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

MTA logo 2016-2020 gptw

the Toowoomba team

Serenette Crombie
Serenette Crombie
Financial Planner, Team Captain

“I love helping my clients achieve their goals and ultimately reach financial security. I am sincerely passionate about financial planning and what it can offer clients including peace of mind, comfort and education.”

Serenette is your trusted Financial Planner and Team Captain at the Toowoomba office. She joined Invest Blue in 2016 and has worked hard to grow her career, taking on various roles in the financial planning industry since 2012.

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.

Serenette is an active member of the community and enjoys volunteering for local organisations. Previously, she was State Leader of the Queensland Country Women's Association (QCWA).

Areas of Specialty

  • Pre-retirement Planning
  • Retirement Planning
  • Wealth Management
  • Debt and Cash Flow Management
  • Family Protection

Qualifications

  • Bachelor of Commerce (Finance)
  • Margin Lending Facilities
  • Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Justice of the Peace (Qual)

 

Hear what Serenette clients are saying:

A Long-Awaited Change of Fortune for a Toowoomba Twosome

 

Hear from Serenette:

Financial Basics & Feeling Empowered with Your Money - The Real Her Project Podcast

Stepping up to the plate

Ask an adviser – Closing the gap from women & finance

Current scams in Australia targeting your hip pocket

 

“I love helping my clients achieve their goals and ultimately reach financial security. I am sincerely passionate about financial planning and what it can offer clients including peace of mind, comfort and education.”

Serenette is your trusted Financial Planner and Team Captain at the Toowoomba office. She joined Invest Blue in 2016 and has worked hard to grow her career, taking on various roles in the financial planning industry since 2012.

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.

Serenette is an active member of the community and enjoys volunteering for local organisations. Previously, she was State Leader of the Queensland Country Women's Association (QCWA).

Areas of Specialty

  • Pre-retirement Planning
  • Retirement Planning
  • Wealth Management
  • Debt and Cash Flow Management
  • Family Protection

Qualifications

  • Bachelor of Commerce (Finance)
  • Margin Lending Facilities
  • Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Justice of the Peace (Qual)

 

Hear what Serenette clients are saying:

A Long-Awaited Change of Fortune for a Toowoomba Twosome

 

Hear from Serenette:

Financial Basics & Feeling Empowered with Your Money - The Real Her Project Podcast

Stepping up to the plate

Ask an adviser – Closing the gap from women & finance

Current scams in Australia targeting your hip pocket

 

Timothy Fanning
Timothy Fanning
Relationship Manager

“I am passionate about helping clients achieve their financial goals in any way I can. Invest Blue has a great culture and great values, so it is amazing to work for a company where I can grow and learn so much about financial planning and how best to help our clients.”

Timothy joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Timothy graduated from the University of Southern Queensland with a Bachelor of Commerce and spent two years working for a leading Australian stockbroking firm. Timothy is currently studying for a Graduate Diploma in Financial Planning.

Timothy enjoys working in the financial planning industry as it allows him to help clients achieve their goals. He also enjoys keeping up to date and learning new things in the industry.

In his spare time, Timothy enjoys spending time with friends and family. He also enjoys running, watching a variety of sports, and listening to sports and finance podcasts.

 

Qualifications and Professional Accreditations

  • Bachelor of Commerce, Majoring in Accounting and Finance

“I am passionate about helping clients achieve their financial goals in any way I can. Invest Blue has a great culture and great values, so it is amazing to work for a company where I can grow and learn so much about financial planning and how best to help our clients.”

Timothy joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Timothy graduated from the University of Southern Queensland with a Bachelor of Commerce and spent two years working for a leading Australian stockbroking firm. Timothy is currently studying for a Graduate Diploma in Financial Planning.

Timothy enjoys working in the financial planning industry as it allows him to help clients achieve their goals. He also enjoys keeping up to date and learning new things in the industry.

In his spare time, Timothy enjoys spending time with friends and family. He also enjoys running, watching a variety of sports, and listening to sports and finance podcasts.

 

Qualifications and Professional Accreditations

  • Bachelor of Commerce, Majoring in Accounting and Finance
Shaun McGuinness
Shaun McGuinness
Associate

“I am keen to continue my journey with an organisation that has a strong sense of culture and inclusiveness who put both their staff and clients at the forefront of everything they do. I look forward to working with Invest Blue for the opportunities to grow, learn and develop as both a professional and individual. I am excited to work with an organisation with a great reputation, alongside a team who is passionate about helping their clients to achieve their goals.”

Shaun joined Invest Blue in 2021 as an Associate. Before joining Invest Blue, Shaun completed his Bachelor of Commerce (Accounting and Financial Planning) in 2019, and in 2020 joined the Vine Wealth team as a ‘Planner Associate’ (Client Relationship Manager) before progressing into an Associate role.

At Vine, Shaun assisted the advisers in all aspects of financial advice development, from preparation for and attending client meetings, assisting with advice research and preparation, advice development, and implementation of strategies.

Shaun has a genuine desire to assist people to achieve their goals and he is passionate about helping clients to achieve financial wellness. Shaun wants to strive to place clients in the best situation possible by educating them and providing them with opportunities to achieve a healthy balance between living for today whilst planning for a better tomorrow.

Shaun loves the diversity that the financial planning profession offers in that every client situation is different and the challenges it offers along the way. Most importantly, Shaun loves seeing the progress his clients make along their journey and the difference we can make for them along the way.

Outside work, Shaun enjoys spending time with friends and family, completing home improvement projects, getting out in the water (jet-skiing/wakeboarding) and occasionally binge-watching a new Netflix series.

 

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Accounting and Financial Planning)

“I am keen to continue my journey with an organisation that has a strong sense of culture and inclusiveness who put both their staff and clients at the forefront of everything they do. I look forward to working with Invest Blue for the opportunities to grow, learn and develop as both a professional and individual. I am excited to work with an organisation with a great reputation, alongside a team who is passionate about helping their clients to achieve their goals.”

Shaun joined Invest Blue in 2021 as an Associate. Before joining Invest Blue, Shaun completed his Bachelor of Commerce (Accounting and Financial Planning) in 2019, and in 2020 joined the Vine Wealth team as a ‘Planner Associate’ (Client Relationship Manager) before progressing into an Associate role.

At Vine, Shaun assisted the advisers in all aspects of financial advice development, from preparation for and attending client meetings, assisting with advice research and preparation, advice development, and implementation of strategies.

Shaun has a genuine desire to assist people to achieve their goals and he is passionate about helping clients to achieve financial wellness. Shaun wants to strive to place clients in the best situation possible by educating them and providing them with opportunities to achieve a healthy balance between living for today whilst planning for a better tomorrow.

Shaun loves the diversity that the financial planning profession offers in that every client situation is different and the challenges it offers along the way. Most importantly, Shaun loves seeing the progress his clients make along their journey and the difference we can make for them along the way.

Outside work, Shaun enjoys spending time with friends and family, completing home improvement projects, getting out in the water (jet-skiing/wakeboarding) and occasionally binge-watching a new Netflix series.

 

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Accounting and Financial Planning)
Elaiza Segundino
Elaiza Segundino
Administrative Assistant

"What I like in Invest Blue is the culture that they have and how warm and welcoming they are with us. It makes the job a lot easier to do and keeps me motivated."

Elaiza graduated from the University of San Jose - Recoletos, took up Bachelor in Science in Hospitality Management major in Food and Beverage. She graduated last 2017 and had her first job as a Commis in a Commissary for a local salad restaurant. She started working as a Financial Planning Assistant at VBP in 2020 and was very fortunate to have Invest Blue as her client. She has learned to love working in the financial planning industry just because it's very different from what she has experienced and gives her new challenges every day, keeping her motivated to learn and driven to always make sure she delivers the job accordingly.

In her spare time (when I'm not taking care of her daughter), she binge-watch shows on Netflix because it keeps her happy.

"What I like in Invest Blue is the culture that they have and how warm and welcoming they are with us. It makes the job a lot easier to do and keeps me motivated."

Elaiza graduated from the University of San Jose - Recoletos, took up Bachelor in Science in Hospitality Management major in Food and Beverage. She graduated last 2017 and had her first job as a Commis in a Commissary for a local salad restaurant. She started working as a Financial Planning Assistant at VBP in 2020 and was very fortunate to have Invest Blue as her client. She has learned to love working in the financial planning industry just because it's very different from what she has experienced and gives her new challenges every day, keeping her motivated to learn and driven to always make sure she delivers the job accordingly.

In her spare time (when I'm not taking care of her daughter), she binge-watch shows on Netflix because it keeps her happy.