Julian Battistella

CFP^® FSSA^® Grad Dip FP JP

Senior Financial Planner & Tax (Financial) Adviser

Julian Battistella commenced working in financial services at the ANZ Bank in 1989, and over this time has gained considerable experience in the areas of strategic financial planning, investment management, SMSF’s, estate management, personal financial management, banking and small business lending.  He was first appointed a financial planner in 1995, at the tender age of 24.

DECLAN FREEMAN

BBus (FP) Adv Dip (FP)

FINANCIAL PLANNER (PROVISIONAL)

Declan joined Battistella Financial Services in 2022, with over 15 years’ experience in Financial Services.

Declan has a broad technical skill set with extensive knowledge in wealth creation strategies, risk management, self-managed superannuation, retirement planning, aged care and estate planning.

Julia Lidgett

BSc Dip Ed

Client Services Manager

Julia joined BFS in 2019, in the role of Client Services Manager.

Julia has a Bachelor of Science degree and Diploma of Education, coupled with an extensive work history including operations management, marketing, event management, client services, board and executive support.

JESSE BATTISTELLA

CLIENT SERVICES OFFICER

Jesse joined BFS in 2021, in the role of Client Services Officer.

Following the successful completion of his VCE at St Kevin’s College Toorak in 2020, Jesse is now completing a Bachelor of Business at Monash University, whilst working part time at BFS.

When not studying or attending the office, Jesse enjoys playing Australian Rules Football, Cricket, Golf and attending AFL football games with family and friends.