Harry Moustakas | Director
Senior Financial Planner
Certified Financial Planner, SMSF Specialist Advisor

 

I am an owner and Director of Navigate Financial Group with over 25 years experience providing financial advice and strategies to a wide range of individuals, families and businesses.

I see myself as a guide and coach and I aim to help my clients make better financial decisions. My intent is to help clients live richly today whilst planning for tomorrow. I have been working with many of my clients for over 15-20 years and this has led to long term trusted relationships and friendships.

By way of education I have studied mathematics and computer science at the University of Technology Sydney, Specialist Self Managed Super Fund course through University of Adelaide and I hold an Advanced Diploma of Financial Planning. I am a Certified Financial Planner and a Self managed Super Fund Specialist Adviser.

I am a member of the Financial Planning Association of Australia (FPA), the Self Managed Superannuation Professionals Association of Australia (SPAA) and a Justice of the Peace. In 2006 I won the Financial Planning Association of Australia inaugural value of advice Wealth Accumulation award (NSW).

Outside of work I enjoy spending time with family and friends and doing what I preach – living today, planning tomorrow.

NG-S-8156