Welcome...

Primeplan Securities Pty Ltd was formed in May, 2000.  Primeplan Securities brings together experienced financial planners in Melbourne and Hobart to form an exciting financial services company, aimed at providing a holistic financial advisory service to clients. 

Primeplan Securities Pty Ltd holds an Australian Financial Services Licence (No. 229537) 

Our Mission: "To be the chosen partner in fulfilling the financial goals and aspirations of our clients by providing professional advice and the highest quality service".

The business provides advisory services in the following areas: 

• Retirement planning

• Superannuation portfolio management

• Growth investments with tax benefits

• Risk Management

• Self Managed Super Funds

• Centrelink integration strategies