Securitas Financial Group is passionate about helping you take control of your financial future.
We are here to take the time and stress away from you, we want you to focus on what you do best and leave the other stuff to us.
Our relationship with our clients is long-term, so as well as being based on the provision of highly qualified expert financial advice, it’s also one that’s based on both friendship and genuine care.
The ongoing improvement of your financial wellbeing and the freedom you will feel from never having to worry about your financial situation again – will change your life forever.
Securitas Financial Group is driven by our values and guide everything we do for you.
Life is full of challenges. At Securitas we believe happiness is most important. If we do this then the challenges become secondary and we can lead a happy life.
Relationships work best when we’re open and honest. At Securitas we go the extra mile to ensure communication is honest and meaningful.
Mutual respect is a foundation of all our relationships. Although we carry ourselves with a quiet confidence, we are humbled by your successes. It encourages us to keep striving to do better.
There is a difference between listening and being genuinely interested. We want to hear about your ups and downs and sharing in your life.
Whether it’s giving back to the community or securing financial futures, we love to make a difference. We believe that you can do anything as along as you have the passion.
Kevin has been involved in the financial services industry since 2004 and a background as an accountant provides him with sound knowledge of business practices. Kevin and his wife Louise are kept busy with their 4 children, Elise, Holly, Lucas and Milla. When Kevin is not cheering on Manchester United and the Fremantle Dockers with his family he loves to swim & travel.
Financial Adviser
B.Com, Dip FP
I have been a financial adviser for 18 years. I started out as a Paraplanner at CBA then moved into a financial planning role. Shortly before the GFC I moved into a stockbroking firm where I provided financial planning advice to stock broking clients. I then joined a super fund where I was dealing with pre-retirees and retirees predominantly. After 6 years I wanted to focus on a holistic approach and joined Securitas where I have been for the last 8 years. I have an interest in finance and global markets, and how various concepts may affect movements of price (politics, interest rates, inflation, monetary policy, etc). I believe that educating my clients is an important part of the advice process as it helps to them understand benefits of advice and motivates them to adhere to their goals. On a personal note, I am married with 3 children. I support the Eagles in the AFL. I am a supporter of Liverpool in the EPL.
Financial Adviser
B.Com, Adv Dip FP
Jason has had a strong interest in finances from an early age and after working as a mortgage broker made the transition into financial planning when an opportunity arose. Jason is passionate about the service he provides to ensure every client receives the best possible experience. Jason and his wife Fah have two children; Jesse & Sydnee. Jason and his family love to holiday in Thailand so their children can experience Fah’s native country and culture. While not a avid AFL supporter; Jason has pledged his alliance to the Fremantle Dockers.
Financial Adviser
Adv Dip FP
Ashley has been in Financial Services since 1999 and a Financial Planner since 2010, during this time he has developed experience in superannuation and retirement planning having worked for large super funds. Ashley enjoys working with clients to help achieve their financial and lifestyle goals and building strong ongoing relationships. Ashley is married to Jen and they have 2 daughters, Matilda and Isla. They all enjoy spending time at the beach and escaping the rat race in their caravan as much as they can.
Financial Adviser
B. Bus, Adv Dip FP
Paul has been working in the financial planning industry for over 20 years and his experience includes working for a major bank, boutique financial planning firm and superannuation fund. Paul has a keen interest in macro-economics and believes that financial planning is about ongoing guidance to clients over their long-term journey. Paul has been married to Kym since 1991 and his two children, Jake and Abbey are both teachers. Paul enjoys sports including AFL (Eagles), football (Liverpool and Perth Glory) and listening to the best in their field speak about different economic and investment theories.
Financial Adviser
Grad Dip FP
Miranda began working in the financial planning industry in 2006. Her experience includes working for boutique financial planning firms, a major bank and a large superannuation fund. Miranda is humbled to a be a part of someone’s financial planning journey, she strongly focuses on delivering sound technical advice with an empathetic and attentive approach to her client’s needs. Her passion is that her clients always remain central, that their financial life is enhanced as they achieve their aspirations, and that they develop understanding and peace of mind over the long-term. Miranda is drawn to an adventure and has spent time living in Japan, the United Kingdom, and Tasmania over the years. She’s happy to now be settled in Perth with her family and keeps very busy with her two beautiful children, Jack and Ella.
Financial Adviser
Grad Dip FP, Adv Dip FP
Craig commenced his career in the financial planning industry in 2001. With over 20 yrs experience as a financial adviser, Craig has been passionate about helping his clients meet their goals & objectives in life while building long term relationships along the way. Craig has now taken on a new role as a Business Relationship Manager while assisting with the transition of his existing clients within the Securitas Financial Group. Craig has 2 adult children Jasmine & Blake. Enjoys spending time with his family & friends, supporting the WCE, loves the outdoors & enjoys country rides on his Harley.
Client Services
Jemma has been doing reception for just over 2 years now, she’s always happy to help! Still learning about all things financial. She’s a mum of one little boy Rory, so is kept busy running after him. She’s a dockers fan, Perth scorchers, loves all things sport and adventure.
Receptionist
Here are some tips for getting prepared for our time together…
Reflect on what you want in life. Start with the next few years. Are there any changes you’d like to make, or things you’d like to do? What about 5, 10 or 25 years from now? Where do you want to live? What do you want to be doing?
Consider your attitude to money. Are you a spender or a saver? A risk taker or someone who prefers more certainty? When it comes to spending and managing money, what do you enjoy and what keeps you awake at night?
Think about the financial issues you find most challenging. Where do you think you could be making better decisions? What do you think you need to better understand? Do you understand your financial house?
Think About Your Goals. A list of your short and long-term financial objectives and any questions or concerns you may have.
We will broadly discuss all the above, so don’t worry if you don’t have the answers yet. The purpose of this initial meeting is to gain an understanding of what you want to achieve and your current financial resources.
You’ve made it this far….let’s have a conversation!
Get in Touch
Our company has been built around the philosophy that in order to move forward in life you need to be giving back.
We ‘give back’ because we want to make a meaningful difference to our community and to those who are less fortunate than ourselves.
Upon presentation of your financial plan, if you aren’t completely satisfied with the level of service and expertise; we promise to make it right. If we don’t we will happily refund your financial plan fee.
That’s our happiness guarantee!
