Corporate Profile

Our practice is founded on professionalism, integrity and exceptional client service. We deliver the highest standard of advice, tailored to your financial situation and objectives.

Established in 1991, Security National Financial Services is a privately owned Australian company that has a unique blend of youth and experience. Services provided include wealth accumulation strategies, estate planning, superannuation advice, personal and SME accounting services, Self Managed Super Fund administration, social security advice, risk management, general financial planning and ongoing plan and portfolio reviews.

We can navigate you through the complexities of wealth creation and superannuation and we pride ourselves in providing innovative financial life strategies, not just financial advice. You can rest assured that your finances are being looked after by a team of experts with over sixty years of collective experience.

Security National Financial Services holds an Australian Financial Services License No. 244565. We are a Principal member of the Financial Planning Association and are not aligned or affiliated with any institution.

Mission Statement

Our practice is founded on professionalism, integrity and exceptional client service, delivering the highest standard of advice tailored to your financial situation and objectives.

Our Commitment to you

Our aim is to provide our clients with quality advice and service at all times. As a young and energetic company we pride ourselves on keeping up to date with the rapidly changing financial services industry.

At Security National we believe in the development of strong Client-Adviser relationships to ensure long lasting and high quality service. We assist you through the decision-making process and endeavour to implement the financial strategy which best suits your needs. Security National aims is to provide the highest level of satisfaction to each and every one of our customers by making available a range of financial services designed to meet individual needs now and into the future.