Financial Adviser
· BENDIGO, VIC
David Leslie Beattie
No disciplinary history on record with ASIC
BENDIGO,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244660
David Leslie Beattie is a financial adviser based in Bendigo, Victoria, with 27 years of experience in the financial services industry since 1999. David is currently authorised under Chpw Financial. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Certified Financial Planner from Financial Planning Association. David is a member of Financial Advice Association of Australia (FAAA), Institute of Chartered Accountants Australia (ICAA) and National Tax & Accountants Association (NTAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Business
Bendigo College of Advanced Education
1999
Diploma of Financial Planning
Financial Planning Association
2009
Securities
Kaplan
2013
Self Managed Superannuation Funds
Kaplan
2014
Certified Financial Planner
Financial Planning Association