BCom MFinPlan MAppFin
Managing Director & Financial Adviser
David has experience spanning over 20 years, with expertise across all areas of financial planning, portfolio management, and stockbroking.
“I find each financial situation has its own complexities which requires tailored solutions and personalised service. I have built genuine relationships with clients and extended families over the years. Building and transitioning their accumulated wealth through the many life stages and, to that of future generations”.
Authorised Representative Number: 1258445
Cassandra has been working in the financial services industry since 1998. Often the first point of contact for our clients, Cassandra is professional and dedicated to providing exceptional customer service to our clients.
Cassandra provides essential support in advice delivery and is a crucial member of the team.
BEc (Hons) MCom CDec SSA™
Senior Financial Adviser
Tom Woollan has been working as a financial adviser since 2007, advising clients on their superannuation and retirement, investments and life and disablement insurances. Tom is passionate about working with clients to develop a path to achieve their financial goals, and strives to offer a service solution that meets the individual needs of each client throughout their journey.
Tom has a particular interest in investment portfolio construction and developing investment strategies for clients. Tom undertakes continuous training and professional development to maintain technical knowledge and expertise relevant to current legislation and challenging and evolving financial markets, and to ensure clients receive the best advice. He has extensive experience advising on self managed superannuation funds.
“I take a tailored approach to each of my clients’ financial planning needs and see the advice relationship as ongoing and enduring as financial situations change and evolve over time. I am passionate about assisting clients through each stage of their financial journey.”
Authorised Representative Number: 320681
Vitaly has been working in the Financial Planning industry since 2011. Vitaly’s expertise is complemented by his experience in Accounting, Tax and Corporate Finance.
Vitaly understands that every client’s situation is unique and requires tailored strategic and investment advice. Vitaly is passionate about helping his clients achieve their financial goals and believes that the key to financial independence is constructing individualised strategic plans that are complemented by tailored investment solutions to match client’s individual goals, objectives and attitude towards risk.
Vitaly has particular interest and wide-ranging experience in strategic advice, asset allocation, portfolio construction and investment selection, SMSF, superannuation and retirement and tax planning. Vitaly acknowledges that the finance industry is constantly evolving and he undertakes continuous training and professional development to stay updated with the latest rules, legislation, products and strategies.
Authorised Representative Number: 1269440
Client Services Officer
Michael joined Panoptic Wealth Management in May 2021. He has worked in banking and financial services since 2013 and completed a diploma of financial planning in 2015.
“What I enjoy most about my role is the tailored approach we take to each client’s financial planning needs. This provides the most appropriate advice for each client and provides me with exposure to diverse areas of financial advice.”
B.Bus DipFp CDec
Accounts and Payroll
Richard manages the accounting and payroll services. He has a background in banking and financial planning, so brings with him vast expertise within the financial planning industry.
Robert has extensive experience in financial management and administration having worked as Financial Controller in several multi-national companies for over 20 years.
“During my career I have liaised with accountants, lawyers, bankers and consultants covering a wide range of financial matters and worked to resolve these efficiently and effectively”.