Banking and Lending

“Invest Blue and our people are leaders in every aspect of financial services.”

Damien joined Invest Blue in 2020 as a Credit Adviser. Prior to joining Invest Blue, Damien built up a successful financial services business since 2003 and has since merged with Invest Blue to leverage their scale, systems, people and process in order to help his clients achieve their dreams and goals.

Damien enjoys working in the financial services industry because he is passionate about helping people to achieve their financial goals. Damien is a skilled Credit Adviser who works hard to find the right loan and lender for his clients, keeping their individual circumstances front of mind. He aims to ensure his clients have an easy and stress-free experience when applying for a loan.

Outside of Invest Blue, Damien is married with 4 beautiful children.

Qualifications and Professional Accreditations:

• Advance Diploma in Financial Planning
• Commissioner of Declarations
• Certificate IV in Mortgage Broking

Geoff has always had a strong interest in real estate so mortgage broking seemed like a great opportunity to learn more and be involved in the industry. He has successfully owned and operated his own mortgage broking business and now brings his valuable knowledge and experience to the Invest Blue team.

Geoff loves spending time with people, he has a background working in the hospitality industry and travelling, and he has lived in London and travelled extensively around the globe. He enjoys all sports including rugby league, rugby union, touch football, soccer and cricket.

Areas of specialisation

• Business and Commercial Finance
• Mortgage Finance
• Asset Finance
• Home Loans
• Investment Loans
• Car and Equipment Finance
• Self Managed Super Fund Lending

Qualifications and Professional Accreditations

• Mortgage & Finance Association of Australia (MFAA) Credit Adviser
• Diploma of Finance and Mortgage Broking Management

Memberships

• Mortgage & Finance Association of Australia (MFAA)

• Australian Financial Complaints Authority (AFCA)

"I love helping people reach their goals and dreams, and Invest blue is all about that."

Ross has had over a decade of facilitating clients to meet their financial goals through mortgage lending.

Working with a team of financial planners is satisfying for him as together as a team they can meet the needs of the clients and they get their goals achieved.

In his spare time, Ross enjoys sailing, camping, hiking and spending time with family.

Qualifications and Professional Accreditations

• Cert IV in Mortgage Lending

"Invest Blue is a firm constantly growing and I want to be part of the journey."

Stephen has worked in finance for over 15 years. It is his pleasure to help people find the best mortgage that suits their needs.

In his spare time, he enjoys reading biography books. Andre Agassi and Kerry Packer are the best two (so far). He also has small shares in two racehorses. Pre-covid, Stephen and his wife regularly travelled overseas to taste local foods and customs.

Qualifications and Professional Accreditations

• Bachelor of Commerce
• Diploma in Finance & Mortgage Broker Management

Diana started her lending career with Brisbane Financial Services in March 2018.  Prior to BFS she was employed with Suncorp for 12 years, and carry with her a strong Insurance & Banking background. In 2020, Diana moved over to Invest Blue with the BFS Team and now offers incredible support and service to lending clients.

In her spare time, she loves travelling, keeping fit, anything that involves being outdoors and spending time with family & friends.

"I decided to join Invest Blue because of their beautiful culture and their purpose to help people reach their goals and dreams, which I live by too."

Chontelle joined Invest Blue in 2021 as a Credit Adviser. Before joining Invest Blue, Chontelle has been in the finance industry for the past 7-years and has a strong passion for Mortgage Lending.

When Chontelle is not working, she is either at the gym training for another fitness competition, at the beach with a coffee in one hand and a book in the other or riding her motorbike in the hinterlands. Chontelle loves being outside and going on adventures!

Qualifications

• Certificate 3 in Financial Services
• Certificate 4 in Banking Services
• Certificate 4 in Finance and Mortgage Brokering

Aimee joins Invest Blue in 2021, with 17 years of experience in banking and loans. She is sincerely passionate about helping people to live their best possible life, by finding the right loan and lender to complement their individual circumstances.

On the weekends, Aimee enjoys spending time with family and friends, and in the summer, she enjoys going to the beach.

Qualifications and Professional Accreditations

• Cert IV in Finance and Mortgage Broking

Jade joined Invest Blue in 2021 as Lending Support. Prior to joining Invest Blue, Jade worked as an Accounts & Managing Coordinator for Pinnacle.

Outside of work, Jade enjoys hanging out with friends, family and her dog. She also loves playing sport and cooking.

Qualifications and Professional Accreditations

• Cert III Business Admin
• Cert IV Bookkeeping

With over 20 years in the banking and finance industry and previous experience in the insolvency and corporate recovery industries too, Lisa loves everything to do with finance. She enjoys meeting new people and helping them to create security and wealth. Managing operations and helping others achieve success is also a passion of hers. By lifting others up, you can create true success for yourself. You never know what is happening in someone else’s life. What challenges someone else may be facing. Working with kindness, integrity and compassion are Lisa's key values.

"I love working with Invest Blue because I am challenged to do better and to become a more enhanced version of myself.  Invest Blue gave me a field to explore, learn and grow."

Ariane is a graduate of Bachelor of Science in Accountancy and now working for Invest Blue after graduating. She likes working in the financial planning industry because it correlates with her degree and working in this industry gave her a chance to have a better understanding of finance and banking.

What she usually does during her spare time is to read manga and novels and play online/mobile games. Ariane also loves hanging out and talking with her friends and family.