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Our Team

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Our Team
Steve Christie

Dr Steve Christie

PRINCIPAL

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Andrew Harding

Andrew Harding

PRINCIPAL

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Steve Chandler

Steven Chandler

PRINCIPAL

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Guy Amon

Guy Amon

CONSULTANT

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Tom Serratore

Thomas Serratore

FINANCIAL ADVISER

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Ari Prasetio

Ari Prasetio

SENIOR ANALYST & PARAPLANNER

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Gillian Hedges

Gillian Hedges

CLIENT ADMINISTRATION MANAGER

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David Lu

ASSOCIATE PARAPLANNER

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Get in Touch
Call 02 9239 9333
Our Locations

Level 9, 20 Martin Place
SYDNEY NSW 2000
Gateway 1a, 1 Mona Vale Road MONA VALE NSW 2103
Mailing Address

PO Box R536, Royal Exchange NSW 1225
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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Portum Private Wealth Pty Limited ABN 21 118 533 645 is a Corporate Authorised Representative of AdviceIQ Partners Pty Ltd ABN 95 134 016 210 AFS Licence 332 957. The Portum Private Wealth® logo and words “Portum” and “Portum Private Wealth“ are registered trade marks.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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Dr Steve Christie

PRINCIPAL

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.

Education

AUSTRALIAN NATIONAL UNIVERSITY
Bachelor of Commerce, Bachelor of Laws (Hons)

UNIVERSITY OF SYDNEY
Master of Laws

MACQUARIE UNIVERSITY
Master of Applied Finance, PhD

Activities & Affiliations

  • Certified Financial Planner
  • Tax (Financial) Adviser
  • Member, AdviceIQ Investment Committee
  • Solicitor of the Supreme Court of New South Wales
  • Member Australian Association of the Order of Malta Limited.

Andrew Harding

PRINCIPAL

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.

Education

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

Activities & Affiliations

  • Certified Financial Planner
  • Tax (Financial) Adviser
  • Chartered Accountant
  • Self Managed Superannuation Funds Qualification, TRIBECA
  • Chairman, AdviceIQ Partners
  • Ambassador, Bursary Fund, St Ignatius College Riverview
  • Chairman, Rugby Ski Club, Perisher

Steven Chandler

PRINCIPAL

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.

Education

CHARLES STURT UNIVERSITY
Bachelor of Business

DEAKIN UNIVERSITY
Diploma Financial Planning

Activities & Affiliations

  • Certified Financial Planner
  • Tax (Financial) Adviser

Guy Amon

CONSULTANT

Guy has worked in the financial services industry since 1986. He was the founder of one of our predecessor firms.

Guy began his career working in tax for Arthur Andersen. He then moved to AMP, where he first worked in a range of senior roles, including trustee of AMP’s staff superannuation fund.

Guy was an adviser for over 25 years and continues to consult to the firm.

Education

UNIVERSITY OF NSW
Bachelor of Commerce, Bachelor of Laws

DEAKIN UNIVERSITY
Diploma Financial Planning

Activities & Affiliations

• Christians Against Poverty Facilitator
• Advocate, Bridge of Hope Manado Indonesia

Thomas Serratore

FINANCIAL ADVISER

Thomas began his career at the Commonwealth Bank of Australia working in the business banking sector before moving into the financial planning industry in 2014. He worked in a number of highly successful firms initially as a paraplanner before becoming a financial adviser.

Thomas was in fact one of the first in the industry to complete the Professional Year Program, and also holds a Master of Financial Planning from Griffith University and a Bachelor or Business from the University of Technology Sydney.

Thomas has strong experience in providing strategic and wholistic advice to clients at all stages of life, with particular specialisation in providing advice to early-stage accumulators and young professionals. He is also the firms insurance specialist and caters for all our clients insurance needs.

Education

GRIFFITH UNIVERSITY
Master of Financial Planning

UNIVERSITY OF TECHNOLOGY SYDNEY
Bachelor of Business

Activities & Affiliations

• Financial Planner AFP®
• Tax (Financial) Adviser

Ari Prasetio

SENIOR ANALYST & PARAPLANNER

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.

Education

BOGOR AGRICULTURAL UNIVERSITY
Bachelor of Science

UNIVERSITY OF ADELAIDE
Master of Applied Finance

Gillian Hedges

CLIENT ADMINISTRATION MANAGER

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.

 

Education

UNIVERSITY OF TECHNOLOGY SYDNEY
Bachelor of Business

FINANCIAL SERVICES INSTITUTE OF AUSTRALIA
Certificate in Financial Markets

Activities & Affiliations

• Salvation Army Volunteer

David Lu

ASSOCIATE PARAPLANNER

David’s career includes roles as a Computer Technician and Sales Consultant, where he refined his technical skills and developed a client-centric approach.

Furthermore, his internship in institutional banking at Citi Bank has equipped him with valuable insights into financial operations and client management.

David brings a robust academic background and diverse professional experiences to support clients and advisors.

He graduated with a Bachelor of Commerce from the University of New South Wales with a double major in Finance and Financial Technology.

This has provided him with a strong foundation in financial practices and ethics, along with a modern understanding of technological advancements in the financial industry.

Education

UNIVERSITY OF NSW

  • Major in Finance
  • Major in Financial Technology