Securinvest Financial Planners pty ltd has been providing clients with personal financial advice to help them achieve their financial and lifestyle goals since 1985.
Our main office is in Wheelers Hill, Victoria, with another office in Bulleen, Victoria, and authorised representatives based across Melbourne, Northern Victoria, NSW & the Sunshine Coast in QLD. We also have an Accounting firm based in Bulleen, Victoria which is able to accommodate all of your accounting and taxation needs.
We provide advice in the following areas, but not limited to:
Investment advice, Retirement Planning, Self Managed Super Funds (SMSF), Taxation planning, Centrelink & Social Security, Personal Risk Insurances, Saving's Strategies.
We also have professional relationships with Mortgage Brokers located within our Wheelers Hill office, Accountants, Solicitors & General Insurance Brokers.
Securinvest holds an Australian Financial Services Licence and are a Professional Practice of the Financial Planning Association (FPA).
We pride ourselves on being privately owned, a customer orientated organisation which is able to provide advice and recommendations designed specifically to suit each individuals unique circumstances.
All our advisers are highly skilled to provide you with a tailored financial plan to suit your needs.
- Category:
- Local business