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

Support Team

the support team

Our support team offer expertise to each office so they can focus on what they do best, work directly with our clients.

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
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
David Gill
David Gill
Head of Business Analytics and Technology

LI logo"The Invest Blue team has a contagious energy. Helping families in our local community realise it’s possible is a rewarding experience."

David commenced work as a financial planner at Invest Blue in 2012, before becoming the Finance Manager in 2014. He has extensive experience in managing and accounting for small to medium businesses. His previous employment includes Boyce Chartered Accountants and Hamilton Bradshaw, the private equity business of James Caan. David holds a Bachelor of Commerce Degree, majoring in Accounting and Finance for Managers, Management Accounting and Business Law.

Outside of work David enjoys spending time with his family and friends and loves a variety of sports including rugby.

Areas of specialisation

  • Wealth creation strategies
  • Debt and cash-flow management strategies
  • Risk insurance strategies
  • Retirement planning strategies

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Accounting and Finance for Managers; Management Accounting and Business Law)
  • Diploma of Financial Services (Financial Planning)

LI logo"The Invest Blue team has a contagious energy. Helping families in our local community realise it’s possible is a rewarding experience."

David commenced work as a financial planner at Invest Blue in 2012, before becoming the Finance Manager in 2014. He has extensive experience in managing and accounting for small to medium businesses. His previous employment includes Boyce Chartered Accountants and Hamilton Bradshaw, the private equity business of James Caan. David holds a Bachelor of Commerce Degree, majoring in Accounting and Finance for Managers, Management Accounting and Business Law.

Outside of work David enjoys spending time with his family and friends and loves a variety of sports including rugby.

Areas of specialisation

  • Wealth creation strategies
  • Debt and cash-flow management strategies
  • Risk insurance strategies
  • Retirement planning strategies

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Accounting and Finance for Managers; Management Accounting and Business Law)
  • Diploma of Financial Services (Financial Planning)
Kasey Patterson
Kasey Patterson
Head of People & Culture

LI logo"Life is short. Work somewhere awesome!"

Kasey joined Invest Blue as the Practice Manager in 2004. During her time at Invest Blue, Kasey has been a Paraplanner and Financial Planner, however her passion has always been working with people and she ultimately found her way back into the human resources field becoming Invest Blue’s People & Culture Manager. Invest Blue is passionate about its People, and their growth and development. We want all our people to be successful. We are focused on creating a positive, engaged and high performing culture.   Prior to joining Invest Blue Kasey had experience in Human Resources in the banking industry.

Kasey has Bachelor of Commerce (Human Resources/Marketing), a Bachelor of Law, a Diploma of Financial Services (Financial Planning) and is a Justice of the Peace Commissioned for Declarations Department of Justice NSW

Kasey moved from the North Coast to Armidale to study at University of New England and loved it so much that she stayed and made it her home with her family. Kasey loves spending time with her family (husband and two daughters) and friends. She loves a wide variety of sports and keeps fit by playing netball.

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Human Resources/Marketing) – University of New England
  • Bachelor of Law
  • Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioned for Declarations Department of Justice NSW

LI logo"Life is short. Work somewhere awesome!"

Kasey joined Invest Blue as the Practice Manager in 2004. During her time at Invest Blue, Kasey has been a Paraplanner and Financial Planner, however her passion has always been working with people and she ultimately found her way back into the human resources field becoming Invest Blue’s People & Culture Manager. Invest Blue is passionate about its People, and their growth and development. We want all our people to be successful. We are focused on creating a positive, engaged and high performing culture.   Prior to joining Invest Blue Kasey had experience in Human Resources in the banking industry.

Kasey has Bachelor of Commerce (Human Resources/Marketing), a Bachelor of Law, a Diploma of Financial Services (Financial Planning) and is a Justice of the Peace Commissioned for Declarations Department of Justice NSW

Kasey moved from the North Coast to Armidale to study at University of New England and loved it so much that she stayed and made it her home with her family. Kasey loves spending time with her family (husband and two daughters) and friends. She loves a wide variety of sports and keeps fit by playing netball.

Qualifications and Professional Accreditations

  • Bachelor of Commerce (Human Resources/Marketing) – University of New England
  • Bachelor of Law
  • Diploma of Financial Services (Financial Planning)
  • Justice of the Peace Commissioned for Declarations Department of Justice NSW
Lexi Glover
Lexi Glover
Head of Project Office, Marketing & Communications

LI logo"It is wonderful to work with a company that has such a positive impact on the lives of its clients. There is never a shortage of incredible stories from clients to share. Invest Blue puts a great deal of focus on the outcomes all decisions will have on the people who work here, as well as the clients. The result is a very exciting business to be a part of.”

Lexi joined Invest Blue in 2015 as the Manager of Marketing and Communications. Prior to joining Invest Blue Lexi had experience working with business owners in developing and implementing communication plans as well as HR & Financial roles. She has a passion for spreading the word for businesses who are doing great work and whom serve their clients or customers well.

Lexi has Bachelor of Commerce Degree from the University of British Columbia in her native town of Vancouver, Canada.

Lexi moved to Armidale in 2014 with her husband and 3 children and is loving the strong sense of community and activities in the area. For the past 15 years she lived on a large sheep & cattle property near Canberra and enjoys balancing the pace of corporate life within a rural and strong community-based setting.

Area’s of Specialty

  • Marketing
  • Communication
  • Client experience
  • Change and Project Management
  • Digital communication
  • Business Planning & Development
  • People & Culture

Qualifications and Professional Accreditations

  • Bachelor of Commerce - UBC

LI logo"It is wonderful to work with a company that has such a positive impact on the lives of its clients. There is never a shortage of incredible stories from clients to share. Invest Blue puts a great deal of focus on the outcomes all decisions will have on the people who work here, as well as the clients. The result is a very exciting business to be a part of.”

Lexi joined Invest Blue in 2015 as the Manager of Marketing and Communications. Prior to joining Invest Blue Lexi had experience working with business owners in developing and implementing communication plans as well as HR & Financial roles. She has a passion for spreading the word for businesses who are doing great work and whom serve their clients or customers well.

Lexi has Bachelor of Commerce Degree from the University of British Columbia in her native town of Vancouver, Canada.

Lexi moved to Armidale in 2014 with her husband and 3 children and is loving the strong sense of community and activities in the area. For the past 15 years she lived on a large sheep & cattle property near Canberra and enjoys balancing the pace of corporate life within a rural and strong community-based setting.

Area’s of Specialty

  • Marketing
  • Communication
  • Client experience
  • Change and Project Management
  • Digital communication
  • Business Planning & Development
  • People & Culture

Qualifications and Professional Accreditations

  • Bachelor of Commerce - UBC
Nicole Ponce
Nicole Ponce
Systems Administrator

LI logo“Everyone at Invest Blue has a common vision and the client truly does come first every step of the way.”

Nicole has worked in the financial services industry since 2003, joining Cornerstone in 2011 and has now joined Invest Blue due to the recent merger. Nicole has experience across many areas of the advice process including paraplanning, compliance, marketing, and administration. She enjoys working closely with the Practice Manager to implement the strategic plan for InvestBlue in the most efficient manner.

Outside of work, Nicole enjoys spending time with her family, reading and travelling.

Qualifications

  • Authorised Representative of AMP Financial Planning
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services
  • Certificates II, III, IV and Diploma in Business Administration
  • Salesforce Certified Administrator

LI logo“Everyone at Invest Blue has a common vision and the client truly does come first every step of the way.”

Nicole has worked in the financial services industry since 2003, joining Cornerstone in 2011 and has now joined Invest Blue due to the recent merger. Nicole has experience across many areas of the advice process including paraplanning, compliance, marketing, and administration. She enjoys working closely with the Practice Manager to implement the strategic plan for InvestBlue in the most efficient manner.

Outside of work, Nicole enjoys spending time with her family, reading and travelling.

Qualifications

  • Authorised Representative of AMP Financial Planning
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services
  • Certificates II, III, IV and Diploma in Business Administration
  • Salesforce Certified Administrator
Karin Lenffer
Karin Lenffer
Database Manager

"I value feeling like an important and trusted member of a great team and also the flexibility of my working hours and conditions.  I want to make a difference by going through life with a happy and positive attitude and carrying that through to all my dealings with friends and all others that I meet."

Karin is responsible for managing Invest Blue’s databases and assisting with achieving the marketing objectives of Invest Blue. Karin has meticulous attention to detail and brings with her a very positive attitude and can-do approach to all her responsibilities.

A firm believer in balanced lifestyle, Karin can be found in her large garden growing vegetables, weeding and looking after the chooks when away from the office. She is also a keen traveller and plans to travel more when time permits.

"I value feeling like an important and trusted member of a great team and also the flexibility of my working hours and conditions.  I want to make a difference by going through life with a happy and positive attitude and carrying that through to all my dealings with friends and all others that I meet."

Karin is responsible for managing Invest Blue’s databases and assisting with achieving the marketing objectives of Invest Blue. Karin has meticulous attention to detail and brings with her a very positive attitude and can-do approach to all her responsibilities.

A firm believer in balanced lifestyle, Karin can be found in her large garden growing vegetables, weeding and looking after the chooks when away from the office. She is also a keen traveller and plans to travel more when time permits.

Melissa Neary
Melissa Neary
Office Support Manager

LI logoI thoroughly enjoy working for Invest Blue and assisting in helping our clients achieve their dreams. I am really proud to work for such an amazing business who strives to be an industry leader and always puts its clients first to ensure they receive the best client experience, advice and most importantly, achieve their dreams and celebrate their milestones with them along the way.

Melissa has over 15 years'experience in the financial services industry having previously worked in both London and Sydney. She joined Invest Blue in April 2007 as the Client Support Manager for the Brisbane office. In May 2015 she moved into a new role as the Office Support Manager providing training and support to all offices and Client Support Managers within Invest Blue.

Melissa loves to spend time with family and friends. She enjoys travel, yoga and relaxing on the weekends with her husband, daughter and their sausage dog Frankie.

Qualifications and Professional Accreditations

  • Diploma of Financial Services (Financial Planning)
  • Diploma of General Insurance

LI logoI thoroughly enjoy working for Invest Blue and assisting in helping our clients achieve their dreams. I am really proud to work for such an amazing business who strives to be an industry leader and always puts its clients first to ensure they receive the best client experience, advice and most importantly, achieve their dreams and celebrate their milestones with them along the way.

Melissa has over 15 years'experience in the financial services industry having previously worked in both London and Sydney. She joined Invest Blue in April 2007 as the Client Support Manager for the Brisbane office. In May 2015 she moved into a new role as the Office Support Manager providing training and support to all offices and Client Support Managers within Invest Blue.

Melissa loves to spend time with family and friends. She enjoys travel, yoga and relaxing on the weekends with her husband, daughter and their sausage dog Frankie.

Qualifications and Professional Accreditations

  • Diploma of Financial Services (Financial Planning)
  • Diploma of General Insurance
Carl Trevaskis
Carl Trevaskis
Financial Controller

Carl is a 13-year finance and accounting professional who joined Invest Blue in 2016. After starting his career in Western Australia in a chartered accounting firm, Carl has since worked for private investment firms, ASX listed mining and engineering companies, and in the oil and gas industry. Carl’s experience spans from caring for clients and managing teams, to providing financial support and guidance on some of Australia’s largest oil and gas projects.

Outside of work Carl enjoys spending time with his wife and two children. He loves to travel, keep fit, and catch up with friends and family. A passionate supporter of all sports, Carl is most passionate when it comes to the Geelong Cats and the Western Force.

Areas of Specialisation:

  • Management, Project and Financial Accounting
  • Business and Financial Management

Qualifications/Professional Accreditations:

  • Institute of Chartered Accountants Australia and New Zealand.
  • Graduate Diploma of Chartered Accounting (GradDipCA)
  • Bachelor of Commerce - Majoring in Financial Management, Accounting and Human Resource Management.

Carl is a 13-year finance and accounting professional who joined Invest Blue in 2016. After starting his career in Western Australia in a chartered accounting firm, Carl has since worked for private investment firms, ASX listed mining and engineering companies, and in the oil and gas industry. Carl’s experience spans from caring for clients and managing teams, to providing financial support and guidance on some of Australia’s largest oil and gas projects.

Outside of work Carl enjoys spending time with his wife and two children. He loves to travel, keep fit, and catch up with friends and family. A passionate supporter of all sports, Carl is most passionate when it comes to the Geelong Cats and the Western Force.

Areas of Specialisation:

  • Management, Project and Financial Accounting
  • Business and Financial Management

Qualifications/Professional Accreditations:

  • Institute of Chartered Accountants Australia and New Zealand.
  • Graduate Diploma of Chartered Accounting (GradDipCA)
  • Bachelor of Commerce - Majoring in Financial Management, Accounting and Human Resource Management.
Sophie Mogg
Sophie Mogg
Compliance Officer

My aim is to ensure that each one of our valued clients are offered the best quality advice, based on their individual circumstances, by qualified, confident and knowledgeable Financial Advisers”.

Sophie joined the Invest Blue family in July 2017 with several years’ experience in the financial services industry and holds specialised experience in Financial Compliance. Having a background in Accounting and Financial Planning, Sophie brings with her a passion to encourage clients to engage in their financial situation, with the help of the Invest Blue family. Having assisted clients to move through the uncertainty of major financial events, Sophie places emphasis on inspiring all clients to reach their goals and dreams.

Being from a large and close family, Sophie values spending quality time with her family and friends and learning about her Italian heritage. Sophie also takes any opportunity to explore ‘Australia’s own backyard’ and particularly enjoys hiking through Queensland’s Sunshine Coast Hinterland region.

Outside of work, Sophie is passionate about giving back to her local community and on a weekly basis volunteers to host and support a variety of youth activities and events. Sophie believes that the mantra, ‘Have courage and be kind’ is the secret ingredient to a fulfilled life.

Areas of specialisation

  • Financial Compliance

Qualifications

  • Diploma of Financial Planning
  • Bachelor of Business (Economics and International Business)
  • Masters of Business (Accounting)

My aim is to ensure that each one of our valued clients are offered the best quality advice, based on their individual circumstances, by qualified, confident and knowledgeable Financial Advisers”.

Sophie joined the Invest Blue family in July 2017 with several years’ experience in the financial services industry and holds specialised experience in Financial Compliance. Having a background in Accounting and Financial Planning, Sophie brings with her a passion to encourage clients to engage in their financial situation, with the help of the Invest Blue family. Having assisted clients to move through the uncertainty of major financial events, Sophie places emphasis on inspiring all clients to reach their goals and dreams.

Being from a large and close family, Sophie values spending quality time with her family and friends and learning about her Italian heritage. Sophie also takes any opportunity to explore ‘Australia’s own backyard’ and particularly enjoys hiking through Queensland’s Sunshine Coast Hinterland region.

Outside of work, Sophie is passionate about giving back to her local community and on a weekly basis volunteers to host and support a variety of youth activities and events. Sophie believes that the mantra, ‘Have courage and be kind’ is the secret ingredient to a fulfilled life.

Areas of specialisation

  • Financial Compliance

Qualifications

  • Diploma of Financial Planning
  • Bachelor of Business (Economics and International Business)
  • Masters of Business (Accounting)
Elyse Toomey
Elyse Toomey
People & Culture Assistant

LI logoElyse joined the financial planning industry in 2006 when the Cornerstone business was formerly known as Financial Independence Planners. She began with Invest Blue as a Client Support Manager, working directly with clients. Elyse has recently joined the support team as a People & Culture Assistant.

Elyse has obtained her Certificate III in Business Administration and Certificate IV Human Resources.  She is currently studying for her Diploma in Human Resources.

Outside of work Elyse enjoys spending time with her husband and two kids, and she only wishes she could travel more than she currently does!

LI logoElyse joined the financial planning industry in 2006 when the Cornerstone business was formerly known as Financial Independence Planners. She began with Invest Blue as a Client Support Manager, working directly with clients. Elyse has recently joined the support team as a People & Culture Assistant.

Elyse has obtained her Certificate III in Business Administration and Certificate IV Human Resources.  She is currently studying for her Diploma in Human Resources.

Outside of work Elyse enjoys spending time with her husband and two kids, and she only wishes she could travel more than she currently does!

Nicole Taylor
Nicole Taylor
Operations Support Manager

Nicole joined the Invest Blue team in July 2017 as part of a merge with Advanced Planning in Tamworth, who she worked with for 13 years prior as the Business Manager. Nicole was born and raised in Tamworth and has over 20 year’s business experience working both locally and internationally with stints in Brisbane and the UK. Early in 2016 Nicole and her family relocated to Newcastle and Nicole continued to manage the Tamworth practice from home.

Outside of work Nicole and her husband run around after their two teenage sons and where possible, love to catch up and grab a little R&R in quaint little coffee shops around the Hunter. Nicole is a sports enthusiast and a passionate supporter of Lake Macquarie Football (Soccer) Club where her sons play and her husband coaches.

Nicole joined the Invest Blue team in July 2017 as part of a merge with Advanced Planning in Tamworth, who she worked with for 13 years prior as the Business Manager. Nicole was born and raised in Tamworth and has over 20 year’s business experience working both locally and internationally with stints in Brisbane and the UK. Early in 2016 Nicole and her family relocated to Newcastle and Nicole continued to manage the Tamworth practice from home.

Outside of work Nicole and her husband run around after their two teenage sons and where possible, love to catch up and grab a little R&R in quaint little coffee shops around the Hunter. Nicole is a sports enthusiast and a passionate supporter of Lake Macquarie Football (Soccer) Club where her sons play and her husband coaches.

Madeleine Plummer
Madeleine Plummer
Marketing Coordinator

"My favourite thing about marketing is being able to make a vision come to life and help a company spread its message."

Maddi's career in marketing began with her love for creating, which led her to her degree, a Bachelor in Communication mastering in Design. She is now been working in marketing for over 5 years and within the financial services industry for over a year now.

She's super passionate about changing the current perception of the financial industry and spreading awareness on the difference a financial adviser can make to your financial future.

In her spare time, you will find Madi with her Dalmatian Peaches, either out on a walk, at the beach or at the markets. She's big on positive vibes and connecting with people.

"My favourite thing about marketing is being able to make a vision come to life and help a company spread its message."

Maddi's career in marketing began with her love for creating, which led her to her degree, a Bachelor in Communication mastering in Design. She is now been working in marketing for over 5 years and within the financial services industry for over a year now.

She's super passionate about changing the current perception of the financial industry and spreading awareness on the difference a financial adviser can make to your financial future.

In her spare time, you will find Madi with her Dalmatian Peaches, either out on a walk, at the beach or at the markets. She's big on positive vibes and connecting with people.

Ralph Englis
Ralph Englis
Systems Administrative Assistant

"I love working with Invest Blue because the work I do has always been very interesting and challenging, and it aligns with what I most like to do. All the people in Invest Blue make me feel like I am part of a family."

Ralph has a Bachelor of Science in Computer Science, is a Certified Fiber Optics Technician (CFOT) and is also a Certified Premise Cabling Technician (CPCT). He has been working in the IT industry with previous experience with Verizon Business private networks, Australia Gas Light Company, Author Solutions Inc., Microsoft technical support and legacy mobile OSes supporting APAC countries. Ralph commenced work as a VA Executive Assistant at Invest Blue in 2014, before joining the Database team as a Database Support, then moved into the Finance and IT team in 2016, which is now the Business Analytics team. He likes working in the financial planning industry because there are now sophisticated systems that make it a lot easier for everyone to work seamlessly. Ralph's goal is to work in the back-end of the financial planning industry, building and enhancing systematic and flawless technology.

In his spare time, Ralph spends time with his family and is also into long hikes in less trodden mountains or cycling, conquering killer uphills.

"I love working with Invest Blue because the work I do has always been very interesting and challenging, and it aligns with what I most like to do. All the people in Invest Blue make me feel like I am part of a family."

Ralph has a Bachelor of Science in Computer Science, is a Certified Fiber Optics Technician (CFOT) and is also a Certified Premise Cabling Technician (CPCT). He has been working in the IT industry with previous experience with Verizon Business private networks, Australia Gas Light Company, Author Solutions Inc., Microsoft technical support and legacy mobile OSes supporting APAC countries. Ralph commenced work as a VA Executive Assistant at Invest Blue in 2014, before joining the Database team as a Database Support, then moved into the Finance and IT team in 2016, which is now the Business Analytics team. He likes working in the financial planning industry because there are now sophisticated systems that make it a lot easier for everyone to work seamlessly. Ralph's goal is to work in the back-end of the financial planning industry, building and enhancing systematic and flawless technology.

In his spare time, Ralph spends time with his family and is also into long hikes in less trodden mountains or cycling, conquering killer uphills.

Riga Tablada
Riga Tablada
Administrative Assistant Team Leader

"I love working with Invest Blue because of the people around me. I find my job challenging, but also rewarding."

Riga has a Bachelor of Science in Occupational Therapy (Velez College) and previous experience in travel agent representative with Expedia. She enjoyed assisting customers to book their flights and resolve issues with their travel plans. Riga started with Invest Blue in 2016 as an Admin Assistant with our Gladstone office. She has moved to a team leader role recently and looks after her team. Being with Invest Blue made her realize how beautiful financial planning is and she enjoys the ongoing learning. It also helped her to realise the importance of money and how it can be used to add value to life, allowing you to achieve your dreams and goals.

In her spare time, she likes to hang out with her friends, watch series or play online games.

"I love working with Invest Blue because of the people around me. I find my job challenging, but also rewarding."

Riga has a Bachelor of Science in Occupational Therapy (Velez College) and previous experience in travel agent representative with Expedia. She enjoyed assisting customers to book their flights and resolve issues with their travel plans. Riga started with Invest Blue in 2016 as an Admin Assistant with our Gladstone office. She has moved to a team leader role recently and looks after her team. Being with Invest Blue made her realize how beautiful financial planning is and she enjoys the ongoing learning. It also helped her to realise the importance of money and how it can be used to add value to life, allowing you to achieve your dreams and goals.

In her spare time, she likes to hang out with her friends, watch series or play online games.

Biena Fe Dela Cruz
Biena Fe Dela Cruz
Finance Administrative Assistant

"I love working with Invest Blue because of the company culture that everyone is practising. #wearefamily #CTW #ThinkDifferently #NoExcuse #TaketheLead #ElatedClients"

Biena has a Bachelor of Science in Management Accounting and 2 years experience in the hotel industry as an AP accounting assistant. In this role, Biena was responsible for handling external invoices, monitoring expenses and liaising with property owners. She began working with Invest Blue in 2016 and likes her role as it is helping her to build a solid career as an accounting professional, and she enjoys the learning and development. She likes working in the financial planning industry as it helps many people to understand and manage their money.

In her spare time,  Biena usually travels back home to her province and spends time with her son and Family.

"I love working with Invest Blue because of the company culture that everyone is practising. #wearefamily #CTW #ThinkDifferently #NoExcuse #TaketheLead #ElatedClients"

Biena has a Bachelor of Science in Management Accounting and 2 years experience in the hotel industry as an AP accounting assistant. In this role, Biena was responsible for handling external invoices, monitoring expenses and liaising with property owners. She began working with Invest Blue in 2016 and likes her role as it is helping her to build a solid career as an accounting professional, and she enjoys the learning and development. She likes working in the financial planning industry as it helps many people to understand and manage their money.

In her spare time,  Biena usually travels back home to her province and spends time with her son and Family.

Anne Capadiso
Anne Capadiso
Finance Administrative Assistant

"I love working in IB because everyone shares the same vision and is dedicated to their job. There is a genuine spirit of cooperation and the company care about my professional growth."

Anne graduated with a degree in Bachelor of Science in Management Accounting. She worked as an AP, AR and Transfer Pricing Analyst on a manufacturing and retail firm.

She likes working in a financial planning industry because it is a new set of challenge and knowledge that she could get while working in a  financial planning industry. It gives her a prospect of why save now and spend later.

During her spare time she likes to do some learning and development training with her 3 years old daughter, cleaning the house, go to amusement park, window shopping, watching Korean Series and sometimes cooking pasta or baking cookies.

"I love working in IB because everyone shares the same vision and is dedicated to their job. There is a genuine spirit of cooperation and the company care about my professional growth."

Anne graduated with a degree in Bachelor of Science in Management Accounting. She worked as an AP, AR and Transfer Pricing Analyst on a manufacturing and retail firm.

She likes working in a financial planning industry because it is a new set of challenge and knowledge that she could get while working in a  financial planning industry. It gives her a prospect of why save now and spend later.

During her spare time she likes to do some learning and development training with her 3 years old daughter, cleaning the house, go to amusement park, window shopping, watching Korean Series and sometimes cooking pasta or baking cookies.

John Ric Ganac
John Ric Ganac
Marketing Administrative Assistant

"I love working with Invest Blue because of the people that I work with. They're not the ordinary co-workers who just do their tasks and comply. They're extraordinary because they do everything with a little extra. They're like a family away from home. "

John has a Bachelor's Degree in Information Technology, majoring in Multimedia, Graphics and Computer Animation. He has previous experience as a Graphic Artist for Sports Infocus and then a Technical Support Representative at Convergys for DELL computers and Microsoft. John began working with Invest Blue in 2018 and although he did not imagine working in the financial planning industry, he enjoys learning many new things. Especially Digital Marketing.

In his spare time, John loves to chill, read a book, draw, do something creative, listen to music,  and watch movies or documentaries. He also likes to drink coffee, play the ukulele, explore some good street foods and chill hangout spots, watch indie band shows, and hang out with friends with a nice cold beer.

"I love working with Invest Blue because of the people that I work with. They're not the ordinary co-workers who just do their tasks and comply. They're extraordinary because they do everything with a little extra. They're like a family away from home. "

John has a Bachelor's Degree in Information Technology, majoring in Multimedia, Graphics and Computer Animation. He has previous experience as a Graphic Artist for Sports Infocus and then a Technical Support Representative at Convergys for DELL computers and Microsoft. John began working with Invest Blue in 2018 and although he did not imagine working in the financial planning industry, he enjoys learning many new things. Especially Digital Marketing.

In his spare time, John loves to chill, read a book, draw, do something creative, listen to music,  and watch movies or documentaries. He also likes to drink coffee, play the ukulele, explore some good street foods and chill hangout spots, watch indie band shows, and hang out with friends with a nice cold beer.

Analou Taganas
Analou Taganas
Marketing Administrative Assistant

"I love working in Invest Blue because it challenges me every day since I've been surrounded by a brilliant team. Everyone is treated like a family and that's what matters most."

Analou is a graduate of  Bachelor of Science in Economics at Visayas State University. She previously worked as a Science Research Assistant and Junior Data Architect.

Working in a financial institution has always been her dream and to be able to work in a financial planning industry is a dream come true. It has always been a great opportunity to help someone achieve financial goals.

In her spare time, Analou likes to read travel blogs and watching travel vlogs.

 

"I love working in Invest Blue because it challenges me every day since I've been surrounded by a brilliant team. Everyone is treated like a family and that's what matters most."

Analou is a graduate of  Bachelor of Science in Economics at Visayas State University. She previously worked as a Science Research Assistant and Junior Data Architect.

Working in a financial institution has always been her dream and to be able to work in a financial planning industry is a dream come true. It has always been a great opportunity to help someone achieve financial goals.

In her spare time, Analou likes to read travel blogs and watching travel vlogs.

 

Franz Mica Rivera
Franz Mica Rivera
Database Administrative Assistant

"I love working with Invest Blue because I really like being in a place where the passion for helping people exists. This has always been an ideal company for me and I found that here at Invest Blue."

Franz has a Bachelor's degree in Business Administration majoring in Banking and Financial Management. She previously worked as a Student Assistant under the Human Resource department at Cebu Institute of technology and a University Intern at Philippine National Bank.

She likes working in the Financial Planning Industry because it taught her how to be financially literate and be mindful about managing her finances.

During her spare time, she likes to stream videos online, watch movies and series, listen to music, play with her dogs, and always thinking about how to start her own business.

"I love working with Invest Blue because I really like being in a place where the passion for helping people exists. This has always been an ideal company for me and I found that here at Invest Blue."

Franz has a Bachelor's degree in Business Administration majoring in Banking and Financial Management. She previously worked as a Student Assistant under the Human Resource department at Cebu Institute of technology and a University Intern at Philippine National Bank.

She likes working in the Financial Planning Industry because it taught her how to be financially literate and be mindful about managing her finances.

During her spare time, she likes to stream videos online, watch movies and series, listen to music, play with her dogs, and always thinking about how to start her own business.

Jerry Cuesta Jr.
Jerry Cuesta Jr.
Administrative Assistant

"I love working with Invest blue because of the positive vibe they give off and the warm welcome I receive from them when I first join them."

Jerry has a Bachelor of Science in Accounting Technology and Accountancy degree. He took his job internship as a Junior Accountant at a local Auditing and Accounting firm.

He likes working in the financial industry because he wants to help people in fulfilling their life goals and dreams.

During his spare time, Jerry likes to play computer games, watching movies and streaming videos online

"I love working with Invest blue because of the positive vibe they give off and the warm welcome I receive from them when I first join them."

Jerry has a Bachelor of Science in Accounting Technology and Accountancy degree. He took his job internship as a Junior Accountant at a local Auditing and Accounting firm.

He likes working in the financial industry because he wants to help people in fulfilling their life goals and dreams.

During his spare time, Jerry likes to play computer games, watching movies and streaming videos online

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.