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 and is a Certified Financial Planner. 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)
Alistair has over 19 years’ experience in retail financial services covering licensee compliance and management, adviser services and product distribution. His work with boutique licensees has included Responsible Manager duties, managing enforcement action and remediation program design. He has also held senior roles overseeing state-based distribution teams.
Alistair holds a Bachelor of Business in Marketing and Finance, Diploma of Financial Planning and Diploma of Finance and Mortgage Broking. He is also Justice of the Peace (Qualified) and Affiliate member of the Association of Financial Advisers.
Adviser Relations Officer
Sarah Lee has been in the Financial Planning industry since 2004. She has experience working with Financial Planners in both the Big Bank environments and smaller boutique practices, assisting them with their practice management requirements, ever changing compliance needs and advice preparation.
Having a background in compliance, good listening skills and experience as a Financial Planner herself allows her to provide legislation, compliance and business assistance to Financial Planners on their level. She is effectively supported by a team of administration and wealth planning specialists whose teamwork and professionalism are of the highest standards in their field.
Sarah holds both a Diploma and an Advanced Diploma of Financial Planning among other qualifications to accompany her industry experience.
Commissions and Brokerage Manager
Ben manages the administration of commissions and brokerage. 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.
Commissions and Reporting Analyst
Sheree has completed her Certificate 4 in Business Administration and has come from a background in customer service.
Sheree can communicate and assist both clients and advisers alike with ease. She strives for excellence and enjoys the challenge that financial services provide.
Sheree undertakes analyst reporting across Commissions, IT and Operations.
Senior Administration 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 her years of industry experience, her high level of customer service and administration experience has allowed her to become a confident leader of the administration team at Shartru Wealth Management
Michaela is part of Shartru’s administration team and has completed her Certificate 4 in Business Administration.
Michaela has a passion for helping people and has excellent communication skills, which have been developed through her love of volunteering with diverse industries such as Surf Lifesaving Australia and in various Aged Care facilities.
Head of Complex Advice
Neil has been active as an advisor since 1997 working with the Commonwealth Private Bank as the Senior Financial Planner in Melbourne and as a Financial Planning Partner at Blaze Acumen Chartered Accounts, a top-100 Australian accounting firm which was formed from the former PriceWaterhouseCoopers Private Client division. He has had considerable experience in complex superannuation matters and is highly regarded for his technical skills and knowledge and regularly consults on complex technical matters to the wider accounting industry.”
Jeff’s began his working career as a lawyer in general practice including which included legal advice on estate planning – drafting of wills, testamentary trust to lodging probate applications in the Supreme Court of Victoria. Since becoming a financial planner, Jeff brings his previous legal experience to educate clients of the need, especially with the rise of blended families, to ensure that the is a strategy for the inter-generational transfer of wealth. Jeff believes that estate planning is an intrinsic element of daily financial planning advice. He is also continuing to assist financial planners to engage with their clients on the importance of estate planning.
Samantha Geelan has worked in the financial services industry for over 21 years, a licensed Financial Adviser since 2004 and specialized in provision of aged care advice for the last five years. Prior to her engagement with Rethink Group she worked for fifteen years in a financial planning and accounting practice during which time she uncovered her niche, developed services and sourced referral partners to assist clients in a vast array of associated post retirement planning advice strategies; related to Tax planning, Centrelink, Home Care, Advocacy / Family mediation, Retirement Villages and Granny Flat arrangements. Sam Geelan worked in Banking and Finance for the 6 years prior, obtaining client service abilities, financial fundamentals, business and personal lending skills.