We founded Opulen to give everyday people access to trustworthy, highly effective financial advice that improves the quality of their lives. To continue fulfilling on this for our clients day-in, day-out, we have four key values that underpin everything we do.
Integrity - the 'Mum and Dad' test:
Everything we do is built on a foundation of honesty, trust and confidentiality. In fact, we have this little thing called the Mum and Dad test. Before we present any advice to a client, we ask ourselves – if this client was our Mum or Dad, would we be comfortable providing this advice to them?
We have the highest respect for our clients – they are always seen as real people and never as numbers on a database. Whether they’re our smallest or our largest client, we always treat them as we would want to be treated and have their best interests at heart.
We stay up-to-date with the latest technology and business processes to deliver our advice, ensuring our customers get the best service and results possible.
We take ownership of our advice. Our clients work directly with the business owners, so they can be rest assured we’ll be there to see them through their journey.
Jerry Donato | CFP®, ADFS (FP)
Jerry is the Co-Founder, Director and Principal Financial Planner at Opulen Financial Solutions Pty Ltd.
After more than two decades in the finance services industry working with leading financial planning practices, Jerry decided to establish his own practice that focuses solely on providing people with quality advice and exceptional service.
Jerry has significant expertise in all areas of financial planning which allows him to provide a diverse range of services to his clients. He enjoys working closely with his clients to develop their tailored financial plans – not only helping them achieve their financial and lifestyle goals, but also providing them with long-term peace of mind.
Jerry is a Certified Financial Planner (CFP), which is the internationally renowned symbol of excellence in financial planning and the highest qualification from the Financial Planning Association. As a member of the Financial Planning Association of Australia, Jerry is bound to follow their Professional Rules of Conduct and Code of Ethics. He has also completed the Diploma and Advanced Diploma in Financial Planning.
Jerry loves spending time with family and friends and doesn’t mind a nice drop of red wine every now and again. He is a keen supporter of footy, especially his beloved Port Adelaide Power.
Steve Pallis | B.Com, CA (FP), DFS (FP)
Steve is the Co-Founder, Director and Principal Financial Planner at Opulen Financial Solutions Pty Ltd.
Steve has over 20 years experience in the financial planning and accounting professions, and has significant expertise in all areas of financial planning. Driven by a desire to see his clients succeed, Steve provides a diverse range of services and works closely with his clients to develop innovative financial strategies.
Prior to establishing his own financial advice business, Steve worked as a financial planner with a leading South Australian financial planning firm. Steve is also a qualified chartered accountant, having worked in public practice with a Big 4 accounting firm, and in commerce with a major energy company.
Steve holds a Bachelor of Commerce from Flinders University and a Diploma of Financial Services (Financial Planning). He is also a member of the Institute of Chartered Accountants and has been awarded the Institute’s designation of CA – Financial Planning Specialist.
Steve is a family man and enjoys spending time with his wife Sheree and their three children. Steve also enjoys keeping fit and coaching junior football.
Karina is the Client Services Manager at Opulen Financial Solutions.
Having worked in the Banking and Financial Services industry since 1987, Karina brings a wealth of experience to our team.
Karina is responsible for providing ongoing support to our clients, and to ensure that the advice provided by Steve and Jerry is accurately and efficiently implemented. Karina works closely with Steve, Jerry, and our clients to ensure they have positive and successful outcomes.
When she’s not busy looking after our clients, Karina is very involved in kids sports, including basketball, football, cricket. She also enjoys food and wine, socialising, and is happily married.
Zoe is the Client Services Officer at Opulen Financial Solutions.
Zoe is the main point of contact for our clients and is here to make sure they have everything they need. Like Karina, she also provides quality administrative support to ensure that the advice provided by Steve and Jerry is accurately and efficiently implemented
Zoe believes in building strong relationships with our clients, so that they don’t just get the results they want, but they get a friendly and dependable experience with us every step of the way.
Outside of the office, Zoe enjoys spending time with friends and family, keeping fit, and cheerleading for the SANFL.
Opulen Financial Solutions is a boutique financial planning company based in Adelaide, South Australia.
Founded by Steve Pallis and Jerry Donato, Opulen’s mission is to build, maintain and protect the wealth of our clients and their families.
To do this, we take the time to ensure we truly understand clients’ financial and lifestyle objectives, motivations and concerns. We then leave no stone unturned exploring every possible strategy in order to deliver our clients the best possible solution.
Offering expert leadership on all financial matters, we act as the centre for your financial needs, whilst working with any existing specialists that you deal with.
Helping our clients is what drives us, and it shows – so much so that nearly all of our new clients come from existing clients’ referrals.
Because we combine our experience and passion for the world of finance with carefully selected partners, our clients can be assured we bring the latest thinking and expertise to their strategies.