Hillross

Capital Private Wealth
Est 1994
Level 3, AMP Building, 1 Hobart Place, Canberra City, ACT 2601
Authorised Representative and Credit Representative of Hillross Financial Services Limited.
At Hillross Canberra, we work in partnership with astute professionals and small business owners to provide financial options to help you secure your financial future. Financial Freedom is what we are passionate about. This is because we believe life should be lived to the fullest, and we have the know-how to help our clients do just that.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Planners
  • Fellow Chartered Financial Practitioner
  • Members of the Financial Planning Association
  • Members of the Association of Financial Advisers
  • Tax (financial) Advisers
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • Bachelor of Economics
  • Masters of Commerce (Financial Planning)
  • Certificate IV in Finance and Mortgage Broking
  • Bachelor of Arts (Economics & Political Science)
  • Bachelor of Actuarial Studies
  • Masters of Accounting
  • Masters of Business
  • Cancer Council Pro Bono Advisers

Areas of
Expertise

Compensation Planning
Insurance
Investments
Retirement
Self Managed Super Fund
Superannuation

At Hillross Canberra, we work in partnership with astute professionals and small business owners to provide financial options to help you secure your financial future.

Financial Freedom is what we are passionate about. This is because we believe life should be lived to the fullest, and we have the know-how to help our clients do just that.

Our financial planning practice provides our clients with some of the highest levels of expertise and service in the market. The flexibility we offer our client’s means that we’re able to provide multiple levels of financial advice. We can simply provide you with our expert opinion, or we can take on the management of your investments & finances, leaving you more time for the things you love.

Hillross Canberra is a specialist in compensation cases, which often involves working with people with disabilities. As a result, we are happy to be an active supporter of the Pegasus Foundation. The Pegasus Foundation has been established to support the work of the Pegasus Riding for the Disabled Inc. Pegasus is a not-for profit community organisation that provides equestrian activities for people with disabilities.

We are also pleased to participate in the Cancer Council Pro Bono Program to assist cancer patients and carers to access financial planning services at no cost if they cannot afford to pay.

Meet our team

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Richard Navakas
Principal & Financial Adviser

I am the Practice Principal and I partnered with Andrew Jones in October…

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Andrew Jones
Principal & Financial Adviser

I am the Practice Principal and I partnered with Richard Navakas in October…

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Kristy Neilson
Technical & Operations Manager
I manage the technical & operational aspects of the business. I joined Capital…
I manage the technical & operational aspects of the business. I joined Capital Private Wealth in 2004 and I have been in the financial planning & insurance industry since 1996. My qualifications include an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning). I hold the Fellow Chartered Financial Practitioner (FChFP) designation and I am a member of the Association of Financial Advisers. I passed the FASEA Financial Adviser Exam in September 2020.
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Monica Jia
Practice Manager
I manage the practice and oversee the admin and paraplanning teams. I joined Capital…
I manage the practice and oversee the admin and paraplanning teams. I joined Capital Private Wealth in 2016. I have been in the financial planning industry since 2016 and I previously had experience in the banking sector. My qualifications include a Masters of Accounting, a Masters of Business from Australian National University, an Advanced Diploma of Financial Planning and a Diploma of Financial Planning. I passed the FASEA Financial Adviser Exam in September 2020.
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Mark Francis
Adviser Support
I provide support to the advisers and manage the implementation of our…
I provide support to the advisers and manage the implementation of our recommendations for client’s portfolios. I joined Capital Private Wealth in 2009.
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Ben Navakas
Receptionist
I am the first point of contact for our clients and I provide assistance to the…
I am the first point of contact for our clients and I provide assistance to the advisers and support staff. I joined Capital Private Wealth in 2020.
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Margaret Wolfe
Accounts Manager
I manage the accounts and bookkeeping part of the business. I joined Capital Private…
I manage the accounts and bookkeeping part of the business. I joined Capital Private Wealth in 1989 and I have been in the financial services industry for over 35 years. I work part-time (Thursdays).

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The Hillross corporate advisory firm is responsible for the content of this page. Other than as required under consumer protection law or the Corporations Act 2001 (Cth), under no circumstances will Hillross Financial Services Limited and its related companies be liable for any loss or damages caused by a user’s reliance on the content of this page.

Capital Private Wealth

Office Location

Level 3, AMP Building
1 Hobart Place, Canberra City, ACT 2601

Postal Address

GPO Box 1538, Canberra City ACT 2601
Ph. 02 6263 9200
Fx. 02 6263 9222

We speak:

English
Lithuanian
Mandarin

Our Awards include:

Hillross Achievement Award (Service to the Community) 2013
Hillross Advisory Firm of the Year (Finalist) 2012
Hillross Achievement Award (Service to the Profession) 2011
Hillross Achievement Award (Business Ambassador) 2010
Hillross Strategists Group - 2007-2019

We're happy to meet you:

In our office
Meet outside of office
Phone meetings
Skype

Contact us directly:

Visit our website
Request a meeting
FSG/FSCG link