Meet our team

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david-stephen- invest blue

David Stephen

Managing Director

Jennifer Mogg

Director / Head of Advice, Risk & Governance

Steve Fort Invest blue

Steve Fort

Director, Head of Advice, Senior Financial Adviser, CFP

Todd Burrows

Director, Financial Adviser, CFP

Adam Ghanem web photo

Adam Ghanem

Financial Adviser

Alexander Hawes

Financial Adviser

Julian Prendergast invest blue

Julian Prendergast

Financial Adviser, CFP, Regional Head of Advice

Philip Ambrose- Invest Blue.png

Phillip Ambrose

Relationship Manager

shaun akroyd - invest blue

Shaun Akroyd

Financial Adviser

Nathan Moncrieff - Invest Blue

Nathan Moncrieff

Head of IT

Saxon Howard Secombe invest blue

Saxon Howard-Secombe

Relationship Manager

Charchille Amistoso - Invest Blue

Charchille Amistoso

Executive Assistant

Leisl Zietara - Invest blue

Leisl Zietara

Team Manager, Relationship Manager

Timothy Jones

Financial Adviser, Team Manager

Nanshe Abucay - Invest Blue

Nanshe Abucay

Administrative Assistant

Meije Taboada - Invest Blue

Meije Taboada

Administrative Assistant

Rovil Balmadres - Invest Blue

Rovil Balmadres

Administrative Assistant

Faith Taboada - Invest Blue

Faith Taboada – Gorgod

Administrative Assistant

Dennis Perry - Invest Blue

Dennis Perry

Board Director

Shanine Junio invest blue

Shanine Junio

Administrative Assistant

Tariq Khan

Financial Adviser

anthony lyons - invest blue

Anthony Lyons

Head of Best Practice, Financial Adviser, Partner

nick-stannard- invest blue

Nick Stannard

Advice & Compliance Manager

Erin Batchelor

Advice & Compliance Associate

Kenneth Ducay - Invest Blue

Kenneth Ducay

Administrative Assistant

sandra scott-invest-blue

Sandra Scott

Credit Adviser

Kiara Bell - Invest Blue

Kiara Bell

Project Accountant

Kym Wilkinson invest blue

Kym Wilkinson

Relationship Manager

Lee-Anne Bishop - Invest Blue

Lee-Anne Bishop

Relationship Manager

Liam Catchpole invest blue white

Liam Catchpole

Financial Adviser

Loule Sugabo invest blue

Louela Sugabo

Administrative Assistant

Luckie Bayarcal - Invest Blue

Luckie Bayarcal

Administrative Assistant

Maeleth Baguio - Invest Blue

Maeleth Baguio

Administrative Assistant

Maelissa Los Banos - Invest Blue

Maelissa Los Baños

Administrative Assistant

Mary Leguro - Invest Blue

Mary Leguro

Administrative Assistant

Michael Osbourne - Invest Blue

Michael Osbourne

Financial Adviser

michelle jones - invest blue

Michelle Jones

Relationship Manager

Natalia Invest Blue

Natalia Zalega

Relationship Manager

neshama aba-a - invest blue

Neshama Aba-a

Administrative Assistant

nicole woodward - invest blue

Nicole Woodward

Relationship Manager

Nikki Archival - Invest Blue

Nikki Archival

Administrative Assistant

peter zamora - invest blue

Peter Zamora

Relationship Manager

Phil McCoy- Invest Blue

Philip McCoy

Financial Adviser

catherine-duff-invest-blue

Catherine Duff

Project Manager

Rozanna Spring invest blue

Rozanna Spring

Project Manager

stuart steele invest blue

Stuart Steele

Project Manager (M&A)

Toni Araneta Invest Blue

Toni Araneta

Learning Specialist

gardo pelayo - invest blue

Gardo Pelayo

Learning and Development Assistant

Susana Teixeira - Invest Blue

Susana Teixeira

Management Accountant

Regina Suliva - Invest Blue

Regina Suliva

Junior Finance Assistant

Rexiel Gestosani - Invest Blue

Rexiel Gestosani

Administrative Assistant

Rodney Johnston - Invest Blue

Rodney Johnston

Financial Adviser

Ron Dominic - Invest Blue

Ron Mina

Administrative Assistant

Rosielyn Godinez invest blue

Rosielyn Godinez-Lamboson

Administrative Assistant

roslyn chui - invest blue

Roslyn Chiu

Administrative Assistant

damien-mifsud - invest blue

Damien Mifsud

Head of Lending

geoff-murray - invest blue

Geoff Murray

Lending Manager, Senior Credit Adviser

carol-oshea - invest blue

Carol O’Shea

Senior Credit Adviser

lisa-forbes - invest blue

Lisa Forbes

Senior Credit Adviser

aimee-gleeson - invest blue

Aimee Gleeson

Credit Adviser

chontelle-fursdon- invest blue

Chontelle Fursdon

Credit Adviser

diana-di-fabio - invest blue

Diana Di Fabio

Lending Associate

lauren-royer - invest blue

Lauren Royer

Lending Associate

leah-ayoub - invest blue

Leah Ayoub

Lending Associate

jade-web - invest blue

Jade Bendeich

Lending Associate

Rowelyn Losanes invest blue

Rowelyn Losanes

Lending Support

Samantha Partridge

Relationship Manager

Sam Bonello - Invest Blue

Samuel Bonello

Financial Adviser, Team Manager

Sharon Stapleton invest blue

Sharon Stapleton

Relationship Manager

Michelle Melgar - Invest Blue

Michelle Melgar

Finance Admin Assistant

Sharyn Zorca - Invest Blue

Sharyn Zorca

Facilities Admin Assistant

stefanie Mendoza invest blue

Stefanie Mendoza

Administrative Assistant

Stephanie Price - Invest Blue

Stephanie Price

Relationship Manager

Stephen O'Donoghue - Invest Blue

Stephen O’Donoghue

Financial Adviser

stuart mcintosh - invest blue

Stuart Mcintosh

Financial Adviser

Tanya Watkins - Invest Blue

Tanya Watkins

Relationship Manager

Trent Rose

Financial Adviser, Wealth Management Specialist, Partner

wama reyes invest blue

Wama Reyes

Subject Matter Expert

Adam Smith

Financial Adviser, Partner, Head of Advice (Gold Coast)

aimie aplaon - invest blue

Aimie Aplaon

Administrative Assistant

Alexandra Nolan - Invest Blue

Alexandra Nolan

Relationship Manager

Alice Lapas - Invest Blue

Alice Lapas

Administrative Assistant

alison hill - invest blue

Alison Hill

Relationship Manager

Amanda Pollock - Invest Blue

Amanda Pollock

Financial Adviser

Anthony Bodbod - Invest Blue

Anthony Bodbod

Administrative Assistant

anthony burne - invest blue

Anthony Burne

Financial Adviser

basem morkos - invest blue

Basem Morkos

Relationship Manager

Benjamin Dabalos - Invest Blue

Benjamin Dabalos

Administrative Assistant

Brin Hinchcliffe

Relationship Manager

cheska - invest blue

Cheska Diwas

Lending Support

Carl Ancheta - Invest Blue

Carl Ancheta

Mortgage Broker Support

Carly Mcleary

Mortgage Broker

cellaine invest blue

Cellaine Sedigo

Administrative Assistant

Charles Gallasch

Financial Adviser

Christine Aglobo - Invest Blue

Christine Aglobo

Systems Support Officer

Cristine Nuevo - Invest Blue

Cristine Nuevo – Estoque

Administrative Assistant

Crysta Conn - Invest Blue

Crysta Vandersluys

Financial Adviser

Danny Stojovski - Invest Blue

Danny Stojovski

Financial Adviser I Partner

georgia edwards invest blue

Georgia Edwards

Relationship Manager

David Sutton - Invest Blue

David Sutton

Financial Adviser

Dayanarra Placibe - Invest Blue

Dayanarra Placibe

Administrative Assistant

Deepti Palmer - Invest Blue

Deepti Palmer

Financial Adviser

duncan hurd - invest blue

Duncan Hurd

Financial Adviser

ethan mosca - invest blue

Ethan Mosca

Relationship Manager

Fiona Wood - Invest Blue

Fiona Wood

Relationship Manager

George Curtis - Invest Blue

George Curtis

Associate

gnere sevilla - invest blue

Gnere Sevilla

Administrative Assistant

Hilary pope

Hilary Pope

Relationship Manager

Ilma Tabiliran - Invest Blue

Ilma Tabiliran

Bookkeeping Assistant

ivy vergara - invest blue

Ivy Vergara

Administrative Assistant

James Kelsey - Invest Blue

James Kelsey

Advice & Compliance Coach

Jazzrel Larrazabal

Administrative Assistant

Jean Lizardo invest blue

Jean Lizardo

Administrative Assistant

Jonathon Bevan

Financial Adviser, Team Manager

Josef Emnace invest blue

Josef Emnace

Administrative Assistant

Joshua Nightingall

Relationship Manager

Joshua Ocampo - Invest Blue

Joshua Ocampo

Database Assistant

India Chapman

Campaign and Content Manager

tayla mckaig - invest blue

Tayla McKaig

Digital Marketing Coordinator

Joyce Omega - Invest Blue

Joyce Omega

Administrative Assistant

Julie Dimaano - Invest Blue

Julie Dimaano

Administrative Assistant

Justine O'Donoghue - Invest Blue

Justin O’Donoghue

Team Manager, Financial Adviser

Kathleen Perez - Invest Blue

Kathleen Perez

Administrative Assistant

Luke Priddis invest blue

Luke Priddis

Financial Adviser

Maddy Kwan Invest Blue

Maddy Kwan

Associate Team Manager

michael ashcroft invest blue

Michael Ashcroft

Financial Adviser

Michael Jones - Invest Blue

Michael Jones

Financial Adviser

Mikka Cabahug - Invest Blue

Mikka Cabahug

Administrative Assistant

Molly Eggins invest blue

Molly Eggins

Relationship Manager

Naomi Gamos - Invest Blue

Naomi Gamos

Administrative Assistant

Nick Tremayne invest blue

Nick Tremayne

Financial Adviser, Team Manager Salamanca ,Partner

Peebe Rodil invest blue

Peebe Rodil

Administrative Assistant

Pragya invest blue

Pragya Kumar

Associate

Hobart - Remar

Remar Montero

Administrative Assistant

Renea Brown Invest blue

Renea Brown

Relationship Manager

Samantha Gater Invest Blue

Samantha Gater

Relationship Manager

Simon Ashman

Financial Adviser, Team Manager, Partner

Lexi Glover Invest Blue

Lexi Glover

Head of Operations

ashleigh king invest blue

Ashleigh King

Internal Communications Manager

john ganac - invest blue

John Ric Ganac

Marketing SME

Alan Kirit - Invest Blue

Alan Kirit

Marketing Assistant

Shaira Cabilla

Accounts Assistant

Teagan Swan invest blue

Teagan Swan

Client Experience Coach

Tony Daly invest blue

Tony Daly

Financial Adviser, Partner

Tony Ross

Client Experience Coach

Venus Gamboa invest blue

Venus Gamboa

Subject Matter Expert

wayne stevens invest blue

Wayne Stevens

Senior Financial Adviser, Partner, Team Manager

Debbie Jay

Client Experience Coach

Chynna Palis invest blue

Chynna Palis

Client Experience Coach

Yode Fagbenle invest blue

Yode Fagbenle

Management Accountant

Adam Winstone Invest Blue

Adam Winstone

Financial Adviser, Team Manager Freycinet, Partner

Alana Bain invest blue

Alana Bain

Relationship Manager

Alesha Vavra invest blue

Alesha Vavra

Associate

alex medlicott - invest blue

Alex Medlicott

Head of Business Analytics

Allison Ginn invest blue

Allison Ginn

Relationship Manager

Amber Priddis invest blue

Amber Priddis

Relationship Manager

Amiel Monroy invest blue

Amiel Monroy

Administrative Assistant

Angelica Guzzetta invest blue

Angelica Guzzetta

Relationship Manager

ally chesher invest blue

Ally King

Financial Adviser

Annie Crane

Relationship Manager

Allyson Gibson invest blue

Allyson Gibson

Relationship Manager

Beatriz Cruz invest blue

Beatriz Cruz

Relationship Manager

Andrew Dinsdale-Scanlon invest blue

Andrew Dinsdale-Scanlon

Financial Adviser

Belinda Wilks

Relationship Manager

andrew mccormack-invest-blue

Andrew McCormack

Financial Adviser

Anthony Denaro invest blue

Anthony Denaro

Financial Adviser, Team Manager Melbourne, Partner

chirs rhee invest blue

Chris Rhee

Financial Adviser

Brandon smith IB

Brandon Smith

Associate Adviser

Brayden Kliendienst

Financial Adviser

Kasey Patterson invest blue

Kasey Patterson

Head of People & Culture

Melissa Neary Invest Blue

Melissa Neary

Head of Global Advice Support

nick taylor invest blue

Nicole Taylor

Head of Process Improvement & RM Capacity

nicole-ponce - invest blue

Nicole Ponce

Head of the Invest Blue Way

Dan Walsh invest blue

Daniel Walsh

Advice and Compliance Coach

Carol Yon

Relationship Manager

dave-perry - invest blue

Dave Perry

Advice & Compliance Coach

Carol Hermann invest blue

Carol Herrmann

Financial Adviser

cheyen fernandez - invest blue

Cheyen Marie Fernandez

Advice Administrative Assistant

Sarah Leighton invest blue

Sarah Leighton

Head of Client Experience & Implementation

chris-wrightson- invest blue

Chris Wrightson

Board Director

Emma Burrows

Associate

Emma Robertson invest blue

Emma Robertson

Relationship Manager

Connor McLeod

Associate

Josie Grady

Relationship Manager Support Specialist

Laen Mourant

Project Manager

ervin liao - invest blue

Ervin Liao

Database Administrative Assistant

courtney-cooper - invest blue

Courtney Cooper

Advice & Compliance Coach

Genevieve Collins invest blue

Genevieve Collins

Relationship Manager

Grace Walker invest blue

Grace Walker

Relationship Manager

Darren O'Neill invest blue

Darren O’Neill

Financial Adviser

hyns acueza - invest blue

Hyns Acueza

Lending Support

Jadey Cox

Relationship Manager

james ibañez invest blue

James Ibañez

Administrative Assistant

Dmitri Go Invest Blue

Dmitri Go

Administrative Assistant

Jane Hale invest blue

Jane Hale

Relationship Manager

Jessa Limoran invest blue

Jessa Limoran

Administrative Assistant

jessica sollano - invest blue

Jessica Sollano

Administrative Assistant

Emma Craft invest blue

Emma Craft

Financial Adviser

Joe Lucas - Invest Blue

Joe Lucas

Associate

Jovanie Soyao invest blue

Jovanie Soyao

Administrative Assistant

gabriel mendez invest blue

Gabriel Mendez

Administrative Assistant

Kim Lacey invest blue

Kim Lacey

Client Support

Grace Vincent

Relationship Manager

justine-richards - invest blue

Justine Richards

Relationship Manager

Kirstine Riconalla - Invest Blue

Kirstine Riconalla

Administrative Assistant

Howard Rodman invest blue

Howard Rodman

Financial Adviser

Jane Davis invest blue

Jane Davis

Financial Adviser

Luke Klapsis

Financial Adviser, Partner

Janice Hawley invest blue

Janice Hawley

Receptionist

laraine mcleod- invest blue

Laraine McLeod

Relationship Manager

jason osumo - invest blue

Jason Osumo

Administrative Assistant

jeremy wells - invest blue

Jeremy Gillman-Wells

Financial Adviser, Team Manager, CFP

Luke Bowler invest blue

Luke Bowler

Financial Adviser, CFP, Team Manager

David McDowell Invest Blue

David McDowell

Financial Adviser

Luke Warren invest blue

Luke Warren

Financial Adviser

Jessika Livermore invest blue

Jessika Livermore

Relationship Manager

Joshua Cameron

Financial Adviser, Team Manager

Margaret Charlton

Advice & Compliance Coach

Karen Webster

Relationship Manager

katy brown - invest blue

Katy Brown

Relationship Manager

Michael Craig invest blue

Michael Craig

Financial Adviser, CFP / Office Development Manager, Regional Head of Advice

Krystel Lariosa - Invest Blue

Krystel Lariosa

Administrative Assistant

tony martin - invest blue

Tony Martin

Financial Adviser, Team Manager

lauren bell - invest blue

Lauren Bell

Associate

Lazarus Papadopoulos invest blue

Lazarus Papadopoulos

Financial Adviser

nicole tombs invest blue

Nicole Tombs

Client Support Manager

Leanne Braye invest blue

Leanne Braye

Relationship Manager

paul-haslam- invest blue

Paul Haslam

Chairman of the Board

Carl Trevaskis invest blue

Carl Trevaskis

Head of Finance & Company Secretary

david gill invest blue

David Gill

Head of Analytics & Innovation

Biena Dela Cruz - Invest Blue

Biena Fe Dela Cruz

Senior Accounting Officer

Anne Capadiso - Invest Blue

Anne Capadiso

Junior Accounting Assistant

madi plummer invest blue

Madi McClifty

Head of Marketing

Elyse Toomey

Head of Learning and Development

Rebecca Lennon invest blue

Rebecca Lennon

People and Culture Assistant

Sam Williams

Data Analytics Assistant

Charna Rifai invest blue

Charna Rifai

Client Experience Coach, Partner

linda gill - invest blue

Linda Gill

Relationship Manager

raphaela johnson - invest blue

Raphaela Johnson

Advice & Compliance Coach

kathryn mcgrath - invest blue

Kathryn McGrath

Relationship Manager

Maribeth Umali invest blue

Maribeth Umali

Administrative Assistant

rob-pollard- invest blue

Rob Pollard

Financial Adviser, Partner

Matthew Collins invest blue

Matthew Collins

Financial Adviser

Merry Grace Cejudo invest blue

Merry Grace Cejudo

Administrative Assistant

Michael Brear invest blue

Michael Brear

Financial Adviser

Mina Cao invest blue

Mina Cao

Team Manager, Certified Financial Adviser®

Steve Sewell invest blue

Steve Sewell

Head of Strategic Partnerships and Business Development

Nicholas Yorston invest blue

Nicholas Yorston

Financial Adviser

Nick Grady invest blue

Nick Grady

Financial Adviser, Partner

Taylor Mifsud invest blue

Taylor Mifsud

Financial Adviser

Theo Holland Invest Blue

Theo Holland

Financial Adviser, Team Captain

olivia bird-invest-blue

Olivia Bird

Relationship Manager

Tom Merrick Invest Blue

Tom Merrick

Financial Adviser, Team Manager, Partner

peter griffith-invest blue

Peter Griffith

Financial Adviser

Rebecca Mossman invest blue

Rebecca Mossman

Financial Adviser, Regional Head of Advice

Regina Cameron invest blue

Regina Batten

Associate, Relationship Manager

Renee Morton invest blue

Renee Morton

Relationship Manager

Robyn Thomson

Relationship Manager

ronald calderon - invest blue

Ronald Calderon

Subject Matter Expert

Ronald Ngo - Invest Blue

Ronald Ngo

Financial Adviser, CFP/Team Manager

Roy Mcleod - Maitland

Roy McLeod

Financial Adviser, Team Manager

Ryan Gropel invest blue

Ryan Gropel

Financial Adviser

Sarah-Marie Le Lievre invest blue

Sarah-Maree Le Lievre

Relationship Manager

Shayley Suwald - Invest Blue

Shayley Suwald

Financial Adviser

simone willis - invest blue

Simone Wills

Relationship Manager

Tom Hesse invest blue

Tom Hesse

Financial Adviser

Zac Johnston invest blue

Zac Johnston

Financial Adviser

adam penman-invest blue

Adam Penman

Team Manager, Partner, Senior Financial Adviser

Ben Warren Invest Blue

Ben Warren

Financial Adviser CFP, Head of Strategy & High Performance, Partner

Chris Andersen - invest blue

Chris Andersen

Financial Adviser

chris-ogilvie - invest blue

Chris Ogilvie

Head of Wealth Management, Financial Adviser, CFP

david french - invest blue

David French

Financial Adviser, CFP

Fiona Renshaw invest blue

Fiona Renshaw

Relationship Manager

Mica Rivera invest blue

Franz Mica Rivera

Database Manager

ralph englis - invest blue

Ralph Englis

System Support Officer

Jerry Cuesta Jr - Invest Blue

Jerry Cuesta Jr.

Administrative Assistant