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

2016 financial year in review – from Grexit to Brexit
Posted on July 20, 2016

The year to 30 June 2016 was in many ways an extraordinary year with a range of both positive and negative influences at play. Regrettably for investors, the financial year concluded just as it started with considerable uncertainty and market volatility. The year was a…

Monthly Market Update

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

Highlights: After strong rises in equity prices off the lows in February, developed market equities were weaker in June, following the decision by voters in the UK to elect to leave the European Union (“Brexit”). Gold prices rose 9% in June and crude oil 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 properly prepare for your meeting with us, and avoid the need to spend time filling out forms during our meeting.

BFS in the media

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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.