Our People

Jerry Donato CFP®, ADFS (FP)

Jerry is the Co-Founder, Director and Principal Financial Planner at Opulen Financial Solutions Pty Ltd.

Having over two decades of experience in the finance services industry and working with leading financial planning practices has lead Jerry to establish his own practice that solely focuses on quality advice and exceptional service.

Jerry has significant expertise in all areas of financial planning and provides a diverse range of services to his clients. Jerry enjoys working closely with his clients to develop tailored financial plans that not only achieve his clients financial and lifestyle goals but also provide piece 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. Jerry is a member of the Financial Planning Association of Australia and as a member he has agreed to follow their Professional Rules of Conduct and Code of Ethics. He has also completed the Diploma and Advanced Diploma in Financial Planning.

Jerry is married and has two children.


Steve Pallis B.Com, CA (FP), DFS (FP)

Steve is the Co-Founder, Director and Principal Financial Planner at Opulen Financial Solutions Pty Ltd.

Having over two decades of experience in the financial planning and accounting professions, Steve has significant expertise in all areas of financial planning and provides a diverse range of services to his clients.

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 married with three young children.