About Us
Your trusted destination for comprehensive insurance, super and expert financial guidance.
Our mission is to empower families, individuals and businesses, to ensure financial security and peace of mind, so you can sleep soundly at night.
We understand that everyone has unique life goals and aspirations. We hold immense respect for your individuality. Our commitment is to help you lead a fulfilling life, starting today. We firmly believe in sharing the journey with you.
Panorama Financial Services is here to assist everyday Australians, just like you, in achieving their dreams. We take a no-nonsense approach to our work. Our focus is on delivering comprehensive solutions for your personal and business insurance needs, as well as superannuation, all tailored to safeguard your future without unnecessary complications. We are attentive listeners, committed to simplifying the process, and crafting a solution that perfectly fits your unique circumstances.
We remain at the forefront of our industry, continuously evolving to meet your changing needs. Rest assured, we’ll be there with you every step of the way, making the entire process effortless and transparent.
When it comes to insurance claims, we’ve got your back. We won’t leave you to navigate the complexities of the insurance world on your own. We’re here to support you all the way with life’s ups and downs, and if required then we will be there to ensure your claims are successfully processed – and we will make that happen for you .
Meet our experts
Thuy
Thuy, a Corporate Super Specialist since 2009, has immersed herself in the financial services industry for 14 years, gaining recognition as an acclaimed risk insurance and personal superannuation specialist.
Known for her exceptional customer service and meticulous attention to detail, Thuy’s reputation exceeds her career span. She holds a Bachelor of Business in Financial Risk Management, along with a Diploma of Business in Banking & Finance, demonstrating her commitment to staying up-to-date with industry developments.
Thuy confidently advises clients across all levels and is fluent in Vietnamese, catering to the local Vietnamese community. She is a devoted mother of three active children and enjoys spoiling them. In her free time, Thuy cherishes moments with her extended family and indulges in her passions for fishing, cooking, and travel.
Mark
I’ve been in the financial industry long enough to see people shy away, become stressed or avoid their financial matters. And, that’s why I’m great at what I do.
I know there’s another way. A way where it’s not so complicated.
I’ve worked with some of the nation’s most respected financial institutions. I’ve got significant experience in Client Relationship Management and Business Development under my belt. I know Risk Insurance, Superannuation, Investments like the back of my hand.
Outside of my career, I’ve captained and coached various teams at junior and senior levels. I’m a husband and proud dad of 4 boys. I love water-skiing, socialising with friends and watching the NBA.
…Oh, in case you wanted to know, here’s the awards I won… Aviva Business Development Manager of the Year Award and nominee for The National Australian Financial Adviser of the Year Award (AFA).
Liana
I’m Liana, a seasoned professional in administration and operations with over 10 years of experience. Currently, I am thriving in my role as a customer service manager, where I excel in ensuring exceptional service delivery and fostering strong client relationships.
Throughout my career, I have had the privilege of working in various sectors, including finance, non-profit organisations, and government departments. These diverse experiences have honed my skills in streamlining processes, managing complex projects, and maintaining efficient operations.
Driven by a commitment to excellence, I am dedicated to making a positive impact both professionally and personally. I believe in the power of continuous improvement and strive to exceed expectations in every way possible.
Beyond the professional realm, I find joy in spending quality time with loved ones and socialising with friends. In great weather, you can always find venturing in the great outdoors, camping.
Our services
Whether you're a family, single or a business, we'll go through the right insurances for your stage of life – to protect what's important to you. We've got you covered!
Superannuation
We specialise in setting up superannuation the right way to ensure that you get the best return for your money – helping you keep the lifestyle you desire for the rest of your life.
Our Commitment to Giving Back
At our core, we believe in the importance of giving back to the community.
We are proud to support a variety of charities and community groups that align with our values, including:
- Taylors Lakes Football Club: We have a deep appreciation for team sports and the valuable life lessons they impart. The Taylors Lakes Football Club holds a special place in our hearts, where we have dedicated 25 years of our lives as players, coaches, assistant coaches, and committee members. We are grateful for the lessons we’ve learned here and are honoured to have been an apparel sponsor for the past decade, in addition to direct sponsorships spanning over 12 years.
- Amateur Athletes: We extend our support to amateur athletes in various team sports, including football, cricket, and water ski racing. These individuals embody the spirit of dedication and teamwork that we value.
- Charities for Children: Beyond sports, we are deeply committed to charities focused on improving the lives of children. Through our connection with one of our valued clients, Sheen Panels, we have been contributing to Variety – the children’s charity – for the past 12 years. We admire the incredible work that Variety does and take pride in supporting this exceptional cause. In the last 12 years, we have donated directly to Variety and participated in their functions and events, contributing over $100,000 to help children in need.
At Panorama Financial Services we understand that giving back is not just a responsibility; it’s a privilege. We are dedicated to making a positive impact on our community and the lives of those who need it most.
Life is too short to be caught up in the paperwork. Let us help!
We’ll bring the conversation to you if you if you would prefer to meet you online. Let’s start the conversation to get to know you, where are you at now and can we help you with your insurance and superannuation solutions.
