Julian Peter Michael Battistella
Financial Adviser in Malvern, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000320799
- Location
- Malvern VIC 3144
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 11 December 2020
- First provided advice
- 1995
- Qualifications
- Diploma Financial Planning, Financial Planning Association (FPA) (1997); Certified Financial Planner, Financial Advice Association of Australia Limited (1999); Graduate Diploma of Financial Planning, Deakin University (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Julian Peter Michael Battistella
Julian Peter Michael Battistella is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Malvern, Victoria (adviser number 000320799).
Julian provides advice as an authorised representative of Oreana Financial Services Pty Ltd, which holds Australian financial services licence 482234. The current authorisation started on 11 December 2020.
According to the register, Julian first provided financial advice in 1995. Qualifications and training on file include Diploma Financial Planning (Financial Planning Association (FPA), 1997), Certified Financial Planner (Financial Advice Association of Australia Limited, 1999) and Graduate Diploma of Financial Planning (Deakin University, 2021). Julian is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Julian Peter Michael Battistella a registered financial adviser?
Yes. Julian Peter Michael Battistella is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000320799.
Which licensee does Julian Peter Michael Battistella work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Julian Peter Michael Battistella give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.