Meet the team

our

team

Established in 2006, Beattie Financial Services has been making strides in combining the know-how of financial advice and expertise of accounting to bring untold financial benefits to its many clients.

Beattie Financial Services is the creation of David Beattie - certified financial adviser, chartered accountant and authorised self-managed super fund auditor. Working with a dedicated team, Beattie Financial Services has provided financial planning and management, as well as accounting and tax services, for over a decade.

Dave works closely with the community and has developed strong relationships with a number of local businesses that assist with legal, banking and insurance issues, allowing Beattie Financial Services to focus entirely on our clients' financial needs, outsourcing specialised services wherever necessary.

Accounting team

We value developing long lasting relationships, which is why we want you to come and meet us.

Oh and the coffee isn't half bad either.

Financial planning team

Tammy Brown

  Accounting Assistant

Hunter Creagh

Accounting Assistant

Cert III Business 

Bachelor of Business (Accounting) (Currently Studying)

Kristy Obudzinski

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Accountant

CPA, B. Bus (Acc)

David Beattie

(Dave)

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Financial Adviser + Accountant

CFP, M. Acc, CA, B. Bus (Acc), Dip FP

Authorised Representative (244660)

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    Amy Leo

Accountant

B. Bus (Acc)

Chartered Accountant (Currently Studying)

Marie Bullingham

Senior Financial Adviser Assistant

Centrelink Specialist

Paraplanner

Damara Akkermans

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Financial Adviser Assistant

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B.Bus (Acc) | Diploma of Financial Planning

Graduate Diploma of Financial Planning (Currently Studying)

Jean Speirs

Financial Adviser Assistant

(working remotely)

administration

Cathy Vicary

Office Manager | Operations