About Us
Portfolio Financial Group is a boutique finance broker.
As the company’s 15th anniversary approaches it's worth noting the business is 100% referral based.
This means clients have grown and recommended Portfolio Financial Group over this time – which is by far the most valuable testimonial a business could ask for.
With experience in finance, financial planning, investment and business management, director Nick Stathis has helped guide clients through the various cycles of the Australian economy over 2 decades.
Nick worked for the Capita Group and Westpac Financial Services during the 1980’s in the pioneering days of corporate superannuation and industry funds. This was followed by a 10 year management role in the broadcast industry with nationally listed companies including Wesgo and Australian Radio Network. As the Qld property boom unfolded in the early 2000’s Nick formed Portfolio Financial Group to cater specifically for investors and home owners seeking funding for their expanding property holdings.