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, since 2006.

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We are pleased to announce that, effective 5 January 2026, Beattie Financial Services and SWR Chartered Accountants have formally merged.

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SWR Principal, Glenn Robertson, and I have collaborated closely for more than 15 years on client case studies, having first known each other during our college degree days. This merger formally seals a long-standing professional partnership and reinforces our shared commitment to delivering high-quality outcomes for our clients.

Importantly, you can expect the same quality of service and continuity you have always received. Our combined team remains based at our Queen Street office premises, which has now been rebranded as The Vault, Bendigo.

As part of this merger, we welcome the additional staff resources of Glenn, Gary, Michael and Bronwyn, enabling us to better support your needs as they evolve. We are also pleased to advise that we now have an additional office in Cohuna, further expanding our regional presence.

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