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

Keith Lawson


CFP
Authorised Representative No.253765

Keith is the founder of Security National and has been in the financial planning industry since 1981. He has extensive experience in pre and post retirement planning, taxation and social security strategies.

Michael Ibbotson

B.Bus FP AMC AFA
Managing Director
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.


 

Peter Budge


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.



Security National Management


CHRISTINA IBBOTSON

Financial Controller

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.

BARBARA ALVAREZ

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.

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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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