Julian has worked as a financial planner for 25 years, and is highly experienced in all areas of financial planning. Prior to establishing Battistella Financial Services in 2007, Julian was employed by Wilson HTM Investment Group - a boutique National Stockbroking firm. Julian was formally recognised as being a leading provider of financial planning advice, when awarded Money Management Financial Planner of the Year for 2007, having been runner up in 2005 and 2006. Having been employed by Australia's most highly regarded financial services businesses including Deutsche Bank AG and Perpetual Private Clients, Julian's focus has remained steadfast to assist his clients to achieve and maintain financial independence for their lifetimes. Julian has been a CFP ® practitioner of the Financial Planning Association of Australia since 1999, and has successfully completed a Graduate Diploma of Financial Planning (Grad Dip FP) over three years through Deakin University. Julian obtained the professional designation ‘Self Managed Superannuation Specialist Advisor' from the SMSF Specialist Association of Australia in 2007. Julian is also a Registered Tax (Financial) Adviser, and a Justice of the Peace (JP). Julian was appointed as a member of the MLC Advisory Board in 2006 and remains in that role today. Julian is also an incumbent member of St Kevins College Toorak, Finance Board, having been appointed in 2012. Previously, Julian served as Chairperson of the Financial Planning Association CFP1 Curriculum Taskforce, 'Professionalism, Ethics and Compliance' as well as sitting on various other FPA committees. Julian is married to Susie, and they are kept busy with four very active sons. If you would like to schedule a no obligation meeting with Julian to discuss your financial planning requirements, please call the office on 03 9832 0768.
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.
Julian has given me advice in areas including superannuation, self managed super funds, building wealth and managing debt. Julian was always able to explain things to me in a clear way. Through Julian's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Julian's full care and attention when I needed it.'
Julian has helped us immensely with planning our retirement funds, shares and estate all clearly explained so we understood. All questions were clearly explained also and we were extremely happy with the way things have been promptly structured. We now feel comfortable with our future and very confident dealing with Julian and his team.
Professional, attentive and trustworthy.
We would highly recommend Julian
- Adviser status Platinum
- Number of reviews 69
- First year providing advice 1995
- Years of experience 27
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Battistella Financial ServicesSuite 217, Toorak Business Centre, 19 Milton Parade
Malvern, VIC 3144
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Oreana Financial Services Pty Ltd