Dream big. Live confident.
Dream big.
Live confident.

Financial Advice

Financial Advice

If you're considering an investment, wanting more out of your super or looking towards retirement, then quality financial advice is essential.

For over 40 years, we’ve been helping to liberate our clients through smart financial decision making.
We can put you on the path to achieving your big life goals – which don’t all have to be about money.
We’re interested in people’s lives beyond the financials.
That’s why we always consider the emotional impact that comes with the advice we provide.

About Financial Advice

Plan For The Future
As you establish your career and take on family responsibilities, your priorities in life will become clear to you.
To achieve all the things you want out of life, you’ll need a plan to make it possible.
At Securinvest, we have more than 40 years experience helping people take control of their finances.
We’ll evaluate every aspect of your life and together we’ll create a holistic plan that will set you up for financial success in the future.
We’ll make sure you use the money you earn today, to create the world you desire tomorrow.
Retire In Comfort
When you retire, you want to know you have enough to live comfortably while still having a bit left over to enjoy the things you love doing most.
The occasional game of golf, a trip up the coast, or maybe restoring that old car.
And of course, as you get older, you’re likely to be thinking about your family and how you can help them, maybe you’d like to assist the kids with their first property or a business opportunity.
Whatever it is, we can create a plan that will allow you to do just that.
Transition To Aged Care
Need to plan the move to Aged Care for yourself or a loved one?
This can be a stressful time, but early planning and good advice can help minimise the stress for you and your family.
During this time you’ll be faced with some difficult personal and financial decisions and our qualified Aged Care Specialist Leah Newman is here to help clients and family members navigate the complexities of Aged Care advice.
We provide specialised advice to both existing and new clients who are planning for the cost of care, as well as clients who need assistance securing care and financial advice for their elderly parents, or loved ones.
At Securinvest we help you plan ahead, and we can talk you through the care options available to you, the costs associated with them and the best way to restructure your finances to pay for the appropriate care.
Getting the right information and advice now will help you make the best choices for your future care, security and happiness.
Consolidate Your Position
As your asset base grows, it’s worth reviewing your circumstances regularly to make sure your finances are still aligned with your long-term goals.
Perhaps it’s time to establish a Self Managed Super Fund, or maybe it now makes sense to move out of higher risk investments.
We can ensure that your income, Superannuation and investments are complementing each other as you get closer to retirement.
  • Plan For The Future
  • Retire In Comfort
  • Transition To Aged Care
  • Consolidate Your Position

Real Life Stories

Jenny Portelli

It has been many years now that John Tsiros has been my financial advisor/manager.
My late husband and I attended the Bulleen office annually for taxation purposes and were always impressed by the staff and the service we received.
Therefore, when we retired, it seemed the good thing to do by keeping all things financial in one place.
John was recommended to put in place a financial plan that would see us financially secure throughout our retirement years.
It was a great recommendation!

Ted & Edna

We were referred to John in late 2007.
I had just retired, so needed advice on where to invest the lump sum.
Admittedly, it wasn’t a large amount in today’s world – but it was to us.
We had never had that much money to deal with, so needed to feel comfortable and trust someone for guidance.
Our relationship with John has now grown to nearly 11 years.

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Meet The Team

Our Financial Advice Team

Responsible for the overall vision, direction and leadership of the group, Craig is committed to offering clients unbiased, objective opinions that help them make informed decisions that enrich their lives.

He leads by example, and believes that a positive mindset, and leading with respect, integrity and passion are key to his success.

He spends his non-working hours golfing, swimming, biking, running, and exploring the outdoors with his wife and four kids.

Craig Thwaites

Director - CEO

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.

Matt Dunstone

Financial Adviser

Scott is a partner and a Director of Securinvest Financial Planners and has spent over 30 years in the Financial Services industry.

He manages many of the day to day functions within the advice team, sits on the investment committee and oversees the HR function of the overall group.

Prior to joining Securinvest, Scott held management roles with some of Australia’s leading investment platforms, insurance companies and started out working with a large national Dealer Group.

He gets great satisfaction building relationships with those retiree/pre-retiree clients who come looking for advice and then grow to value and appreciate the clarity, comfort, and peace of mind that Scott and a firm like Securinvest can provide.

When he is not working, he is a keen golfer (although not that good at it), explores the country roads/highways on his motorbike, loves renovating and gardening and takes enormous pride in watching his grown up kids forge their own way through life!

Scott Daubeny

Director - Financial Advice

As a proud mother of two wonderful children, Lauren brings the same care and commitment to her family as she does to her clients. Lauren is deeply motivated to excel in everything she undertakes, striving to deliver the best possible outcomes for those she supports and works with, embodying a genuine dedication to making a positive

Lauren Street

Financial Adviser

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.

He is an avid runner, especially on off-road trails, and has held a life-long passion for cars from the 50s, 60s and 70s.

John Tsiros

Director - Financial Advice

Outside of work, Scott enjoys caravanning with his family, running, playing indoor soccer, and following AFL. He’s also actively involved in his kids’ many sporting activities. Passionate about giving back, Scott supports both local and international community initiatives dedicated to making a positive impact.

Scott Mitton

Financial Adviser

Dean’s a passionate Western Bulldogs fan.

You’ll find him chasing after his daughter Phoebe and dog Reggie.

He’s also a keen cook outside of the office and loves his Horse Racing.

Dean Wansbrough

Financial Adviser

Daniel has an interest in all sports but is a keen Essendon Bombers supporter.

Outside of sport, Daniel enjoys travelling and family time with his wife and two boys.

Daniel Khreish

Financial Adviser

On a good day, Henry enjoys going out for a ride on his bike despite his terrible sense of direction which usually leaves him stranded after taking a (few) wrong turns.

On other days, he loves to play a few games of badminton.

He is also a massive fan of coffee and sweets!

Henry Ho

Financial Adviser - Aged Care Specialist

Tiffany treasures quality time with her young daughter, embracing the joys of motherhood. When she gets a moment to herself, she enjoys diving into her favourite YouTube videos for entertainment and inspiration.

Tiffany Zhang

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, and if her husband would let her, she would rescue every animal that needs a home.

Bianca Antzakas

Adviser Support Officer

In her downtime, Sophie enjoys a mix of activities that nurture both her mind and body. She finds relaxation and strength through Pilates, rejuvenates with refreshing ocean swims, and practices mindfulness through breathwork. Sophie also shares a special bond with her dad through their shared interest in trading.

Sophie Bialocki

Adviser Support Officer

Matt takes a keen interest in sports, playing both football and cricket.

He is a long-suffering Melbourne Demons fan and always looks forward to getting away in the summertime.

Matt Hughes

Adviser Support Officer

Adventure is Joanna’s middle name – she’s a nature lover, camper and curious traveller.

She also loves rollercoasters, hates Ferris Wheels, and has a pretty keen murder mystery book habit.

Joanna Cousins

Adviser Support Officer

Liam is an avid sports fan, closely following Collingwood and the New York Knicks.

If Liam isn’t watching the Footy or Basketball, you will probably find him up north on the Sunshine Coast with his family or on the golf course fighting for par.

Liam-McLardie Waters

Adviser Support Officer

Lucas likes to be active, whether its running in the Securinvest running club, hiking with mates or working out in the gym.

When he’s not running around Lucas can be found supporting his favourite AFL team Carlton Football Club or his NBA team the Dallas Mavericks.

Lucas Hopkins

Advice Support

Kristy spends her down time learning about programming and reading sci-fi novels.

She’s a reformed gamer and when she is not spending time with her husband and two daughters, she is out hitting the pavement to achieve a new PB.

Kristy Harpis

Senior Paraplanner

Amy comes to the financial advice industry with a background practising in property and commercial law.

She’s a keen traveller, wine enthusiast and music lover.

Amy Russell

Dealer Compliance Officer

Mandy is a big fan of being outdoors, whether it’s gardening, camping, or riding dirt bikes.

She keeps busy renovating her house and loves spending time with her kids.

Mandy Goodwin

Managing Assistant

Ainsley has over 8 years of experience working in a customer focused role and loves to have a chat.

She has a passion for travel, online shopping and watching a good tv series.

Ainsley Russell

Client Experience

Max is an avid car, gaming, comics, music, and nature enthusiast.

After he is finished gaming with the boys or working on the car with some tunes and a drink, you can usually catch him at a soccer match alongside family or at car events and hiking trips with friends!

Max Cora

IT Manager

I love spending my weekend at the beach or traveling away, I always enjoy my time out in nature, especially under the sun.

If given the chance, I’d travel for life! Adventure is always a go for me.

If I’m not out there, you can find me watching movies at home with cousins or strolling down somewhere enjoying the fresh air.

It is my dream to experience natural snow.

Jamila Pongcol

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, but oftentimes, spends most of his time sleeping.

Debbie Patigayon

Paraplanner

Financial Advice Resources

Resources

To view our Financial Services Guide (FSG), click on the link below:

> Financial Services Guide (FSG)
  • Resources