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
Stacey Burns
Senior Accountant
CPA, B. Com
Amy Leo
B. Bus (Acc)
Chartered Accountant (Currently Studying)
Accountant
Tammy Brown
Accounting Assistant
Kristy Obudzinski
Accountant
CPA, B. Bus (Acc)
Hunter Creagh
Accounting Assistant
Cert III Business
Bachelor of Business (Accounting) (Currently Studying)
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.
David Beattie
Financial Adviser + Accountant
CFP, M. Acc, CA, B. Bus (Acc), Dip FP
Authorised Representative (244660)
Financial planning team
Marie Bullingham
Senior Financial Adviser Assistant
Centrelink Specialist
Damara Akkermans
Financial Adviser Assistant
B.Bus (Acc) | Diploma of Financial Planning
Graduate Diploma of Financial Planning (Currently Studying)
administration
Cathy Vicary
Office Manager