Roy McLeod, CFP®

Name Roy McLeod CFP®
Company Invest Blue Pty Ltd
Address shop 16/420-422 High St
Maitland, NSW 2320
Phone 02 49347409

A “Kelper” by birth, moving to the UK from the Falkland Islands as a youngster. Following a 15-year banking career in the UK, I migrated with my young family to Australia in 1994. I transitioned from Banking to Financial Planning in 1998 and subsequently gained my Financial Planning Diploma, CFP and in 2005 became an Accredited SMSF Specialist. I am blessed with 4 children and 6 grandchildren.
Over 40 years in financial services both here in Australia and the UK has placed me in a strong position to assist a wide range of clients across a variety of occupations and professions.
As part of Invest Blue, I am here to empower our clients to live their best possible life through comprehensive financial advice. We do this by getting to know them and what is most important to them and developing a strategy tailored to their unique situation.

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