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

Invest Blue Directors

the Invest Blue directors team

Our team of Directors offer a balanced approach and skill set to the leadership of Invest Blue. The focus is always on striving to succeed in all areas and understanding the impacts of decisions on our clients, people and shareholders.

Paul Haslam
Paul Haslam
Chairman of the Board / Head of Financial Planning

LI logoInvest Blue is about creating belief that it’s possible to live your best life. We want to challenge people to dream bigger, experience more success, less stress and to enjoy life. Through the support of tailored advice we are able to help people realise their dreams and plans by creating belief that it’s possible.

It’s not just about our clients finances, but about helping them define what they want out of life and helping them achieve it.

Paul has been a financial planner with AMPFP for over 18 years and prior to that gained experience in banking, lending and real estate roles. This has resulted in more than 30 years' experience within the financial services industry.

Paul has been integral in the growth of the Invest Blue business from an insurance and superannuation business in Armidale to one of the leading financial service businesses within Australia.

With an opportunity to establish a Queensland office in 2006, Paul and his family moved from Armidale to Brisbane.

Paul is passionate about the delivery of a consistent client experience through the support of tailored financial advice, systems and processes. He has been actively involved in the development of the Invest Blue brand and believes, living Invest Blues’ culture and core values is what sets Invest Blue apart from their competitors.

Paul is dedicated to community and his children's education. Having three girls attend St Margaret's Anglican Girls School in Brisbane, Paul has held the position of Director of the schools foundation and is actively involved in the schools rowing programme.

Paul enjoys many outdoor and sporting activities. He is an avid Cowboys supporter, having grown up in Far North Queensland playing rugby league for both the Kangaroos football club in Cairns and the Roosters on the Atherton Tablelands.

Paul enjoys spending time with family and friends and also travelling.  He thrives on both personal and team challenges. Challenges include the Tour De Rocks, a mountain bike ride from Armidale to South West Rocks that raises funds to support a cure for Cancer.  Paul is also looking forward to participating in the upcoming AMP Future 2 road bike ride from Melbourne to Adelaide which supports children with cancer and is being held in late 2014.

Areas of specialisation

  • Strategic and Business Planning
  • Business Development
  • Mergers and Acquisitions
  • Provision and Delivery of Financial Advice
  • Lending

Qualifications and Professional Accreditation

  • Certified Financial Planner (CFP)
  • Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioner for Declarations Department of Justice QLD

Memberships

  • Financial Planning Association of Australia
  • AMP Financial Planners Association

LI logoInvest Blue is about creating belief that it’s possible to live your best life. We want to challenge people to dream bigger, experience more success, less stress and to enjoy life. Through the support of tailored advice we are able to help people realise their dreams and plans by creating belief that it’s possible.

It’s not just about our clients finances, but about helping them define what they want out of life and helping them achieve it.

Paul has been a financial planner with AMPFP for over 18 years and prior to that gained experience in banking, lending and real estate roles. This has resulted in more than 30 years' experience within the financial services industry.

Paul has been integral in the growth of the Invest Blue business from an insurance and superannuation business in Armidale to one of the leading financial service businesses within Australia.

With an opportunity to establish a Queensland office in 2006, Paul and his family moved from Armidale to Brisbane.

Paul is passionate about the delivery of a consistent client experience through the support of tailored financial advice, systems and processes. He has been actively involved in the development of the Invest Blue brand and believes, living Invest Blues’ culture and core values is what sets Invest Blue apart from their competitors.

Paul is dedicated to community and his children's education. Having three girls attend St Margaret's Anglican Girls School in Brisbane, Paul has held the position of Director of the schools foundation and is actively involved in the schools rowing programme.

Paul enjoys many outdoor and sporting activities. He is an avid Cowboys supporter, having grown up in Far North Queensland playing rugby league for both the Kangaroos football club in Cairns and the Roosters on the Atherton Tablelands.

Paul enjoys spending time with family and friends and also travelling.  He thrives on both personal and team challenges. Challenges include the Tour De Rocks, a mountain bike ride from Armidale to South West Rocks that raises funds to support a cure for Cancer.  Paul is also looking forward to participating in the upcoming AMP Future 2 road bike ride from Melbourne to Adelaide which supports children with cancer and is being held in late 2014.

Areas of specialisation

  • Strategic and Business Planning
  • Business Development
  • Mergers and Acquisitions
  • Provision and Delivery of Financial Advice
  • Lending

Qualifications and Professional Accreditation

  • Certified Financial Planner (CFP)
  • Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioner for Declarations Department of Justice QLD

Memberships

  • Financial Planning Association of Australia
  • AMP Financial Planners Association
David Stephen
David Stephen
Managing Director

LI logoDavid is a Certified Financial Planner® and as Managing Director is responsible for executing the strategic plan of the business (in conjunction with the leadership team) and driving development of strategy with the board.

David joined Invest Blue as a consultant in 2001 and since then has held advising, strategy and management roles within the business. Within these roles he has demonstrated his ability to solve complex problems by thinking outside the box.

In 2009 David was appointed Managing Director, having held the role of Director since 2008.

David is dedicated to community involvement, and along with Steve Sewell has established a group of volunteers in Armidale that provide support to St. Vincent De Paul. These volunteers provide assistance with tasks such as moving house, mowing lawns and taking rubbish away.

David is also a firm believer that community sporting organisations play a large part in bringing a community together and volunteers his time at his local rugby club.

David enjoys spending time with his wife and children and values family, friends and being part of the community. He loves sport, including; Rugby, Rugby and more Rugby! David is a passionate Eels supporter and enjoys watching cricket. He also has a share in a horse syndicate, enjoys listening to music and has an interest in politics.

Areas of specialisation

  • Strategic and Business planning
  • Business and Financial Management
  • Corporate Governance

LI logoDavid is a Certified Financial Planner® and as Managing Director is responsible for executing the strategic plan of the business (in conjunction with the leadership team) and driving development of strategy with the board.

David joined Invest Blue as a consultant in 2001 and since then has held advising, strategy and management roles within the business. Within these roles he has demonstrated his ability to solve complex problems by thinking outside the box.

In 2009 David was appointed Managing Director, having held the role of Director since 2008.

David is dedicated to community involvement, and along with Steve Sewell has established a group of volunteers in Armidale that provide support to St. Vincent De Paul. These volunteers provide assistance with tasks such as moving house, mowing lawns and taking rubbish away.

David is also a firm believer that community sporting organisations play a large part in bringing a community together and volunteers his time at his local rugby club.

David enjoys spending time with his wife and children and values family, friends and being part of the community. He loves sport, including; Rugby, Rugby and more Rugby! David is a passionate Eels supporter and enjoys watching cricket. He also has a share in a horse syndicate, enjoys listening to music and has an interest in politics.

Areas of specialisation

  • Strategic and Business planning
  • Business and Financial Management
  • Corporate Governance
Steve Sewell
Steve Sewell
Director / Financial Planner

LI logoOnly 8% of people reach financial independence. If I can have a much larger percentage of my clients reach financial independence and choose to live the lifestyles they want due to a plan that we have put in place for them, then the clients and I will be happy.

Steve's approach to providing advice to his clients is by first helping them to identify their goals and then put a plan into place to make this happen. With a background in the real estate industry as a property consultant Steve’s dream was to grow his own business.  An opportunity to pursue this dream presented itself in 1998 and he has not looked back.

Steve is incredibly proud of the New England region and is passionate about giving back to the region that his given him so much over the years. He has played an active role in local events since establishing Invest Blue, raising over $1 million for various charities and organisations. He was the founding member of the Armidale branch of Can Assist and is now Patron and Life Member. He also works with the Cancer Council. A focus of his contribution with this organization was to provide financial advice to patients diagnosed with terminal illness without cost, leading to recognition from AMP for being a leader in pro bono work in this field.

Steve loves spending time with his beautiful wife Jenni and four sons Tom, Sam, Joe & Jack. He loves supporting their sporting activities and keeping fit by cycling and surfing.

Areas of specialisation

  • Wealth creation strategies
  • Transition to retirement strategies
  • Risk management strategies
  • DIY and Self Managed Super Funds (SMSF Advice)

Qualifications and Professional Accreditations

  • Advanced Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioned for Declarations Department of Justice NSW
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Member of the Financial Planning Association of Australia

 

Hear from Steve's clients:

Robust Relationship & Relaxing Retirement

Fiercely independent and feeling safe

Keeping busy with the bees

Pursuing her philanthropic dreams without the worry

Have van will travel

Picture perfect

A decade of direction

Beefing up the Business

Riding along smoothly

A natural fit

Striding ahead

“It’s the scariest thing I have ever done!”

Winning has meant losing for Bernadene

LI logoOnly 8% of people reach financial independence. If I can have a much larger percentage of my clients reach financial independence and choose to live the lifestyles they want due to a plan that we have put in place for them, then the clients and I will be happy.

Steve's approach to providing advice to his clients is by first helping them to identify their goals and then put a plan into place to make this happen. With a background in the real estate industry as a property consultant Steve’s dream was to grow his own business.  An opportunity to pursue this dream presented itself in 1998 and he has not looked back.

Steve is incredibly proud of the New England region and is passionate about giving back to the region that his given him so much over the years. He has played an active role in local events since establishing Invest Blue, raising over $1 million for various charities and organisations. He was the founding member of the Armidale branch of Can Assist and is now Patron and Life Member. He also works with the Cancer Council. A focus of his contribution with this organization was to provide financial advice to patients diagnosed with terminal illness without cost, leading to recognition from AMP for being a leader in pro bono work in this field.

Steve loves spending time with his beautiful wife Jenni and four sons Tom, Sam, Joe & Jack. He loves supporting their sporting activities and keeping fit by cycling and surfing.

Areas of specialisation

  • Wealth creation strategies
  • Transition to retirement strategies
  • Risk management strategies
  • DIY and Self Managed Super Funds (SMSF Advice)

Qualifications and Professional Accreditations

  • Advanced Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioned for Declarations Department of Justice NSW
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Member of the Financial Planning Association of Australia

 

Hear from Steve's clients:

Robust Relationship & Relaxing Retirement

Fiercely independent and feeling safe

Keeping busy with the bees

Pursuing her philanthropic dreams without the worry

Have van will travel

Picture perfect

A decade of direction

Beefing up the Business

Riding along smoothly

A natural fit

Striding ahead

“It’s the scariest thing I have ever done!”

Winning has meant losing for Bernadene

Chris Ogilvie
Chris Ogilvie
Director / Financial Planner, CFP

LI logo"Working with my clients and helping them live their best life is my core focus. Truly understanding what their needs, hopes and dreams are, then providing strategies and implementing solutions to make it all possible is what financial planning is all about to me"

"Our merger with Invest Blue is an exciting development for us. Our businesses have worked closely together for a number of years. The merger was a natural evolution of our close ties, common philosophies and passionate beliefs. Most importantly our business merge will deliver improved outcomes for all of our stakeholders - with our clients firmly at the core of this"

Chris has been a financial planner since 1999. He started out on his Financial Planning career working with his father Keith in what became Cornerstone Financial Group - a highly successful, award winning financial planning business.

Chris is a Director of Invest Blue as well as having been a Director and Board Member of the AMP Financial Planners Association (AMPFPA) for the past 3 years. He is currently the Chairman of the AMPFPA - a role that sees him work closely with fellow Financial Planners, AMP and a range of industry bodies on matters impacting the Financial Planning Industry.

Aside from his busy professional life, Chris loves spending quality time with his wife Nerys, children Laura and Tom and enjoying the company of family and friends.  He enjoys travelling, tries to keep his golf handicap at a respectable level and is also a fan of most sports played with a ball!

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Bachelor of Economics
  • Justice of the Peace
  • SMSF Specialist Adviser with SPAA
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • AMP Financial Planners Association

LI logo"Working with my clients and helping them live their best life is my core focus. Truly understanding what their needs, hopes and dreams are, then providing strategies and implementing solutions to make it all possible is what financial planning is all about to me"

"Our merger with Invest Blue is an exciting development for us. Our businesses have worked closely together for a number of years. The merger was a natural evolution of our close ties, common philosophies and passionate beliefs. Most importantly our business merge will deliver improved outcomes for all of our stakeholders - with our clients firmly at the core of this"

Chris has been a financial planner since 1999. He started out on his Financial Planning career working with his father Keith in what became Cornerstone Financial Group - a highly successful, award winning financial planning business.

Chris is a Director of Invest Blue as well as having been a Director and Board Member of the AMP Financial Planners Association (AMPFPA) for the past 3 years. He is currently the Chairman of the AMPFPA - a role that sees him work closely with fellow Financial Planners, AMP and a range of industry bodies on matters impacting the Financial Planning Industry.

Aside from his busy professional life, Chris loves spending quality time with his wife Nerys, children Laura and Tom and enjoying the company of family and friends.  He enjoys travelling, tries to keep his golf handicap at a respectable level and is also a fan of most sports played with a ball!

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Bachelor of Economics
  • Justice of the Peace
  • SMSF Specialist Adviser with SPAA
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • AMP Financial Planners Association
Steve Fort
Steve Fort
Director / Financial Planner, CFP / Office Development Manager

LI logoTrust is at the core of every relationship between a financial planner and client. It is difficult for those seeking financial advice to find an adviser that they can trust. However I believe that my existing clients are my best advocates and the long term relationships that exist with clients are the best evidence that this can be achieved.

Steve commenced his financial planning career in 2000 at his family business, Financial Independence Planners in Penrith. Prior to this Steve was employed as an accountant from the time he left school.

Steve has been responsible for growing the business in Penrith, Norwest, and the Central Coast. Steve is extremely proud that the team that grew with him at Financial Independence Planners remain an integral part of Invest Blue today.

This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients achieve their goal of financial independence, and these clients became strong advocates of the business.

Steve is passionate in supporting his clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life.

Steve certainly believes that with his support, and the resources of the team at Invest Blue, that his clients do believe it’s possible to achieve their dreams, and their adviser will help them to do this.

Steve, and his wife Kerri, have three young children all growing up on the beautiful Central Coast of NSW. Steve and his kids are actively involved in many sporting clubs and teams, particularly the local Wamberal Surf Club in which Steve is a patrolling member, and the entire family is actively involved in many ways.

Areas of Specialisation

  • Strategic advice and Financial Improvement Strategies
  • Retirement Strategies
  • Self Managed Superannuation
  • In depth financial advice, including tax planning, debt and wealth creation strategies, trusts and estates, and aged care.

Qualifications

  • Certified Financial Planner with the Financial Planning Association (FPA)
  • Accredited Finance Broker
  • Self Managed Superannuation Specialist Adviser with SPAA
  • Diploma of Financial Planning
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute

 

Hear from Steve's clients:

Financial advice supporting aged care decisions

Easing into an active retirement

Matters of the heart

A little bit of sunshine

The snowboarding safety net

LI logoTrust is at the core of every relationship between a financial planner and client. It is difficult for those seeking financial advice to find an adviser that they can trust. However I believe that my existing clients are my best advocates and the long term relationships that exist with clients are the best evidence that this can be achieved.

Steve commenced his financial planning career in 2000 at his family business, Financial Independence Planners in Penrith. Prior to this Steve was employed as an accountant from the time he left school.

Steve has been responsible for growing the business in Penrith, Norwest, and the Central Coast. Steve is extremely proud that the team that grew with him at Financial Independence Planners remain an integral part of Invest Blue today.

This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients achieve their goal of financial independence, and these clients became strong advocates of the business.

Steve is passionate in supporting his clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life.

Steve certainly believes that with his support, and the resources of the team at Invest Blue, that his clients do believe it’s possible to achieve their dreams, and their adviser will help them to do this.

Steve, and his wife Kerri, have three young children all growing up on the beautiful Central Coast of NSW. Steve and his kids are actively involved in many sporting clubs and teams, particularly the local Wamberal Surf Club in which Steve is a patrolling member, and the entire family is actively involved in many ways.

Areas of Specialisation

  • Strategic advice and Financial Improvement Strategies
  • Retirement Strategies
  • Self Managed Superannuation
  • In depth financial advice, including tax planning, debt and wealth creation strategies, trusts and estates, and aged care.

Qualifications

  • Certified Financial Planner with the Financial Planning Association (FPA)
  • Accredited Finance Broker
  • Self Managed Superannuation Specialist Adviser with SPAA
  • Diploma of Financial Planning
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute

 

Hear from Steve's clients:

Financial advice supporting aged care decisions

Easing into an active retirement

Matters of the heart

A little bit of sunshine

The snowboarding safety net

Jennifer Mogg
Jennifer Mogg
Head of Advice, Risk & Governance

LI logo"Invest Blue is a passionate and progressive company that is driven by its desire to help people live their dreams. As an employer, Invest Blue is supportive, flexible and has a fantastic culture - we consider ourselves one big family rather than colleagues, which makes going to work an enjoyable experience.”

Jennifer commenced her career in financial services in 2000 working in general insurance before focusing on financial planning from 2006. After working as a Paraplanner and Financial Planner for a bank, Jennifer joined Invest Blue in 2008.  Since working at Invest Blue, she has held roles as Strategic Adviser and Advice Manager and is now the Operations Manager.  Jennifer has a passion for operations, compliance and governance and enjoys assisting the business and its people to achieve their goals.

As Operations Manager, Jennifer’s accountability is to deliver the company’s strategic objectives in the areas of advice delivery for clients.  This involves overseeing the Advice, Lending, Office Support & Operations teams within the broader support team.    Her personal passion is to ensure that Invest Blue is at the forefront of the financial planning industry providing valuable and comprehensive advice to our clients. Jennifer also supports the Board in her role as Company Secretary.

Jennifer enjoys spending time with her husband and one year old son.  Before children, she enjoyed a good book and overseas travel, but now is content with reading a book every few months and smaller trips to the coast - at least for now!

 

Areas of specialisation

  • Corporate Governance
  • Business Planning & Development
  • Operational Excellence
  • Compliance
  • Advice Delivery
  • Client Experience
  • Systems & Process

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Financial Planning)
  • Member of Australian Institute of Company Directors

LI logo"Invest Blue is a passionate and progressive company that is driven by its desire to help people live their dreams. As an employer, Invest Blue is supportive, flexible and has a fantastic culture - we consider ourselves one big family rather than colleagues, which makes going to work an enjoyable experience.”

Jennifer commenced her career in financial services in 2000 working in general insurance before focusing on financial planning from 2006. After working as a Paraplanner and Financial Planner for a bank, Jennifer joined Invest Blue in 2008.  Since working at Invest Blue, she has held roles as Strategic Adviser and Advice Manager and is now the Operations Manager.  Jennifer has a passion for operations, compliance and governance and enjoys assisting the business and its people to achieve their goals.

As Operations Manager, Jennifer’s accountability is to deliver the company’s strategic objectives in the areas of advice delivery for clients.  This involves overseeing the Advice, Lending, Office Support & Operations teams within the broader support team.    Her personal passion is to ensure that Invest Blue is at the forefront of the financial planning industry providing valuable and comprehensive advice to our clients. Jennifer also supports the Board in her role as Company Secretary.

Jennifer enjoys spending time with her husband and one year old son.  Before children, she enjoyed a good book and overseas travel, but now is content with reading a book every few months and smaller trips to the coast - at least for now!

 

Areas of specialisation

  • Corporate Governance
  • Business Planning & Development
  • Operational Excellence
  • Compliance
  • Advice Delivery
  • Client Experience
  • Systems & Process

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Financial Planning)
  • Member of Australian Institute of Company Directors