Beattie Financial Services has two owners, David Beattie and Steven Costall, both whom are individual Authorised Representatives of Professional Investment Services Pty Ltd.

There is a dedicated team behind them that provides financial planning services to clients predominantly in two locations:

• Bendigo and surrounding districts
• Melbourne CBD and inner suburbs

BFS has a range of services inhouse, but also has strong business relationships with a number of companies specialising in legal, banking and insurance. This allows us to focus on your overall financial plan, outsourcing to other specialists when appropriate.

We pride ourselves on our personalised service and work hard to find the right solution for you.

Contact us to find out how we can help you achieve your financial goals.