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:
- New to the Workforce
- Newly Married
- Newly Single
- Starting a Family
- Saving for Education
- Growing your Nest Egg
- Receiving an Inheritance
- Becoming a Grandparent
- Nearing Retirement
- Retired
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.
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.
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.
 | 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. |
 | Financial Planner Dip FP, CFP, Grad Dip Mgt Licensed Dealer in Securities & Registered Life Insurance Broker. |
 | Accountant BA(ACC) CA FTIA AICD Member of the Institute of Chartered Accountants and Justice of the Peace for SA |
 | Financial Planner Dip FP Licensed Dealer in Securities & Registered Life Insurance Broker. Winner of the prestigious 2009 Securitor "Rising Star of the Year Award" |
 | 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:
- New to the Workforce
- Newly Married
- Newly Single
- Starting a Family
- Saving for Education
- Growing your Nest Egg
- Receiving an Inheritance
- Becoming a Grandparent
- Nearing Retirement
- Retired