Julian Battistella

Battistella Financial Services

Platinum
27 Yrs Experience
Malvern, VIC 3144
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 69
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Battistella Financial Services

Suite 217, Toorak Business Centre, 19 Milton Parade
Malvern, VIC 3144

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234

4.90
69 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 69

Sort by

5.00

"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.'"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Professional, attentive and trustworthy."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We would highly recommend Julian"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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. ,"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 69

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
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2021

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1997

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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