Beattie Financial Services Pty Ltd

Beattie Financial Services Pty Ltd was established in 2006 and is the creation of David Beattie. David Beattie is a certified financial adviser, chartered accountant and authorised self-managed super fund auditor, holding qualifications CFP, M. Acc, CA, B. Bus (Acc), Dip FP. Beattie Financial Services and SWR Chartered Accountants formally merged effective 5 January 2026. SWR Principal Glenn Robertson and David Beattie have collaborated closely for more than 15 years on client case studies. The combined team remains based at the Queen Street office premises, now rebranded as The Vault, Bendigo.

As part of the merger, additional staff resources of Glenn, Gary, Michael and Bronwyn joined. Beattie Financial Services now has an additional office in Cohuna, further expanding its regional presence. Dave and Glenn work closely with the community and have developed strong relationships with a number of local businesses that assist with legal, banking and insurance issues. Beattie Financial Services provides financial planning and management, as well as accounting and tax services. Jean Speirs is a Financial Adviser Assistant Paraplanner working remotely.

In Bendigo, Beattie Financial Services Pty Ltd has earned repeat custom from clients who rely on it for tax and accounting matters year after year. Customers writing about their orders describe the service as professional and clearly explained, with Amy Leo singled out for guiding a tax return lodgement carefully through each stage and making the process easy to follow. Reception staff are also praised for being pleasant and accommodating, so that paperwork is sorted with minimal hassle.

The practice has looked after both business and personal accounting for some clients across multiple years, and reviewers often mention the dependable service delivered by Dave and the team. Customers value the efficiency of their visits, with one reporting that their appointment was completed inside thirty minutes and that being prepared allowed matters to proceed smoothly. Beyond tax returns, the firm operates as a certified public accountant and tax consultant, handling ongoing business accounting as well as personal lodgements. The pattern across the feedback is of clear communication, helpful staff and consistent attention to clients' financial affairs.