Harry Moustakas CFP®
About Me
Harry Moustakas is the Managing Director and Senior Financial Adviser at Navigate Advisory, with more than 30 years’ experience in the financial services industry. As a Certified Financial Planner and SMSF Specialist Adviser,
Harry works closely with senior professionals, small business owners, medical specialists and SMSF trustees to help them build clear and practical financial plans. He values long-term client relationships and is committed to providing personalised advice that gives clients greater confidence, clarity and direction at each stage of their financial journey.
Areas of Focus
- Cashflow management
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 34 Years
Also meet me here:
Level 5, 376 Bay Street,
Brighton-Le-Sands, NSW 2216
Brighton-Le-Sands, NSW 2216