Financial Adviser · BRIGHTON-LE-SANDS, NSW

Harry Moustakas

34 Years experience

Tax advice
authorised

Currently at

Brighton-le-sands, NSW

View firm profile

ASIC Registered · ADV 000250907

Harry Moustakas is a financial adviser based in Brighton-le-sands, New South Wales, with 34 years of experience in the financial services industry since 1992. Harry is currently authorised under Alegra Wealth, operating through Navigate Wealth Advisory. Harry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Harry's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Harry is a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning

FPA Financial Planning Association & Deakin University

2020

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2021

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Alegra Wealth Pty Ltd

Dec 2025 - Present Current

Alegra Wealth Pty Ltd

Nov 2024 - Dec 2025 Ceased

Akumin Financial Planning Pty Limited

May 2005 - Nov 2024 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register