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 planniRead more
Julian Battistella won the prestigious “Money Management Financial Planner of the Year” award in 2007?
The Money Management article
Additional information to help you understand financial planning concepts as discussed with your financial planner.
Understanding Series documents
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.