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Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

Advice

the advice team

The Advice Team is based in our Brisbane office and provides centralised advice support for each Invest Blue office.

We work closely with each Financial Planner in the development of comprehensive advice solutions for our clients and we are in a unique position within Invest Blue in that all advice to clients is finalised within our team. This ultimately provides us with the opportunity to work with our Financial Planners in bringing together technical strategies and ensure that our clients are receiving strongly researched financial advice that will provide them with a secure financial future. Invest Blue understands the difference that quality financial advice can make to a person’s life, both now and tomorrow.

Corey Parsons
Corey Parsons
Advice 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
Paraplanner

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
Senior Paraplanner

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
Nadine O’Brien
Nadine O’Brien
Paraplanner

“I consider myself lucky to have found my career path so easily and enjoy the challenge of learning and growing within an industry that demands constant change."

Nadine joined Invest Blue in December 2018. She has a Diploma and Advanced Diploma in Financial Planning. She originally joined the financial planning industry as a client service manager in 2014 and has since progressed to becoming a paraplanner. Nadine enjoys a challenge and is currently enrolled to study a Graduate Diploma in Financial Planning.

She is originally from Ireland and loves getting out and about on the weekends and seeing everything Australia has on offer. She loves meeting new people and considers herself a bit of an extrovert.
Qualifications

  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning

“I consider myself lucky to have found my career path so easily and enjoy the challenge of learning and growing within an industry that demands constant change."

Nadine joined Invest Blue in December 2018. She has a Diploma and Advanced Diploma in Financial Planning. She originally joined the financial planning industry as a client service manager in 2014 and has since progressed to becoming a paraplanner. Nadine enjoys a challenge and is currently enrolled to study a Graduate Diploma in Financial Planning.

She is originally from Ireland and loves getting out and about on the weekends and seeing everything Australia has on offer. She loves meeting new people and considers herself a bit of an extrovert.
Qualifications

  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
Cheyen Marie Fernandez
Cheyen Marie Fernandez
Advice Administrative Assistant

"Working here in Invest Blue has a huge difference with other companies. As a new team member, they always let you feel that you belong. Here in Invest Blue, I can be who I am, no judgements and they're so fun to be with."

Cheyen is a graduate of Bachelor of Science in Management Accounting and used to work as an Admin Assistant at her Uni. She also has previous experience as an Accounting Assistant for accounts receivable and accounts payable at Washington Electrical and Industrial Supply.

She likes working in the Financial Planning Industry because it is similar to her field which is Accounting.

During her spare time, she usually helps her parents do the household chores and she also likes to spend her spare time watching travel and lifestyle vlogs and also sleeping.

"Working here in Invest Blue has a huge difference with other companies. As a new team member, they always let you feel that you belong. Here in Invest Blue, I can be who I am, no judgements and they're so fun to be with."

Cheyen is a graduate of Bachelor of Science in Management Accounting and used to work as an Admin Assistant at her Uni. She also has previous experience as an Accounting Assistant for accounts receivable and accounts payable at Washington Electrical and Industrial Supply.

She likes working in the Financial Planning Industry because it is similar to her field which is Accounting.

During her spare time, she usually helps her parents do the household chores and she also likes to spend her spare time watching travel and lifestyle vlogs and also sleeping.