DAVID LESLIE BEATTIE
Financial Adviser · Bendigo, VIC
📚 Qualifications & 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
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Chartered Accountants Australia (ICAA)
National Tax & Accountants Association (NTAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.