David Beattie Financial Planner Report

Name:
David Leslie Beattie

Rep Number:
000244660

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2014-10-16 onwards

Location:
Bendigo, , VIC, 0

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Beattie Financial Services Pty Ltd

Licence Number:
000439562

ABN:
87 123 226 228

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Bendigo College of Advanced Education
Bachelor of Business
Financial Planning Association
Certified Financial Planner
Financial Planning Association
Diploma of Financial Planning
Kaplan
Securities
Kaplan
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
Institute of Chartered Accountants Australia (ICAA)
National Tax & Accountants Association (NTAA)