Our people

The Investwell team has significant experience and expertise in financial planning and they work closely with you to identify your financial needs and to develop a strategy which will help you achieve your financial needs.

Frank Blundell, Principal and Financial Planner

Authorised Representative of SECURITOR Financial Group Ltd
Associate Member of the Financial Planning Association

Frank is the founder of Investwell and has been a financial planner since 1989. He takes the time to understand what is important to you and aims to build lasting relationships with clients. He works with you to create a plan that will achieve your short and long-term objectives.

Frank regularly contacts clients to review their current financial situation and discuss market trends. He provides a comprehensive range of financial planning services including:

  • Strategies for growing wealth
  • Strategies for managing debt
  • Strategies for protecting wealth
  • Estate planning
  • Strategies for maximising superannuation

 

Michael Russell, Financial Planner

Bachelor of Business (Financial & Risk Management),
Diploma of Financial Planning
Authorised Representative of SECURITOR Financial Group Ltd

Michael has worked in financial planning since 2003 and brings fresh ideas and enthusiasm to the team.

Michael's ability to listen and his industry experience enable him to help clients clarify their financial goals. He has an excellent understanding of financial planning tools available to develop strategies and can readily illustrate how to achieve those goals. Financial advice services include:

  • Strategies for growing wealth
  • Strategies for managing debt
  • Strategies for protecting wealth
  • Estate planning

 

Ben Crowe, Financial Planner

Bachelor of Business (Financial Planning)
Authorised Representative of SECURITOR Financial Group Ltd.

Ben has focused on researching investment products and developing strategies for clients since 2005. He works with clients to identify and develop their objectives into wealth-oriented solutions.

He ensures that he analyses each client's situation independently, to determine the best course of action in achieving their personal financial objectives.

 

Anita Mullett, Administration Manager

Anita has worked with Frank as the Administration Manager since 1995 and has a very good understanding and knowledge of the financial planning industry. She maintains our office systems, which ensures we provide our clients with the most current services and information.

Anita is the person that you will most probably speak to when contacting the firm by phone. You will always receive friendly and helpful advice and you will always deal with the one person.

 

Monica Lip, Paraplanner

Bachelor of Business (Economics & Finance)
Diploma of Financial Services (Financial Planning)
Authorised Representative of SECURITOR Financial Group Ltd

Monica has excellent analytical and research abilities to work with our financial planners. She formulates investment, insurance and estate planning strategies to meet the needs and objectives of each client.

She then prepares a personalised financial plan based on those strategies to ensure that everything is completed to the client’s satisfaction.