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 Tax (Financial) Adviser 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 endeavor to structure their financial plan
Why Choose Us?
Exceptional Personal Service
Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.
Ongoing Support
Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.
Knowledge and Experience
Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.
Ease and Convenience
Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.
A Holistic Approach
We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.
Keep You On Track
We will keep you accountable along the way because we want you to stay on track to achieve your goals.
Meet Our Team
What Our Clients Say
"We have been using Julian's services for the past 10 years and have found Julian's advice to be most beneficial as we approached retirement. We are much better off in retirement than we would have otherwise been. We are very happy with Julian's practice of charging a fix fee irrespective of the number of times we consult him, and that he receives no commissions from products recommended." Trevor & Brenda