Dave Perry

Advice & Compliance Coaching Manager

Dave Perry – Advice & Compliance Coaching Manager

I have been working in financial services since 2000. In 2014, after moving from the Blue Mountains to the Gold Coast, I began my role with Advice First (which joined Invest Blue in 2021). I love the team I work with like family and will let anyone who will listen know about it. I consistently have headphones on, listening to all kinds of music, and I am passionate about Formula 1. Go McLaren!

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Advice First Pty Ltd, Advisory Group Pty Ltd, ARTT Group Pty Ltd, Brisbane Financial Services Pty Ltd, Elevate Financial Solutions Pty Ltd, Emohruo Financial Services Pty Ltd, Invest Blue Armidale Pty Ltd, Invest Blue Brisbane Pty Ltd, Invest Blue Coffs Harbour Pty Ltd, Invest Blue Direct Pty Ltd, Invest Blue Gladstone Pty Ltd, Ogilvie Financial Services Pty Ltd, TDT (Tas) Pty Ltd, The Bravien Group Pty Ltd, Vintage Wealth Pty Ltd and Wainscott Financial Planning & Advice Pty Ltd, trading as Invest Blue are Corporate Authorised Representatives of Akumin Financial Planning Pty Limited ABN 89 051 208 327, AFS Licence and Australian Credit Licence no. 232706 (“our Licensee”), as shown in our Financial Services & Credit Guide.

Countrywide Advice Pty Ltd and GrowUp Financial Pty Ltd Trading as Invest Blue are Corporate Authorised Representatives of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence and Australian Credit Licence no. 234665 (“our Licensee”), as shown in our Financial Services & Credit Guide.

GR & LC Thompson Pty Ltd trading as Invest Blue, is a Corporate Authorised Representative of Hillross Financial Services Limited ABN 77 003 323 055, AFS Licence and Australian Credit Licence no. 232705 (“the Licensee”), as shown in the Financial Services and Credit Guide

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