David grew up in Wycheproof before moving to Bendigo for Year 12 and University. He worked in Melbourne for Arthur Andersen and BHP Billiton gaining valuable superannuation experience. He completed his Masters in Accounting, lectured part-time at the Bendigo University and worked with Bendigo Bank before establishing Beattie Financial Services.

He now lives in an old parsonage home with his wife, renovating as time permits.

With his Masters and Chartered Accounting background coupled with his superannuation background, he is well qualified as a Certified Financial Planner.