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

Your New Year reading: beyond John Grisham
Posted on February 20, 2017

Behavioural economist and psychologist Daniel Kahneman has begun 2017 by retaining his place near the top of The New York Times best-seller list, wedged among the latest John Grisham legal thriller, The Whistler, and the psychological thriller The girl on the train by Paula Hawkins.…

Monthly Market Update

February Economic Update with Bob Cunneen
Posted on February 15, 2017

In this update, Bob Cunneen, Senior Economist and Portfolio Specialist, reviews events in markets during January. He discusses: how US shares made record highs in January given President Trump’s promises of corporate tax cuts and infrastructure spending trade threats, the prospect of higher US interest…

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

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

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Julian Battistella, Michael Jeffs & 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.