Ethan Kaplan

Ethan has three years of experience working within the financial services industry, having begun his career at Perpetual Wealth Management, where he progressed to the Associate role. Through Ethan’s experience, he has gained strong capability in supporting high‑net‑worth clients across a broad range of wealth‑management needs, including portfolio administration, client servicing, and financial strategy implementation.

At Asteri, Ethan’s core responsibilities include investment and trade execution, portfolio administration and assisting with ongoing client support. Ethan holds a Bachelor of Commerce and a Bachelor of Economics from the University of New South Wales and is currently completing his Graduate Diploma of Financial Planning.

Ethan is passionate about building meaningful relationships, understanding unique client needs and supporting clients throughout their financial journey.