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 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 planni

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Handy Tips

Financial advice boosts confidence in retirement
Posted on September 28, 2016

Seventy-seven percent of Australian pre-retirees who haven’t enlisted the help of financial professionals1 don’t feel prepared for retirement. This concerning statistic was revealed in MLC’s Australia today report. Of the remainder, only 9% feel ‘prepared’ for retirement and only 14% consider themselves ‘somewhat prepared’ for…

Monthly Market Update

ThreeSixty Research Market Update – September 2016
Posted on September 15, 2016

Equities traded in a relative tight range in August but finished modestly higher. Crude oil prices recovered 7.5% on talks of possible production freezes from OPEC and non-OPEC countries when they meet in late September. China economic data was a little softer with declines in…

Did you know?

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


The Money Management article

Understanding Series

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


Understanding Series documents

Fact Find

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

BFS in the media

Click on the following link to read the latest newspaper articles featuring BFS:



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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.