Overlay Graphic
dream big. it's possible.
Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

Advice & Compliance

the advice and compliance team

The Advice and Compliance Team are passionate about supporting our teams to provide high quality, compliant advice that can best help a client achieve their goals and dreams.

We are responsible for ensuring that our people have the necessary tools, coaching and support in order to produce high quality and compliant advice to our clients during each stage of the advice journey.

Our goal is to ensure our client-facing teams are delivering industry-leading advice that exceeds client expectations, whilst understanding and applying legal frameworks and compliance regulations.

Corey Parsons
Corey Parsons
Advice & Compliance Projects Manager

LI logo“An Investor’s worst enemy is not the Stock Market but their own emotions.”

Corey joined Invest Blue in April 2015 and has been working in the financial services industry since 2001 with experience in paraplanning, advising and ongoing education and training.

As our Advice Manager, Corey oversees the activity of our Advice team and works closely with the planners of Invest Blue to develop strategies and solutions to help our clients achieve their goals and objectives. Corey also conducts product research and provides support to other members within the Advice Team and staff within Invest blue.

Outside of work, Corey is an avid traveller who is always thinking and planning his next adventure. Corey also enjoys live sport and music events and spending time with family and friends.

Qualifications:

  • Diploma of Financial Services (Financial Planning)
  • Margin Leading & Geared Investments
  • Cert IV in Mortgage Broking

LI logo“An Investor’s worst enemy is not the Stock Market but their own emotions.”

Corey joined Invest Blue in April 2015 and has been working in the financial services industry since 2001 with experience in paraplanning, advising and ongoing education and training.

As our Advice Manager, Corey oversees the activity of our Advice team and works closely with the planners of Invest Blue to develop strategies and solutions to help our clients achieve their goals and objectives. Corey also conducts product research and provides support to other members within the Advice Team and staff within Invest blue.

Outside of work, Corey is an avid traveller who is always thinking and planning his next adventure. Corey also enjoys live sport and music events and spending time with family and friends.

Qualifications:

  • Diploma of Financial Services (Financial Planning)
  • Margin Leading & Geared Investments
  • Cert IV in Mortgage Broking
Margaret Charlton
Margaret Charlton
Advice & Compliance Coach

LI logo"I enjoy the challenge of supporting our planners in an ever changing industry. As a Paraplanner, I can make a positive contribution for the planners. Having recently joined Invest Blue, I feel privileged to be a part of an organisation who has such strong focus on the customer experience”

Margaret’s career in the financial services industry began with AMP over 30 years ago. Her experience over that time encompasses administrative support, marketing, customer service roles, financial planner and more recently paraplanning. As a result of her extensive experience, she has a depth of understanding that allows her to work closely with colleagues and planners to ensure a high quality level of support is provided.

Margaret loves spending time with her family, accompanying her son to his various sporting commitments, time in the outdoors and reading.
Qualifications and Professional Accreditations 
  • Advanced Diploma of Financial Services (Financial Planning)
  • Justice of the Peace (Qualified) for Department of Justice QLD

LI logo"I enjoy the challenge of supporting our planners in an ever changing industry. As a Paraplanner, I can make a positive contribution for the planners. Having recently joined Invest Blue, I feel privileged to be a part of an organisation who has such strong focus on the customer experience”

Margaret’s career in the financial services industry began with AMP over 30 years ago. Her experience over that time encompasses administrative support, marketing, customer service roles, financial planner and more recently paraplanning. As a result of her extensive experience, she has a depth of understanding that allows her to work closely with colleagues and planners to ensure a high quality level of support is provided.

Margaret loves spending time with her family, accompanying her son to his various sporting commitments, time in the outdoors and reading.
Qualifications and Professional Accreditations 
  • Advanced Diploma of Financial Services (Financial Planning)
  • Justice of the Peace (Qualified) for Department of Justice QLD
Raphaela Johnson
Raphaela Johnson
Advice & Compliance Coach

LI logo"I enjoy working within a team of like-minded people that have clear values, and Invest Blue has them in spades."

Raph moved from New Zealand in 2005 and began working in financial services in 2008 as a Client Service Officer, soon moving to Paraplanning. Raph joined Invest Blue in April 2016.

Outside of work, Raph is a mad Rugby Union fan. He enjoys playing social rugby and touch football and dining out with friends and family. Raph enjoys learning about history and therefore loves to travel, especially around Europe.

Qualifications

  • Diploma of Financial Planning

LI logo"I enjoy working within a team of like-minded people that have clear values, and Invest Blue has them in spades."

Raph moved from New Zealand in 2005 and began working in financial services in 2008 as a Client Service Officer, soon moving to Paraplanning. Raph joined Invest Blue in April 2016.

Outside of work, Raph is a mad Rugby Union fan. He enjoys playing social rugby and touch football and dining out with friends and family. Raph enjoys learning about history and therefore loves to travel, especially around Europe.

Qualifications

  • Diploma of Financial Planning
Courtney Cooper
Courtney Cooper
Advice & Compliance Officer

Courtney has worked in the financial services industry since 2011. After starting as a Client Services Manager, she transitioned to a Financial Adviser 2 years ago. She has recently obtained her Graduate Diploma in Financial Planning.

Outside of work, Courtney enjoys travelling with her boyfriend; they particularly enjoy camping and discovering Australia's beautiful countryside. When not travelling or planning their next trip, they are busy renovating their home in bayside Brisbane and spoiling their German Shepherd x Border Collie.

Courtney has worked in the financial services industry since 2011. After starting as a Client Services Manager, she transitioned to a Financial Adviser 2 years ago. She has recently obtained her Graduate Diploma in Financial Planning.

Outside of work, Courtney enjoys travelling with her boyfriend; they particularly enjoy camping and discovering Australia's beautiful countryside. When not travelling or planning their next trip, they are busy renovating their home in bayside Brisbane and spoiling their German Shepherd x Border Collie.

Nick Stannard
Nick Stannard
Advice Team Member

“Most of all, I love the creative aspects of my job. Many clients start their financial journey unsure of where they want to end up. I enjoy being part of a caring team that helps guide clients to a place of financial focus - a tangible destination of clarity, purpose and happiness."

Nick holds a degree in Economics, an Advanced Diploma of Financial Services and has over 20 years of experience through a variety of roles in the financial services industry. A member of the Bravien team for 10 years, Nick has procured an abundance of knowledge and experience that he now applies to his role within Invest Blue.

Hailing from the provocative world of financial planning by day, Nick lives a secretive double life as an aspiring writer and producer across multiple art forms by night. He has a partner in crime, Karla, and two tin lids, Aria and Cohen. A massive Kansas City Chiefs fan and known locally as ‘Nick Classic’ (owing to an abundance of surrounding namesakes), Nick is originally from Perth and has an affinity for gaming, snowboarding and travel.

Nick currently volunteers at HotHouse Theatre because his Artistic Director wife makes him and has been known to withhold food if he doesn’t.

Areas of specialisation

  • Wealth creation strategies
  • Complex financial modelling
  • Compliance and advice production
  • Investment

Qualifications

  • Bachelor of Business (Economics)
  • Advanced Diploma of Financial Services

“Most of all, I love the creative aspects of my job. Many clients start their financial journey unsure of where they want to end up. I enjoy being part of a caring team that helps guide clients to a place of financial focus - a tangible destination of clarity, purpose and happiness."

Nick holds a degree in Economics, an Advanced Diploma of Financial Services and has over 20 years of experience through a variety of roles in the financial services industry. A member of the Bravien team for 10 years, Nick has procured an abundance of knowledge and experience that he now applies to his role within Invest Blue.

Hailing from the provocative world of financial planning by day, Nick lives a secretive double life as an aspiring writer and producer across multiple art forms by night. He has a partner in crime, Karla, and two tin lids, Aria and Cohen. A massive Kansas City Chiefs fan and known locally as ‘Nick Classic’ (owing to an abundance of surrounding namesakes), Nick is originally from Perth and has an affinity for gaming, snowboarding and travel.

Nick currently volunteers at HotHouse Theatre because his Artistic Director wife makes him and has been known to withhold food if he doesn’t.

Areas of specialisation

  • Wealth creation strategies
  • Complex financial modelling
  • Compliance and advice production
  • Investment

Qualifications

  • Bachelor of Business (Economics)
  • Advanced Diploma of Financial Services
Jeff Marie Nacague
Jeff Marie Nacague
Administrative Assistant

"I feel that I am working with professionals that I can learn from and that they will push me to take on new and challenging opportunities."

Jeff took up Bachelor of Science in Information Technology and used to work as a Customer Service Agent for Telstra, Ebay and Just Eat.

Jeff loves both the financial planning and investment management aspects of the job in the financial planning industry. They require different skill sets and both are important to a client's financial lives and success.

During his spare time, Jeff loves to play basketball and play MMORPG games in mobile and pc.

"I feel that I am working with professionals that I can learn from and that they will push me to take on new and challenging opportunities."

Jeff took up Bachelor of Science in Information Technology and used to work as a Customer Service Agent for Telstra, Ebay and Just Eat.

Jeff loves both the financial planning and investment management aspects of the job in the financial planning industry. They require different skill sets and both are important to a client's financial lives and success.

During his spare time, Jeff loves to play basketball and play MMORPG games in mobile and pc.

Jan Deo Moldez
Jan Deo Moldez
Compliance Administrative Assistant

"I like the environment and everyone is treated like family. I am enjoying my task, it keeps my mind active and learning a lot of new things at the same time."

JD graduated with a Bachelors Degree in Biology. He previously worked as a Quality Assurance Analyst at 411 Locals, an SEO company.

Financial Planning Industry is a totally new experience to him and somehow made him realize the importance of saving money to become financially stable. He uses what he learned from this industry on how to achieve his financial goals.

During his spare time, JD likes to play video games like DOTA, hanging out with his friends and chill, and binge-watch any TV series that interests him.

"I like the environment and everyone is treated like family. I am enjoying my task, it keeps my mind active and learning a lot of new things at the same time."

JD graduated with a Bachelors Degree in Biology. He previously worked as a Quality Assurance Analyst at 411 Locals, an SEO company.

Financial Planning Industry is a totally new experience to him and somehow made him realize the importance of saving money to become financially stable. He uses what he learned from this industry on how to achieve his financial goals.

During his spare time, JD likes to play video games like DOTA, hanging out with his friends and chill, and binge-watch any TV series that interests him.