Meet the team
BCom (Finance), CFP, FAAA
Glen is a Financial Adviser with over 10 years of industry experience, helping clients achieve their financial goals. He commenced working with Invest Blue in 2015 and is passionate about providing clear, strategic advice in a way that is easy to understand and engaging.
Outside of work, Glen enjoys the outdoors, travelling, exercising, and reading.
Cert Bus, Cert III FS, AdvDip FS
Dajana is the longest-serving team member, having been with Invest Blue since 1998. She has held a wide variety of roles, leading to her current position as a Paraplanner. Her wealth of knowledge is a true asset to the team and has helped shape processes over the years.
Outside of work, she loves going to concerts and spending time with family and friends.
BBus (Fin Plan)
Mitchell joined Invest Blue in 2023 after graduating from the University of Wollongong in late 2022. In his role, he is responsible for implementing client advice, ensuring that each recommendation is carried out accurately, and being the first point of contact for any client or provider queries. He is also experienced in assisting clients with Centrelink services and insurance matters.
Outside of work, Mitchell enjoys travelling and exploring new places and cultures. When he’s not on an adventure, you can often find him at the beach with friends, enjoying the sun and sea, or spending time with his 2 dogs.
BCom (FinPlan, BusLaw), DipFS, FAAA
Nick has been working as a Financial Adviser since 2015 and has a wealth of experience working with banks, fund managers, and private firms over his career. Joining Invest Blue in 2021, Nick strives to ensure the goals of his clients are met, while also forming strong relationships that lead to increased financial literacy and peace of mind. He is passionate about implementing strategies to guide his clients through the various stages of life, helping them achieve the lifestyle they deserve—especially within his local community.
Outside of work, Nick enjoys his cars, motorbikes, and playing golf.
BCom (Acc, FinPlan), CFP, FAAA
Lara has been a member of the Invest Blue team since 2014. Graduating with a Bachelor of Commerce, majoring in Accounting and Financial Planning, Lara further upskilled by completing her CFP and has honed her skills in complex financial strategy, paraplanning, and financial modelling. She is passionate about ensuring that all of our clients reap the rewards of her extensive financial acumen.
Outside of work, Lara enjoys travelling, cooking her favourite Italian dishes, and keeping up to date with the latest fantasy novels.
Luckie started working at Invest Blue in August 2022, and she truly enjoys being part of this vibrant team and culture. At Invest Blue, work doesn’t feel like work—it’s an enjoyable experience. Her colleagues recognise and appreciate the contributions she brings to the table, and that sense of value motivates her every day. Luckie holds a degree in Business Administration with a major in Finance and previously worked as a CRM Administrator with Salesforce. She is passionate about working in the financial planning industry due to the continuous learning and growth it offers.
In her spare time, Luckie enjoys spending time with her pets, reading, and travelling.
BCom (Fin Plan), LLB
Jack joined with Invest Blue in March 2020, as a Paraplanner, whereby he has since graduated from the University of Wollongong in 2022, obtaining a Bachelor of Laws and a Bachelor of Commerce (Financial Planning). He has built a deep understanding of financial planning through hands-on experience across administration, research, financial advice production, strategy development, and client interactions at all levels.
Outside of work, you will find Jack playing golf, at a café, in the gym, on the soccer field or gaming.
Dip FMBM
Andrew joined Invest Blue in 2019 as a Client Services Officer, bringing with him a strong background in customer service and mortgage broking. With a keen eye for detail and a passion for delivering exceptional client experiences, he has played a key role in supporting clients and ensuring smooth financial processes.
Beyond the office, Andrew is always on the move—whether it’s travelling to new destinations, tackling home renovation projects, or spending quality time with his family. As a dedicated father of two energetic young daughters, he’s no stranger to multitasking and staying on his toes!
Ivy began her role as a Financial Planning Assistant at IB on 20 March 2023. Previously, she was an Executive Assistant at Healthcare Consultant Network, where she managed emails, orders, coaching, and queries. She is passionate about helping clients achieve their goals through effective communication and support. Working at IB has allowed her to enhance her skills in communication and problem-solving, which fuels her commitment to exceptional service.
In her free time, Ivy enjoys outdoor activities like hiking, running, walking, and cycling. She loves discovering new spots around the city, whether it’s a relaxing park or a cosy café, as it helps her unwind and gain fresh perspectives.
BCom (FinPlan)
Ben joined Invest Blue in January 2021 as a Paraplanner, whereby he has since graduated from the University of Wollongong in 2022, obtaining a Bachelor of Business (majoring in Financial Planning). He has built a deep understanding of financial planning through hands-on experience across administration, research, financial advice production, strategy development, and client interactions at all levels.
Outside of work, you will find Ben on the golf course, playing tennis, watching the football, travelling, and spending time with family and friends.
Edwina joined the Invest Blue team in early 2020 and has gained a wealth of experience in administration, customer service, and implementation. As Invest Blue’s dedicated Centrelink specialist, Edwina is committed to ensuring that our clients receive the best possible outcome, helping them to enjoy a comfortable lifestyle.
In her spare time, Edwina loves to travel and enjoys spending time with her husband and 2 dogs.
Jhannelle started with Invest Blue in November 2023. Prior to joining IB, she worked at PayPal as a Customer Experience Associate – Disputes & Limitations, where she focused on resolving customer issues related to account limitations, transactional disputes, and unauthorised transactions. This role helped her develop strong problem-solving and communication skills, especially when things were challenging.
Outside of work, she enjoys exploring new places, spending time at the beach, cliff jumping, trying new experiences, and enthusiastically playing any sport. These activities help her stay balanced, adventurous, and energised in her professional life.
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