Meet your local mortgage brokers 

After having built a successful business (Brisbane Financial Services) I made the decision to merge with Invest Blue in 2020 to leverage off their scale, systems and people to assist my clients. I’m passionate about helping my clients to achieve their financials goals. Based in the Brisbane office, I aim to ensure that my clients experience a stress-free process when applying for a loan.

I have always had a strong interest in real estate and mortgage broking by extension allows me to be more involved in the industry. I have successfully owned and operated my own business and joined Invest Blue to leverage off their people and processes. Having been with Invest Blue now for over 10 years, I am passionate about helping my clients create wealth and ensure that they have the right lending solution for their individual needs. No matter what stage of life you are in, we are here to help.

I have been working in the financial services industry since 2000 and jointed Invest Blue in 2014. I began my career working in the banking and mortgage industry in my native Ireland, before moving permanently to Australia. Invest Blue is all about helping people to reach their dreams and goals and lending is a big part of this. I'm passionate about helping my clients find the right solution to complement their individual circumstances.

After spending 18 years as a lending manager for one of the big banks, I was delighted to leave the large corporate environment where it was all about “product sales”, to join a business that genuinely puts the interest of the client first. Having worked with Advice First Finance since 2008 and merging with Invest Blue in 2022, I am proud and passionate about the way I help my clients. My role is to provide professional, timely and expert advice to my clients to help them achieve their financial goals.

Having over 17 years in the mortgage broking industry, I am passionate about helping people to live their best life possible, by finding the right lending solution to complement my clients’ individual circumstances. I am to provide my clients with a hassle free experience and will walk the journey of finance alongside to provide reliable and professional assistance. Working with Invest Blue based in the Newcastle office, I enjoy helping my clients grow their wealth working with their financial planner.

Having over 7 years banking and finance experience, I have a strong passion for mortgage lending and love assisting my clients build wealth and achieve their financial goals. I aim to provide my clients with a stress-free process, walking with them on their journey to ensure that they have the right lending solution for their individual needs. Teaming up with Invest Blue has given me the ability to ensure my clients are getting the best possible advice to help them achieve their dreams. My areas of specialty are: Business and Commercial Finance Home Loans Investment Loans Personal Loans Asset Finance Self-Managed Super Fund Lending

I have been working in finance since 2014 and pride myself on ensuring that all my clients are looking after now and into the future. Working with Invest Blue gives me the resources to assist my clients to achieve their goals. My areas of specialty are: Home Loans Investment Loans

Having been in the banking and finance industry since 2006, I moved into mortgage broking in 2018. I work with all Invest Blue brokers providing them the necessary support to assist them. I am the face of the team and am passionate about making things as easy as possible for all our lending clients. With my knowledge gained through my further learning and having worked with some of the best in the industry, I have recently transitioned from support into a lending role.

Jade joined Invest Blue in 2021 when Pinnacle Financial handed the reins of their financial planning and mortgage broking business to Invest Blue. Jade provides much needed support to our clients, liasing with them to ensure that their loan documents are correctly completed and that their lending is funded in a timely manner with a minimum of fuss. Working closely with our credit advisors, Jade ensures that our clients are looked after once the lending has been approved.

I joined Invest Blue in 2022 as part of the merger with Advice First Finance having worked with them since 2011. I am passionate about helping others and providing my clients with the knowledge and support they need to live their best possible life. I believe in educating people about their goals, opportunities relating to their finance needs and making the process as simple as possible along the way.

I joined Invest Blue in 2022 as part of the merger with Advice First Finance having worked with them since 2015. I have worked in financial services for over 18 years. I am passionate about helping supporting my clients to achieve their dreams by making the process for them as simple as possible along every step of the journey.