Kaan Doluner Email and Phone Number
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.
Purewealth Services
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DirectorPurewealth Services Mar 2022 - PresentMelbourne, Victoria, Australia -
Paraplanner / Administrative AssistantSeven Mile Financial Services Mar 2022 - PresentMelbourne, Victoria, Australia
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Administrative Assistant / ParaplannerAxial Wealth Management Jan 2018 - Mar 2020Melbourne, Australia
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Paraplanner / Client Services OfficerEikon Financial Pty Ltd Feb 2017 - Jul 2017Melbourne, AustraliaEikon 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.
Kaan Doluner Education Details
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Financial Planning And Services
Frequently Asked Questions about Kaan Doluner
What company does Kaan Doluner work for?
Kaan Doluner works for Purewealth Services
What is Kaan Doluner's role at the current company?
Kaan Doluner's current role is Director of Purewealth Services | Specialising in Islamic Financial Planning to Help Individuals Achieve Faith-Aligned Financial Freedom.
What schools did Kaan Doluner attend?
Kaan Doluner attended La Trobe University.
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