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

Do I still need insurance?
Posted on May 17, 2016

When you have a new mortgage and dependent children, the need for personal insurance is clear. But as the kids become independent and your mortgage shrinks, you might feel that you no longer need the same level of protection. Before you cancel all your policies,…

Monthly Market Update

May Economic Update with John Owen
Posted on May 17, 2016

In the latest update, John Owen, Portfolio Specialist reviews events in markets during April. He discusses: Australia’s share market performing very well, outperforming its global peers how the improvement in global economic data in April partly mitigated investors’ recent concerns the fall in consumer prices…

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 Fact Find questionnaire.  This will allow you to get maximum value from your initial appointment instead of spending a whole lot of 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.