Michael Batten

Batten Financial Services

Gold
16 Yrs Experience
Brisbane, QLD 4000
Michael has a Bachelor of Commerce (Accounting), an Advanced Diploma in Financial Planning, he is currently working towards his Masters of Financial Planning and is a member of the Association of Financial Advisers (AFA). Michael has further specialist accreditations in the areas of self-managed super funds, direct equities and margin lending. Through the family business, Michael has been involved in financial planning most of his life and has been providing formal advice for over 11 years. Michael began his career in accounts with Tyco International before joining his now retired father in the family business. Michael prides himself on continuing to build on his father’s business through long-term partnerships with his clients. He focuses on delivering holistic financial advice specialising in budgeting, superannuation, investment management and wealth protection. His clients include young professionals, wealth accumulators, small business owners and pre-retirees. Michael is the father of two and on the weekends his young family can generally be found at the beach, camping or boating. Michael is a devoted Crossfitter and a mad keen fisherman.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 22
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Batten Financial Services

Level 2, 10 Market Street
Brisbane, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.95
22 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 22

Sort by

4.50

"Michael has all ways given us good advice over the years particularly with managing our super fund. We have confidence in Michael’s guidance in these trying times."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael and the staff at Batten Financial are an extremely competent and professional team. Micheal gives us peace of mind knowing our finances are monitored regularly with the most up to date information. He is very approachable and we could not be happier with the advice we receive. Bianca & Seth"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael has given me advice in areas including loan products, self managed super funds and managing debt. Michael was usually able to explain things to me in a clear way. Through Michael's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Michael's full care and attention when I needed it.'"

  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is professional, caring and friendly. He is able to provide expert advice and answer to questions on various matters that are pertinent to our requirements."

  • Superannuation
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Happy to work with Michael and his Team. I hope to retire in a safe and happy environment."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My parents and adult children are also clients of Michael's - and his father Colin (before retirement) - I have every confidence in him and the team at Batten Financial. I have always found them efficient, courteous and knowledgeable. Would definitely recommend them."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael's advice is thorough, client focused and relevant. Professionalism that is always bought with a friendly smile."

  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Exceptional service by Michael and the team!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael provides easy to understand advice and is always approachable and takes the time to help when required."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent"

  • Government Assistance
  • Superannuation
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2006

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2006

Listed Product Accreditation Course (LPAC)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Michael's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Michael able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Michael's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Michael to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Michael?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Michael provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Michael may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Michael Batten
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens