Who we are

PANORAMIC - (formed from Greek "all" + "sight") is any wide-angle view.

At Panoramic Financial Solutions we bring a big picture approach to financial planning for individuals, families, small businesses and not-for-profit organisations.

With more than 70 years of experience in the financial services industry between them, our advisers understand that every client’s needs are different.

Our commitment is to grow and protect your lifestyle now and into the future. We do this by working with you and the other professionals in your life to make sure everyone is on the same page with your goals.

It's all part of what we call 'Broader Financial Thinking'.

Our Team

David Pitt

Founding Director & Financial Planner

David has been in the Financial Services Industry since 1987, starting out in banking and then moving into a Financial Planning role with AMP in 2000. David has completed the Diploma of Financial Services (Financial Planning) through Deakin University and is a Specialist Adviser with the SMSF Association. David has worked with High Net Wealth clients in his role as Senior Financial Planner with Westpac and now with Panoramic Financial Solutions. David is passionate about growing and protecting his client’s lifestyles with high-quality financial advice.

Married with two children. David enjoys hockey, Australian Rules football, and Surf Life Saving and is a tragic Carlton Blues fan.

David has been involved in several communities and industry groups including the WA Chapter of the Financial Planning Association.

David is currently studying for his Masters in Financial Planning.

David is one of the founding Directors of Panoramic Financial Solutions.

pdf Financial Services Guide David Jan 18 (650 KB)

Calum Laing

Founding Director & Financial Planner

Calum commenced his professional career in banking with Westpac in 1995. After progressing through a number of service and lending roles he transitioned into a financial planning role in 1998.

In his time as a Financial Planner with Westpac, Calum received many accolades in recognition of his success in assisting his clients to protect and grow their wealth. Also in his time at Westpac, Calum was also called upon to fulfil a mentoring role for other financial planners. While Calum holds an Advanced Diploma of Financial Services his real strength is in his ability to listen to clients and convert complex issues into easily understood solutions.

He currently undertaking further studies. Married with children, he enjoys nothing better than family time, boating and water sports.

Calum is one of the founding directors of Panoramic Financial Solutions.

pdf Financial Services Guide Calum Jan 18 (651 KB)

Derek Mondy

Founding Director & Financial Planner

Derek has a background in the accounting profession which included 6 years as a principal of a suburban CPA practice. In 1995 Derek migrated into the financial services industry and since that time has held senior advisory and management roles with McMillan Shakespeare, Perpetual, and Westpac. 

Derek holds a Bachelor of Business and a Masters of Business Administration.  Derek is also a Fellow of CPA Australia and a Certified Financial Planner.

Derek’s extensive background in tax, accounting, superannuation and financial planning has given him the expertise to analyse complex client matters and present tailored solutions in a clear and precise manner.

Derek is married with 3 children. Outside of work Derek enjoys spending his spare time with family-related activities, holidaying and fine wine.

Derek is one of the founding directors of Panoramic Financial Solutions.

pdf Financial Services Guide Derek Jan 18 (665 KB)

Sharna Meinertz

Financial Planner

Sharna joined Panoramic Financial Solutions in January 2016 after spending over 10 years working at Westpac as a Senior Financial Planner. Sharna has over 20 years’ experience in Banking and Financial Services in Australia and in the UK.

Sharna has extensive knowledge in Aged Care, SMSF and dealing with high net worth clients. Sharna holds a Bachelor of Business and is currently studying for her Masters in Financial Planning 

Sharna is married and has two children. Sharna's interests are ballet, coffee with friends and spending time with family.

pdf Financial Services Guide Sharna Jan 18 (653 KB)

Raksha Gorasia

Team Leader

Raksha has worked in the Financial Services Industry since migrating to Australia in 2007. She started her financial career at Asgard working in different roles within the business which has provided her with the exposure to many different aspects of financial planning and helped to expand her knowledge in the financial industry. Raksha has completed her Diploma in Financial Services (Financial Planning).

Raksha joined the Panoramic team in July 2014 as a Team Leader, she is passionate about driving and motivating the team and assisting them to reach their professional goals.

Married with three children, Raksha likes to spend time with her family and friends. One of Raksha’s main interest is karate which she has also been learning for the last 6 years.

Shelagh Newham

Client Service Manager

Shelagh commenced her career in Financial Services Industry in 1998 working in various customer service roles. She moved into the financial planning industry in 2006, working at Asgard for six years, and has completed her Diploma in Financial Services (Financial Planning).

Shelagh enjoys her role as Client Support Manager at Panoramic where she provides day to day administrative support for our advisers and clients.

Shelagh’s main interests are her family, holidaying abroad and supporting regional and state netball teams.

Natalie Hinton

Client Service Officer

Natalie has worked in the financial services industry for a really long time and in Financial planning support roles since 2006. Natalie joined the Panoramic team in 2013 and provides administrative support to our financial planners and clients.

During her time off she likes to socialise with family and friends, enjoys getting outdoors and volunteering at her children's cycle club.

Anna Duplancich

Client Service Officer

Anna joined the Panoramic team in February 2017 as a Client Support Officer and provides administrative support to both the financial planners and clients. Anna holds a Bachelor of Business, majoring in Human Resource Management and Marketing.  She is avidly involved in the Croatian community here in Australia, and during her time off she enjoys spending time with family and friends and traveling. 

In the community

Panoramic Financial Solutions started in 2012 and from those early beginnings the team at Panoramic have always seen themselves as a part of a bigger community.

We saw the opportunity to give to our community, so we developed a philanthropic philosophy. This provides us with the guidance about which organisations and charities we want to support. We value our clients and the communities they live and work within. This philosophy provides us with the belief that we can make a difference and provide a broader financial approach to our community.

Some of the charities we are currently supporting are:

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