David Beattie
Financial Adviser
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About
David Beattie is an ASIC-registered financial adviser based in Bendigo, Victoria, committed to providing tailored financial solutions to help his clients achieve their financial goals. With a Bachelor of Business from Bendigo College of Advanced Education (1987) and a Diploma of Financial Planning from the Financial Planning Association (1999), David possesses a strong foundation in financial principles. He has further enhanced his expertise with certifications in Securities (Kaplan, 2009), Self Managed Superannuation Funds (Kaplan, 2013), and achieving the prestigious Certified Financial Planner designation from the Financial Planning Association in 2014. David's extensive knowledge and experience allow him to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. As a member of the Financial Advice Association of Australia (FAAA), the Institute of Chartered Accountants Australia (ICAA), and the National Tax & Accountants Association (NTAA), David adheres to the highest ethical and professional standards. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact David Beattie today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Beattie offer?
David Beattie provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, and retirement planning. He is authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications and memberships does David Beattie hold?
David holds a Bachelor of Business, a Diploma of Financial Planning, certifications in Securities and Self Managed Superannuation Funds, and is a Certified Financial Planner. He is a member of the Financial Advice Association of Australia (FAAA), the Institute of Chartered Accountants Australia (ICAA), and the National Tax & Accountants Association (NTAA).
How can David Beattie help me with my retirement planning?
David can help you develop a comprehensive retirement plan tailored to your individual needs and goals. This includes assessing your current financial situation, projecting future income needs, and developing strategies to maximize your retirement savings.
What is the process of working with David Beattie?
The process typically begins with an initial consultation to discuss your financial goals and needs. David will then gather information about your current financial situation and develop a personalized financial plan. He will regularly review and update your plan as your circumstances change.
What can I expect when meeting with David Beattie for the first time?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. David will explain his services and how he can help you achieve your objectives. There is no obligation to proceed after the initial consultation.
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