Security National Financial Services

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Contact details

Address: Level 2, 608 St Kilda Road, Melbourne, VIC 3004
Inner Melbourne, Melbourne Metro
Tel: (03) 9510 5400
Fax: (03) 9510 5405
http://www.secnat.com.au
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About Security National Financial Services

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 a Principal member of the Financial Planning Association and are not aligned or affiliated with any institution.

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Products & services

Finance Solutions from Security National Financial Services thumbnail

Finance Solutions

06-Oct-2010

Contact Michael Ibbotson, our finance consultant, at head office on (03)9510 5400.. Alternatively, send us an email at Read more


Portfolio Construction & Investment Planning from Security National Financial Services thumbnail

Portfolio Construction & Investment Planning

06-Oct-2010

Contact Michael Ibbotson for more advice on (03)9510 5400. Alternatively, send us an email at Read more


Taxation Planning from Security National Financial Services thumbnail

Taxation Planning

06-Oct-2010

Contact Michael Ibbotson for more advice on (03)9510 5400. Alternatively, send us an email at Read more


Wealth Creation from Security National Financial Services thumbnail

Wealth Creation

06-Oct-2010

Contact Michael Ibbotson for more advice on (03)9510 5400. Alternatively, send us an email at Read more


Estate Planning from Security National Financial Services thumbnail

Estate Planning

06-Oct-2010

Contact Michael Ibbotson for more advice on (03)9510 5400. Alternatively, send us an email at Read more


Retirement Planning from Security National Financial Services thumbnail

Retirement Planning

06-Oct-2010

At Security National we are experts in superannuation and retirement planning. As you approach retirement, Security National can advise you on all of your retirement options, from maximising your con… Read more


Financial Planning from Security National Financial Services thumbnail

Financial Planning

06-Oct-2010

Security National’s financial planners have cemented a reputation which is second to none by providing client focused service and strong financial strategies. Our pool of resources, including Charte… Read more



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