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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.

Tamworth

29 Darling St, Tamworth NSW 2340

PO Box 243, Tamworth NSW 2340

phone: 1300 346 837

fax: 1300 546 837

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29 Darling St, Tamworth NSW 2340

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 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 Tamworth team

Steve Sewell
Steve Sewell
Director / Financial Planner

LI logoOnly 8% of people reach financial independence. If I can have a much larger percentage of my clients reach financial independence and choose to live the lifestyles they want due to a plan that we have put in place for them, then the clients and I will be happy.

Steve's approach to providing advice to his clients is by first helping them to identify their goals and then put a plan into place to make this happen. With a background in the real estate industry as a property consultant Steve’s dream was to grow his own business.  An opportunity to pursue this dream presented itself in 1998 and he has not looked back.

Steve is incredibly proud of the New England region and is passionate about giving back to the region that his given him so much over the years. He has played an active role in local events since establishing Invest Blue, raising over $1 million for various charities and organisations. He was the founding member of the Armidale branch of Can Assist and is now Patron and Life Member. He also works with the Cancer Council. A focus of his contribution with this organization was to provide financial advice to patients diagnosed with terminal illness without cost, leading to recognition from AMP for being a leader in pro bono work in this field.

Steve loves spending time with his beautiful wife Jenni and four sons Tom, Sam, Joe & Jack. He loves supporting their sporting activities and keeping fit by cycling and surfing.

Areas of specialisation

  • Wealth creation strategies
  • Transition to retirement strategies
  • Risk management strategies
  • DIY and Self Managed Super Funds (SMSF Advice)

Qualifications and Professional Accreditations

  • Advanced Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioned for Declarations Department of Justice NSW
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Member of the Financial Planning Association of Australia

 

Hear from Steve's clients:

Robust Relationship & Relaxing Retirement

Fiercely independent and feeling safe

Keeping busy with the bees

Pursuing her philanthropic dreams without the worry

Have van will travel

Picture perfect

A decade of direction

Beefing up the Business

Riding along smoothly

A natural fit

Striding ahead

“It’s the scariest thing I have ever done!”

Winning has meant losing for Bernadene

LI logoOnly 8% of people reach financial independence. If I can have a much larger percentage of my clients reach financial independence and choose to live the lifestyles they want due to a plan that we have put in place for them, then the clients and I will be happy.

Steve's approach to providing advice to his clients is by first helping them to identify their goals and then put a plan into place to make this happen. With a background in the real estate industry as a property consultant Steve’s dream was to grow his own business.  An opportunity to pursue this dream presented itself in 1998 and he has not looked back.

Steve is incredibly proud of the New England region and is passionate about giving back to the region that his given him so much over the years. He has played an active role in local events since establishing Invest Blue, raising over $1 million for various charities and organisations. He was the founding member of the Armidale branch of Can Assist and is now Patron and Life Member. He also works with the Cancer Council. A focus of his contribution with this organization was to provide financial advice to patients diagnosed with terminal illness without cost, leading to recognition from AMP for being a leader in pro bono work in this field.

Steve loves spending time with his beautiful wife Jenni and four sons Tom, Sam, Joe & Jack. He loves supporting their sporting activities and keeping fit by cycling and surfing.

Areas of specialisation

  • Wealth creation strategies
  • Transition to retirement strategies
  • Risk management strategies
  • DIY and Self Managed Super Funds (SMSF Advice)

Qualifications and Professional Accreditations

  • Advanced Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioned for Declarations Department of Justice NSW
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Member of the Financial Planning Association of Australia

 

Hear from Steve's clients:

Robust Relationship & Relaxing Retirement

Fiercely independent and feeling safe

Keeping busy with the bees

Pursuing her philanthropic dreams without the worry

Have van will travel

Picture perfect

A decade of direction

Beefing up the Business

Riding along smoothly

A natural fit

Striding ahead

“It’s the scariest thing I have ever done!”

Winning has meant losing for Bernadene

Rob Pollard
Rob Pollard
Financial Planner

LI logoI want to make a difference by developing lasting relationships with clients as they transition through life and helping them achieve their dreams and realise their aspirations and goals.

Rob joined Invest Blue in August 2012 bringing with him 14 years’ experience in accounting and the financial services industry. He graduated with a Bachelor of Business degree from the University of Queensland and completed a Graduate of Financial Management at the University of New England. He became a member of the Institute of Chartered Accountants in Australia in 2005.

Outside of work Rob loves spending time with his family, friends and is a staunch supporter of the bulldogs. He takes great delight in watching his boy’s achievements in a variety of sports including rugby, basketball, athletics and cricket.

Rob is an avid traveller and recent destinations have included Tasmania and Hawaii. He enjoys keeping fit and healthy by cycling, going to the gym and playing golf.

Areas of specialisation

  • Wealth creation strategies
  • Debt and cashflow management
  • Risk Insurance strategies
  • Retirement planning

Qualifications

  • Chartered Accountant Qualification with ICAA
  • Bachelor of Business
  • Graduate Diploma in Financial Management
  • Diploma of Financial Services (Financial Planning)

Memberships and Associations

  • Member of the Institute of Charted Accountants in Australia (CA)

 

Hear from Rob's clients:

Dancing back to happiness

Living their best life

When the Universe throws unexpected challenges

65 countries and counting

LI logoI want to make a difference by developing lasting relationships with clients as they transition through life and helping them achieve their dreams and realise their aspirations and goals.

Rob joined Invest Blue in August 2012 bringing with him 14 years’ experience in accounting and the financial services industry. He graduated with a Bachelor of Business degree from the University of Queensland and completed a Graduate of Financial Management at the University of New England. He became a member of the Institute of Chartered Accountants in Australia in 2005.

Outside of work Rob loves spending time with his family, friends and is a staunch supporter of the bulldogs. He takes great delight in watching his boy’s achievements in a variety of sports including rugby, basketball, athletics and cricket.

Rob is an avid traveller and recent destinations have included Tasmania and Hawaii. He enjoys keeping fit and healthy by cycling, going to the gym and playing golf.

Areas of specialisation

  • Wealth creation strategies
  • Debt and cashflow management
  • Risk Insurance strategies
  • Retirement planning

Qualifications

  • Chartered Accountant Qualification with ICAA
  • Bachelor of Business
  • Graduate Diploma in Financial Management
  • Diploma of Financial Services (Financial Planning)

Memberships and Associations

  • Member of the Institute of Charted Accountants in Australia (CA)

 

Hear from Rob's clients:

Dancing back to happiness

Living their best life

When the Universe throws unexpected challenges

65 countries and counting

Adam Penman
Adam Penman
Financial Planner

LI logo "I’m passionate about building relationships with people so that I can assist in simplifying their situation and supporting them on their financial journey over the long term."

Adam was born and raised in Tamworth, attending high school in Armidale at TAS. He spent a year in the UK as a PE assistant prior to studying externally through UNE completing a Bachelor of Arts majoring in English and History. In 2012 Adam starting working as a Client Service Manager within the family financial planning business, which had been operating in Tamworth for over 25 years. “I quickly learnt the importance of financial planning and the benefits of building strong client relationships based on trust.” Adam has formed his own relationship with his clients and has continued to study and develop his skills. He completed his Diploma of Financial Planning in 2015 and subsequently attended the AMP Horizons Academy in Sydney, and has continued his education, recently completing the Advanced Diploma in Financial Services.

Adam loves the outdoors, especially in the warmer months. He enjoys all types of sports and spends much of his spare time playing Golf, Rugby, OzTag and Tennis. He also enjoys the odd bushwalk, working on the house or getting out to the family farm, and of course catching up with friends and family.

Adam is passionate about the wider Tamworth community and likes to support different charity and sports event around the area. He has a love for animals that is a passion he shares with his partner.

Areas of Specialisation:

  • Transition to Retirement Strategies
  • Debt and Cashflow Management
  • Risk Insurance Strategies
  • Tax minimisation strategies

Qualifications:

  • Bachelor of Arts (English and History)
  • Diploma Financial Services (Financial Planning)
  • Advanced Diploma Financial Services (Financial Planning)

LI logo "I’m passionate about building relationships with people so that I can assist in simplifying their situation and supporting them on their financial journey over the long term."

Adam was born and raised in Tamworth, attending high school in Armidale at TAS. He spent a year in the UK as a PE assistant prior to studying externally through UNE completing a Bachelor of Arts majoring in English and History. In 2012 Adam starting working as a Client Service Manager within the family financial planning business, which had been operating in Tamworth for over 25 years. “I quickly learnt the importance of financial planning and the benefits of building strong client relationships based on trust.” Adam has formed his own relationship with his clients and has continued to study and develop his skills. He completed his Diploma of Financial Planning in 2015 and subsequently attended the AMP Horizons Academy in Sydney, and has continued his education, recently completing the Advanced Diploma in Financial Services.

Adam loves the outdoors, especially in the warmer months. He enjoys all types of sports and spends much of his spare time playing Golf, Rugby, OzTag and Tennis. He also enjoys the odd bushwalk, working on the house or getting out to the family farm, and of course catching up with friends and family.

Adam is passionate about the wider Tamworth community and likes to support different charity and sports event around the area. He has a love for animals that is a passion he shares with his partner.

Areas of Specialisation:

  • Transition to Retirement Strategies
  • Debt and Cashflow Management
  • Risk Insurance Strategies
  • Tax minimisation strategies

Qualifications:

  • Bachelor of Arts (English and History)
  • Diploma Financial Services (Financial Planning)
  • Advanced Diploma Financial Services (Financial Planning)
Rebecca O’Neill
Rebecca O’Neill
Relationship Manager

“Work hard in silence, let the success make the noise. ”

Rebecca joined the Invest Blue team in 2017 bringing with her almost seven years of administration experience. She enjoys the fast pace of the financial planning industry as well as building relationships with our clients, and adding a homely touch to our Tamworth office.

With a passion for the outdoors, Bec and her young daughter love to ride horses, as well as any outdoor activity that allows them to spend more time together.

“Work hard in silence, let the success make the noise. ”

Rebecca joined the Invest Blue team in 2017 bringing with her almost seven years of administration experience. She enjoys the fast pace of the financial planning industry as well as building relationships with our clients, and adding a homely touch to our Tamworth office.

With a passion for the outdoors, Bec and her young daughter love to ride horses, as well as any outdoor activity that allows them to spend more time together.

Anna Newell
Anna Newell
Financial Planner

"Financial Freedom allows the opportunity to shift our perspectives and be open to a life of unlimited possibilities. I love being a part of that process for our clients and discovering what financial freedom means to them and what their dream life looks like on that path. I love helping people to live their best possible life and supporting people through my work."

Anna commenced with Invest Blue as a Client Support Manager in 2018 and knew from her first day that this was where she was meant to be. She has always harboured a passion for Finance, and loves helping people. Invest Blue has provided the perfect environment for her to combine the two.

Anna grew up in Tamworth, and after completing her degree at the University of Newcastle Anna travelled the world and worked overseas in Canada and America. She has always loved planning and her career initially started out in Event Planning, leading to her running her own Wedding Planning business while working within the Finance Industry through banking. When her youngest started school, Invest Blue provided the opportunity to realign herself with her career dreams in finance and planning, and her journey began!

Outside of work Anna has a wonderful husband Matthew and a beautiful young family that keeps her busy. She loves to travel of course, as well as spend time with family and friends, drink coffee and read a good book (or ten!). Whenever she has a spare moment you will find her curled up with a book somewhere!

Qualifications/Professional Accreditations:

  • Bachelor of Social Science
  • Diploma of Financial Planning

"Financial Freedom allows the opportunity to shift our perspectives and be open to a life of unlimited possibilities. I love being a part of that process for our clients and discovering what financial freedom means to them and what their dream life looks like on that path. I love helping people to live their best possible life and supporting people through my work."

Anna commenced with Invest Blue as a Client Support Manager in 2018 and knew from her first day that this was where she was meant to be. She has always harboured a passion for Finance, and loves helping people. Invest Blue has provided the perfect environment for her to combine the two.

Anna grew up in Tamworth, and after completing her degree at the University of Newcastle Anna travelled the world and worked overseas in Canada and America. She has always loved planning and her career initially started out in Event Planning, leading to her running her own Wedding Planning business while working within the Finance Industry through banking. When her youngest started school, Invest Blue provided the opportunity to realign herself with her career dreams in finance and planning, and her journey began!

Outside of work Anna has a wonderful husband Matthew and a beautiful young family that keeps her busy. She loves to travel of course, as well as spend time with family and friends, drink coffee and read a good book (or ten!). Whenever she has a spare moment you will find her curled up with a book somewhere!

Qualifications/Professional Accreditations:

  • Bachelor of Social Science
  • Diploma of Financial Planning
Olivia Bird
Olivia Bird
Relationship Manager

Olivia's career in client service began planning and managing events at one of Sydney's most iconic venues. With a Bachelor of Business from the International College of Management Olivia worked on everything from relationship management, to procurement and risk mitigation for a range of high profile clients. 

Olivia also has a love for film and TV which lead her to BBC Worldwide to do communications and operations internship at their Australian branch. She is now looking forward to applying her experience to the financial services industry, where she can use her passion for service to help people achieve their goals.

Outside of work Olivia loves to spend time with her family and friends and has recently moved back to her hometown of Tamworth to raise her beautiful daughter Evie.

Olivia's career in client service began planning and managing events at one of Sydney's most iconic venues. With a Bachelor of Business from the International College of Management Olivia worked on everything from relationship management, to procurement and risk mitigation for a range of high profile clients. 

Olivia also has a love for film and TV which lead her to BBC Worldwide to do communications and operations internship at their Australian branch. She is now looking forward to applying her experience to the financial services industry, where she can use her passion for service to help people achieve their goals.

Outside of work Olivia loves to spend time with her family and friends and has recently moved back to her hometown of Tamworth to raise her beautiful daughter Evie.

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.