Our practice is founded
on professionalism, integrity and exceptional client service,
delivering 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. The services we specialise in include wealth
accumulation strategies, estate planning, superannuation
advice, self managed super fund administration, social security
advice, risk management, general financial planning and
ongoing plan and portfolio reviews. 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.
We
navigate you through the complexities and discipline
of wealth creation, risk management and superannuation,
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 collectively over 100 years of experience.
Security
National Financial Services holds an Australian Financial
Services License No 244565. We are not aligned or affiliated
with any institution and are a principal member of the Financial
Planning Association.
Whether
you’ve previously received financial services advice
or not, Security National can help you develop solutions
tailored to your circumstances.
