David Leslie Beattie
Financial Adviser in Bendigo, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000244660
- Location
- Bendigo VIC 3550
- Licensee
- First Mutual Australia Pty Ltd (AFSL 423710)
- Authorised since
- 19 June 2026
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, Bendigo College of Advanced Education (1987); Diploma of Financial Planning, Financial Planning Association (1999); Securities, Kaplan (2009); Self Managed Superannuation Funds, Kaplan (2013); Certified Financial Planner, Financial Planning Association (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Chartered Accountants Australia (ICAA); National Tax & Accountants Association (NTAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About David Leslie Beattie
David Leslie Beattie is a financial adviser in Bendigo, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000244660.
David provides advice as an authorised representative of First Mutual Australia Pty Ltd, which holds Australian financial services licence 423710. The current authorisation started on 19 June 2026.
According to the register, David first provided financial advice in 1999. The qualifications listed for David include Bachelor of Business (Bendigo College of Advanced Education, 1987), Diploma of Financial Planning (Financial Planning Association, 1999) and Securities (Kaplan, 2009). David is recorded as a member of Financial Advice Association of Australia (FAAA), Institute of Chartered Accountants Australia (ICAA) and National Tax & Accountants Association (NTAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Leslie Beattie a registered financial adviser?
Yes. David Leslie Beattie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244660.
Which licensee does David Leslie Beattie work under?
First Mutual Australia Pty Ltd, Australian financial services licence 423710.
What can David Leslie Beattie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.