Book an appointment

Tamworth

Address29 Darling St, Tamworth NSW 2340
PO Box 243, Tamworth NSW 2340

Phone02 5701 5520

Financial Services Guide

The Tamworth office

Invest Blue provides Financial Advice in Tamworth, NSW, located conveniently in Darling 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 Relationship 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.

We’re award-winning advisers you can trust

The Tamworth team

adam penman-invest blue

Team Manager, Partner, Senior Financial Adviser

andrew mccormack-invest-blue

Andrew McCormack

Financial Adviser

Associate

olivia bird-invest-blue

Relationship Manager

Renee Morton invest blue

Relationship Manager

Take the first step towards the life you’ve imagined.

Speak with your local team

Book a consultation

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Your privacy is important to us and Invest Blue Pty Ltd ABN 91 100 874 744, trading as Invest Blue, which is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited. You may request access to your personal information at any time by calling us on 1300 346 837 or contacting Akumin on 1300 157 173. Information collected will be subject to Akumin’s Privacy Policy. You can also contact us or Akumin if you do not wish to receive information about products, services or offers available from us or Akumin from time to time.

Advice First Pty Ltd, Advisory Group Pty Ltd, ARTT Group Pty Ltd, Brisbane Financial Services Pty Ltd, Elevate Financial Solutions Pty Ltd, Emohruo Financial Services Pty Ltd, Invest Blue Armidale Pty Ltd, Invest Blue Brisbane Pty Ltd, Invest Blue Coffs Harbour Pty Ltd, Invest Blue Direct Pty Ltd, Invest Blue Gladstone Pty Ltd, Ogilvie Financial Services Pty Ltd, TDT (Tas) Pty Ltd, The Bravien Group Pty Ltd, Vintage Wealth Pty Ltd and Wainscott Financial Planning & Advice Pty Ltd, trading as Invest Blue are Corporate Authorised Representatives of Akumin Financial Planning Pty Limited ABN 89 051 208 327, AFS Licence and Australian Credit Licence no. 232706 (“our Licensee”), as shown in our Financial Services & Credit Guide.

Countrywide Advice Pty Ltd and GrowUp Financial Pty Ltd Trading as Invest Blue are Corporate Authorised Representatives of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence and Australian Credit Licence no. 234665 (“our Licensee”), as shown in our Financial Services & Credit Guide.

GR & LC Thompson Pty Ltd trading as Invest Blue, is a Corporate Authorised Representative of Hillross Financial Services Limited ABN 77 003 323 055, AFS Licence and Australian Credit Licence no. 232705 (“the Licensee”), as shown in the Financial Services and Credit Guide

Your access to this website is subject to these terms and conditions, our Privacy Policy, notices, disclaimers and any other terms and conditions or other statements contained on this website (referred to collectively as “Terms and Conditions“). By using this website you agree to be subject to the Terms and Conditions.

The information on this website is based on the Australian financial services framework.

© Invest Blue Pty Ltd 2025. All rights reserved Terms & Conditions Privacy Policy

Created by núcleo