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, SMSF Specialist Advisor®, Registered Tax Agent 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 endeavour to structure their financial planning aff

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Handy Tips

Grey debt and the 'bank of mum and dad'
Posted on November 19, 2016

You may be in the enviable of one day entering retirement with your mortgage paid off, adequate superannuation savings and no debts left to pay off. However, the combination of high house prices, low interest rates and low inflation are making it more challenging to…

Monthly Market Update

December 2016 Interest Rate Statement by Philip Lowe, Governor: Monetary Policy Decision
Posted on December 6, 2016

At its meeting today, the Board decided to leave the cash rate unchanged at 1.50 per cent. The global economy is continuing to grow, at a lower than average pace. Labour market conditions in the advanced economies have improved over the past year. Economic conditions…

Did you know?

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

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The Money Management article

Understanding Series

Additional information to help you understand financial planning concepts as discussed with your financial planner.

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Understanding Series documents

Fact Find

Prior to meeting with us, we recommend you complete our client fact find questionnaire. This will allow you to properly prepare for your meeting with us, and avoid the need for you to spend time filling out forms during your meeting.

BFS in the media

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Julian Battistella & Battistella Financial Services Pty Ltd, ABN 78 128 239 305 , Toorak Business Centre, Suite 314, 19 Milton Parade, Malvern VIC 3144 are Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749, a member of the National group of companies.