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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

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
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

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
Rob Pollard
Financial Planner / Office Development Manager

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)

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)
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
Client Support Manager

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

Rebecca joined the Invest Blue team in 2017 bringing with her almost 7 years 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 7 years 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.