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Harry Moustakas

Managing Director, Senior Financial Adviser

CFP®, GradDipFinPlan, SMSF Specialist Advisor™, JP

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 with senior professionals, small business owners, medical specialists and SMSF trustees.

Even after so long in the industry, I’m still energised by the learning – whether it’s from clients, my team or personal research. There are always new strategies and innovations to master.

Outside of the office, you’ll find me spending most of my free time with family and friends or relaxing at home. I enjoy travelling to wine regions across Australia and my Wife and I enjoy travelling to Europe when we can.

Golf, tennis, photography, and boating are some of my other hobbies, though I don’t spend nearly enough time on them. I’m also a passionate follower of Liverpool FC.

Giving back to worthwhile causes is important to me. I have been providing pro bono services to the NSW Cancer Council since 2012. Last year, my car enthusiast friends and I helped raise over $100,000 for the Australian Cancer Research Foundation.

I’m incredibly proud of the team we’ve built at Navigate Advisory. Mentoring our younger advisers as they grow into their potential – I find that incredibly fulfilling.

Harry Moustakas
Qualifications
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Harry in the hot seat