Our Team
Dr Steve Christie
PRINCIPAL
Andrew Harding
PRINCIPAL
Steven Chandler
PRINCIPAL
Thomas Serratore
FINANCIAL ADVISER
Ari Prasetio
SENIOR ANALYST & PARAPLANNER
Gillian Hedges
CLIENT ADMINISTRATION MANAGER
David Lu
ASSOCIATE PARAPLANNER
PRINCIPAL
PRINCIPAL
PRINCIPAL
FINANCIAL ADVISER
SENIOR ANALYST & PARAPLANNER
CLIENT ADMINISTRATION MANAGER
ASSOCIATE PARAPLANNER
Steve has worked in the finance & investment industry since 1995, and before that as a banking, finance and taxation lawyer with Minter Ellison.
In addition to advising a wide range of private investors, Steve’s previous roles have included Head of Private Wealth Management at Ord Minnett, Head of Asset Allocation for Goldman Sachs JBWere Private, Senior Portfolio Manager JBWere Private, Trustee Director and Chair of the Investment Committee of award winning industry super fund QSuper, Associate Professor in Applied Finance at Macquarie University and Adjunct Professor in the Business School at the University of Notre Dame Australia. He has volunteered and worked with a wide range of charities and not-for-profits.
AUSTRALIAN NATIONAL UNIVERSITY
Bachelor of Commerce, Bachelor of Laws (Hons)
UNIVERSITY OF SYDNEY
Master of Laws
MACQUARIE UNIVERSITY
Master of Applied Finance, PhD
Andrew has worked in the Australian financial services industry since 1993 with the University of Technology, Coopers and Lybrand (now Price Waterhouse Coopers), Westpac Institutional Bank, Westpac Private Bank, the BT Financial Group and ACD Financial.
He has a broad range of experience including chartered accounting, corporate advisory, financial structuring advice, financial planning and financial research.
Andrew has provided advice to and managed investments for a number of not-for-profit organisations, including the Australian Paralympics Committee, RSL sub-branches and sporting clubs.
UNIVERSITY OF NSW
Bachelor of Commerce
UNIVERSITY OF TECHNOLOGY SYDNEY
Master of Business
Graduate Conversion course in Accounting
SECURITIES INSTITUTE OF AUSTRALIA
Graduate Diploma of Financial Planning
Graduate Diploma of Applied Finance and Investment
Steven has worked in the financial services industry since 1991 in a variety of accounting roles and as a financial planner since 1996, originally with RetireInvest.
Steven holds the internationally recognised Certified Financial Planner practitioner designation from the Financial Planning Association of Australia and has a Diploma in Financial Planning from Deakin University.
Steven has extensive expertise in aged care and social security advice, which is much appreciated for older clients or clients whose family members need help and support.
CHARLES STURT UNIVERSITY
Bachelor of Business
DEAKIN UNIVERSITY
Diploma Financial Planning
Thomas began his career at the Commonwealth Bank of Australia working in the business banking sector before leaving the bank to move into the financial planning industry in 2014. Since this time he has dedicated himself to helping clients achieve their financial goals, guiding clients through all stages.
Thomas holds a Bachelor of Business from UTS, Master of Financial Planning from Griffith University and was one of the first in the industry to complete the Professional Year Program. He is also an Accredited Financial Planner (AFP®) member of the Financial Advice Association of Australia (FAAA).
Having worked at a number of highly successful firms, he has developed strong experience in providing strategic and holistic advice to clients at all stage of life. Thomas is also Portum’s insurance specialist and caters to all our client’s life insurance needs. Whether your planning for retirement, or seeking advice on financial strategies as a young professional or family, Thomas’s client-centric approach is committed to helping you navigate the complexities of financial planning with confidence and clarity.
GRIFFITH UNIVERSITY
Master of Financial Planning
UNIVERSITY OF TECHNOLOGY SYDNEY
Bachelor of Business
• Financial Planner AFP®
• Tax (Financial) Adviser
Ari’s finance career commenced in Indonesia with CIMB Niaga Bank, one of the largest banks in South-East Asia. Ari worked in a range of roles, predominantly in the cash and foreign exchange markets, with his final position as a foreign exchange dealer in Jakarta.
Ari moved to Australia to finish his education, obtaining a Masters of Applied Finance from the University of Adelaide, where he also was employed by the University as an Academic Tutor in portfolio management. Ari is responsible for client financial modelling, para-planning and analysis.
BOGOR AGRICULTURAL UNIVERSITY
Bachelor of Agriculture Technology
UNIVERSITY OF ADELAIDE
Master of Applied Finance
Gillian been with our company since its inception. She previously worked for National Australia Bank, Allco Finance Group and Bankers Trust Australia in various lending, client and office administration roles.
She works in the accounts, administrative and client management areas of or Portum Private Wealth, using her knowledge and skillset to provide support for advisers and clients.
UNIVERSITY OF TECHNOLOGY SYDNEY
Bachelor of Business
FINANCIAL SERVICES INSTITUTE OF AUSTRALIA
Certificate in Financial Markets
• Salvation Army Volunteer
David’s experience includes roles as a Computer Technician and Sales Consultant where he developed a strong foundation in technical problem-solving and client services.
He commenced his finance career with an internship in institutional banking at Citi Bank where he gained early exposure to corporate finance and modelling.
David holds a Bachelor of Commerce from the University of New South Wales, with a double major in Finance and Financial Technology.
He is committed to supporting clients and advisers with his blend of technical skills and financial experience.
UNIVERSITY OF NSW