Rory D'Agostino

Rory D’Agostino

With over a decade of experience in financial services, I am committed to providing advice and guidance to assist clients make their money work for them and their families.   The best parts my job are opening clients’ eyes to possibilities they’d never considered and seeing them make real progress towards their version of a…

Dennis Spiroski

Dennis Spiroski

I get a buzz from making complex money stuff simple. Nothing beats that look on a client’s face when the puzzle pieces click. That lightbulb moment when their financial life finally makes sense. Nothing beats hearing how my guidance lets clients enjoy the retirement lifestyle they’ve envisioned. Their special trips, gifts for the grandkids –…

Jenna Carey

Jenna Carey

Coming from an accounting background, I was drawn to financial planning for the forward-looking approach and long-term relationships I get to build with clients. I love the technical side of my role, unraveling complexity and figuring out what clients need to do. That “aha” moment when everything clicks in place for a client is so…

Stephanie-Lee Alvarenga

Stephanie-Lee Alvarenga

I oversee operations, recruitment, HR and client experience – areas I’ve built expertise in during my 12+ years with the Navigate team. No two days look the same for me! I love the variety and problem-solving elements of my role. I keep the cogs turning behind-the-scenes details enabling our advisers to deliver great work. From…

Harry Moustakas

Harry Moustakas

With over 30 years of experience in the financial services industry, I love that my job allows me to build genuine, long-lasting relationships. Over the years, many clients have become friends – I genuinely care and want to see my clients do well. As a Certified Financial Planner and Specialist SMSF Adviser, I work primarily…

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