Julian Battistella

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.