Steven Beattie
Financial Adviser
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About
Steven Beattie is an ASIC-registered financial adviser based in Burswood, WA, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Arts (Social Sciences) from Curtin University (1987) and a Diploma of Financial Planning from the Financial Planning Association of Australia Limited (1998), Steven has a strong foundation in understanding individual needs and providing tailored advice. As a Certified Financial Planner (CFP) since 2003 and a member of the Financial Advice Association of Australia (FAAA), Steven adheres to the highest ethical and professional standards. Steven is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to grow your wealth, protect your family's future, or plan for a comfortable retirement, Steven has the expertise to guide you. Key services include: • Superannuation advice to optimise your retirement savings • Comprehensive insurance solutions to safeguard your assets and loved ones • Strategic wealth management to build and preserve your wealth • Tailored retirement planning to ensure a secure future • Investment advice for Life Insurance, Risk Insurance and Securities Ready to take control of your financial future? Contact Steven Beattie today for a complimentary consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Steven Beattie offer?
Steven Beattie specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He also provides advice on investment life insurance, life risk insurance, securities, and retirement savings accounts.
What are Steven Beattie's qualifications?
Steven holds a Bachelor of Arts (Social Sciences) from Curtin University, a Diploma of Financial Planning from the Financial Planning Association of Australia Limited, and is a Certified Financial Planner (CFP).
What can I expect during my first meeting with Steven Beattie?
During your initial consultation, Steven will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline how he can help you achieve your objectives with a tailored financial plan.
How does Steven Beattie stay up-to-date with the latest financial regulations and industry trends?
As a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner (CFP), Steven is committed to ongoing professional development. This ensures he remains informed about the latest regulations, market trends, and best practices in the financial planning industry.
What is the process for developing a financial plan with Steven Beattie?
The process typically involves an initial consultation to understand your needs, followed by the development of a personalized financial plan. Steven will then present the plan to you, answer any questions, and implement the agreed-upon strategies. Regular reviews will be conducted to ensure your plan remains aligned with your evolving goals.
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