Call Now: 03 9867 2511
Partnering with Featherbys Lawyers
Call Greg Russo for more information
Personal SME tax strategies
Tax effective investment
Personal superannuation advice
Self superfund administratino
Financial plan review Service
Portfolio construction and asset allocation
Financial Planning Phase
Wealth Management Phase
Regular savings plan
Dollar cost averaging
Learn how industry experts are able to help you
Get to know a wide range of product options
Get on the way to your financial success
Master your money
with our Platinum client services.
Direct share trading IPOs.
Founder of Security National
Financial planning industry since 1981
Authorised Representative No.253765
Managing Director of Security National
Specialist in retirement planning strategies
Authorised Representative No.276365
CFP Dip FP B.Ed Dip Teaching
Certified Financial Planner
Authorised Representative No.230572
With over 20 lenders
Security National can find solutions to your
residential and investment property needs
For businesses and individuals
Leasing, loans, hire purchase
Do you need finance for your business?
Do you need finance for your commercial property?
Security National is at the pinnacle of the Private Wealth Management industry. We are a true self licensed Boutique Advice House able to look after all the financial and risk management needs of our clients from their first pay packet to beyond the grave. Our value proposition is to provide peace of mind and confidence. We achieve this through a highly personalised service proposition with flexible fee structures to suit most budgets. Established in 1991, Security National Financial Services is a privately owned Australian company that has a unique blend of youth and experience. The services we specialise in include wealth accumulation strategies, estate planning, superannuation advice, self-managed super fund administration, social security advice, insurance advice, general financial planning, ongoing portfolio construction & investment advice. We can also provide finance and home loans via our in-house mortgage consultant, in addition our accounting team can look after all your accounting needs from personal tax returns to small business management.