Financial Adviser
· MALVERN, VIC
Julian Peter Michael Battistella
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320799
Julian Peter Michael Battistella is a financial adviser based in Malvern, Victoria, with 31 years of experience in the financial services industry. Julian is currently authorised under Oreana Financial Services Pty Ltd. Julian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Advice Association of Australia Limited. Julian is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Diploma Financial Planning
Financial Planning Association (FPA)
1999
Certified Financial Planner
Financial Advice Association of Australia Limited
2021
Graduate Diploma of Financial Planning
Deakin University