Johnston Grocke

Financial services

WHAT IS A FINANCIAL PLANNER?

A professional who analyses your overall financial situation and develops a comprehensive plan that meets your goals and objectives.

WHY DO I NEED A FINANCIAL PLANNER?

To plan a course of action which will ultimately lead to a better lifestyle in my retirement

WHEN DO I NEED A FINANCIAL PLANNER? 

The sooner the better because it takes time for a plan to produce financial security.

In our experience certain life changing events prompt us to reconsider our overall financial position.

Events such as when you're:

FINANCIAL SERVICES WE OFFER

CLIENT PORTFOLIO ACCESS

Asgard

View your Asgard account information. This is available for enquiry access to Asgard's administration platform data to account holders. Please contact us if you wish to have enquiry access to your data.

Investor on line

 

Xplan

View our Xplan Portfolio Administration System. This facility is available for a monthly fee. Please contact us if you wish to have enquiry access to your data.

XPlan Client Access

PRIVACY POLICY

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Securitor is the holder of an Australian Financial Services Licence (240687) issued by the Australian Securities and Investments Commission (ASIC). Securitor is a principal member of the Financial Planning Association (FPA) and is a foundation sponsor of the FPA Quality Advice campaign.

To plan a course of action which will ultimately lead to a better life style in my retirement 

To work on my business strategy, manage my business for greater profitability and help with my ongoing taxation compliance obligations

When I need help to negotiate the maze of options available to me and to make sure I am fully informed before making any decisions.

 

John Grocke - Principal

Financial Planner Dip FP, CFP Licensed Dealer in Securities & Registered Life Insurance Broker. Winner of the prestigious National "Securitor Adviser of the Year" Award for 2008.

Anthony Klatt - Principal

Financial Planner Dip FP, CFP, Grad Dip Mgt Licensed Dealer in Securities & Registered Life Insurance Broker.

Andrew Brown - Principal

Accountant BA(ACC) CA FTIA AICD Member of the Institute of Chartered Accountants and Justice of the Peace for SA

Mathew Wilkshire - Associate

Financial Planner Dip FP Licensed Dealer in Securities & Registered Life Insurance Broker. Winner of the prestigious 2009 Securitor "Rising Star of the Year Award"

Adam Grocke - Associate

Mortgage Specialist Cert IV Mortgage & Finance Services, AMC. Winner of the prestigious SA/NT Rookie of the Year Award 2008/09

WHEN DO I NEED A FINANCIAL PLANNER? 

The sooner the better because it takes time for a plan to produce financial security.

In our experience certain life changing events prompt us to reconsider our overall financial position.

Events such as when you're:

FINANCIAL SERVICES WE OFFER



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