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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 office

 

Invest Blue provides Financial Advice in Sydney CBD. 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 Sydney CBD team

Alex Medlicott
Alex Medlicott
Relationship 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)
Steve Fort
Steve Fort
Director / Financial Planner, CFP / Office Development Manager

LI logoTrust 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

Easing into an active retirement

Matters of the heart

A little bit of sunshine

The snowboarding safety net

LI logoTrust 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

Easing into an active retirement

Matters of the heart

A little bit of sunshine

The snowboarding safety net

Chris Ogilvie
Chris Ogilvie
Director / Financial Planner, CFP

LI logo"Working with my clients and helping them live their best life is my core focus. Truly understanding what their needs, hopes and dreams are, then providing strategies and implementing solutions to make it all possible is what financial planning is all about to me"

"Our merger with Invest Blue is an exciting development for us. Our businesses have worked closely together for a number of years. The merger was a natural evolution of our close ties, common philosophies and passionate beliefs. Most importantly our business merge will deliver improved outcomes for all of our stakeholders - with our clients firmly at the core of this"

Chris has been a financial planner since 1999. He started out on his Financial Planning career working with his father Keith in what became Cornerstone Financial Group - a highly successful, award winning financial planning business.

Chris is a Director of Invest Blue as well as having been a Director and Board Member of the AMP Financial Planners Association (AMPFPA) for the past 3 years. He is currently the Chairman of the AMPFPA - a role that sees him work closely with fellow Financial Planners, AMP and a range of industry bodies on matters impacting the Financial Planning Industry.

Aside from his busy professional life, Chris loves spending quality time with his wife Nerys, children Laura and Tom and enjoying the company of family and friends.  He enjoys travelling, tries to keep his golf handicap at a respectable level and is also a fan of most sports played with a ball!

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Bachelor of Economics
  • Justice of the Peace
  • SMSF Specialist Adviser with SPAA
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • AMP Financial Planners Association

LI logo"Working with my clients and helping them live their best life is my core focus. Truly understanding what their needs, hopes and dreams are, then providing strategies and implementing solutions to make it all possible is what financial planning is all about to me"

"Our merger with Invest Blue is an exciting development for us. Our businesses have worked closely together for a number of years. The merger was a natural evolution of our close ties, common philosophies and passionate beliefs. Most importantly our business merge will deliver improved outcomes for all of our stakeholders - with our clients firmly at the core of this"

Chris has been a financial planner since 1999. He started out on his Financial Planning career working with his father Keith in what became Cornerstone Financial Group - a highly successful, award winning financial planning business.

Chris is a Director of Invest Blue as well as having been a Director and Board Member of the AMP Financial Planners Association (AMPFPA) for the past 3 years. He is currently the Chairman of the AMPFPA - a role that sees him work closely with fellow Financial Planners, AMP and a range of industry bodies on matters impacting the Financial Planning Industry.

Aside from his busy professional life, Chris loves spending quality time with his wife Nerys, children Laura and Tom and enjoying the company of family and friends.  He enjoys travelling, tries to keep his golf handicap at a respectable level and is also a fan of most sports played with a ball!

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Bachelor of Economics
  • Justice of the Peace
  • SMSF Specialist Adviser with SPAA
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • AMP Financial Planners Association
Gabriel Mendez
Gabriel Mendez
Administrative Assistant

"I love working with Invest Blue because of the People.  Being part of a great team is one thing I always look upon in a company.  Able to meet them and work with them is an opportunity.  I like to work with people who keep me motivated and interested especially in terms of financial planning.  It’s not just the tasks that get me going but also the efforts we do that we are still able to work together. "

He has a Bachelor's Degree in Management Accounting. He previously worked as Operations Officer in Gana Siargao Island Resort. He like's working in a financial planning industry because he gets to learn a lot about taking care of your finances and gives you the idea of how to spend it wisely which creates you more wealth in the future. Help people achieve their dream goals and able to see them happy with their choices in life.

During his spare time, he likes playing his guitar. watch shows, movies and animes, read books and comics and also, exercise twice a week.

"I love working with Invest Blue because of the People.  Being part of a great team is one thing I always look upon in a company.  Able to meet them and work with them is an opportunity.  I like to work with people who keep me motivated and interested especially in terms of financial planning.  It’s not just the tasks that get me going but also the efforts we do that we are still able to work together. "

He has a Bachelor's Degree in Management Accounting. He previously worked as Operations Officer in Gana Siargao Island Resort. He like's working in a financial planning industry because he gets to learn a lot about taking care of your finances and gives you the idea of how to spend it wisely which creates you more wealth in the future. Help people achieve their dream goals and able to see them happy with their choices in life.

During his spare time, he likes playing his guitar. watch shows, movies and animes, read books and comics and also, exercise twice a week.