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.

David Beattie

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Financial Adviser + Accountant

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

Authorised Representative (244660)

Accounting team

Stacey Burns

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Senior Accountant

CPA, B. Com

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    Amy Leo

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B. Bus (Acc)

Chartered Accountant - currently studying

Accountant

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Riley Hayton

  Accounting Assistant

Cert III Business

Kristy Obudzinski

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Accountant

CPA, B. Bus (Acc)

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Hunter Creagh

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Accounting Assistant

Cert III Business 

Bachelor of Business (Accounting) - currently studying

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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

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Marie Bullingham

Senior Financial Adviser Assistant

Centrelink Specialist

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Damara Pearson

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Financial Adviser Assistant

B.Bus (Acc) | Diploma of Financial Planning

administration

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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

 

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    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