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Julian Battistella

 Julian Battistella

Share profile:
19 Milton Parade Toorak Business Centre, Suite 314,
Malvern
VIC
3144
AU

Overview CONTACT THE ADVISER

Julian Battistella Julian Battistella

total Reviews

67

Experience

23yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Battistella Financial Services Pty Ltd
Battistella Financial Services Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

National Australia Bank Limited
National Australia Bank Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $3,000
  • Ongoing Advice starting from $5,500

We provide three distinct services to our clients, and charge accordingly: 1) Initial fee for advice covers preparation of a Comprehensive Statement of Advice (SoA). 2) Where applicable, an implementation fee covers the full implementation of our recommended strategy. 3) Where applicable, an ongoing review fee is charged and is reviewed annually. We can also provide life risk insurance advice on a pure fee for service basis.

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 67 total)See all

"Professional, attentive and trustworthy."

John, 65+ 15 Sep 2017

"We would highly recommend Julian "

Nardia , 35-45 27 Dec 2016

"Julian is always excellent with his advise and is a great help to me with my finances. He is always courteous and very polite and never makes me feel rushed for time. He is someone very pleasant to work with. "

Elaine, 65+ 13 Aug 2015

History & Qualifications CONTACT THE ADVISER

My qualifications
Awards
  • Winner - Money Management Australian Financial Planner of the Year (2007)
  • Winner - Money Management Australian Financial Planner of the Year (2007)
  • Runner Up - Money Management Australian Financial Planner of the Year (2006)
  • Runner Up - Money Management Australian Financial Planner of the Year (2005)
Years of experience
  • 23 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Toorak Business Centre, Suite 314,
19 Milton Parade, Malvern
VIC 3144 AUSTRALIA

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 97% Average Reviews
  • 67 Total Reviews
John, 65+15 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Professional, attentive and trustworthy."

Nardia , 35-4527 Dec 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We would highly recommend Julian "

Michelle, 46-5517 Aug 2015
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%
Paul, 65+14 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%
Keith, 65+13 Aug 2015
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%
Elaine, 65+13 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Julian is always excellent with his advise and is a great help to me with my finances. He is always courteous and very polite and never makes me feel rushed for time. He is someone very pleasant to work with. "

Grahame & Margaret, 65+13 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We find Julian extremely helpful, approachable, understanding and available when ever we need his services. He gives his advice them makes sure you enderstand the reasoning behind his thoughts. We would recommend Julian to anyone needing a very capable Financial Avdviser. , "

Sandy, 46-5513 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have found Julian to be an excellent adviser and after knowing Julian for over 11 years now I would highly recommend him to anyone. "

Andrew, 46-5513 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very sound advice from a very capable and personable advisor. Have felt very confident and very happy with results."

Bill, 65+13 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Long time client, never had a problem, very happy with the service provided. We would be lost without Julian's help and advice."

Denise, 65+12 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy that Julian is taking care of my finances. He makes me feel safe and positive about the future.I wouldn't hesitate in recommending his services."

Rockie, Under 3511 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very helpful. Would recommend toothers and members of damily."

John, 65+11 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Julian has a very professional approach and has the ability to explain rather complex investment strategies in layman's terms so that we can understand them. He is also very responsive to market changes and provides very timely and accurate advice and recommendations. John 3111"

Marlene, 65+11 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%
Keith, 65+11 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Julian is totally professional in his approach and acts with integrity. He impresses as a man to be trusted with your financial planning."

Susan, 46-5511 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Julian is a wonderful advisor. He explains things clearly and thoroughly and he keeps all of our finances up to date for us with minimal fuss. He's very honest and I would not hesitate to highly recommend him."

Kristine, 35-4511 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%
Susan, 65+10 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have found Julian Battistella to be a knowledgeable and personable adviser. He is able to explain financial matters in terms that can be clearly understood."

Tracey, 46-5510 Aug 2015
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%
Rita, 35-4510 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I could not recommend Julian higher"

1 2 3 4
       

Vouch for & Skills Ranking CONTACT THE ADVISER

3

Number of advisers who vouch for the integrity of this adviser

3

GWM ADVISER SERVICES LIMITED
MORGANS FINANCIAL LIMITED
SEMAPHORE PRIVATE PTY LTD

Top 5 Skills (as rated by customers)


#1
Estate Planning
STRENGTH
13
Customers

#1
Self Managed Super Funds
STRENGTH
13
Customers

#2
Building Super
STRENGTH
12
Customers

#3
Tax Effective Strategies
STRENGTH
10
Customers

#4
Savings Investment
STRENGTH
9
Customers

#5
Preparing For Retirement
STRENGTH
8
Customers

x

Overall rating

100%

Julian Battistella

Company: Battistella Financial Services Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Julian Battistella is a member of and in what capacity, the licensee or company of Julian Battistella and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Julian Battistella (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 93%

Customer Satisfaction: 98%