Battistella leaves Wilson HTM
After six years as senior financial planner in the group’s Melbourne office, Julian Battistella has left Wilson HTM Investment Group to start up a boutique financial planning business.
Battistella told Money Management he could not reveal the name of his new boutique on the “advice of his lawyer” until he officially departs Wilson HTM on December 19.
It is expected a percentage of his Wilson HTM clients, who contributed to the $150 million in total FUM he managed at Wilson HTM, will follow him to the new Melbourne-based business.
“I guess when you reach a point of maturity with your client base where you don’t have any dependence internally for clients, then it’s the right time to go out on your own,” he said.
The new boutique will be licensed through Garvan, although Battistella intends to “adopt a white label approach” to the business.
He will be employing a financial planner, a senior paraplanner and a client relationship specialist to assist him in running the new business after December 19.
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