The board of Shartru Wealth Management possess decades of experience and expertise in financial advice, economics, financial markets, banking, corporate advice, funds management, marketing, compliance, and corporate governance.
All members of the board are executives and are actively involved with the business daily.
The board understands that it takes a long time for its clients to accumulate wealth, and is serious about the responsibility of managing that wealth and ensuring that all employees of the business are aware of their obligations.
The board actively encourages communication from current clients, as well as those considering the services of Shartru Wealth Management.
Chief Executive Officer B.Comm, F Fin, CFP
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’ 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 2000, he set up a practice under the Professional Investment Services (PIS) Australian Financial Services Licence (AFSL), which soon became one of the highest producing businesses in the network.
In 2008, Robert successfully applied for his own AFSL. In 2012, he became the Chief Executive Officer of Shartru Wealth Management, transitioning his business and partnering with Andrew Meakin and Linden Toll. 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, Graduate Diploma in Applied Finance and Investment. Robert is a Fellow of FINSIA.
BA(Econ/IR), MMgt (Marketing), MBA, ADFS(FP), FAPI
Andrew has over 20 years’ experience in retail and wholesale funds management; and private banking, including advisory, stockbroking and financial planning. Prior to his finance career, Andrew held a number of positions in the manufacturing and construction industries. Andrew has held positions as chief executive officer plus senior distribution and investment roles for a number of financial service providers, including the Commonwealth Bank of Australia.
Currently, Andrew is a Partner of turn-around management firm Promentor; and has significant expertise in business restructuring, product development, corporate finance, business development and marketing. He was a non-executive Director of Landmark White Limited, Australia’s largest independent property valuation firm. Most recently Andrew was part of the Board that arranged the Morgan Stanley investment in to Orchard Funds Limited.
Andrew holds a BA in Economics and Industrial Relations, Master of Management, Masters of Business Administration and an Advanced Diploma of Financial Services. Andrew is a Fellow of the Australian Property Institute.
Executive Director LLB, FAPI
Linden is an experienced property professional with over 20 years in the property and investment industries.
Linden commenced his career on the Sydney Futures Exchange as a pit trader and later as a broker. In this time, he was employed by several companies including Macquarie Bank and HSBC. He then worked internationally including a number of years in Singapore where he ran Sanwa Futures with over thirty employees.
In 2003 Linden made the transition into property funds management. Linden has been involved in the start-up phase of a number of highly successful funds management businesses and possesses experience ranging from capital raising and product development, to real property experience and investment review and also the compliance and legal aspects of funds management.
In 2007 Linden was elected as President of the Australian Direct Property Investment Association (ADPIA) – the peak industry body representing the direct property investment industry. Established in 1999, the association now represents around $35 billion of direct property assets under management. Linden remained President for the maximum allowable two terms.
Linden is well qualified with a Bachelor of Laws from Macquarie University, is RG146 compliant and meets the competence and obligations requirements of RG104 and RG105. He is a member of a number of boards and performs the duties of Responsible Manager on two other AFS licences. Linden is a Fellow of the Australian Property Institute.
Your Support Team
General Manager - People & Process
As General Manager People & Process, Cath manages the operating divisions of Shartru Wealth Management and is responsible to ensure all service standards are met to ensure organisational effectiveness.
With over 15 years experience in organizational development and 10 years in Financial Services Sector, Cath manages and provides day-to-day direction of divisions to fulfill objectives and to achieve specific goals while maximising profit and efficiencies in order to meet the organisational strategy.
Managing People Capability is a key area of her expertise to guide people to better their best to ensure results and continuous improvement is achieved.
Senior Investment and MDA Specialist
Clint has worked in the finance industry for the past 20 years, commencing as a stock broker in 2000 before joining the financial planning industry in 2006. Among other qualifications and certifications, Clint holds a Bachelor of Commerce, Advanced Diploma of Financial Services and is a Certified Financial Strategist (CFS)
Clint plays a significant role as the Senior Investment and MDA Specialist within Shatru Investment Management (SIMA)
Commission and Finance Manager
Ben manages the administration of commissions and finance division. Ben started his career working for a large Sydney accounting practice where his hard work ethic and sharp mind saw him rise rapidly through the corporate ranks. Ben then became a partner at Emerge. He brings a dynamic can-do energy to the business and delights in helping business clients with advice that helps their business grow.
Steve Peters is in the Compliance Division with Shartru Wealth and has many years of experience not only in the financial planning industry but also in the Compliance and Risk sector. He provides effective and consistent delivery of Shartru Wealth risk and compliance and will be one of the touchpoints of the compliance team. Steve has experience as a senior assurance lead and well as compliance manager with QSuper. Steve has highly effective coaching methodologies that provide support to our network within the complexity of the compliance requirements.
Compliance Coaching & Remediation Manager
National Distribution Manager
Robert Burchell is the National Distribution Manager in the Adviser Services division.
Robert is a very experienced manager with a demonstrated history of working in the financial services industry and is highly skilled in Portfolio Management, Business Relationship Management, Financial Planning, Wealth Management Services, and Asset Management.
Sheree brings a wealth of skill and knowledge to the business via her high level of technical skills and capabilities and is responsible for overseeing and supporting office operations and procedures along with analytical reporting across the Finance/Commissions, Advisers Services, IT and Administration divisions to ensure organisational effectiveness and efficiency.
Sheree strives for excellence and enjoys the challenge that financial services provider.
National Network Growth Manager
Matt brings to Shartru Wealth extensive experience in the financial planning industry as a planner, business development manager, sales manager, mentor, and consultant. This history of working with all types and sizes of businesses provides a wealth of knowledge and identifying and solving pain points is a speciality.
Matt works with recruitment and transition of new ARs to Shartru Wealth.
Senior Adviser Services Officer
Sarah has been in the Financial Planning industry for six years and has completed her Certificates III and IV in Business Administration.
In addition to Sarah`s many years of financial industry experience, Sarah provides a superior level of customer service and administration experience and is a confident leader of the Adviser Services team at Shartru Wealth Management.
Sarah is currently on Maternity leave and we will be welcoming her back in the near future
Erin Thomas has joined the Shartru administration team and is a senior client service professional with over 25 years’ experience spanning the financial services industry. Erin develops genuine client relationships and delivers superior service to internal and external stakeholders. Erin has highly developed and adaptable administration skills, an energetic and hardworking attitude balanced with honesty and integrity.
Adviser Services Officer
Katie has come to Shartru Wealth with over 10 years experience in various roles in the Financial Planning Industry from client services to contributions and benefits to name a few and has a Diploma in Financial Services (Superannuation).
Katie delivers superior customer service and develops client relationships with both internal and external stakeholders. Katie has a committed approach to supporting and assisting enquiries in order to seek solutions.
Adviser Services Officer
Nadine has a strong background in providing excellence in customer services across several industries that involve compliance and legislative required processes.
Trainee Administration Officer
Jacquie`s professionalism has been centred on achieving success in all aspects of running a small business whilst ensuring the delivery of exceptional services to my clients is achieved.