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

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

return to information on:
Click here to find out about all the Security National staff. Preview informaiton about each advisor and their experience in the finance industry

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

return to information on:
Click here to find out about all the Security National staff. Preview informaiton about each advisor and their experience in the finance industry

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

 

return to information on:
Click here to find out about all the Security National staff. Preview informaiton about each advisor and their experience in the finance industry



Home
Corporate Profile
About Security National
Contact Details
Our People - Staff
Location

Links

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

Copyright

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
website design by MelbourneOnline.com.au