Adam Stefanovski profile photo

Adam Stefanovski

Navigate Private Wealth

Gold
16 Yrs Experience
Sydney, NSW 2000

Adam is one of the co-founding partners of Navigate Private Wealth and is an experienced adviser specialising in retirement planning, superannuation and wealth protection strategies, portfolio construction and investment advice. Adam has over 20 years experience in financial services. Previously working as a tax accountant, Adam joined Westpac in early 2007, establishing himself as one of the leading and most respected financial advisers in Sydney CBD. Adam lead one of the largest Financial Advice Partnerships within BT Advice working across various segments throughout the bank including Premium and Private Banking.

Adam has a passion for financial advice and takes the time to build relationships with his clients to truly understand what is most important to them and their families. Adam has completed a Bachelor of Commerce majoring in Finance at University of Wollongong and an Advanced Diploma of Financial Services (Financial Planning). He is a member of the Financial Planning Association of Australia (FPA), the Tax Practitioners Board (TPB) and a Justice of the Peace (NSW).

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Navigate Private Wealth

Level 21, 207 Kent St
Sydney, NSW 2000

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221