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Opulen Financial Solutions

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uuid0027o69

Namestring
Opulen Financial Solutions
Legal namestring
Opulen Financial Solutions Pty Ltd
Websiteurl
opulenfs.com.au
Company typeenum
Private
Founded yearint
2009
Descriptiontext

Opulen Financial Solutions Pty Ltd is a privately held boutique financial planning firm headquartered at Suite 11, 168 Melbourne Street, North Adelaide, South Australia. Founded in 2009 by Steve Pallis and Jerry Donato, the firm provides personalized financial advice to individual and family clients across South Australia, operating under Australian Financial Services License No. 517131. Service delivery is built on a structured 5-stage advisory process: initial consultation, strategy development, presentation of a Statement of Advice, implementation, and ongoing tracking with periodic reviews. The firm is led by two credentialed principal financial planners and supported by a Client Services Manager and a Client Services Officer who is being developed into a future Financial Adviser.

The firm's core service portfolio spans wealth creation and management, superannuation and retirement planning, personal insurance, tax effective strategies, social security (Centrelink) entitlements advisory, and debt management. Estate planning, mortgage solutions, and tax/accounting services are not delivered in-house but referred to a network of preferred specialist providers. There is no proprietary technology platform; client engagement is conducted through in-person consultations, a WordPress-hosted website with educational resources including ASIC MoneySmart links, and a monthly newsletter ('Across the Desk'). The firm employs a referral-driven go-to-market motion, with nearly all new clients acquired through existing client referrals, and offers an initial free, no-obligation consultation as the top-of-funnel entry point. Fee structure and revenue figures are not publicly disclosed.

Short descriptiontext

Opulen Financial Solutions is a privately held boutique financial planning firm in North Adelaide, South Australia, founded in 2009 by Steve Pallis and Jerry Donato. It provides personalized financial advice to individual and family clients across wealth creation, superannuation, personal insurance, tax strategy, and debt management under AFSL No. 517131.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersNorth Adelaide, Australia
HQ citystring
North Adelaide
HQ countrystring
Australia
HQ regionstring
Oceania
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial planning advisory, retirement planning services, wealth creation advice, personal insurance advisory, superannuation advice
Industry3 codes
1Financial Planning–Led RIAs
CodeFSAAACABPrimaryYes
2Financial Planning & Goals-Based Advice (Mass Affluent)
CodeFSAAAAAFPrimaryNo
3Retirement Income Planning & Decumulation Advisory
CodeFSAEABADPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Financial Advisory Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Financial Advisory Fees
TypeProfessional Services
Description

Revenue generated from providing personalised financial planning services including wealth creation, superannuation planning, personal insurance, tax strategies, estate planning, and debt management. Fee structure not publicly disclosed; initial consultation offered at no charge.

opulenfs.com.au
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Opulen Financial Solutions is a boutique financial planning advisory firm based in North Adelaide, South Australia, providing personalized wealth creation, superannuation and retirement planning, personal insurance, tax effective strategies, social security entitlements, and debt management services to individuals and families. The firm follows a structured five-stage advisory process from initial consultation through to ongoing annual reviews, with referred partner support for estate planning, mortgage solutions, and tax/accounting services.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Opulen Financial Solutions is a boutique financial planning advisory firm offering a comprehensive suite of financial services delivered through a structured 5-stage planning process. The company's core service portfolio includes Wealth Creation & Management, Superannuation & Retirement Planning, Personal Insurance, Tax Effective Strategies, Social Security Entitlements, and Debt Management. The firm also refers clients to specialist providers for Estate Planning, Mortgage Solutions, and Tax & Accounting Services. Services are delivered personally by co-founders Jerry Donato and Steve Pallis, supported by Client Services Manager Lucy Simeone and Client Services Officer Kosta Karykis, with the firm maintaining over 40 years of combined experience. The firm also provides educational resources including the monthly 'Across the Desk' newsletter and links to ASIC's MoneySmart tools.

Product and service6 records
1Wealth Creation & Management
CategoryWealth Advisory
Description

Personalized advisory service for individual and family clients focused on building and managing wealth through tailored financial strategies.

2Superannuation & Retirement Planning
3Personal Insurance
4Tax Effective Strategies
5Social Security Entitlements Planning
6Debt Management
Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership3 partners
1Preferred Estate Planning Providers
Strategic tierMinorTypeImplementation/ SI/ Consulting Partner
Description

Network of preferred specialist providers for estate planning services. Opulen refers clients to these providers when estate planning needs arise, as they do not offer this service directly.

opulenfs.com.au
2Trusted Mortgage Brokers Network
Strategic tierMinorTypeChannel Partner/ Reseller/ Distributor
Description

Network of trusted mortgage brokers that Opulen works closely with when clients are investing in property. Refer clients seeking mortgage solutions to these partners.

3Tax & Accounting Specialists
Strategic tierMinorTypeImplementation/ SI/ Consulting Partner
Description

Opulen can refer clients to appropriate tax and accounting specialists. Also collects personal information from accountants as third-party data sources.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers8 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance2 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Opulen Financial Solutions

Financial Advisory Servicesopulenfs.com.au

Opulen Financial Solutions is a privately held boutique financial planning firm in North Adelaide, South Australia, founded in 2009 by Steve Pallis and Jerry Donato. It provides personalized financial advice to individual and family clients across wealth creation, superannuation, personal insurance, tax strategy, and debt management under AFSL No. 517131.

What Opulen Financial Solutions does

Opulen Financial Solutions Pty Ltd is a privately held boutique financial planning firm headquartered at Suite 11, 168 Melbourne Street, North Adelaide, South Australia. Founded in 2009 by Steve Pallis and Jerry Donato, the firm provides personalized financial advice to individual and family clients across South Australia, operating under Australian Financial Services License No. 517131. Service delivery is built on a structured 5-stage advisory process: initial consultation, strategy development, presentation of a Statement of Advice, implementation, and ongoing tracking with periodic reviews. The firm is led by two credentialed principal financial planners and supported by a Client Services Manager and a Client Services Officer who is being developed into a future Financial Adviser.

The firm's core service portfolio spans wealth creation and management, superannuation and retirement planning, personal insurance, tax effective strategies, social security (Centrelink) entitlements advisory, and debt management. Estate planning, mortgage solutions, and tax/accounting services are not delivered in-house but referred to a network of preferred specialist providers. There is no proprietary technology platform; client engagement is conducted through in-person consultations, a WordPress-hosted website with educational resources including ASIC MoneySmart links, and a monthly newsletter ('Across the Desk'). The firm employs a referral-driven go-to-market motion, with nearly all new clients acquired through existing client referrals, and offers an initial free, no-obligation consultation as the top-of-funnel entry point. Fee structure and revenue figures are not publicly disclosed.

Opulen Financial Solutions firmographics

Firmographics
Name
Opulen Financial Solutions
Legal name
Opulen Financial Solutions Pty Ltd
Website
https://opulenfs.com.au
Company type
Private
Founded year
2009
Operating status
Operating
Headcount range
11–50 employees
Short description
Opulen Financial Solutions is a privately held boutique financial planning firm in North Adelaide, South Australia, founded in 2009 by Steve Pallis and Jerry Donato. It provides personalized financial advice to individual and family clients across wealth creation, superannuation, personal insurance, tax strategy, and debt management under AFSL No. 517131.
Ownership category
akta.pro rank

Opulen Financial Solutions industry classification

Industry
Product category
Financial Advisory Services
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro primary industry
Financial Planning–Led RIAs (FSAAACAB)
akta.pro secondary industries
Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Retirement Income Planning & Decumulation Advisory (FSAEABAD)

Keywords

  • Financial planning advisory
  • Retirement planning services
  • Wealth creation advice
  • Personal insurance advisory
  • Superannuation advice

Where Opulen Financial Solutions is headquartered

Location

Headquarters

HQ city
North Adelaide
HQ country
Australia
HQ region
Oceania

Offices1 record

Markets served

Opulen Financial Solutions business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Financial Advisory Fees: Revenue generated from providing personalised financial planning services including wealth creation, superannuation planning, personal insurance, tax strategies, estate planning, and debt management. Fee structure not publicly disclosed; initial consultation offered at no charge.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Opulen Financial Solutions product offering

Product offering

Core offering

Opulen Financial Solutions is a boutique financial planning advisory firm based in North Adelaide, South Australia, providing personalized wealth creation, superannuation and retirement planning, personal insurance, tax effective strategies, social security entitlements, and debt management services to individuals and families. The firm follows a structured five-stage advisory process from initial consultation through to ongoing annual reviews, with referred partner support for estate planning, mortgage solutions, and tax/accounting services.

Product overview

Opulen Financial Solutions is a boutique financial planning advisory firm offering a comprehensive suite of financial services delivered through a structured 5-stage planning process. The company's core service portfolio includes Wealth Creation & Management, Superannuation & Retirement Planning, Personal Insurance, Tax Effective Strategies, Social Security Entitlements, and Debt Management. The firm also refers clients to specialist providers for Estate Planning, Mortgage Solutions, and Tax & Accounting Services. Services are delivered personally by co-founders Jerry Donato and Steve Pallis, supported by Client Services Manager Lucy Simeone and Client Services Officer Kosta Karykis, with the firm maintaining over 40 years of combined experience. The firm also provides educational resources including the monthly 'Across the Desk' newsletter and links to ASIC's MoneySmart tools.

Differentiator

Problem solved

Functional benefit

Products and services

  • Wealth Creation & Management Personalized advisory service for individual and family clients focused on building and managing wealth through tailored financial strategies.
  • Superannuation & Retirement Planning
  • Personal Insurance
  • Tax Effective Strategies
  • Social Security Entitlements Planning
  • Debt Management

Companies that use Opulen Financial Solutions

Customer profile

Named customers8 records

Segments1 record

Ideal customer profiles1 record

Opulen Financial Solutions technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Opulen Financial Solutions partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered minor.

  • Preferred Estate Planning ProvidersminorImplementation/ SI/ Consulting PartnerNetwork of preferred specialist providers for estate planning services. Opulen refers clients to these providers when estate planning needs arise, as they do not offer this service directly.
  • Trusted Mortgage Brokers NetworkminorChannel Partner/ Reseller/ DistributorNetwork of trusted mortgage brokers that Opulen works closely with when clients are investing in property. Refer clients seeking mortgage solutions to these partners.
  • Tax & Accounting SpecialistsminorImplementation/ SI/ Consulting PartnerOpulen can refer clients to appropriate tax and accounting specialists. Also collects personal information from accountants as third-party data sources.

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Opulen Financial Solutions competitors and assessment

Company assessment

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

Opulen Financial Solutions social profiles

Digital presence

Opulen Financial Solutions compliance and trust

Trust signal

Compliance2 records

Opulen Financial Solutions financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Opulen Financial Solutions leadership team

Management profile

Number of profiles

Profiles4 records

Opulen Financial Solutions funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Opulen Financial Solutions M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Opulen Financial Solutions

What does Opulen Financial Solutions do?

Opulen Financial Solutions is a boutique financial planning advisory firm based in North Adelaide, South Australia, providing personalized wealth creation, superannuation and retirement planning, personal insurance, tax effective strategies, social security entitlements, and debt management services to individuals and families. The firm follows a structured five-stage advisory process from initial consultation through to ongoing annual reviews, with referred partner support for estate planning, mortgage solutions, and tax/accounting services.

Is Opulen Financial Solutions a public or private company?

Opulen Financial Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Opulen Financial Solutions founded?

Opulen Financial Solutions was founded in 2009. It employs 11 to 50 people.

Where is Opulen Financial Solutions based?

Opulen Financial Solutions is headquartered in North Adelaide, Australia, in the Oceania region.

How does Opulen Financial Solutions make money?

One revenue line is on record: financial Advisory Fees.

Does Opulen Financial Solutions have an API?

No public API is recorded for Opulen Financial Solutions.

What industry is Opulen Financial Solutions in?

Opulen Financial Solutions's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.

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