
Harry Moustakas
Managing Director, Senior Financial AdviserCFP®, 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.

- Certified Financial Planner®
- SMSF Specialist Adviser®
- Grad Diploma Financial Planning
- Justice of the Peace
- Financial Planning
- SMSF
- Business Advisory

Harry in the hot seat
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If you could have dinner with anyone dead or alive who would it be?Alexander The Great
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What’s your favourite quote?I’m a big fan quotes and have lots of favourites…these are three at the top of the list:
“It aint over till it’s over” ;
“To travel hopefully is a better thing than to arrive, true success is to labour” ;
“Live for today, plan for tomorrow” -
If you could live in any city in the world for a year, where would it be and why?It’s a debate between Chania (Crete), Munich or Florence. Beach, Beer and Wine! And easy access to Europe.