Batten Financial Services

Batten Financial Services
Unit 1, 9-11 Manning Street
South Brisbane QLD 4101

Telephone: 1300 551755
Facsimile: (07) 3231 9085
Website: www.battenfinancial.com.au

Batten Financial Services was established in 1985 by the Managing Director, Colin James Batten.

From Colin's early beginnings with a Friendly Society providing financial advice to retirees, Batten Financial Services has grown to now offer clients advice on all aspects of financial planning.

Our team focus provides innovative and appropriate financial solutions. Once the initial consultation is complete, the client has the resources of a team of highly qualified advisers, ensuring quality advice is provided.

Our long standing in the financial planning industry grants us access to other professional resources should they be required. We specialise in Lifetime Advice.

How we operate:

• Call Noel to arrange an initial consultation with an adviser
• Conduct initial consultation to discuss needs and collect all relevant information.
• Follow up meeting to present our recommendations.
• Referral to one of our professional resources if necessary.
• Lifetime Advice through regular reviews and updated research.

Colin Batten, Authorised Representative QLD - Brisbane With over 21 years experience in all aspects of financial planning, Colin has specialised in alternate investment structures and retirement planning. Along with the responsibilities of the strategic direction of the practice and management of staff, Colin's primary role is to assist clients in achieving their financial and lifestyle goals in retirement. Click here to download Colin's Adviser Profile (Part 2 of the Financial Services Guide).
Michael Batten, Authorised Representative QLD - Brisbane Michael's role covers a broad range of responsibilities from the development and management of the business, to client interviews and Statement of Advice preparation. Michael's accounting background and financial planning skills can offer clients a complete suite of financial planning advice including wealth accumulation and risk management. Click here to download Michael's Adviser Profile (Part 2 of the Financial Services Guide)

Noel Fawkes, Client Services Manager QLD - Brisbane Noel holds a Diploma of Financial Markets and has 8 years experience in the financial planning industry. He has extensive experience in retirement planning, investment, Centrelink strategies and portfolio management. Noel's primary role is to assist clients in achieving their financial and personal goals in retirement.

How to contact Batten Financial Services

The first point of contact with the Batten team is usually with Noel. You can call him on 1300 551 755.

For more information, please visit the Batten Financial Services website.

Colin Batten, Michael Batten and CJ Batten & Associates Pty Ltd, ABN 11 088 739 851, t/a Batten Financial Services, are Authorised Representatives of Consultum Financial Advisers Pty Ltd.