Security National main header, providing financial services. Plan for the future, plan for security

Call Now: 03 9867 2511

Security National provide sound financial support and advice for anyone's finance situation

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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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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Michael Ibbotson

Managing Director of Security National
Specialist in retirement planning strategies
Authorised Representative No.276365

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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 IbbotsonMaster Money with Michael Ibbotson

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Corporate Profile
About Security National
Contact Details
Our People - Staff


Financial Planning
Investment Planning
Assest Allocation
Managed Investments
Direct Shares
Direct Property

Insurance Services

Taxation Planning
Taxation Gearing
Tax Strategies
Remuneration Packaging
Tax Solutions
Taxation Help

Terms of Use

Retirement Planning
Personal Superannuation Advice
Superannuation Income Stream Advice
Superannuation Asset Allocation
Self Managed Superannuation
Self Managed Superannuation Administration

Privacy Policy

Estate Planning
Wills and Power of Attorney
Testamentary Trusts
Referral to Solicitor
Referral to Legal Specialist
Estate Financial Planning


Financial Services
Financial Plan Review
Portfolio Monitoring
Asset monitoring
Quarterly Newsletter
Financial Seminars

Security National Team

Security National main logo click here for more contact information. Security National Financial Services Pty Ltd
ABN 54 007 375 420
Holder of Australian Financial Services Licence 244565
Suite 4.02 Level 4, 448 St Kilda Road
Melbourne 3004 VIC
Tel: 03 9867 2511
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