Shartru Wealth Management is a national financial services licensee and is the engine room for some of Australia's most innovative, efficient and effective financial advisers and experts. We provide an outstanding network of support for financial advisers like you, ensuring you save time, resources and money, and empowering you to focus more on what you do best.
We connect individuals and families to best of breed financial advisers, and we help advisers focus on what they do best - to deliver tailored advice solutions - by providing a total support platform in licensing, compliance, IT, advice and administration. We don't manage money, we manage futures, which is why risk management will always be our number one priority.
We connect individuals and families to best of breed financial advisers, and we help advisers focus on what they do best - to deliver tailored advice solutions - by providing a total support platform in licensing, compliance, IT, advice and administration. We don't manage money, we manage futures, which is why risk management will always be our number one priority.
Services
Shartru Wealth Management is a full-service financial services dealer group established to provide operating freedom to financial advisers through outstanding support and financial services to individuals and families through intelligent advice. The members of our management team each bear the scars of financial crises and know first-hand the damage that can be done when risk and compliance come second to profit-making.
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.
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 is necessary to support our business to deliver financial advice that is in our client's best interest.
Talk with Shartru Wealth Management about our financial adviser support platform to save you time, resources and money. Shartru Wealth Management is the engine room for some of Australia's most innovative, efficient and effective financial advisers and experts.
We provide an outstanding platform of support for financial advisers like you, ensuring you save time, resources and money, and empowering you to focus more on what you do best-giving advice.Shartru Wealth Management is not owned by a bank, and our support platform is built by advisers for advisers.
We provide an outstanding platform of support for financial advisers like you, ensuring you save time, resources and money, and empowering you to focus more on what you do best-giving advice.Shartru Wealth Management is not owned by a bank, and our support platform is built by advisers for advisers.
Shartru Wealth Management Pty Ltd (SWM) is licenced by ASIC with Australian Financial Services Licence Number 422 409. If you are not inclined to operate your own licence, then SWM can authorise you to operate under its licence. This alleviates the workload and expense of maintaining a licence but at the same time maintains your need for compliance and governance.
Reviews (13)
Biplang Mwelshe
Dec 25, 2021
Report
I'm so full of excitement and indebtedness for a tremendous outcome by MR Kevin McCarthycrypto, If I was told I will ever meet a Forex/Binary trader as legit, genuine and so hand-working like kenvin, I will probably not believe due to the evil adventure I encountered trying to Trade and was defrauded but was recommended to kenvin, I won't lie folks… my middle name turned to anxiety and didn't want to lose more funds, this time I choose to invest little with $500 and in just a week kenvin assisted me to earn $6,900, so I kept on investing continuously. Today I'm financially successful. contact
Jamilu Muhammad Jushi
Dec 22, 2021
Report
Having tried different trading platform , my last experience with Mrs Caroline Jones, is the best ever, I traded with $500 and within a week i made profit of $6500 and to my greatest surprise no extra charge was paid for my withdrawal. So I recommend Mrs Caroline Jones, platform for effective trade to every one. Email:CarolineJonesfx@gmail.com WhatsApp:+1 (716) 670-1350
Ibrahim Sani
Dec 12, 2021
Report
If you think you've failed in investment I'm glad to introduce you to the most amazing manager Mrs Caroline Jones. In fact all hope was lost until I met her, this amazing manager who changed my life within one week, My friends i will forever be grateful to Mrs Caroline Jones for helping me recovered all my losses. Words cannot explain or express how grateful i am. If you are lost a lot in binary option trade give Mrs Caroline Jones a trial… you can reach her via her email WhatsApp: +1 (716) 670-1350 Email:CarolineJonesfx@gmail.com
&
Oct 29, 2021
Report
Trading with a trusted account manager is what can make your dreams come through. For me kathrine lucas has the best trading strategies to win. I never believed on any post recommending online trading until I gave a try and the outcome was great for me. Making $6750 out of $1000 was a whole lot of profit for me. Thank me later you can contact her via; Email:kathrinelucas170@gmail.com Whatsapp: +12523688769
Biodun Mayamar
Oct 25, 2021
Report
I am extremely satisfied with all the help Karen rendered me every step of the way. They have a good understanding of all the processes and are always receptive to my needs. The platform were very helpful .I strongly recommend this wonderful manager of mine, she perform a great work and strategy on my investment, and now i'm earning profits every… week just because kathrine effort and trust, thank you madam for this opportunity of investing with your platform i'm so much grateful, please contact her for legit investment. Email:kathrinelucas170@gmail.com WhatsApp:+12523688769
Andrew Potts
Dec 16, 2020
Report
Having been with a few financial planning groups in the past I can honestly say the team at Shartru have provided Potts Financial Services with more support than anyone else. This is the advantage of not being a big group, but a smaller group of like minded advisers whom are well supported by Rob Coyte as the CEO, David Meakin as the adviser manager and Andrew Meakin as the Investment Committee Chair.
As an adviser my technical skills have developed through working with this group and I can say that my clients have benefited from better advice.
As an adviser my technical skills have developed through working with this group and I can say that my clients have benefited from better advice.
Dr. Brett Davies Legal Consolidated
Aug 27, 2018
Report
Stay Home
Dec 15, 2017
Report
Rob Coyte has been advising me for more than a decade and I can honestly say Rob is a trustworthy individual, an expert in his field and is truly passionate about helping people (including my family) better manage and plan for their financial futures. I do and will continue to recommend Rob and the folks at Shartru Wealth Management to anyone that will listen.”
Allen Rafter
Dec 04, 2017
Report
Stafford Strategic
Dec 04, 2017
Report
"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 and tailored to my specific advice circumstances.
During this process I was introduced to Rob Coyte, the CEO of Shartru Wealth Management Pty Ltd, and was immediately attracted to his advice philosophies which resonated with my own – his description of Shartru
During this process I was introduced to Rob Coyte, the CEO of Shartru Wealth Management Pty Ltd, and was immediately attracted to his advice philosophies which resonated with my own – his description of Shartru
Andrew Meakin
Nov 12, 2017
Report
"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 is necessary to support our business to deliver financial advice that is in our client’s best interest. Shartru provides all the required administrative, back office and para planning support, as we established our business and this continues as our business matures.
Rob & Shartru’s depth
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 is necessary to support our business to deliver financial advice that is in our client’s best interest. Shartru provides all the required administrative, back office and para planning support, as we established our business and this continues as our business matures.
Rob & Shartru’s depth
Kjs Webmaster
Oct 26, 2017
Report
"Like many people who start their own business, consideration around administration, compliance and overall operations can be quite daunting. Fortunately for us, we were able to approach two of the industry’s most knowledgeable professionals, Robert Coyte and Andrew Meakin.
Their advice was to join a group that has the resourcing, knowledge and services that will allow us to have more time to service our clients in the best possible way. That’s why we joined Shartru Wealth.
Shartru offers an extensive range of services for all it's clients as well as the Authorised Representatives (AR’s
Their advice was to join a group that has the resourcing, knowledge and services that will allow us to have more time to service our clients in the best possible way. That’s why we joined Shartru Wealth.
Shartru offers an extensive range of services for all it's clients as well as the Authorised Representatives (AR’s
Mathew Hoffman
Jul 19, 2014
Report
