About Us

Navplan was established by four young Directors to launch a fresh new direction in financial planning and advice. Navplan’s Directors are dynamic and experienced financial planners with over 30 combined years experience providing solid financial services and sound financial advice. Together, this tight-knit team of Directors is looking forward to steering Navplan to a bright and rewarding future for both the company and its clients.

Navplan is a boutique company of experienced financial planners. We build close relationships with our clients that will last a lifetime, to better understand your needs and deliver better services that will grow and change with you.

Our bottom line is solid and secure financial services and advice. While the Navplan team pride ourselves on our accessibility, approachability and availability, we never lose focus of the bigger picture, which is high quality financial services that help you direct your wealth and control your future.

We guide your finances with the information, experience and support provided by one of Australia’s largest and most established financial services organisations, AMP Financial Planning.

Directors

Navplan is led by four Directors with a combined experience of over 50 years in financial planning. Our Directors specialise in investment, superannuation, self managed super funds and insurance, and have the enthusiasm, energy and experience to help you successfully steer your finances from wealth creation to estate planning.

The Directors are committed to obtaining the highest level of qualification in financial planning.

The Directors are also authorised AMP Financial Planning credit representatives and Associate Members of the Financial Planning Association of Australia.

• Dave Evans
  
  

  Advanced Diploma of Financial Services

  (Financial Planning)

• Nicholas Cleal
  
  

  Certified Financial Planner

  Bachelor of Business

• Toby Francis
  
  

  Certified Financial Planner ™

  Diploma of Financial Planning

  Bachelor of Business

• Courtenay Moxon

            Certified Financial Planner

            Bachelor of Business (Financial planning)

Support Staff

Client Navplan is supported by a close team of administration and planning staff that assist the efficient and effective delivery of high quality financial planning and advice.

• Sushani Jayewardene
  

  Client services manager

The following corporate statements provide more information about the structure and services of Navplan:

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