Jerry Donato, CFP®

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.

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