Our Team

Our Team
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Dr Steve Christie

PRINCIPAL

andrew

Andrew Harding

PRINCIPAL

SWC photo

Steven Chandler

PRINCIPAL

GA

Guy Amon

PRINCIPAL

Tom

Thomas Serratore

FINANCIAL ADVISER

ari

Ari Prasetio

SENIOR ANALYST & PARAPLANNER

GH

Gillian Hedges

CLIENT ADMINISTRATION MANAGER

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
  • Director 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

Activities & Affiliations

• Certified Financial Planner
• Tax (Financial) Adviser
• Chartered Accountant
• 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

PRINCIPAL

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. Although Guy no longer works as lead adviser for any clients, he continues to provide specialist and strategic consulting advice as required, particular in the areas of complex estate planning and intergenerational wealth issues.

Education

UNIVERSITY OF NSW
Bachelor of Commerce, Bachelor of Laws

DEAKIN UNIVERSITY
Diploma Financial Planning

Activities & Affiliations

• Certified Financial Planner
• Tax (Financial) Adviser
• Certified Practising Accountant
• Christians Against Poverty Facilitator
• Advocate, Bridge of Hope Manado Indonesia

Thomas Serratore

FINANCIAL ADVISER

Thomas has worked in the Australian Financial Planning industry since 2014, during which time he initially gained experience in paraplanning before becoming a financial adviser across a number of highly successful financial planning firms. 

Thomas was 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 of Business from the University of Technology Sydney. 

Thomas is highly skilled at financial and cashflow modelling, with 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.

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