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we believe it’s possible
Across QLD, NSW, ACT and VIC, 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.

Toowoomba

2/102 Herries St, Toowoomba, Queensland 4350

PO Box 671, Toowoomba, Queensland 4350

phone: 1300 346 837

fax: 1300 546 837

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2/102 Herries St, Toowoomba, Queensland 4350

the Toowoomba office

Our Toowoomba office is located on the corner of Herries and Phillip Streets. The newly built office has a fresh and suave atmosphere and boasts beautiful vintage windows to reflect on the yesteryear of the suburb. 102 Herries Street property took out the Master Builders – Aspect Architecture Award 2016

We are equipped with a strong team of Certified 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 Toowoomba team

Serenette Crombie
Serenette Crombie
Financial Planner

“I love helping my clients achieve their goals and ultimately reach financial security.”

Since joining Invest Blue Toowoomba office in 2016 Serenette has worked hard to grow her career taking on various roles in the financial industry including, Paraplanner, Planner Associate and Operations Manager prior to becoming a Financial Planner.

Serenette is passionate about providing qualitative and holistic advice to clients to ensure they feel comfortable and confident with their finances and achieving their goals.

She is an active member of the community and enjoys volunteering for local organisations. She was previously the State Leader of the Queensland Country Women’s Associate (QCWA).

You can connect with Serenette on LinkedIn here: www.linkedin.com/in/serenettecrombie

Qualifications

  • Diploma of Financial Planning
  • Advanced Diploma in Financial Planning
  • Justice of the Peace (Qual)

“I love helping my clients achieve their goals and ultimately reach financial security.”

Since joining Invest Blue Toowoomba office in 2016 Serenette has worked hard to grow her career taking on various roles in the financial industry including, Paraplanner, Planner Associate and Operations Manager prior to becoming a Financial Planner.

Serenette is passionate about providing qualitative and holistic advice to clients to ensure they feel comfortable and confident with their finances and achieving their goals.

She is an active member of the community and enjoys volunteering for local organisations. She was previously the State Leader of the Queensland Country Women’s Associate (QCWA).

You can connect with Serenette on LinkedIn here: www.linkedin.com/in/serenettecrombie

Qualifications

  • Diploma of Financial Planning
  • Advanced Diploma in Financial Planning
  • Justice of the Peace (Qual)
Julian Prendergast
Julian Prendergast
Financial Planner, CFP, Office Development Manager

LI logo"I love working with people, listening to their family's hopes and dreams and celebrating their successes along the way. I want the families I work with to have confidence that their financial needs are taken care of and that they can focus on living the life they want."

Julian joined Invest Blue in 2007. He is a Certified Financial Planner and holds a Bachelor of Agricultural Economics from the University of Sydney. Julian gives not only good advice; he also takes the time to educate his clients. In 2012 Julian was short-listed for the Association of Financial Advisers (AFA) Excellence in Education Award.

Outside of work Julian loves spending time with his wife and children. Julian is a passionate Tahs supporter and unlucky Eels supporter. He also enjoys (trying) to keep fit, meditation and collecting fine wines.

Areas of specialisation

  • Pre-retirement planning
  • Retirement planning
  • Self Managed Super Funds
  • Wealth creation strategies
  • Debt and cash flow management

Qualifications

  • Certified Financial Planner (CFP)
  • Bachelor of Agricultural Economics
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Self Managed Superannuation Funds Accreditation
  • Borrowing within Self Managed Superannuation Funds Accreditation
  • Certificate IV in Financial Services
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Financial Planning Association of Australia
  • The Finance Brokers Association of Australia Limited (FBAA)

Awards

  • 2012 Association of Financial Advisers (AFA) Excellence in Education Award shortlist

 

Hear from Julian's clients:

Showing us all that nothing is out of reach

Caring hands

LI logo"I love working with people, listening to their family's hopes and dreams and celebrating their successes along the way. I want the families I work with to have confidence that their financial needs are taken care of and that they can focus on living the life they want."

Julian joined Invest Blue in 2007. He is a Certified Financial Planner and holds a Bachelor of Agricultural Economics from the University of Sydney. Julian gives not only good advice; he also takes the time to educate his clients. In 2012 Julian was short-listed for the Association of Financial Advisers (AFA) Excellence in Education Award.

Outside of work Julian loves spending time with his wife and children. Julian is a passionate Tahs supporter and unlucky Eels supporter. He also enjoys (trying) to keep fit, meditation and collecting fine wines.

Areas of specialisation

  • Pre-retirement planning
  • Retirement planning
  • Self Managed Super Funds
  • Wealth creation strategies
  • Debt and cash flow management

Qualifications

  • Certified Financial Planner (CFP)
  • Bachelor of Agricultural Economics
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Self Managed Superannuation Funds Accreditation
  • Borrowing within Self Managed Superannuation Funds Accreditation
  • Certificate IV in Financial Services
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Financial Planning Association of Australia
  • The Finance Brokers Association of Australia Limited (FBAA)

Awards

  • 2012 Association of Financial Advisers (AFA) Excellence in Education Award shortlist

 

Hear from Julian's clients:

Showing us all that nothing is out of reach

Caring hands

Sarah Brown-Duthie
Sarah Brown-Duthie
Relationship Manager

“I want to build relationships with clients, helping them to understand the importance of taking ownership of their finances.”

Sarah joined Invest Blue in July 2019. She originally studied Food Technology at the University of Queensland Gatton Campus, and entered the food industry. On maternity leave Sarah completed her Diploma and Advanced Diploma of Financial Planning – she has been interested in finance since her teens, buying shares and managed funds.

Sarah landed a position as a Client Services Manager with a financial planning firm in Toowoomba. An opportunity to re-enter the food industry beckoned however after 18 months she has returned to financial services however, as she is passionate about ensuring people understand and want to become more involved in their finances. Her goals are to complete further study in Financial Counselling.

Outside of work Sarah spends her time ferrying her children to ballet, swimming and gymnastics and managing a chaotic household.

Sarah is an active member of her children’s’ school P&C Association. She enjoys cooking and decorating cakes which give her children joy when picking out which cake design they will have for their birthday.

“I want to build relationships with clients, helping them to understand the importance of taking ownership of their finances.”

Sarah joined Invest Blue in July 2019. She originally studied Food Technology at the University of Queensland Gatton Campus, and entered the food industry. On maternity leave Sarah completed her Diploma and Advanced Diploma of Financial Planning – she has been interested in finance since her teens, buying shares and managed funds.

Sarah landed a position as a Client Services Manager with a financial planning firm in Toowoomba. An opportunity to re-enter the food industry beckoned however after 18 months she has returned to financial services however, as she is passionate about ensuring people understand and want to become more involved in their finances. Her goals are to complete further study in Financial Counselling.

Outside of work Sarah spends her time ferrying her children to ballet, swimming and gymnastics and managing a chaotic household.

Sarah is an active member of her children’s’ school P&C Association. She enjoys cooking and decorating cakes which give her children joy when picking out which cake design they will have for their birthday.

Mary Lovenia Cane Vinculado
Mary Lovenia Cane Vinculado
Administrative Assistant

"Working with Invest Blue will give me an opportunity to learn and have a continuous improvement because the company is expanding as well as the processes to produce a better output to the clients. They also treat their employees like family and they don't underestimate what we are doing. They value their employees as much as they value their clients. They are also open for suggestions whether good or bad to fill the gap to all grey areas of the process."

Love has a Bachelor's degree in Management Accounting. She was an intern in Regent Management Property Inc. during her college days and was assigned in the Accounting and Finance Department. In this role she was responsible for updating transactions on a daily basis in their accounting system. She likes working in the financial industry because aside from becoming financially literate, it gives her the opportunity to manage her own finances as well. She wants to know how insurances work and she believes that helping people with their finances makes such a great impact because she does not only learn but also helps make her clients' lives easier.

During her spare time, Love usually watches Youtube videos relating to travel and lifestyle. She's also fond of watching Korean Dramas and hanging out with her friends during weekends.

 

 

"Working with Invest Blue will give me an opportunity to learn and have a continuous improvement because the company is expanding as well as the processes to produce a better output to the clients. They also treat their employees like family and they don't underestimate what we are doing. They value their employees as much as they value their clients. They are also open for suggestions whether good or bad to fill the gap to all grey areas of the process."

Love has a Bachelor's degree in Management Accounting. She was an intern in Regent Management Property Inc. during her college days and was assigned in the Accounting and Finance Department. In this role she was responsible for updating transactions on a daily basis in their accounting system. She likes working in the financial industry because aside from becoming financially literate, it gives her the opportunity to manage her own finances as well. She wants to know how insurances work and she believes that helping people with their finances makes such a great impact because she does not only learn but also helps make her clients' lives easier.

During her spare time, Love usually watches Youtube videos relating to travel and lifestyle. She's also fond of watching Korean Dramas and hanging out with her friends during weekends.

 

 

Alexcis Mari Pilapil
Alexcis Mari Pilapil
Administrative Assistant

"​Invest Blue Cebu Team is composed of amazing people. Each has a different personality that creates the identity as a team. It feels good to work with people who makes you feel that you're included, that you're part of the team. I am glad that the team makes me feel that way. Although I am a new face to the team, Invest Blue welcomed me with open arms. "

Alexcis graduated with a Bachelor of Science in Management Accounting Degree. She likes working in a financial planning industry so that she can apply what she learned in in college and that it is also both challenging and interesting at the same time.

During her spare time, she likes to sleep, eat her favourite food, travel out of town, chill out at the beach or be one with nature, watch her favourite movies & shows, or hang out with her friends.

"​Invest Blue Cebu Team is composed of amazing people. Each has a different personality that creates the identity as a team. It feels good to work with people who makes you feel that you're included, that you're part of the team. I am glad that the team makes me feel that way. Although I am a new face to the team, Invest Blue welcomed me with open arms. "

Alexcis graduated with a Bachelor of Science in Management Accounting Degree. She likes working in a financial planning industry so that she can apply what she learned in in college and that it is also both challenging and interesting at the same time.

During her spare time, she likes to sleep, eat her favourite food, travel out of town, chill out at the beach or be one with nature, watch her favourite movies & shows, or hang out with her friends.