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Our experience will guide you to success.

Navigate Financial is a privately owned business providing long-standing financial advice in the Northern Beaches, with offices in Manly.

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Navigate Financial

Our Story

Since 1991 we have been providing expert financial guidance to individuals and small business owners that are seeking to build a long term trusted advice relationship.

Our success comes from improving the financial well-being of our clients and our commitment to providing tailored advice that makes a positive difference to their financial journey.

Our financial advisors are members of various associations including the Financial Planning Association of Australia and Self-Managed Super Fund Association™. The Navigate support team will work closely with you to ensure the implementation of our advice and provide you with ongoing service that meets and exceeds your expectations.

Associated with

In Partnership with

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Our Team of Experts

Navigate Financial operates from Manly. Our team offers the right balance of professional support while keeping a personal touch. We build lasting relationships, with many clients staying with us for decades.
tony-borg

Tony Borg

CEO & Founder

helio-brindeiro

Helio Brindeiro

Managing Director & Advisor

Callan Townsend

Callan Townsend

Director & Advisor

jill-yang

Jill Yang

Partner
james-bucknell

James Bucknell

Senior Financial Advisor
declan-wright

Declan Wright

Financial Advisor

viviane-sales

Viviane Sales

Financial Associate

Alexandre Marto

Alexandre Marto

Financial Associate and Accountant

jane-regan-jefferson

Jane Regan-Jefferson

SMSF Specialist

rakshya-khatiwoda

Rakshya Khatiwoda

Junior Accountant

ravi-paliwal

Ravi Paliwal

Finance Specialist

Les

Leslie Olpos

Associate Advisor

Sagar Auluck

Sagar Auluck

Associate Advisor

Wilson Steven

Wilson Steven

SMSF Junior Assistant

Secure your financial future with a free consultation

Drop your details below, and one of our financial experts will follow up with you the same day to discuss your goals and provide tailored advice to help you achieve them.

Navigate Financial