Keith Lawson - Testimonials

‘We have found Keith from Security National Financial Services to be very helpful in many ways. He has given us very sound advice in difficult times and has always taken the trouble to explain things in an easy-to-understand manner. He has extensive knowledge of products available and has given us excellent advice about ways to structure our superannuation fund to reduce our tax burden and best realise our aims. Keith has always been easy to contact and quick to arrange meetings to discuss our superannuation.’
Michael & Margaret Beazer

‘ In the 14 years that I have known Keith Lawson I have found him to be a good listener to my/our financial/risk profile and to and able to understand what we need in our DYI Superannuation Fund. He has a thorough understanding of the superannuation legislation together with an up to date understanding of the investment environment. When he does not know the answer, he tells you, then researches the issue and gives the appropriate advice. He does not actively seek commissions rather he seeks investment alternatives that suits the clients needs. His motivation is ‘client satisfaction’ not financial gain. His sensible & realistic approach means that if he would not invest in a fund/financial vehicle then he would not suggest it to a client. This is a recurring theme. I have found that Keith find the person to be more important than the money & the investment. Having said that the back up staff make sure that the “I” &”T’s” are crossed and that the voluminous documentation is completes. Christina is a very important administrative support. I must say that I find his East London accent & demeanour very engaging. The honesty comes through at all times’.
Michael Neville

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Michael Ibbotson - Testimonials

‘We have been very satisfied with Michael’s professionalism, guidance and reorganization of our portfolio and are confident that our association will be mutually rewarding in the years to come.’
R & D Yeow

‘I have had an association with Security National for four years. Upon placing my superannuation with Michael we also discussed income protection and life insurance options. The options and cover required for my insurance were clearly outlined to me. I sought alternative quotes and found Security National's to be very competitive. I also feel comfortable dealing with Michael as any query I have asked no matter how trivial, has been answered in an informative and polite manner. I now have peace of mind knowing that in the event of requiring insurance I am covered and protected with a reputable agent.’
Jim Shelton

‘Thanks to Michael and the team at Security National we are now much more knowledgeable and confident with our Self Managed Super Fund. Michael’s straight forward approach and willingness to make himself available to us has been a great help. We have also found the staff at Security National to be prompt and helpful with our enquiries.’
Paul & Michelle Dunning

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Ion Whykes - Testimonials

Testimonials available soon...

 

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Sam Ball - Testimonials

‘I have been given exemplary service and advice by Security National Financial Services for the last 4 years. I meet with my Financial Services Representative, Sam Ball on a regular annual basis to review my portfolio and to discuss my options. What I really like is that he is accessible by phone when I need to speak to him and he is always ready to answer any question I may have.’
Gabriella Bertolissi

‘I have been a client for Security National for 5 years and I have found that Sam have provided me with a sense of security and maximised my retirement options. I trust his integrity and skills so taking the worry out of my investments while retaining a feeling of flexibility. I feel comfortable with Sam as I know he will respond appropriately to my financial needs.’
Marilyn Quayle

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Michael Pappas - Testimonials

Testimonials available soon...

 

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David Gumley - Testimonials

Mr David Gumley --

One of the challenges along life's way is to find a way to gather sound independent and trusted advice on financial matters.

My wife and I consider ourselves fortunate to have been introduced to David Gumley some 20 years ago to help and guide our personal financial and our self managed superannuation needs.

We have always valued David's sound, unbiased, level-headed and balanced approach to the advice that has guided us through the various investment requirements and legislative changes particularly in superannuation we have had over that time.

We have the strong view that David works to achieve a result that has our best interests as the basis of any recommendations we have received from him.

Although career and location changes have meant we now live in a different city, we continue to use David's experience and skill to help us manage our fears, concerns and our pension phase of our long standing superannuation fund.

Brian Johnston

‘During the 20 years David Gumley has been my financial adviser there have been numerous and significant changes in market conditions, regulatory requirements and, in my case, change in my personal and family situation.
David’s response to any change is impressive. He has the ability to quickly understand its impact, analyse the opportunities or dangers which flow from it, and devise a strategy to best deal with it. He firmly believes that financial plans are not a set and forget proposition. Reviews and update consultations are part and parcel of his approach to client service.
Achieving adequate fund performance whilst containing risk exposure within my comfort zone is one of his strengths, as is his ability to explain things in understandable language. A further strength is his commitment to being the only person you have to deal with in connection with your investments.
He has a thorough understanding of superannuation legislation and reporting requirements, he is diligent in handling all enquiries promptly and he provides completely independent advice.
My super fund provides my main source of income so its is of prime importance to me that it’s management be in the hands of somebody who is both honest and trustworthy. David has both these qualities.’

Pat O’Connor

 

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Peter Budge - Testimonials

‘I have been dealing for many years with Peter Budge for advice on investments. I have always found him willing and able to attend to my needs in a range of investment environments. He listens attentively to queries and patiently explains the background to the situation and the reasoning behind his recommendations. Peter always makes time to go through the various options and he has been of great help in my decision-making in this challenging arena. Indeed I have learnt a lot about the financial scene in conversations with Peter over the years. What more could you ask from a financial advisor?’

Phillip Nagley

‘Peter Budge has been our financial adviser since February 2004. We find him pleasant, helpful and reassuring dealing with our queries promptly and efficiently in a manner easily understood, a great asset as our own financial knowledge is severely limited. We trust him and have recommended him to our friends.’

Allen and Gillian Yung

 

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