3 Best Financial Services in Bendigo

“David Beattie is the owner of Beattie Financial Services Pty Ltd. He is a certified financial adviser, chartered accountant and authorised self-managed super fund auditor. He is a member of the Financial Planning Association of Australia and the Institute of Chartered Accountants. David also holds memberships with the Association of Financial Advisers and the National Tax and Accountants Association. Beattie Financial Services does business with over 1,300 clients in both financial planning and accounting. They focus entirely on their clients' financial needs, outsourcing specialised services wherever necessary.”

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“Contrarian Group Financial Planning provides unbiased, independent financial planning advice better to serve clients in Bendigo, Central Victoria and beyond. They seek a valuable, long-term relationship with them as their trusted partner. They see themselves as project managers and work with their clients to provide financial clarity and certainty, alignment of interests, complete transparency, and an enhanced client experience. Contrarian Group is owned and operated by Damian Liddell, a Certified Financial Planner and SMSF Specialist Advisor. He has been in the industry for over 18 years and established Contrarian Group with the purpose being to build a truly professional & independent financial planning business centred around helping clients reach their goals in a tell it as it is, no non-sense approach, free from any ties to product providers. They’re for people who seek a valuable, long term relationship with them as their trusted partner.”

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“DKG Financial Group is a privately-owned financial planning firm. DKG Financial Group recognise that each investor’s goals are unique, driven by their individual circumstances as well as their attitudes towards a range of factors. They first seek to identify the objectives of each client and then structure their strategic advice and investment management to achieve these objectives. They have five professionals, including Damien Grist, Steve Curnow, Georgie Grist, Stacey McNamara and Russel Capadngan. DKG Financial Group first seeks to identify the objectives of each client and then structure thier strategic advice and investment management to achieve these objectives.”

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