Fil Battisti

Fil Battisti Financial Planner Founder, AFD

Fil Battisti
Client Relationship Manager

Client Relationship Manager/ Traveler/ Wannabe Winemaker

Hi I’m Fil! Financial advice is about feelin’ good, and there’s nothing better than helping people into that better space.

Good, valuable, tailored financial advice  helps you become less frustrated, win back control,  be happier and more confident about Life…and I get a kick out of it when that happens.

Based here in Adelaide, I have been a Financial Planner / Lending Consultant and has been involved in the financial services industry for over 30 years.

Apart from being a Client Relationship Manager….
I’m married with three young boys. Family time is about the beach, my boys and their sport. Love my pasta with a lovely glass of homemade red wine. (I dream of being a winemaker sharing good wine with all my friends and family.)

Australia’s a great place and I enjoy traveling to the warmer climates especially Asia. My next stop is India one to explore the mystery’s of that wonderful culture.

“Before meeting Fil, I knew there were better ways of doing things but just didn’t have the time to really focus on the details – until – I bit the bullet and made the time!

Fil was great. We worked out what I wanted, sorted the paperwork and got me back on track. ….Easy Peasy!”

Professional Background, Experience, Qualifications

  • Member of the Mortgage Industry Association of Australia (MIAA)
  • Member of the Association of Financial Advisers (AFA)
  • AFD Financials Solutions is a member of the Financial Planning Association
  • Advanced Diploma of Financial Planning (Kaplan)
  • Diploma in Financial Services (Financial Planning)
  • Diploma in Financial Services (Finance/Mortgage Brokering Management)
  • Certificate IV in Financial Services (Finance/Mortgage Brokering)
  • Authorised Representative of Professional Investment Services Pty Ltd
  • Life Broker Representative of Professional Investment Services Pty Ltd.
  • Accredited  Credit Representative with the Australian Loan Company
  • Australian Loan Company  “Top Producer ”  2004
  • Australian Loan Company  “High Performance Award”  2006

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