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)
Adviser Services Manager
David has more than 25 years’ experience in the financial services sector across a broad range of roles and organisations.
David commenced his financial planning career with Commonwealth Financial Services,
and for the last nine years David has enjoyed working at a boutique industry super fund as a financial advisor and business development manager.
David’s extensive experience in financial planning, business development and back office services provides a solid foundation to understand the needs of financial planning practices and the ability to build long term respectful and productive relationships.
David holds the following qualifications:
Bachelor of Business (Accounting)
Bachelor of Arts (Economics / Industrial Relations)
Advanced Diploma of Financial Planning ; SMSF certificate; and
Successful completion of the FASEA Exam!
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.
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.
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 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
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
Kristin joins Shartru Wealth with strong organizational skills and is able to prioritize tasks and complete in a timely manner to ensure service standards are met.
Kristin is a skilled communicator who is able to deliver information to the client base with clarity and diplomacy. Kristin has a positive attitude and is always approachable to support and assist our network of Authorised Representatives.