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

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

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 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 value proposition is to provide our clients with Peace of Mind, education, lower stress levels and promote confidence, to allow our clients to live their lives with security whilst also achieving their life and financial goals.

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.



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

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Estate Planning
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Testamentary Trusts
Referral to Solicitor
Referral to Legal Specialist
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Financial Services
Financial Plan Review
Portfolio Monitoring
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Quarterly Newsletter
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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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