Kaan Doluner
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Kaan Doluner Email & Phone Number

Location: Melbourne, Victoria, Australia 6 work roles 1 school
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Current company
Role
Director
Location
Melbourne, Victoria, Australia

Who is Kaan Doluner? Overview

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Quick answer

Kaan Doluner is listed as Director at Purewealth Services, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Kaan Doluner.

Kaan Doluner previously worked as Paraplanner / Administrative Assistant at Seven Mile Financial Services and Financial Planner at Seven Mile Financial Services. Kaan Doluner holds Bachelor Of Business (Financial Planning Major / Corporate Finance Minor), Financial Planning And Services from La Trobe University.

Company email context

Email format at Purewealth Services

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Purewealth Services

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Profile bio

About Kaan Doluner

As the Director of Purewealth, I am dedicated to providing financial planning services that align with Islamic finance principles and Shariah-compliant investment and superannuation options for Muslims in Australia. Our mission is to help you achieve your financial goals without compromising your faith.At Purewealth, we understand the unique financial needs and concerns of the Muslim community. Our services are designed to offer peace of mind by ensuring that all financial advice and investment options are fully compliant with Islamic law. This means you can invest, save, and grow your wealth with confidence, knowing that your financial actions align with your religious beliefs.We offer a range of tailored financial solutions, including:- Shariah-compliant investment strategies: Grow your wealth through investments that adhere strictly to Islamic principles.- Halal superannuation planning: Ensure your retirement savings are maximised & managed in a way that respects your faith.- Comprehensive financial advice: Receive guidance on managing your finances, from budgeting to estate planning, all within the framework of Islamic finance.Our specialist expertise allows us to create powerful financial strategies that support your long-term growth and security. We are committed to making your life easier by simplifying complex financial decisions and providing clear, actionable advice that respects your beliefs.Let us help you navigate your financial journey with integrity and faith. Connect with me to discover how Purewealth can support your financial goals while staying true to your values.

Current workplace

Kaan Doluner's current company

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Purewealth Services
Purewealth Services
Director
AeroLeads page
6 roles

Kaan Doluner work experience

A career timeline built from the work history available for this profile.

Paraplanner / Administrative Assistant

Seven Mile Financial Services

Melbourne, Victoria, Australia

Financial Planner

Seven Mile Financial Services

Ivanhoe East, Victoria, Australia

Mar 2021 - Mar 2022

Paraplanner / Administrative Assistant

Seven Mile Financial Services

Ivanhoe East, Victoria, Australia

Mar 2020 - Mar 2021

Administrative Assistant / Paraplanner

Axial Wealth Management

Melbourne, Australia

Jan 2018 - Mar 2020

Paraplanner / Client Services Officer

Melbourne, Australia

Eikon Financial is a Boutique Financial Planning firm based in the CBD & Balwyn. I spent a total of 1 month in the Balwyn office and 5 months in the CBD office. As a result of this employment, I gained exposure to the following platforms: - Praemium - Microsoft Office (Excel, Word, Outlook) - Microsoft CRM Dynamics - IPS Instruct - Various Banking/Advisory portals (AMP, ING, North, Rabo Direct, Macquarie, etc.) I was responsible for the following duties: Client Review meetings - Liaising with the clients to book an appropriate time/location - Analysing their current financial situation and goals to identify any applicable strategies - Using a combination of Praemium & Excel for financial analysis & modelling - Consolidation of information into a professional written reportTransition Letters - Creating a formal report which outlined the Firm's newly recommended investment approach - Liaising with the Private Wealth team on the allocation of capital across asset classes - Financial projections (via Excel) of the client's portfolio over a historical 36 month period - Facilitating the completion of the Broker to Broker forms and Wholesale Certificates (if applicable)General Administrative Duties - Term Deposit investments on behalf of clients by negotiating rates and organising workflows - SMSF establishment - Client assistance via phone/email - Payments on behalf of clients - Implementation of Financial Strategies - Mailing, scanning, emails, etc.

Feb 2017 - Jul 2017
1 education record

Kaan Doluner education

FAQ

Frequently asked questions about Kaan Doluner

Quick answers generated from the profile data available on this page.

What company does Kaan Doluner work for?

Kaan Doluner works for Purewealth Services.

What is Kaan Doluner's role at Purewealth Services?

Kaan Doluner is listed as Director at Purewealth Services.

Where is Kaan Doluner based?

Kaan Doluner is based in Melbourne, Victoria, Australia while working with Purewealth Services.

What companies has Kaan Doluner worked for?

Kaan Doluner has worked for Purewealth Services, Seven Mile Financial Services, Axial Wealth Management, and Eikon Financial Pty Ltd.

How can I contact Kaan Doluner?

You can use AeroLeads to view verified contact signals for Kaan Doluner at Purewealth Services, including work email, phone, and LinkedIn data when available.

What schools did Kaan Doluner attend?

Kaan Doluner holds Bachelor Of Business (Financial Planning Major / Corporate Finance Minor), Financial Planning And Services from La Trobe University.

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