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B.Bus FP AMC AFA
Authorised Representative No.276365
Michael has fifteen years experience in the finance and financial service industries. Michael has worked as National Sales Manager of a leading funds management group. He has been in financial planning for over eight years, working with a wide range of clients to find individual solutions. Michael has a Bachelor of Business Financial Planning and extensive experience in product and practice development. He is Managing Director of the Security National Group, is responsible for the ASFL and is also a qualified mortgage consultant. He specialises in superannuation, SMSF structures, wealth creation and retirement planning.
CFP DipFP PSM
Authorised Representative No.257922
Ion has come from an academic background and is a past president of the Victorian Principals Federation. He has been awarded a Public Service Medal for his services to Education. Ion’s expertise is in the area of Victorian state super, remuneration packaging and retirement planning.
Dip.FS (FP) AFA
Authorised Representative No. 253742
Sam specialises in superannuation and remuneration packaging strategies, specifically tailored to meet the varying demands of his clients. He has an extensive knowledge of Victorian Government Super and specialises in Retirement Planning issues encompassing all aspects from debt management through to social security entitlements.
Bus (Mgt) Dip. FS (FP) A Fin
Authorised Representative No. 324780
Michael specialises in wealth creation, gearing and remuneration packaging and strategies. He also possesses extensive knowledge of social security benefits and retirement strategies. Michael holds a Bachelor of Business with a major in Management from Monash University, a Diploma of Financial Services (Financial Planning) and is an Associate of the Financial Services Institute of Australia. Prior to becoming a financial adviser Michael spent two and a half years working as a para-planner for Ion Whykes. Michael provides clients with comprehensive and personalised solutions designed to help and achieve financial, lifestyle and retirement goals.
Certified Financial Planner
Authorised Representative No. 230570
After having completed an 18 year career in the Banking industry, David made the decision in 1986 to further his career into the Financial Planning Industry and was first licensed to give advice in that year. Since then he has gained a wide level of experience as a practitioner in Financial Planning. David holds the highest designation of - “Certified Financial Planner” (CFP), as issued by the Financial Planning Association of Australia.
Through his substantial industry and long standing client relationship experiences, David has developed expertise in giving advice to clients on their financial needs and objectives through the various stages of their lives.
His areas of expertise range from wealth creation, tax effective strategies, superannuation strategies, retirement income planning and estate planning.
CFP Dip FP B.Ed. Dip Teaching
Authorised Representative No. 230572
Peter has had extensive experience since joining the industry after leaving teaching in 1992. Peter Budge completed the Diploma of Financial Planning in 1994 and has continued to hold the highest possible designation of Certified Financial Planner (CFP) as issued by the Financial Planning Association of Australia since 1995.
Christina is a co founder of Security National and has extensive experience in business administration and industry compliance. Christina is responsible for the day to day operations and financial management of the company. She also oversees client relations.
Marketing and Operations Manager
Originally from the Dominican Republic, Barbara joined Security National in January 2008 and works in a Marketing and Operations Management position for the company. Barbara holds a Bachelor in Economics and has recently completed a Master of Business Administration, majoring in International Business and Marketing. Her main responsibilities involve focusing on target markets and attracting, maintaining and expanding the company’s client base through creating and delivering superior customer values. She assists in maintaining and improving the operational procedures of the business as well as providing assistance in the area of AFSL compliance and ensuring that we are taking full advantage of procedure to improve the sales and marketing process.