airborne Security and a Foreign Embassy Liaison for Magsaysay Maritime Corporation for 6 months.

He likes working in the financial planning industry because it's amazing to him how much a little planning of finances can go a long way in achieving what you want out of life. He never really thought about finances when he was younger, so it's a great eye-opener to see that it really is important if you want to maximize your enjoyment out of life.

During his spare time, Jason lives, breathes, sleeps and eats ice hockey. It's his favourite thing in the entire world. If he's not at the local rink playing hockey, He's either watching hockey at home or playing hockey on the Playstation.

​"I love working with InvestBlue because I can feel that the people here value each other's opinion. It doesn't matter if you're talking to someone higher up in rank, they value everyone! I can also see that they take really good care of their employees and clients and it's such a joy being a part of a practice that helps others, no matter how small the goal. "

Jason has a Bachelor's degree in Psychology. He used to work as a payroll officer for 2 and a half years for Airborne Security and a Foreign Embassy Liaison for Magsaysay Maritime Corporation for 6 months.

He likes working in the financial planning industry because it's amazing to him how much a little planning of finances can go a long way in achieving what you want out of life. He never really thought about finances when he was younger, so it's a great eye-opener to see that it really is important if you want to maximize your enjoyment out of life.

During his spare time, Jason lives, breathes, sleeps and eats ice hockey. It's his favourite thing in the entire world. If he's not at the local rink playing hockey, He's either watching hockey at home or playing hockey on the Playstation.

Ronald Calderon
Ronald Calderon
Administrative Assistant

Invest Blue is a fun and exciting place to work. Everyone is very helpful and friendly.

Ronald took up Bachelor of Science in Business Administration majoring in Human Resource Development and Management from the University of San Carlos. He was a Customer Service Associate and had handled healthcare, retail, banking, and telecommunication accounts across the US, UK, and AU. He then got promoted and joined the Human Resources – Recruitment team. Working in the financial planning industry made him realize how important it is to manage one's own finances and plan for one's future in a more structured way possible.

Ronald love's travelling, going to the beach and taking a lot of pictures. He also likes to cook and read Marvel comic books on his spare time.

Invest Blue is a fun and exciting place to work. Everyone is very helpful and friendly.

Ronald took up Bachelor of Science in Business Administration majoring in Human Resource Development and Management from the University of San Carlos. He was a Customer Service Associate and had handled healthcare, retail, banking, and telecommunication accounts across the US, UK, and AU. He then got promoted and joined the Human Resources – Recruitment team. Working in the financial planning industry made him realize how important it is to manage one's own finances and plan for one's future in a more structured way possible.

Ronald love's travelling, going to the beach and taking a lot of pictures. He also likes to cook and read Marvel comic books on his spare time.

Gladys Esquierdo
Gladys Esquierdo
Administrative Assistant

"I love working with Invest Blue because aside from being a fun place to work, they give us consistent encouragement, value and treats everyone with respect."

Gladys finished Hospitality Management and worked in the customer service industry for four years doing front office & administrative work.

What she likes about working in the financial planning industry is knowing how this industry helps in reaching your financial goals.

In her spare time, she likes to read poetry & literature, watch travel and nature documentaries, learn to cook a new recipe, try new craft beer places, do yoga and take long walks.

"I love working with Invest Blue because aside from being a fun place to work, they give us consistent encouragement, value and treats everyone with respect."

Gladys finished Hospitality Management and worked in the customer service industry for four years doing front office & administrative work.

What she likes about working in the financial planning industry is knowing how this industry helps in reaching your financial goals.

In her spare time, she likes to read poetry & literature, watch travel and nature documentaries, learn to cook a new recipe, try new craft beer places, do yoga and take long walks.