About Us

Established in 2007, Battistella Financial Services is a boutique, fee-for-service financial advisory practice providing long-term financial planning and private client advice.

We do not receive commissions or product incentives. Our advice is aligned solely with client outcomes.

Principal Consultant

Principal Consultant Julian Battistella has over 17 years of experience across leading financial institutions, including Deutsche Bank AG, Wilson HTM Investment Group, Perpetual Private Clients, and ANZ Banking Group.

He is a Certified Financial Planner® (CFP®), SMSF Specialist Advisor®, and registered Tax (Financial) Adviser, as well as a Justice of the Peace (JP).

Our Approach

We provide holistic financial advice designed to simplify complexity and create long-term structure and clarity.

Clients engage us for:

• Strategic financial planning
• Investment structure and portfolio advice
• Retirement and superannuation planning
• Tax-effective wealth strategies
• Estate and intergenerational planning

Our focus is on building coordinated financial strategies that adapt to changing markets, legislation, and life stages.

Why Clients Choose Us

Clients choose Battistella Financial Services for clarity, accountability, and long-term strategic advice.

We work with clients who want either active involvement or a fully managed approach.

Our philosophy is simple:

• “We say, We do”.

Areas of Expertise

• Retirement planning (pre and post-retirement)
• Self-managed superannuation (SMSFs)
• Superannuation income streams
• Wealth accumulation strategies
• Investment gearing
• Aged care planning
• Personal insurance advice
• Tax-effective structuring
• Estate planning, including testamentary trusts

Ongoing Advice

We provide ongoing, proactive advice to ensure strategies remain appropriate over time.

Clients receive:

• Structured annual reviews
• Written advice (Annual Statement or Record of Advice)
• Ongoing portfolio and strategy oversight

Investment Philosophy

Clients can invest in direct assets (property & listed securities), wholesale managed funds, separately managed accounts (SMA’s) or a combination of each.

We focus on:

• Diversification
• Long-term structure
• Risk management
• Strategic alignment

We are product-agnostic and focused purely on outcomes.

Client Events

We host exclusive client events featuring leading Australian speakers across economics, investment, health, sport, and leadership.

Past speakers include:

Bernard Salt AM • Tim Costello AO • Steven Bradbury • Raelene Boyle • Susan Alberti AC • Steve Sammartino • Alan Oster (NAB)