About Us

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 endeavour to structure their financial planning affairs in the optimum manner at all times.

WHY APPOINT BATTISTELLA FINANCIAL SERVICES AS YOUR FINANCIAL PLANNER?

Because we care, and we deliver on our promises. Our clients appoint us as their Financial Planner because they want to enjoy living, without the endless worry associated with trying to keep up with investment markets and constant legislative change. Our clients can be involved in managing their affairs as much or as little as they like. We work with our clients to ensure they get the best outcome at all times, in accordance with their wishes.

We operate under the mantra “Our word is our bond”. We say, we do.

Our specific areas of expertise include:

• pre and post retirement planning
• self managed superannuation
• superannuation income streams
• wealth accumulation
• borrowing to invest
• life risk insurance
• tax effective planning
• comprehensive estate planning (incorporating testamentary trusts).

ONGOING SERVICE

In addition to providing high quality strategic financial planning advice, all employees of Battistella Financial Services are committed to the provision of a range of proactive ongoing services for all our clients.

With highly skilled staff, we provide an especially high level of personalised service which we are confident cannot be exceeded by any other financial planning business in Australia. We understand our client’s entire needs, and provide individual advice to each and every client. Our clients appoint us and stay with us over the long term because they value the quality of advice we provide.

ADVICE THAT SUITS OUR CLIENTS NEEDS

Our clients are free to invest in direct assets or managed funds – whichever they prefer. It’s up to our clients to tell us whether they would prefer a “hands on” or “hands off” solution. We can “do it for you” or “do it with you“. As a fee for service practice, our priority is to ensure our clients have the solution they are seeking.

We even operate on a fee for service basis when it comes to life risk insurance, meaning we receive no commissions from any source whatsoever – direct or indirect.

We have a diverse client base and can accommodate anyone seeking quality financial planning advice. Many of our clients hold direct assets including shares and property, whilst others prefer wholesale managed funds. We don’t mind so long as our client portfolios are appropriately diversified, as this helps ensure portfolios will prosper over the long term, regardless of day to day volatility which we cannot control. We will fit into your box – you don’t need to fit into ours!

In addition to formally reviewing our clients strategy in writing at least annually via a written Statement of Advice or Record of Advice, all our clients are invited to an exclusive cocktail party with speakers over the past 15 years including:

• Mr Bernard Salt AM – Leading Australian Futurist & Demographer (2023)
• Dr Timothy Sharp AKA Dr Happy – Positive Psychology (2022)
• Mr K Kennedy & Mr D Grace – Senior Portfolio Managers – AFIC (2022)
• Steve Sammartino – Futurist (2021)
• Ben “Mojo” Crowe – Motivational Speaker & Storyteller (2020)
• Kelly Cartwright, OAM – Paralympic Gold Medallist (2019)
• Emma Murray – Mind coach & Mindfulness expert (2018)
• Susan Alberti AC – 2018 Victorian of the Year (2017)
• Dr Munjid Al Muderis – Human Rights Activist & Orthoepaedic Surgeon (2016)
• Mick Colliss – Australian Sudoku Champion (2015)
• Tim Costello AO – CEO World Vision Australia (2014)
• Alan Oster – NAB Chief Economist (2010, 2013)
• Dean Atkinson – Master Ventriloquist (2013)
• Steven Bradbury – Australian Winter Olympic Champion (2012)
• Jacqueline Gillespie – Former Malaysian Princess (2011)
• Rachael Robertson – First female to lead an Antarctic Exploration (2010)
• Adam Elliot – Academy Award Winner (2009)
• Brian Parker – Market Analyst MLC (2008, 2012, 2014)
• Raelene Boyle – Australian Olympic Champion (2008)