Welcome to Battistella Financial Services

Established in 2007, Battistella Financial Services operate on a pure fee for service basis. Prior to setting up Battistella Financial Services, Principal Consultant Julian Battistella spent 17 years employed by some of Australia’s leading financial services organisations – Deutsche Bank AG, Wilson HTM Investment Group, Perpetual Private Clients and ANZ Banking Group. Julian Battistella is a CFP® practitioner, an SMSF Specialist Advisor®, a Tax (Financial) Adviser as well as being a Justice of the Peace (JP). Battistella Financial Services provide advice in all areas of financial planning with a particular focus on meeting the entire financial planning needs of our clients. Clients of Battistella Financial Services appreciate our commitment to ensure no stone is left unturned in our endeavor to structure their financial plan

We can help you with...

Our team of qualified Financial Advisers can provide advice on a range of services.

/home/mlcedgecorp/public_html

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
/home/mlcedgecorp/public_html

Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
/home/mlcedgecorp/public_html

Retirement Planning

Retirement may seem a long way off but putting money into super now is still a tax effective way to invest your money.
/home/mlcedgecorp/public_html

Debt Management

Effective debt management is investing in the right type of assets, the interest you pay and prioritising your debts.
/home/mlcedgecorp/public_html

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
/home/mlcedgecorp/public_html

Estate Planning

Estate Planning ensures your assets are distributed to the right people at the right time.
/home/mlcedgecorp/public_html

SMSF

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund.

Why Choose Us?

  • Exceptional Personal Service

    Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

  • Ongoing Support

    Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

  • Knowledge and Experience

    Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

  • Ease and Convenience

    Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

  • A Holistic Approach

    We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

  • Keep You On Track

    We will keep you accountable along the way because we want you to stay on track to achieve your goals.

Meet Our Team

What Our Clients Say

"Julian explains everything in a very clear and concise manner. My husband and I go to all meetings with Julian together and I appreciate the way he includes me in all discussions and makes sure I understand everything we have discussed." Jenny

"Julian acts on our behalf with the upmost levels of integrity and in our interests at all times. Our financial affairs have improved significantly since we have retained his services." Richard

"Julian is always excellent with his advice and is a great help to me with my finances. He is always courteous and very polite and never makes me feel rushed for time. He is someone very pleasant to work with. " Elaine

"We find Julian extremely helpful, approachable, understanding and available whenever we need his services. He gives his advice then makes sure you understand the reasoning behind his thoughts. We would recommend Julian to anyone needing a very capable Financial Adviser. “ Grahame & Margaret "

"I've recommended several people to Julian and they have gone on to thank me." Michael

"Highly recommend Julian. He is very good, professional and is at the top of his game!"  Chris

"Julian inspires confidence and is patient in his explainations. Always available for ad hoc advice. Returns calls and responds to queries promptly. "  Paul

" Dealing with Julian from our first meeting through to the final investment solution has been great. I have received good solid advise and planning. The results speak for themselves." Christine

"Julian is a true professional and also a true gentleman. He is honest and very knowledgeable in the financial planning field. He has looked after us for quite a few years now and I would not dream of leaving him for someone else for financial advice." Eric

"We have been using Julian's services for the past 10 years and have found Julian's advice to be most beneficial as we approached retirement. We are much better off in retirement than we would have otherwise been. We are very happy with Julian's practice of charging a fix fee irrespective of the number of times we consult him, and that he receives no commissions from products recommended." Trevor & Brenda

"I have found Julian to be an excellent adviser and after knowing Julian for over 11 years now I would highly recommend him to anyone. " Sandy

"Very sound advice from a very capable and personable advisor. Have felt very confident and very happy with results." Andrew

"Long time client, never had a problem, very happy with the service provided. We would be lost without Julian's help and advice." Bill & Glenis

"Very happy that Julian is taking care of my finances. He makes me feel safe and positive about the future.I wouldn't hesitate in recommending his services."  Denise

"Julian has a very professional approach and has the ability to explain rather complex investment strategies in layman's terms so that we can understand them. He is also very responsive to market changes and provides very timely and accurate advice and recommendations.”  John

"Julian is totally professional in his approach and acts with integrity. He impresses as a man to be trusted with your financial planning." Keith

"Julian is a wonderful advisor. He explains things clearly and thoroughly and he keeps all of our finances up to date for us with minimal fuss. He's very honest and I would not hesitate to highly recommend him."  Susan

"I have found Julian Battistella to be a knowledgeable and personable adviser. He is able to explain financial matters in terms that can be clearly understood." Susan

"Very friendly, very accessible and very competent we are confident that our future financial security is in safe hands with Julian."  David

"I moved my portfolio with Julian soon after he first established his own business. The services and advice I get form Julian and his associates is very personalised and nothing short of first class. " Adam

"Julian has been my adviser for 10 years. He has set up my allocated pension , always been very attentive to my needs, & is very pleasant , friendly, & put my mind at ease for my retirement. I have recommended Julian to my family, & they now use his services." Barbara

"Excellent contact with Julian. Truly understood our situation and provided targeted advice. He followed up on things he said he would. Loved the capacity of having a Skype appointment. " Rebecca

"High class advisor and fee based only. Strong emphasis of appropriate structuring of arrangements. Strong network of related professionals." Simon

"Julian provides the service we require. Julian has set up the structure and made things more tax effective." Bruce

"Julian Battistella is very thorough and pays great attention to details and follows up on all issues without prompting." Andrew

Independent Adviser Rating

Want to view Julian’s independent national adviser rating?

Independent national

Did you know?

Julian Battistella won the prestigious “Money Management Financial Planner of the Year” award in 2007?

Julian Battistella won the prestigious “Money Management Financial Planner of the Year” award in 2007?Money Management Financial Planner of the Year

Client Fact Find

Prior to meeting with us, we recommend you complete our Client Fact Find. This will allow you to properly prepare for our meeting, and avoid the need for you to spend time filling out forms during or after our meeting. The more you tell us about yourself, the greater we can assist you.

Latest News

Israel/Iran fears and rate cut uncertainty

– shares are vulnerable to a bout of volatility but here’s five reasons why the…

Budget. Save. Grow.

When you’re planning to buy a home, the first step is to make sure you…

Should I rent or own a place in a retirement village?

Key points: There are varying tenure types that can impact your rights over a property…

New increased super contribution caps

As the end of financial year gets closer, some investors are thinking about the most…

Click to view our latest newsletter