Don Kuruwita - Paraplanner

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Don joined the Y Partners team in 2022. He has experience in the financial services industry in areas including banking, fund management services, securities services, and investment services.

 

He works with the financial advisory team to prepare comprehensive financial plans and value propositions for individuals and other entities to achieve specified goals and objectives, while also ensuring compliance with ever changing industry rules and regulations. He is also involved in implementing advice recommendations on client’s behalf to see through to the end outcome.

 

Additionally, he assists our mortgage and lending team to provide the best financing facilities for clients to accomplish their desired goals.

 

Don enjoys spending time with family and friends. In his leisure time, he likes to spend time at the beach, hiking around the hills of Adelaide, going for a swim, and researching on new technology and innovations.

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Qualifications

Master of Finance

Chartered Management Accountant

Certified Practicing Accountant

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Areas of expertise

Advice creation • Strategy development • Advice implementation