Welcome to Battistella Financial Services
Founded in 2007, Battistella Financial Services is a boutique, fee-for-service advisory practice specialising in the delivery of tailored, high-quality financial advice.
We work with individuals, families, and private clients who value clarity, discretion, and a considered, long-term approach to wealth management.
Principal Consultant Julian Battistella brings over 17 years of experience across leading financial institutions, including Deutsche Bank AG, Wilson HTM Investment Group, Perpetual Private Clients, and ANZ Banking Group. This institutional foundation informs a disciplined and deeply considered approach to private client advice.
Julian is a Certified Financial Planner® (CFP®), SMSF Specialist Advisor®, and registered Tax (Financial) Adviser, as well as a Justice of the Peace (JP).
Our advice spans the full spectrum of financial planning and private wealth strategy, with a strong emphasis on structuring and coordinating all elements of a client’s financial position into a cohesive, long-term plan.
Clients engage Battistella Financial Services for our depth of thinking, attention to detail, and commitment to ensuring every element of their financial affairs is thoughtfully considered and strategically aligned.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Self Managed Super
An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
INDEPENDENT ADVISER RATING
Want to view Julian’s independent national adviser rating?
DID
YOU KNOW?
Julian Battistella won the prestigious “Money Management Financial Planner of the Year” award in 2007?
CLIENT FACT FIND
Prior to meeting with us, we recommend you complete our Client Fact Find.
This will allow you to properly prepare for our meeting, and avoid the need for you to spend time filling out forms during or after our meeting.
The more you tell us about yourself, the greater we can assist you.
Our financial planning process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Insights
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How does your super balance compare to other people your age?
If you have ever checked your super balance and wondered whether you are “behind” for your age, you aren’t alone.…
7 simple steps to get on the investment ladder
Entering the world of investing can be a life-changer for people of all ages. Here are seven simple steps for…
Dealing with illness
Dealing with illness is often unexpected and stressful. Getting emotional and financial support can help you manage. Here, we explain…
Age Pension increase offers relief as deeming rates rise gradually
The Federal Government increased the Age Pension from 20 March 2026, alongside a gradual rise in deeming rates. Advocacy group…
