MANAGING DIRECTOR & FINANCIAL ADVISER
“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”.
Senior Financial Adviser
Tom 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
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
Menu
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.
PRACTICE MANAGER
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.
Client Service 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.”
Compliance Manager
Cheyenne has over 30 years of industry experience in corporate governance and compliance roles. Amidst a constantly evolving regulatory landscape, Cheyenne has been working with Panoptic Wealth in a consulting role to ensure the quality of advice and that the highest standards of regulatory compliance are maintained.
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.
Project Manager
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”.
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.
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.
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.
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.
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.