Our Company

Opulen Financial Solutions is a boutique financial planning company based in Adelaide, founded by Jerry Donato and Steve Pallis.

At Opulen Financial Solutions we are dedicated to building, maintaining and protecting the wealth of our clients and their families.

We do this by taking the time to truly understand our clients’ financial and lifestyle objectives, motivations and concerns. We then explore every possible strategy, leaving “no stone un-turned” to ensure that we deliver the best possible solutions to our clients. This approach delivers real value to our clients.

We offer expert leadership on all financial matters and we act as the centre for all your financial needs, whilst working together with any existing specialists you may already deal with.

Our commitment to what we do has seen nearly all our new clients come from referrals by our satisfied clients. Helping our clients is what drives us and it shows!

Through our experience and passion for the world of finance and our association with MLC/National Australia Bank and other carefully selected partners, our clients can be assured that we bring the latest thinking to the table.