Our Team

Our Board

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.

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Chief Executive Officer B.Comm, F Fin, CFP

Robert Coyte

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.

Your Support Team

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Catherine Huff

General Manager - People & Process

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 organizational 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.

Clint Christoff

Clint Christoff

Senior Investment and MDA Specialist

Clint has worked in the finance industry for the past 20 years, commencing as a stockbroker 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 has been a senior specialist with Shartru since 2013 and plays a significant role as the Senior Investment and MDA Specialist within Investment Management

Lisa Mahoney

Lisa Mahoney

Compliance Manager

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 has been a Responsible Manager for previous AFSL Licences and has been an active member of Compliance and Investment Advisory Committees and 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.

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Maria Yankos

Risk & Compliance Manager

Maria is a passionate and an inspired Compliance Manager with over 15 years of experience in financial services spanning across Compliance, Practice Management and Professional Development.

With demonstrated success in implementing compliant efficiencies and delivering time-critical compliance remediation projects. Maria is known for being a strong team player, helping Advisers realise and achieve their potential with a collaborative and supportive approach to providing compliant advice.

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Benjamin Connell

Commission and Finance Manager

Benjamin has been with Shartru Wealth since 2013 managing the administration of commissions and the 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 can-do energy to the business and delights in helping business clients with advice that helps their business grow.

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Sheree Blanchard

Operations Manager

Sheree brings a wealth of knowledge to the network and provides a high level of operational and technical skills and capabilities.

Sheree has been with Shartru since 2016 and is responsible for overseeing and supporting office operations and procedures along with analytical reporting across the Finance/Commissions, Adviser Services, IT, Compliance and Administration divisions to ensure organisational effectiveness and efficiency.

Sheree strives for excellence and enjoys the challenge that Financial Services provides.

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Jacqueline Golikov

Client Services Manager

Jacqui commenced with Shartru in 2021 and is responsible for managing our client services division.

Jacqui brings a professionalism that has been centred on achieving success in all aspects of running a small business whilst ensuring the delivery of exceptional services to clients is achieved.

Jacqui's success has been driven by a passion for being a results-driven "Service Delivery" Professional in various roles that have had a solid focus on striving to maintain effective business processes and compliance within the guidelines industries regulated by legislative Services and procedures

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Emily Sennett

Senior Adviser and Client Services Officer

Emily joined Shartru Wealth in March 2022 and has had the opportunity to work across the adviser and client services divisions.

Emily has the passion to support and assist adviser enquiries and strives to exceed client expectations.

Emily has a background in retail and home care assistance and has completed a Business Administration qualification in that time with Shartru Wealth

Rachel Williams

Rachel Williams

Compliance Support Officer

Rachel has been with Shartru since February 2022 and has moved across varying roles within that time.

Rachel holds the responsibility of support officer in the Compliance division and is highly motivated to provide superior client service and is reliable, professional, and driven to meet service standards.

Rachel has worked in a wide variety of positions and roles throughout retail and hospitality, with experience in management positions, administrative roles, training, commercial kitchens, and catering.  Rachel provides a can-do attitude to delivering results and outcomes.

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Abbie Colley

Finance Officer

Abbie joined Shartru in June 2022 and is a motivated member of the team with a strong drive to learn and deliver a high level of service standards.

Abbie has a magnitude of experience from running her own business for over 8 years. Abbie provides a can-do attitude when servicing clients. Abbie is currently completing a Business Administration Traineeship with Shartru Wealth.

Jessica Waterman

Jessica Waterman
(Currently on Maternity Leave)

Trainee Adviser Services Officer

Jessica joined Shartru Wealth as a Trainee Adviser Services Officer in November 2022. Jessica provides excellent support to the adviser services team and is quickly developing many skills across the business and industry.

Jessica's previous exposure as a Hairdresser has provided her with years of experience providing customer service and effectively servicing clients' needs.

Jessica is currently completing a Business Administration Traineeship with Shartru Wealth.

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Kayla Matheson-Douglas

Trainee Administration Officer

Kayla joined Shartru Wealth as a Business Administration Trainee and provides excellent support to the team and is quickly developing many skills across the business and industry.

Kayla's previous exposure in the hospitality industry has provided her with several years of experience providing superior customer service and effectively exceeding clients expectations.

Kayla is currently completing a Business Administration Traineeship with Shartru Wealth and we are looking forward to supporting Kayla's development in the financial services industry.