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.
Prior to establishing Battistella Financial Services in 2007, Julian was employed by Wilson HTM Investment Group – a listed National Stockbroking firm.
Upon joining Wilson HTM as the sole Financial Planner in the Melbourne office in April 2002, Julian was responsible for establishing a successful Financial Planning business. Working closely with other specialists, including tax lawyers, accountants and stockbrokers, Julian was recognised as being a leading provider of sophisticated financial planning advice to high net worth individuals. This culminated in Julian being awarded Money Management Financial Planner of the Year – 2007 after being runner up in the 2005 and 2006 Awards.
Having been employed by some of Australia’s most highly regarded financial services businesses including Deutsche Bank AG, Perpetual Private Clients, Wilson HTM Investment Group and ANZ Banking Group, Julian’s focus has always been to assist his clients – both in the workforce as well as those in or approaching retirement – whose goal it is to achieve and maintain financial independence.
Julian successfully completed the Graduate Diploma in Financial Planning (Grad Dip FP) at Deakin University, graduating in 2021, as well as the 8 unit Diploma in Financial Planning (Dip FP) in 1997 and has been a CFP® practitioner of the Financial Planning Association of Australia since July 1, 1999. Julian obtained the professional designation ‘Self Managed Superannuation Specialist Advisor’ from the SMSF Association of Australia in 2007, and was appointed a Fellow in 2021. Julian is a Justice of the Peace, and was granted Registered Tax Agent status in 2012, as a Tax (financial) Adviser. Julian successfully completed a residential Strategic Leadership Program at Stanford University (USA) in 2014, and successfully completed the mandatory FASEA financial adviser exam in February 2020.
In addition to advising high net worth clients and servicing his existing client base, Julian was appointed as a member of the Insignia National Advisory Council (formally the MLC National Advisory Council) in 2006 to current. Previously, Julian served as Chairperson of the Financial Planning Association CFP1 Curriculum Taskforce, ‘Professionalism, Ethics and Compliance’ as well as sitting on various other FPA committees. Julian was appointed to the Finance Committee of St Kevin’s College Toorak in 2013, and remains in that role today.