Fiona Wood

Relationship Manager

Fiona Wood - Invest Blue

Fiona Wood – Relationship Manager

“The culture at Invest Blue is incredible and I feel extremely lucky to have this opportunity.” 

Fiona shares she has 9.5 years of experience with Integrated Planning Service – her first Financial Planning role after 10yrs as a bookkeeper. This experience triggered her love for the industry. She also has 15 years of experience with the Newcastle Permanent Building Society in the Financial Planning Team as a Financial Planning Assistant.

She likes working in the financial planning industry because she loves interacting and building relationships with the planners and clients, it enables a respectful and trusted relationship to ensure everyone’s goals are met.

In her spare time, she loves spending time with her Fiancé Nick, her 2 children Lily and Angus, and Nick’s daughters Ella and Ava, family and friends.  She is passionate about Physical Culture which she has participated in for 44yrs and she is at a National Level. Fiona also loves the outdoors, the beach and has recently started playing golf.