Business Details
20 Years
experience
Your Trusted Financial Advisers in Bendigo
Established in 2006, Beattie Financial Services has combined financial advice and accounting expertise to deliver tailored solutions for clients. Led by David Beattie, a certified financial adviser and chartered accountant, our team specialises in SMSF management, tax planning, and investment strategies. With over 15 years of experience, we prioritise long-term client relationships and leverage efficient systems to maintain affordability.Our local focus ensures personalised service, while partnerships with legal and insurance professionals allow us to address holistic financial needs. We hold an Australian Financial Services Licence and adhere to strict compliance standards, ensuring transparency and trust in all our advisory services.
Services
SMSF Advice
Financial Planning
Portfolio Management
Retirement Planning
Accounting Services
Tax Planning
Property Investment Advice
Business Advisory
Redundancy Assistance
Specialist Financial Advice
Details
- Year established: 2006
Highlights and features
- We use efficient systems to save you money.
- Our small, local team values each client relationship.
- Competitive pricing with high standards.
- Certified experts in financial advice and accounting.
- Personalized service tailored to your needs.
Associations and certifications
- Australian Financial Services Licence (AFSL)
Services
SMSF Advice
We specialise in SMSF setup, compliance audits, and investment strategy optimisation. Our services ensure adherence to regulatory requirements while maximising retirement savings growth. Clients benefit from tailored advice on asset allocation, tax efficiency, and long-term fund management.
Financial Planning
Comprehensive financial planning covering retirement goals, investment portfolios, and risk management. We assess individual circumstances to create actionable plans, focusing on sustainable wealth growth and tax-effective outcomes for personal and business clients.
Accounting Services
Cloud-based accounting solutions for businesses and individuals, including bookkeeping, tax returns, and financial reporting. Our Xero-certified team streamlines processes to ensure accuracy, compliance, and strategic tax planning for optimal financial outcomes.
Property Investment Advice
Guidance on property acquisition, portfolio management, and tax implications. We analyse market trends and investment viability to help clients build rental income streams or leverage negative gearing benefits within their broader financial plans.
Redundancy Assistance
Specialised support for individuals facing redundancy, including entitlement maximisation and financial recovery planning. We provide practical strategies to navigate job transitions, manage cash flow, and explore new employment or investment opportunities.
People
David Beattie
Financial Adviser + Accountant
Certified Financial Planner and Chartered Accountant with over 15 years' experience in SMSF management and financial strategy. Holds a Bachelor of Business (Accounting) and Diploma of Financial Planning.
Jean Speirs
Financial Adviser Assistant
Paraplanner providing administrative support to financial advisers. Works remotely to ensure accurate documentation and client communication for streamlined financial planning processes.
Questions
What financial services do you specialise in?
We specialise in SMSF management, financial planning, tax compliance, property investment advice, and redundancy support for individuals and businesses.
Are you qualified to provide financial advice?
Yes, our team includes Certified Financial Planners and Chartered Accountants with an Australian Financial Services Licence for professional, compliant advice.
Do you offer cloud accounting solutions?
Yes, we use Xero for efficient cloud accounting, though we can also support clients using other accounting software platforms.
What areas do you service?
We serve clients in Bendigo, Queenscliff, Melbourne, and regional Victoria, with remote support available Australia-wide.
Reviews (1)
Jordan Verbeek
Jan 11, 2020
Report
The wait time was short, and the service was outstanding. I walked in and out within half an hour. As long as you are organised, the staff will sort out the paperwork with little to no trouble. Highly recommended!
