Adviser Testimonials

Adam Kennedy , Ethical Financial Advice

“Business efficiency will determine whether or not a smaller financial advice provider can stay competitive over the long term. This year Shartru Wealth Management focused on the many innovative ideas to assist our AR’s in running their businesses. Going forward Shartru will continue to enhance our back office capabilities, X-plan will talk to more things…
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Lisa Bird, The Finance Bird

“I am a relatively new adviser who had exposure to three different dealer groups before becoming authorised. Shartru was the stand out dealer group of the three dealer groups I had exposure to, hence I am authorised with Shartru. There are many reasons why I considered Shartru stood out from the other dealer groups. The…
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Mark Finlay, Finlay, Rendoth & Associates

“Business efficiency will determine whether or not a smaller financial advice provider can stay competitive over the long term. This year Shartru Wealth Management focused on the many innovative ideas to assist our AR’s in running their businesses. Going forward Shartru will continue to enhance our back office capabilities, X-plan will talk to more things…
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Neil Stafford, Stafford Strategic Advisory

“After making a decision to leave my previous licensee I undertook an extensive process to identify the most appropriate licensee which would provide me with the structural framework which would allow me to operate my business efficiently and, above all, assist me in providing advice to my clients in a manner which is highly compliant…
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Jeff John, B.E Wealth

One of the best ways to build trust with the team is to lead by example; Rob and Shartru Wealth Management Pty Ltd are a Licensee that epitomises this creed. They have successfully built a team grounded in integrity and attitude of “roll up their sleeves”. Rob and the Shartru team continue to do what…
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