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

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
Marc O’Farrell
Marc O’Farrell
Paraplanner

"Tough times don't last, tough people do!"

Marc has been working in the financial services industry for 5 years. Marc began his career as a financial planner in January of 2012 with AMP Horizons. After completing the 12-month training program, he gained a financial planning role within the AMP network. In January 2014, Marc started his own AMP planning practice which he ran for a little over 12 months, moving away from the business to spend more time with his son, Jaxon. The financial services industry is a passion of Marc's, and he loves being able to assist people in reaching their financial goals. Marc joined Invest Blue as part of the direct team and has since moved to a paraplanning role within our advice team. He is also studying to become a lawyer, and playing the most important role of being a positive role model for Jaxon.

Outside of work, Marc enjoys keeping fit and healthy, competing in fitness and body building competitions. Along with his love for the gym and living a healthy lifestyle, Marc enjoys spending quality time with his friends and family. Marc also volunteers with the Cerebral Palsy League in order to raise awareness and money for people living with Cerebral Palsy.

Qualifications/Professional Accreditations

  • Diploma of Financial Planning (FS)
  • Bachelor of Law (Honours) - currently studying

"Tough times don't last, tough people do!"

Marc has been working in the financial services industry for 5 years. Marc began his career as a financial planner in January of 2012 with AMP Horizons. After completing the 12-month training program, he gained a financial planning role within the AMP network. In January 2014, Marc started his own AMP planning practice which he ran for a little over 12 months, moving away from the business to spend more time with his son, Jaxon. The financial services industry is a passion of Marc's, and he loves being able to assist people in reaching their financial goals. Marc joined Invest Blue as part of the direct team and has since moved to a paraplanning role within our advice team. He is also studying to become a lawyer, and playing the most important role of being a positive role model for Jaxon.

Outside of work, Marc enjoys keeping fit and healthy, competing in fitness and body building competitions. Along with his love for the gym and living a healthy lifestyle, Marc enjoys spending quality time with his friends and family. Marc also volunteers with the Cerebral Palsy League in order to raise awareness and money for people living with Cerebral Palsy.

Qualifications/Professional Accreditations

  • Diploma of Financial Planning (FS)
  • Bachelor of Law (Honours) - currently studying
Taylor McGill
Taylor McGill
Paraplanner

"Working in such a dedicated and supportive environment makes it easy to work hard and ensure the best possible service and results for clients."

Taylor joined Invest Blue in December 2016 after completing his bachelor's degree in commerce (finance) at the University of Queensland. Throughout his time studying, Taylor worked in a number of roles within the education department, primarily in special ed. He has a passion for helping people an is very excited at the prospect of pursuing a career in financial planning.

Outside of work Taylor enjoys spending time with friends and family. He also tries to keep fit and keep the competitive fires burning by cycling and playing football. He also coaches junior football at the local club and volunteers for the Special Olympics.

Qualifications/Professional Accreditations: 

  • Bachelor of Commerce (Finance)
  • Diploma of Financial Planning

"Working in such a dedicated and supportive environment makes it easy to work hard and ensure the best possible service and results for clients."

Taylor joined Invest Blue in December 2016 after completing his bachelor's degree in commerce (finance) at the University of Queensland. Throughout his time studying, Taylor worked in a number of roles within the education department, primarily in special ed. He has a passion for helping people an is very excited at the prospect of pursuing a career in financial planning.

Outside of work Taylor enjoys spending time with friends and family. He also tries to keep fit and keep the competitive fires burning by cycling and playing football. He also coaches junior football at the local club and volunteers for the Special Olympics.

Qualifications/Professional Accreditations: 

  • Bachelor of Commerce (Finance)
  • Diploma of Financial Planning
Bryton Cabanes
Bryton Cabanes
Administrative Assistant Team Leader

"I love working with Invest Blue because of the people. I very much love working with them."

Bryton has a Bachelor of Science in Information Technology and previous experience as a Data Entry Analyst for almost 3 years, a Sales Representative for almost a year, and as a Technical Support Representative for about 2years at various BPO companies. Bryton began working with Invest Blue in 2016 and likes working in the financial planning industry because of what he has been able to learn about the process and he wants to learn more!

Bryton spends most of his spare time with his loved ones, especially his daughter. He also enjoys playing computer games, watching movies, especially about dinosaurs and Marvel. He also tries to do a bit of every sport, recently he has been enjoying long runs with the team.

"I love working with Invest Blue because of the people. I very much love working with them."

Bryton has a Bachelor of Science in Information Technology and previous experience as a Data Entry Analyst for almost 3 years, a Sales Representative for almost a year, and as a Technical Support Representative for about 2years at various BPO companies. Bryton began working with Invest Blue in 2016 and likes working in the financial planning industry because of what he has been able to learn about the process and he wants to learn more!

Bryton spends most of his spare time with his loved ones, especially his daughter. He also enjoys playing computer games, watching movies, especially about dinosaurs and Marvel. He also tries to do a bit of every sport, recently he has been enjoying long runs with the team.