BEA FINANCIAL

Embark on your journey towards tomorrow's financial success with BEA Financial Group's tailored solutions, catering from millennials to retirees and beyond.

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OUR SERVICES

We're proud to provide a wide range of financial planning services tailored to meet the varied needs and goals of our esteemed clients. Committed to a holistic approach to financial planning, we recognise the distinctiveness of each person's financial path.

Building Wealth for a Secure and Comfortable Future

Safeguarding your Family and Lifestyle

Planning for a Fulfilling Retirement

Navigating the Complexities of Aged Care

OUR STORY

BEA Financial Group, an esteemed financial advisory firm located at the core of Beaumaris, is built upon the alliance of two leading personal finance entities: Vista Financial Group and Bruce Edmunds and Associates.

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OUR CORE VALUES

Our Core Values underpin how we work with our clients, our team and our suppliers.

BEA Financial Pty Ltd (ABN 69 672 769 541) t/as BEA Financial is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count Financial”).

Count Wealth Accountants® is a trading name of Count Financial. Count Financial is 85% owned by Count Limited ABN 111 26 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney 2000 NSW and15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial.

BEA FINANCIAL

OUR SERVICES

OUR STORY

OUR CORE VALUES

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