About us
Established in 2007, Battistella Financial Services operate on a pure fee for service basis. Prior to setting up Battistella Financial Services, Principal Consultant Julian Battistella spent 17 years employed by some of Australia’s leading financial services organisations – Deutsche Bank AG, Wilson HTM Investment Group, Perpetual Private Clients and ANZ Banking Group. Julian Battistella is a CFP® practitioner, an SMSF Specialist Advisor®, a Registered Tax Agent as well as being a Justice of the Peace (JP). Battistella Financial Services provide advice in all areas of financial planning with a particular focus on meeting the entire financial planning needs of our clients. Clients of Battistella Financial Services, appreciate our commitment to ensure no stone is left unturned in our endeavour to structure their financial planning affairs in the optimum manner at all times.
- Website
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http://www.battistellafs.com.au
External link for Battistella Financial Services
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- MALVERN, VIC
- Type
- Public Company
- Founded
- 2007
- Specialties
- Financial Planning, Fee For Service, Complex Advice, SMSF's, Superannuation, Transition to Retirement Strategies, Tax Effective Investing, and Estate Planning
Locations
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Primary
Get directions
Suite 314
19 Milton Parade
MALVERN, VIC 3146, AU