Navigate Advisors
Accounting can be a strange world—full of bean counters who are great with numbers but dull at dinner parties, or cowboys chasing the next thrill with other people’s money. At Navigate, we’re neither. We’re real people who happen to be experts in finance. We don’t just crunch numbers—we help you make financial decisions that genuinely improve your life. Anyone can have qualifications; what matters is impact. When you’re our client, you have our full attention. We get that financial decisions are emotional. That’s why we have the tough conversations, give you clear options, and always act in your best interest—no fluff, no nonsense. With a team of 26 and 250+ years of combined experience, we’ve lived what we advise. We know what it’s like to run a business, buy a home, start a family, or manage a farm. Life is complicated. Your finances shouldn’t be. That’s why we do things differently—combining accounting, financial planning, and finance brokering under one roof. No one else in the region does what we do. Honestly, we wonder why.
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Verified contacts
26
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
26 contacts with verified email or phone · masked until revealed.
- GL
Gavin Lamb
Principal & Senior Financial Adviser · Finance & Accounting
EmailPhone - SS
Shannon Smith
Associate Director · General Business & Management
EmailPhone - BC
Ben Cooper
Finance Broker · Finance & Accounting
EmailPhone - DH
David Hodge
Principal at Navigate Advisors · Other
EmailPhone - MD
Mick Douglas
Principal · General Business & Management
EmailPhone - PH
Peter Hastie
Director - Financial Planner · Finance & Accounting
EmailPhone - CS
Carly Seymour
Manager Accountant · Finance & Accounting
EmailPhone - CS
Courtney Schmid
Business Assistance Manager · General Business & Management
EmailPhone - JW
Jayne Wilson
Customer Service Manager · Customer/Client Service
EmailPhone
Showing 9 of 26 verified contacts
Top roles at Navigate Advisors
25 distinct titles indexed · top 10 shown.
- 2director - financial planner
- 1accountant
- 1accounting intern
- 1administrative assistant
- 1associate director
- 1bookkeeper
- 1business assistance manager
- 1client services coordinator
- 1client services representative
- 1customer service manager
- +15more titles
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