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

BREXIT: Hello Goodbye
Posted on June 27, 2016

By Bob Cunneen, Senior Economist and Portfolio Specialist, NAB Asset Management In a surprise outcome, Britain has decided to LEAVE the European Union. While the reaction and full implications of the referendum will continue to evolve, Bob Cunneen answers some of the initial questions investors…

Monthly Market Update

ThreeSixty Research Market Update – June 2016
Posted on June 8, 2016

Highlights; The recovery in equity and commodity prices from February lows continued into May with the third straight month of equity and commodity price rises. Oil prices continued to move higher, up another 7% in May. Iron ore prices gave back their recent gains with…

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

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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.