Financial Advice
Advice that goes beyond the numbers.
For over 40 years we've helped Australians reach their big life goals, not all of which are about money.
Who we help
Advice for every life stage
Planning for the Future
Building wealth, protecting your family and setting a course that works for decades.
Self-licensed advice
We hold our own AFSL, so our advice answers to your plan rather than a product shelf.
One integrated team
Your adviser works alongside our tax and lending specialists so nothing falls between the cracks.
Long-term relationships
We measure success in decades, not transactions.
What we do
Services
Retirement & Aged Care
The decades you worked for, planned properly.
Preparing for Retirement
Income projections, spending plans and timing strategies to retire with confidence.
Transition to Retirement
TTR strategies that let you draw on super while still working, reducing tax as you wind down.
Wealth & Investment
The right assets in the right structures at the right time.
Protection & Estate
Protecting your income, your family and what passes on.
Advice is a relationship, so it matters who you sit across from. Meet the advisers.
How we invest
Relationship and strategy first. Investments second.
Around 80 percent of the value we create comes from relationship and strategy: the right decisions, made at the right time, in the right structures. Investments matter, and ours are run with professional asset consultants, an external research house and an investment committee. But we are not stock pickers and we do not time markets. We invest for the long term, and we spend our time where it counts: across the table from you.
Our process
Our process.
Advice starts with a proper conversation, not a product.
Discovery, on us.
A proper discovery meeting, not a 15-minute chat: what is important in life to you, where you stand, and whether we can genuinely help. Complimentary.
Your strategy, presented.
We build the strategy and present it with clear fees, so you decide with the full picture in front of you.
Implement and review.
We put the plan to work, then stay with you: portfolio monitoring, reviews, and an adviser who picks up the phone.
Who we serve
Advice works best when it fits.
Our clients are typically people approaching or in retirement, often between 50 and 70, with meaningful assets to organise, and people navigating money in motion: an inheritance, a business sale, a windfall. They want to delegate to a trusted professional rather than do it themselves. Ongoing advice is a paid professional relationship, and we are upfront about fees from the first meeting, so you can decide with the full picture.
Common questions
Questions we get asked.
A proper discovery: what is important in life to you, where you stand, and what you want to achieve. It costs nothing, and by the end you will know whether we can genuinely help and what it would cost.
No, and that is a common misconception. Investments are one part; the bigger value is strategy: retirement readiness, super, tax structures, estate planning and the decisions in between.
It depends on complexity, and we present fees clearly alongside your strategy before you commit to anything. The discovery meeting itself is free.
We work constantly on optimising your tax environment with our in-house accounting team, and we identify estate and legal needs and coordinate trusted specialists. Personal tax returns and legal documents sit with the right professionals, all within reach.
40+
Years of experience
4.9
From 75 Google reviews
1,000+
Families helped
"
Over approximately 19 years... competent, professional staff. At no time have we felt unsure or concerned.
Kerry Google review
"
We know we're in the hands of experts... timely, very friendly, and accurate.
Lynton Thomas Google review
"
a one stop shop for all of our financial needs
Alison Duff Google review
Meet the team
Our financial advice team.
John Tsiros
Director, Financial Advice
John thrives on helping clients build assets that allow them to live the lifestyle they want to live. He enjoys and appreciates being his clients' sounding board for many of their most important life decisions. Away from the office, John loves to explore new places with his wife and three kids.
Authorised Representative: 314877
Kaylah Pritchard
Advice Support
Kaylah is a member of our Financial Planning Advice Support team, providing essential support to advisers to help deliver positive client outcomes. She holds a Bachelor of Business Administration from Australian Catholic University. Outside of work, Kaylah enjoys staying active through gym sessions and running, and also enjoys unwinding with a good book.
Matt Dunstone
Financial Adviser
A former school teacher and devoted Geelong Cats fan, Matt enjoys local AFL football, Mexican food and renovating his home. Matt relaxes by playing guitar though jokingly admits to being tone-deaf.
Authorised Representative: 226472
Dean Wansbrough
Financial Adviser
Dean is a Financial Adviser at Securinvest, helping pre-retirees, small business owners and retirees plan with confidence so they can enjoy the things that are most important to them. He works closely with clients to map out the road ahead, whether that's preparing to step back from work, making the most of a business, or making sure savings last. Dean has been with Securinvest since 2010 and holds the Certified Financial Planner (CFP) qualification. Outside of work, Dean is a proud dad to his two daughters. He's a passionate Western Bulldogs supporter and loves his horse racing.
Authorised Representative: 472853
Lauren Street
Financial Adviser
Lauren is an experienced Financial Adviser with more than 15 years in the financial services industry. She specialises in helping individuals and families navigate the move into permanent residential aged care. Lauren understands that aged care decisions can be complex and emotional, and she is passionate about guiding clients through the process with clarity, compassion and confidence. She holds a Graduate Diploma in Financial Planning and a Bachelor of Business, and is an Aged Care Steps Accredited Aged Care Professional. Her extensive knowledge allows her to provide tailored advice that helps clients make informed financial decisions during significant life transitions. Outside of work, Lauren is a proud mother of two who understands the importance of balancing family, financial security and life's many demands. She loves travelling with her family and can often be found chauffeuring her children to their sporting commitments.
Authorised Representative: 1272066
Daniel Khreish
Financial Adviser
Daniel is a Financial Adviser who provides advice across all areas of financial planning, including superannuation, investments, retirement planning and wealth management. He works with clients at every stage of life, with a particular focus on pre-retirees and retirees, helping them build a clear strategy to work towards their financial and retirement goals. Daniel has worked in financial services since 2005 and has been a Financial Adviser for more than 15 years. He brings extensive experience in developing practical financial strategies and providing ongoing advice as his clients' circumstances and goals change. Outside of work, Daniel enjoys spending time with his wife and their two boys. He's a big sports fan and enjoys keeping active, travelling and making the most of time with family and friends.
Authorised Representative: 1006061
Scott Mitton
Financial Adviser
Outside of work, Scott enjoys caravanning with his family, running, playing indoor soccer, and following AFL. Passionate about giving back, Scott supports both local and international community initiatives dedicated to making a positive impact.
Authorised Representative: 333879
Henry Ho
Financial Adviser
Henry is a Financial Adviser with over 10 years of experience in the finance industry, helping clients with aged care, retirement planning, Centrelink strategies and wealth accumulation advice. Henry enjoys helping people navigate the complex financial landscape by providing practical, tailored advice that brings clarity and confidence to their decision-making. As an Accredited Aged Care Professional, Henry has a particular passion for supporting individuals and families through both the complexities and emotional challenges that often accompany aged care decisions. Outside of work, you'll usually find Henry out on his push bike searching for the next great café, bakery or pastry stop, or running around the badminton court. Henry enjoys staying active and spending quality time with family and friends over good food, coffee and conversation.
Authorised Representative: 1305990
Lucas Hopkins
Financial Adviser
Lucas is a Financial Adviser who specialises in helping people plan for retirement, particularly in the early years when it can be hard to know where to start. He finds the greatest reward in helping clients understand their position and work towards the goals they've always dreamed of, building relationships that last for years to come. Lucas holds a Bachelor of Commerce (Marketing, Finance and Financial Planning) from Deakin University and has six years of experience in the advice industry across two advice practices. Outside of work, he enjoys catching up with friends at social events and is a keen sports fan, supporting Carlton in the AFL and the Dallas Mavericks in the NBA, and following Formula 1. He keeps active in his home gym, on walks around home and hiking when the weather's good, and his two-year-old Birman cat, Sachi, keeps him busy at home.
Authorised Representative: 1311370
Bianca Antzakas
Adviser Support Officer
Bianca has a true wanderlust spirit; you will always find her researching and planning the next trip. Only working part-time she gets to spend a lot of time with her very spoilt little Pug, Mia.
Jenna Burns-Patten
Adviser Support Officer
Jenna enjoys live music and events, and can often be found seeking tickets to the next big show. Travel is also one of Jenna's passions, and she's a proud Sydney Swans supporter.
Sophie Bialocki
Adviser Support Officer
Sophie is a Senior Adviser Support Officer who is passionate about creating a seamless and enjoyable client experience, with a strong eye for structure and processes to keep things organised, streamlined and running smoothly behind the scenes. Having worked in the industry since 2022, Sophie has worked across a diverse range of environments, from retail through to supporting ultra-high-net-worth clients. She holds a Bachelor of Commerce, double majoring in Financial Planning and Human Resource Management, giving her a well-rounded understanding of both the technical and people-focused sides of the industry. Outside of work, Sophie keeps busy as a Regional Chairman of a young global business organisation and enjoys share trading with her dad. Above all, she is passionate about all things health and wellness because, as they say, health is wealth!
Kristy Harpis
Senior Paraplanner
Kristy is a Senior Paraplanner who has been helping advisers and clients achieve their financial goals since 2008. Her career journey has taken her from reception and administration through to senior paraplanning, giving her a deep appreciation for every stage of the advice process. A part of the Securinvest team for more than nine years, Kristy is passionate about delivering quality advice support and developing efficient systems and processes that help teams work smarter. She holds a Diploma of Financial Planning, an Advanced Diploma of Financial Services, and has completed the Aged Care Steps program. When she's not at work, Kristy can usually be found with a good book, watching science fiction, or making memories with her two daughters and husband.
Amy Russell
Professional Standards Manager
Amy Russell is the Professional Standards Manager for the Securinvest Group, with responsibility for compliance, human resources, and legal matters across the organisation. She entered the financial advice industry after an eight-year career practising commercial and property law. In 2017, Amy transitioned into compliance and has been a valued member of the Securinvest team ever since. Her extensive legal and compliance expertise supports strong governance and professional standards across the group. Outside of work, Amy enjoys travelling, exploring new wines, and immersing herself in music. She is also a devoted pet lover and enjoys spending time with her family and friends.
Mandy Goodwin
Managing Assistant
Mandy first joined Securinvest in 2013 and has enjoyed watching and helping the business grow into what it is today. She brings a deep understanding of how the business works and what clients value. Mandy oversees Securinvest's communications, from content creation and copywriting to managing vendors and coordinating client events, making sure every touchpoint reflects the care and quality clients experience with the team. She also enjoys mentoring junior team members and helping them grow in their roles. Outside of work, Mandy loves spending time with her family, friends and pets, and enjoys gardening and boxing.
Debbie Patigayon
Paraplanner
Debbie is an anime fan who watches anime and reads manga online. He is a sporty dude who loves to play volleyball and basketball with his neighbourhood.
Sheyne Susas
Paraplanner
A valued member of the Securinvest paraplanning team, Sheyne plays an important role in supporting the financial advisers to deliver quality advice outcomes for clients.
Ainsley Russell
Advice Support
Ainsley is a member of our Financial Planning Advice Support team. She provides dedicated support to advisers and clients throughout the advice process. With over eight years of customer service experience, Ainsley is committed to delivering exceptional service and positive client outcomes. Outside of work, she enjoys spending time with her son, baking and being creative.
Let's start with a proper conversation.
The first conversation costs nothing and comes with no obligation.
Or call (03) 9574 8300
