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.

Steven was born and raised in Canada before moving to Australia. He worked as a financial planner in Melbourne for several years before moving to Bendigo and working with another financial planning business before joining David in 2008.

He now lives on a few acres outside Bendigo with his wife and two children.

His past experience and training as a Risk Insurance specialist add to his qualifications as a Certified Financial Planner.