Invest Blue
Financial Services • 
Armidale, New South Wales, Australia • 101-200 Employees
Company overview
| Headquarters | 131 Faulkner St, Armidale, NSW 2350, AU |
| Phone number | +6189051208327 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Investments, Budgeting, Financial Services, Investing, Financial Advice, Wealth Management, Money, Superannuation, Retirement Planning, Lending, Retirement Planning, Life Insurance, Insurance, Financial Planning, Estate Planning, Finances, Smsf, Self Managed Super Fund, Mortgage Broker, Aged Care, Home Loans, Wealth Protection, Debt Management, Inheritance Planning, Tax Strategies, Generational Wealth, Wealth Accumulators, Tax Contributions |
| Founded | 1996 |
| Employees | 101-200 |
| Socials |
Key Contacts at Invest Blue
Steve Fort
Director And Head Of Financial Planning
David Stephen
Managing Director
Jeremy Gillman-Wells
Certified Financial Planner | Team Manager | Owner
Kylie Pryce
Director / Financial Adviser
Invest Blue Email Formats
Invest Blue uses 3 email formats. The most common is {first name}_{last name} (e.g., john_doe@investblue.com.au), used 51.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}_{last name} | john_doe@investblue.com.au | 51.1% |
{first initial}_{last name} | j_doe@investblue.com.au | 40.9% |
{first initial}{last name} | jdoe@investblue.com.au | 4.5% |
About Invest Blue
Welcome to Australia's trusted home of great advice. Invest Blue prides itself on delivering strategic, holistic financial advice to empower our clients to live their best possible life. As a dynamic and fast-growing business, we have a strong presence of 35 offices across Tasmania, Victoria, ACT, New South Wales, and Queensland. While our clients benefit from the close relationships they build locally, they’re also backed by the strength of our national teams. Beyond advice, our network of specialists in technical advice, research, compliance, people & culture, marketing, project management and IT ensures every client has access to the collective expertise and resources of the entire company. Interested in a career with us? Contact us at recruitment@investblue.com.au What you need to know: Invest Blue Pty Ltd ABN 91 100 874 744, trading as Invest Blue, which is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.
Invest Blue revenue & valuation
| Annual revenue | $394,867 |
| Revenue per employee | $3,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Invest Blue has 146 employees across 11 departments.
Departments
Number of employees
Funding Data
Invest Blue has never raised funding before.
Invest Blue Tech Stack
Discover the technologies and tools that power Invest Blue's digital infrastructure, from frameworks to analytics platforms.
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Marketing automation
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Blogs
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United States
Japan
Frequently asked questions
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