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David Beattie CFP®

David Beattie CFP®

Beattie Financial Services Pty Ltd 03 5444... www.beattiefs.com.au Contact

Areas of Focus

  • Aged care
  • Employment changes
  • Estate planning
  • Government assistance
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Chpw Financial Pty Ltd
CERTIFIED FINANCIAL PLANNER®

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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