Harry Moustakas
Financial Adviser
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About
Harry Moustakas is an ASIC-registered financial adviser based in Brighton-le-Sands, NSW, committed to providing tailored financial solutions to help you achieve your financial goals. With a strong foundation built upon a Diploma of Financial Planning from the FPA Financial Planning Association & Deakin University (2002), Harry has continually updated his knowledge, completing FPC001B Economic & Legal Context for Financial Planning (2020), FPC007B Client Engagement Skills (2021), and a Graduate Diploma of Financial Planning from Kaplan Professional (2023). His dedication to professionalism is further demonstrated by his memberships with the Australian Institute of Company Directors (AICD), the Financial Advice Association of Australia (FAAA), and the SMSF Association. Harry is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you need guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, or Government Debt Securities, Harry can provide expert advice tailored to your specific needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice With a client-centric approach, Harry prioritises building long-term relationships based on trust and transparency. Contact Harry today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Harry Moustakas offer?
Harry Moustakas specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on various financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Harry Moustakas's qualifications and professional memberships?
Harry holds a Diploma of Financial Planning from the FPA Financial Planning Association & Deakin University, completed further studies with Kaplan Professional, and holds memberships with the Australian Institute of Company Directors (AICD), the Financial Advice Association of Australia (FAAA), and the SMSF Association.
What can I expect during the initial consultation with Harry?
During your initial consultation, Harry will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with a clear and concise explanation of the options available to you and develop a tailored financial plan to help you achieve your objectives.
How does Harry Moustakas stay up-to-date with changes in the financial industry?
Harry is committed to ongoing professional development and regularly participates in industry training and conferences to stay informed about the latest changes in regulations and best practices.
How does Harry Moustakas get paid for his advice?
Harry's remuneration structure is transparent and will be discussed with you upfront. Fees may be based on an hourly rate, a fixed fee for specific services, or a percentage of assets under management, depending on the nature of the advice provided.
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