Rob is a highly experienced financial advisor having owned and operated financial planning practices for the past 20 years. Overall, Robert has over 25 years of experience in commercial banking, financial markets, stockbroking and financial planning. Robert started his career with Westpac, accumulating 5 years’ experience in Commercial Banking and Financial Markets. Robert joined the financial planning sector in 1999, doing his training with AMP.
In 2008, Robert successfully applied for his own AFSL. In 2012, he became the Chief Executive Officer of Shartru Wealth Management. In addition to undertaking advisory duties, Robert has sat on Investment Advisory Committees and Compliance Committees for holders of AFS Licences. Robert is well qualified and holds a Bachelor of Commerce, a Graduate Diploma in Applied Finance and Investment.
As General Manager – People & Process, Cath manages the operating divisions of Shartru Wealth Management and is responsible for ensuring all service standards are met to ensure organisational effectiveness.
Cath joined Shartru in 2018 with over 15 years of experience in organisational development and 10 years in the Financial Services Sector, Cath manages and provides the day-to-day direction of divisions to fulfil objectives and achieve specific goals while maximising profit and efficiencies in order to meet the organisational strategy.
Managing People’s Capability is a crucial area of her expertise to guide people to better their best to ensure results and continuous improvement is achieved.
Lisa joined Shartru Wealth in 2023 and brings over 25 years’ experience in various roles across the industry, including Business Development, Operational, and Compliance with both small to medium Financial Planning Firms and Large Corporations.
Lisa is also a Responsible Manager for the Shartru Wealth AFSL and has previously been an active member of Compliance and Investment Advisory Committees .
Lisa has an in-depth understanding of Industry Regulations, licensing obligations and the day-to-day compliance responsibilities to support Financial Advisers and their businesses to ensure they continue to adhere to their ongoing compliance obligations.
As a member of the Shartru Wealth Investment Committee, Robert contributes over 25 years of extensive experience across commercial banking, financial markets, stockbroking, and financial planning. His leadership as the Chief Executive Officer of Shartru Wealth, combined with previous roles on Investment Advisory and Compliance Committees, provides critical, practical insights. Robert holds a Bachelor of Commerce and a Graduate Diploma in Applied Finance and Investment.
As a key member of the Shartru Wealth Investment Committee, Clint brings over two decades of industry experience, having begun his career as a stockbroker before specialising in financial planning. He is Shartru’s Senior Investment Specialist and plays a central role in the day-to-day management of the investment portfolios. Clint holds a Bachelor of Commerce, an Advanced Diploma of Financial Services, and is a Certified Financial Strategist (CFS).
As a key member of the Shartru Wealth Investment Committee, Chris Lioutas brings nearly two decades of specialised investment experience. He is the Co-CEO and Chief Investment Officer at Genium Investment Partners, a specialist consulting and research house. Chris holds a Master of Applied Finance, a Bachelor of Applied Finance, and a Bachelor of Commerce.