Panoptic Wealth Management Website Disclaimer

Panoptic Wealth Holdings Pty Ltd ABN 13 162 812 259 holds an Australian Financial Services Licence
(No. 437907). This site provides information about the financial services and products of Panoptic Wealth Holdings Pty Ltd and other members of their group. Your access to this website is subject to these terms and conditions, the Panoptic Wealth Holdings Privacy Policy, notices, disclaimers and any other terms and conditions or other statements contained on this website (referred to collectively as “Terms and Conditions”). By using this website you agree to be subject to the terms and conditions

Panoptic Wealth Holdings Pty Ltd and its Authorised Representatives:

  • Provide information on this website in good faith but do not give any warranty or make any representation, as to the accuracy, reliability, completeness, confidentiality or security of the information contained in this website, or with respect to any changes in circumstances after the date of publication that may impact on the accuracy of this information to the extent required by law;
  •  May change and update the information from time to time; and

  • Make no representation in relation to, and are not responsible in any way, for any other website you access through this site to the extent required by law.

Access for persons from within Australia only

This website including the products and services outlined is only available and for the use of persons from within Australia.

No investment advice provided to you

Unless otherwise expressly stated to the contrary, this website is not designed for the purpose of providing personal financial or investment advice. Information provided does not take into account your particular investment objectives, financial situation or investment needs.

You should assess whether the information on this website is appropriate to your particular investment objectives, financial situation and investment needs. You should do this before making an investment decision on the basis of the information on this website. You can either make this assessment yourself or seek the assistance of a financial adviser.

The information on this website is not a recommendation to invest in any investments, securities or financial products offered by Panoptic or any associate of Panoptic .

Products and Services

The information contained in this website is general information only and is not a recommendation, offer, advice or invitation to purchase, sell or otherwise deal in financial products. You should seek advice from an appropriately qualified financial Adviser on whether the information is appropriate for your particular needs, financial situation and investment objectives.

Investment performance

Panoptic doesn’t guarantee any particular rate or return, the performance of any investment, payment of dividends and the return of capital. Past performance of financial products is no assurance of future performance.

Disclaimer and limitation of liability

To the maximum extent permitted by law, Panoptic will not be liable in any way for any loss or damage suffered by you through use or access to this website, or Panoptic’s failure to provide this website. Our liability for negligence, breach of contract or contravention of any law as a result of our failure to provide this website or any part of it, or for any problems with this website, which cannot be lawfully excluded, is limited, at our option and to the maximum extent permitted by law, to resupplying this website or any part of it to you, or to paying for the resupply of this website or any part of it to you.

General conditions

By viewing this website, you agree to submit to the exclusive jurisdiction of the State of Queensland.
These Terms and Conditions can be modified at any time by Panoptic and you agree to continue to be bound by these Terms and Conditions as modified. We will give you notice of these changes by publishing revised Terms and Conditions on this website, we will not separately notify you of these changes.

If the whole or any part of a provision of these Terms and Conditions are void, unenforceable or illegal in a jurisdiction it is severed for that jurisdiction. The remainder of the Terms and Conditions have full force and effect and the validity or enforceability of that provision in any other jurisdiction is not affected. This clause has no effect if the severance alters the basic nature of the Terms and Conditions or is contrary to public policy.

Copyright

All information on this website is the property of Panoptic Wealth Holdings Pty Ltd or its information providers and is protected by applicable copyright and intellectual property laws. All rights reserved. You are entitled to use the Information on this website for your personal, non-commercial use only. No information on this website may be reproduced, adapted, uploaded to a third party, linked to, distributed or transmitted in any form by any process without the specific written consent of Panoptic Wealth Holdings.

 

 

 

Contact

admin@panopticwealth.com.au
Phone: 07 3063 5555

Our offices

Brisbane (Head Office)
Level 10, 144 Edward Street
Brisbane QLD 4000

Sydney
Level 36, Gateway Tower
1 Macquarie Place,
Sydney NSW 2000

Melbourne
130 Lonsdale Street
Melbourne VIC 3000

Brisbane (Head Office)
Level 10, 144 Edward Street
Brisbane QLD 4000

Sydney
Level 36, Gateway Tower
1 Macquarie Place,
Sydney NSW 2000

Melbourne
130 Lonsdale Street
Melbourne VIC 3000

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Panoptic Wealth Management Trust trading as Panoptic Wealth Management ABN 87 422 836 545. Authorised Representative No. 1280995 of Panoptic Wealth Holdings Pty Ltd. Australian Financial Services Licence No. 437907.

General Advice Warning: Any information contained in this website is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information within this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Before you decide to buy a product arranged by a representative of Panoptic Wealth Management Pty Ltd, keep or cancel a similar product that you already hold, it is important that you read and consider the relevant Product Disclosure Statement (PDS) or Prospectus of the product provider to make sure that the product is appropriate for you. Your Panoptic Wealth Management adviser can assist you with this.

© Copyright Panoptic 2025

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Portfolio Management

Our PWM Managed Discretionary Account Service is a completely integrated investment management and administration service. Clients have a custom-built portfolio that comprises Australian and international equities, bonds and fixed interest, listed and unlisted property, cash, managed funds and alternate assets.

Our Investment Committee conducts rigorous screening and due diligence processes to ensure that our investments are appropriate. The Committee also reviews the asset allocation for our clients to ensure we achieve superior risk-adjusted returns for our clients over the long-term.

The asset allocation of your portfolio is the key determinant of performance, risk, and volatility over time. We work with you to define the appropriate asset allocation depending on your circumstances, risk profile, and financial position.

Find out more about our Managed Discretionary Account Service here.

  • Domestic equities
  • International equities
  • Fixed interest
  • Property
  • Managed funds
  • Cash & term deposits

Superannuation

If you’re ready to take control of your super, talk to Panoptic Wealth about our adaptable superannuation options.

We give you more power over your superannuation investment choices, with more control than traditional super funds.

When you choose Panoptic Wealth, your super is overseen by our Investment Committee. We will construct a portfolio that is best suited to your stage of life and which will look to achieve your goals whilst working or in retirement.

Share Advice

Panoptic Wealth offers access to both the domestic and the international share market.

At Panoptic Wealth, we believe that every investment made, whether it be large or small, is important and forms a basis to fulfil short-term or long-term investment objectives. What may be a minor investment for one investor, may be a large investment for another, so all investments are treated with the same prudence and diligence.

Our team will guide you through the process of creating and maintaining your share portfolio with sound, proven advice. We will assess your risk-return profile and build a share portfolio tailored to your investment objectives.

Support

You, our client are our number one priority, and that is why we pride ourselves at Panoptic Wealth in providing exceptional service. We want to help you simplify your finances, and make smart decisions based on the expertise that we provide.

Apart from the standard services above, we also provide the following Panoptic experience:
 
  • Online 24 hour, 7 day a week access to your individually managed portfolio.
  • Reporting and analysis of your portfolio against performance benchmarks.
  • Direct access to your portfolio manager.
  • Administration services – Collecting dividends/calculation of Franking Credits, corporate actions etc.
  • Yearly meetings with your Adviser.
  • Comprehensive reporting, including for tax purposes.

Family Succession

Every family is unique, yet they all face similar issues.

At Panoptic Wealth, we believe that family wealth should be a long-term plan. In addition to providing Total Wealth Management, no task is too sophisticated or too personal to delegate to your dedicated team of specialists.