Overlay Graphic
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.

Toowoomba

2/102 Herries St, Toowoomba, Queensland 4350

PO Box 671, Toowoomba, Queensland 4350

phone: 1300 346 837

fax: 1300 546 837

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

Craig Uys
Financial Planner

LI logo‘The most fulfilling part of my job is helping people reach their goals and being a part of that. It is extremely rewarding.’

Craig grew up in Africa until the age of 15. Once he had completed school, he lived on campus at USQ for six years; three years studying and three in a management position. Craig became a financial planner as he wanted to help make a positive difference in people’s lives.

In his spare time, Craig enjoys watching sport and jogging, gym sessions and reading and researching. His favourite place in the world is Koh Chang in Thailand where you can do some of the best diving and fishing in the world.

Qualifications

  • Bachelor of Commerce (Finance and Economics)
  • Diploma of Financial Services

LI logo‘The most fulfilling part of my job is helping people reach their goals and being a part of that. It is extremely rewarding.’

Craig grew up in Africa until the age of 15. Once he had completed school, he lived on campus at USQ for six years; three years studying and three in a management position. Craig became a financial planner as he wanted to help make a positive difference in people’s lives.

In his spare time, Craig enjoys watching sport and jogging, gym sessions and reading and researching. His favourite place in the world is Koh Chang in Thailand where you can do some of the best diving and fishing in the world.

Qualifications

  • Bachelor of Commerce (Finance and Economics)
  • Diploma of Financial Services
Serenette Crombie
Client Support Manager

LI logoI love being able to help both clients and advisers in an ever changing industry to make the experience the best it can possibly be. 

Serenette has been working in the financial planning industry since 2012. Prior to this, she studied education at USQ and was a grant writer for non-for-profit organisations. Her previous roles included Planner Associate and Practice Operations Manager. She has recently completed a Diploma of Financial Planning with Kaplan.

Outside of work, Serenette is currently in a volunteer role as State Leader for the Queensland Country Women’s Association (QCWA) Young Leaders. She will finish five years of leadership in October and then plans to chill out and try to go camping more often. She has also been nominated for Queensland Volunteer of the year 2016.

When she's not managing QCWA programs and camps, Serenette likes to go camping and fishing as far away as possible.

Qualifications

  • Diploma of Financial Planning

LI logoI love being able to help both clients and advisers in an ever changing industry to make the experience the best it can possibly be. 

Serenette has been working in the financial planning industry since 2012. Prior to this, she studied education at USQ and was a grant writer for non-for-profit organisations. Her previous roles included Planner Associate and Practice Operations Manager. She has recently completed a Diploma of Financial Planning with Kaplan.

Outside of work, Serenette is currently in a volunteer role as State Leader for the Queensland Country Women’s Association (QCWA) Young Leaders. She will finish five years of leadership in October and then plans to chill out and try to go camping more often. She has also been nominated for Queensland Volunteer of the year 2016.

When she's not managing QCWA programs and camps, Serenette likes to go camping and fishing as far away as possible.

Qualifications

  • Diploma of Financial Planning
Anthony Lyons
Financial Planner, CFP / Office Development Manager

LI logo

"I really enjoy talking to people about what is most important to them and then helping them achieve their dreams."

After a career in senior management in Local Government, Anthony was motivated to help people with their finances which led to a move into financial planning in 2003. Anthony joined invest blue in 2005 and helped to establish the Brisbane office.

In his spare time, Anthony enjoys holidaying with his wife and three children, as well as being heavily involved in the children's many sporting endeavours. Anthony also sits on the School Council of his youngest daughter's school. He is also trying to keep fit so he can join some friends on an overseas trek in 2016.

Areas of specialisation

  • Self Managed Super Funds
  • Wealth creation strategies
  • Retirement strategies
  • Risk management strategies

Qualifications

  • Certified Financial Planner (CFP)
  • Bachelor of Business
  • Advanced Diploma of Financial Services (Financial Planning)
  • Self Managed Superannuation Funds Accreditation
  • Borrowing within Self Managed Superannuation Funds Accreditation
  • Certificate IV in Mortgage Broking
  • Justice of the Peace Commissioned for Declarations Department of Justice QLD
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Financial Planning Association of Australia
  • Finance Brokers Association of Australia

LI logo

"I really enjoy talking to people about what is most important to them and then helping them achieve their dreams."

After a career in senior management in Local Government, Anthony was motivated to help people with their finances which led to a move into financial planning in 2003. Anthony joined invest blue in 2005 and helped to establish the Brisbane office.

In his spare time, Anthony enjoys holidaying with his wife and three children, as well as being heavily involved in the children's many sporting endeavours. Anthony also sits on the School Council of his youngest daughter's school. He is also trying to keep fit so he can join some friends on an overseas trek in 2016.

Areas of specialisation

  • Self Managed Super Funds
  • Wealth creation strategies
  • Retirement strategies
  • Risk management strategies

Qualifications

  • Certified Financial Planner (CFP)
  • Bachelor of Business
  • Advanced Diploma of Financial Services (Financial Planning)
  • Self Managed Superannuation Funds Accreditation
  • Borrowing within Self Managed Superannuation Funds Accreditation
  • Certificate IV in Mortgage Broking
  • Justice of the Peace Commissioned for Declarations Department of Justice QLD
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Financial Planning Association of Australia
  • Finance Brokers Association of Australia
Julian Prendergast
Financial Planner, CFP

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 short list

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 short list
Sef Pandzo
Financial Planner

LI logo“We as financial planners have an incredible opportunity to help people live their best possible life.  I enjoy working with people on defining their best possible life and putting in place a long term roadmap to help achieve their dreams."

Sef has been working in the financial services industry since 2004 and joined Invest Blue in 2012. Sef first joined Invest Blue as our Advice Manager, and was responsible for managing the advice & lending teams to ensure timely and compliant delivery of our advice process. Sef, along with the advice team, was also responsible for providing our financial advisers and their support staff with tools and training necessary to assist their clients in making their financial dreams a reality!

Sef took on a new challenge in March 2016, becoming a financial planner with our Brisbane team. He enjoys this role as he is able to help clients directly as their trusted financial planner. Sef holds the first degree in Australia specifically designed for the financial planning industry – Bachelor of Commerce majoring in Financial Planning and Investments.

Sef loves spending time with family and friends and plays in a number of social basketball competitions.

Qualifications

  • B Comm (Financial planning and Investments)

Areas of Specialisation

  • Lifestyle planning
  • Pre-retirement planning
  • Wealth creation strategies
  • Retirement planning
  • Cashflow and budgeting
  • Debt management strategies
  • Personal taxation planning
  • Wealth protection advice
  • Superannuation
  • Centrelink benefits

LI logo“We as financial planners have an incredible opportunity to help people live their best possible life.  I enjoy working with people on defining their best possible life and putting in place a long term roadmap to help achieve their dreams."

Sef has been working in the financial services industry since 2004 and joined Invest Blue in 2012. Sef first joined Invest Blue as our Advice Manager, and was responsible for managing the advice & lending teams to ensure timely and compliant delivery of our advice process. Sef, along with the advice team, was also responsible for providing our financial advisers and their support staff with tools and training necessary to assist their clients in making their financial dreams a reality!

Sef took on a new challenge in March 2016, becoming a financial planner with our Brisbane team. He enjoys this role as he is able to help clients directly as their trusted financial planner. Sef holds the first degree in Australia specifically designed for the financial planning industry – Bachelor of Commerce majoring in Financial Planning and Investments.

Sef loves spending time with family and friends and plays in a number of social basketball competitions.

Qualifications

  • B Comm (Financial planning and Investments)

Areas of Specialisation

  • Lifestyle planning
  • Pre-retirement planning
  • Wealth creation strategies
  • Retirement planning
  • Cashflow and budgeting
  • Debt management strategies
  • Personal taxation planning
  • Wealth protection advice
  • Superannuation
  • Centrelink benefits