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we believe it’s possible
Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

Sydney CBD

Level 14 383 Kent Street Sydney NSW 2000

PO Box Q1078 Queen Victoria Building, NSW, 1230

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Level 14 383 Kent Street Sydney NSW 2000

the Sydney CBD team

Alex Medlicott
Alex Medlicott
Client Support Manager

"I am really enjoying working in financial advice so far. I find the different strategies all very interesting and it is always rewarding to achieve a positive outcome for clients."

Prior to working in the financial planning industry, Alex had spent over 4 years travelling and working through Europe, South East Asia and North America. Alex is currently undertaking a degree in Economics.

Between work and studying, Alex is often pretty time-poor. When he gets the chance though, he can be found rock climbing, playing soccer, camping by the coast or cooking up a storm in the kitchen!

"I am really enjoying working in financial advice so far. I find the different strategies all very interesting and it is always rewarding to achieve a positive outcome for clients."

Prior to working in the financial planning industry, Alex had spent over 4 years travelling and working through Europe, South East Asia and North America. Alex is currently undertaking a degree in Economics.

Between work and studying, Alex is often pretty time-poor. When he gets the chance though, he can be found rock climbing, playing soccer, camping by the coast or cooking up a storm in the kitchen!

Daniel Fochesato
Daniel Fochesato
Financial Planner, CFP

"I enjoy meeting people and being a part of helping clients reach their goals."

Daniel is a Senior Financial Adviser who has been working in Financial Services since 1995 and is a CERTIFIED FINANCIAL PLANNER® practitioner – the benchmark for financial planning excellence. This qualification complements his other studies and years of experience in the finance industry across many disciplines and is a demonstration of the passion he has for providing quality financial advice to help his clients achieve a brighter financial future.

Outside of work he enjoys driving down the South Coast to his caravan where he can enjoy the peaceful surroundings and relax.

Areas of specialisation

  • Wealth creation strategies
  • Debt and cash flow management
  • Risk Insurance strategies
  • Investments
  • Retirement planning

Qualifications

  • Certified Financial Planner CFP®
  • Bachelor of Business (Finance)
  • Advanced Diploma in Financial Services (Financial Planning)
  • Advanced Diploma of Financial Markets
  • Self-Managed Super Funds

 

Memberships and Associations

  • Member of the Financial Planning Association (FPA)

"I enjoy meeting people and being a part of helping clients reach their goals."

Daniel is a Senior Financial Adviser who has been working in Financial Services since 1995 and is a CERTIFIED FINANCIAL PLANNER® practitioner – the benchmark for financial planning excellence. This qualification complements his other studies and years of experience in the finance industry across many disciplines and is a demonstration of the passion he has for providing quality financial advice to help his clients achieve a brighter financial future.

Outside of work he enjoys driving down the South Coast to his caravan where he can enjoy the peaceful surroundings and relax.

Areas of specialisation

  • Wealth creation strategies
  • Debt and cash flow management
  • Risk Insurance strategies
  • Investments
  • Retirement planning

Qualifications

  • Certified Financial Planner CFP®
  • Bachelor of Business (Finance)
  • Advanced Diploma in Financial Services (Financial Planning)
  • Advanced Diploma of Financial Markets
  • Self-Managed Super Funds

 

Memberships and Associations

  • Member of the Financial Planning Association (FPA)