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 planner, 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.

David Beattie

  • LinkedIn Social Icon
Show More

Financial Planner + Accountant

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

Authorised Representative (244660)

Accounting team

Stacey Burns

Show More
  • LinkedIn Social Icon

Senior Accountant

CPA, B. Com

Show More

    Amy Leo

  • LinkedIn Social Icon

B. Bus (Acc)

Accountant

Show More

Riley Hayton

Cert III Business

     Traineeship

  Accounting Assistant

Kristy Obudzinski

  • LinkedIn Social Icon

Accountant

CPA, B. Bus (Acc)

Show More

Hunter Creagh

Show More

Cert III Business 

Accounting Assistant

Financial planning team

Show More

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.

Show More

Marie Bullingham

Senior Financial Planning Assistant

Centrelink Support

Damara Pearson

  • LinkedIn Social Icon

Financial Planning Assistant

B.Bus (Acc) | Diploma of Financial Planning

Show More

Alex Trahair

Financial Planning Assistant

Bachelor of Finance + Marketing 

administration

Show More

Cathy Vicary

Office Manager

 
 
 

© 2018 Beattie Financial Services Pty Ltd. All rights reserved.

ABN 98 876 543 472

Corporate Authorised Representative (CAR) of Alliance Wealth Pty Ltd AFSL 439 562

 

Connect with us:

  • Facebook - Grey Circle
    • LinkedIn - Grey Circle
    SMSF, BEATTIE, FINANCIAL, SERVICES, BENDIGO, VICTORIA, AUSTRALIA, PLANNING, RETIREMENT, REDUNDANCY, INDIVIDUAL, TAX, ACCOUNT, ACCOUNTING, ACCOUNTANT, ACCOUNTANTS, JOHN, KENNEDY, CPA, CA, ALLIANCE WEALTH, SELF, MANAGED, SUPER, SUPERANNUATION, FUND, TRUST, BUSINESS, XERO, CENTREPOINT, DAVID, DAVE, MONEY, FINANCE, INVESTMENTS, INVESTING, PERSONAL, FRIENDLY, COFFEE, FREE PARKING, BEST, TOP, CHARTERED, CERTIFIED, PLANNER, LOCAL, SMALL, ADVICE, ADVISOR
    SMSF, BEATTIE, FINANCIAL, SERVICES, BENDIGO, VICTORIA, AUSTRALIA, PLANNING, RETIREMENT, REDUNDANCY, INDIVIDUAL, TAX, ACCOUNT, ACCOUNTING, ACCOUNTANT, ACCOUNTANTS, JOHN, KENNEDY, CPA, CA, ALLIANCE WEALTH, SELF, MANAGED, SUPER, SUPERANNUATION, FUND, TRUST, BUSINESS, XERO, CENTREPOINT, DAVID, DAVE, MONEY, FINANCE, INVESTMENTS, INVESTING, PERSONAL, FRIENDLY, COFFEE, FREE PARKING, BEST, TOP, CHARTERED, CERTIFIED, PLANNER, LOCAL, SMALL, ADVICE, ADVISOR