Battistella Financial Services

Battistella Financial Services was established by Julian Battistella after spending more than 17 years employed by some of Australia’s leading financial institutions.

Battistella Financial Services provides advice in all areas of financial planning with a particular focus on meeting the needs of individuals who value the benefits of strategic financial planning advice.

Specific areas of expertise include advising on self managed superannuation, superannuation income streams, borrowing to invest, tax effective planning and comprehensive estate planning (incorporating testamentary trusts).

We operate on a fee for service basis to ensure any biases are removed when recommending investments to our clients.

More Information:

Julian Battistella Dip FP CFP® SSA® JP
Senior Financial Adviser & Principal Consultant
Battistella Financial Services
Toorak Business Centre
Suite 314, 19 Milton Parade
Malvern Victoria 3144

P (03) 9832 0768
F (03) 9832 0767
E enquiries@battistellafs.com.au
W www.battistellafs.com.au

Battistella Financial Services Pty Ltd is an Authorised Representative of GWM Adviser Services Limited. Australian Financial Services Licensee Registered Office at 105 – 153 Miller Street North Sydney NSW 2060.