# Panoptic Wealth Management

Panoptic Wealth Management is a Bank / Wealth / Trust based in Brisbane, Australia.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Brisbane, Australia
- **Region:** Oceania
- **Address:** Level 10, 144 Edward Street, Brisbane QLD 4000
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** panopticwealth.com.au
- **LinkedIn:** https://www.linkedin.com/company/panoptic-wealth-management

## Regulatory record

- **CRD number:** 158873
- **Registration status:** Registered
- **Latest Form ADV filing:** 2023-09-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158873

## About

Panoptic Wealth Management was founded in Brisbane in 2019 by Managing Director David Reynolds. The firm operates under a self-managed Australian Financial Services License held by its separate licensee entity, Panoptic Wealth Holdings Pty Ltd (AFSL 437907), an architecture that frees its advisers from the product menus of institutional licensees. The firm serves Australian private clients from its Brisbane head office and additional locations in Sydney and Melbourne. The firm delivers financial planning, individually managed portfolio accounts, superannuation advisory, share advice, and succession planning. Its public materials emphasize direct portfolio construction and ongoing management tailored to individual risk profiles and investment objectives, rather than a single-model approach. The team of seven professionals spans offices in Brisbane, Sydney, and Melbourne. Specific portfolio holdings, asset-class allocations, or strategic partnerships are not publicly disclosed. The practice reports a team of seven, including Senior Financial Adviser Tom Woollan who has advised clients since 2007 with a focus on investment portfolio construction and self-managed superannuation funds. The wider operating group includes a Practice Manager, Client Service Officer, Compliance Manager, Accounts and Payroll, and a Project Manager. The firm maintains a presence across three eastern Australian capitals, anchored by its Brisbane headquarters. Panoptic’s structural differentiator lies in its self-licensed posture. The firm holds its own Australian Financial Services License through a distinct holding company rather than operating as an authorized representative under a bank or large institutional licensee. This framework, combined with a stated emphasis on individualized portfolio management and multi-generational succession advice, shapes a practice that negotiates its recommended universe directly rather than constraining advice to an institution's approved-product list.

## Sectors

- Wealth Management

## Offices

- Sydney, Australia
- Melbourne, Australia

## People

- David Reynolds — Managing Director & Financial Adviser
- Tom Woollan — Senior Financial Adviser

## Questions

### Is Panoptic Wealth Management tied to a bank or institutional licensee?

No. Panoptic operates under its own Australian Financial Services License through a distinct entity, Panoptic Wealth Holdings Pty Ltd (AFSL 437907). The firm is self-licensed, meaning its advisers are not bound to the approved-product lists or investment menus of a bank or corporate licensee.

### Does Panoptic Wealth Management disclose its assets under management or under advice?

No. Panoptic does not publicly disclose assets under management, under advice, or total client portfolio value.

### Where does Panoptic Wealth Management operate?

The firm's head office is on Edward Street in Brisbane. It also maintains offices in Sydney (Gateway Tower, 1 Macquarie Place) and Melbourne (130 Lonsdale Street), serving clients across Australia's eastern seaboard.

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Last updated: 2026-06-03T20:00:00.000Z

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