Our Team
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Adam Stefanovski
Director | Executive Financial Adviser
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 Advice Association Australia (FAAA), the Tax Practitioners Board (TPB) and a Justice of the Peace (NSW).
When not at work, Adam loves spending time with his young family. Along with his wife Rachel and their children George and Francesca, they enjoy travelling and exploring locally on the NSW South Coast. He is a passionate supporter of Liverpool Football Club, the Parramatta Eels and Australian Cricket Team and is also a keen (albeit average) golfer.
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Richard Marsh
Director | Executive Financial Adviser
Richard 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 aged care advice. Richard has 20 years experience in the financial services industry spending the previous 12 years at BT Financial Advice where he built a successful business among some of the bank’s most respected advisers.
Richard believes in strong engagement with clients that not only builds a solid platform for strong, long term relationships, but also ensures that he understands every part of life for his clients and their families. Richard holds a Bachelor of Commerce degree, an Advanced Diploma of Financial Services and holds the recognition as a qualified Certified Financial Planner (CFP®) Practitioner.
Over the past 21 years Richard had engaged in his local community by being an active board member and now junior coach of his hometown cricket club, and splits his time running his practice with wife Rachael and their two young children, Charlie and Jackson. He is still an active player in his first grade cricket side as well as an appreciative food enthusiast and a lover of most sports.