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Estate Planning
Partnering with Featherbys Lawyers
Call Greg Russo for more information
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Taxation Planning
Personal SME tax strategies
Remuneration packages
Tax effective investment
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Retirement Planning
Personal superannuation advice
Retirement Strategies
Self superfund administratino
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Ongoing Services
Financial plan review Service
Portfolio construction and asset allocation
Quarterly newsletter/seminars
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Planning Process
Financial Planning Phase
Implementation Phase
Wealth Management Phase
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Wealth Creation
Regular savings plan
Gearing strategies
Dollar cost averaging
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Generation You
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
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MASTERMoney
Master your money
with our Platinum client services.
Direct share trading IPOs.
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Keith Lawson
Founder of Security National
Financial planning industry since 1981
Authorised Representative No.253765
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Ion Whykes
Awarded Public Service Medal
Victorian State Super and Retirement Planning
Authorised Representative No.257922
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Sam Ball
Specialist in Gearing
Remuneration Packaging Strategies
Authorised Representative No.253742
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Michael Ibbotson
Managing Director of Security National
Specialist in retirement planning strategies
Authorised Representative No.276365
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David Gumley
Certified Financial Planner
Specialist wealth creation & more
Authorised Representative No.230570
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Peter Budge
CFP Dip FP B.Ed Dip Teaching
Certified Financial Planner
Authorised Representative No.230572
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Home Loans
With over 20 lenders
Security National can find solutions to your
residential and investment property needs
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Car Leases
For businesses and individuals
Leasing, loans, hire purchase
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Commercial Finance
Do you need finance for your business?
Do you need finance for your commercial property?
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Welcome to Security National
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.
MASTERMoney with Michael Ibbotson |
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Whykes Ball Financial Planning for Teachers |
- Achieve the peace of mind you need and the protection you and your family deserve today. Contact Michael Ibbotson to discuss Insurance options.
- Age care acommodation advice for $185 per hour, for more information contact Michael Ibbotson or Keith Lawson at Security National.
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