We provide the following services to our clients as Individual Authorised Representatives of Professional Investment Services:

• Financial Planning & Wealth Services
• Self Managed Super (diy) & Superannuation services
• Listed Securitas on the Australian Stock Exchange
• Estate Planning
• Risk Management

Individual Authorised Representative Numbers:

• David Beattie: 244660
• Steven Costall: 261433

Please click on the links above or contact us to find out more.

Beatie Financial Services receive a lot of technical and research support from Professional Investment Services Pty Ltd head office. More information about PIS can be found on their website at www.profinvest.com.au.

Click here to download a copy of the Professional Investment Services Financial Services Guide (FSG) and Privacy Policy.

The complaints procedure is outlined in the FSG above. Click here to lodge a complaint.