Theo Holland

Financial Adviser, Team Captain

Theo Holland Invest Blue

Theo Holland – Financial Adviser, Team Captain

‘This job is all about people. I love building long-lasting relationships with my clients and helping turn their dreams into reality. I am very privileged  in my role as a trusted adviser to my clients and I gain great satisfaction when they achieve their dreams and financial independence.’

Theo joined Invest Blue in September 2015 following two and a half years as a Specialist Risk Adviser. Prior to that Theo spent 5 years as a Financial Planner in the UK assisting medical professionals with all aspects of their finances.

When not at work Theo spends most of his time with his wife and 2 young daughters, Eliza and Penny enjoying life on the beautiful Central Coast. He is also a passionate fisherman, occasionally sneaking off for a fishing weekend in Queensland when he gets the chance…


  • Working with Medical Professionals
  • Risk Management
  • Wealth Creation Strategies
  • Retirement Planning

Memberships and Associations

  • Member of the Association of Financial Advisers (AFA)


  • Diploma in Financial Services (Financial Planning)
  • Certified Financial Planner (UK)
  • Bachelor of Science
  • Most Trusted Adviser 2023

Hear from Theo’s clients:

An unexpected gift

Financial advice supporting aged care decisions

Just what the doctor ordered

Taking the fear out of paperwork

Sunnier skies