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

Why more women need MONEY as a value and it's benefits
Posted on April 20, 2017

By Guest Author Kelly Magowan Having been a career coach for well over a decade and worked with a diverse range of clients from various industries and professions  (men and women), more often than not it is the men who include money in their list…

Monthly Market Update

ThreeSixty Research Market Update – April 2017
Posted on April 21, 2017

Highlights: In March, global equity markets were quite mixed. US shares and bonds traded sideways as Donald Trump’s promise to repeal of the Affordable Care Act failed to gain congressional support, which has called into question whether his other policies, such as tax reform, can…

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, 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.