Advisers-About 2019-04-11T03:27:42+00:00

ABOUT US

Shartru Wealth is a full-service financial services company established to provide financial services to individuals and families through intelligent advice, and operating freedom to financial advisers through outstanding support.

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.

We understand that building wealth takes time, as does building and sustaining a quality reputation.

That’s why we don’t manage money. We manage futures. It’s also why risk and reputation management will always be our number one priority.

We seek to connect our clients to best of breed providers of financial services, and to build and protect the reputations of our advisers. We innovate with purpose, aiming to bring new ideas to market for the sole benefit of our clients and advisers.

Our support services for advisers are provided by financial planning, stockbroking, taxation, property, insurance and finance specialists who operate together in a team based environment that is focused on the individual objectives of our clients and advisers.

Shartru Wealth has authorised representatives in Melbourne, Sydney, Penrith, Windsor, Newcastle, Brisbane, Canberra, Townsville and Tasmania.

OUR ADVISER PLATFORM

In 2007, CEO and representative, Rob Coyte, became disheartened with his then Australian Financial Services Licence (AFSL) provider on a range of issues including price, not allowing what needed to be done in front of clients and systematic failures including non-review of Approved Product List (APL) and authorised representative strategies.

Rob says: “We felt they were constantly pursuing their own interests and not focusing on providing us the services and oversight to assist us run, or protect, our financial advice business.”

In the wake of a GFC event, facilitated in part by the company’s then dealer group, many mum and dad investors were impacted.

“We got involved to try and sort out the mess, as it became obvious that they and other dealer groups were exposed to the problem were not equipped to deal with the situation. Where we had been initially stumped on the question: how did things go wrong – it quickly became apparent that the lack of knowledge and ethics of the people involved contributed to the disaster we now faced. At this stage, we knew that what the market lacked was a dealer group that was aligned with their financial advisers and, ultimately, their clients,” Rob explained.

As a result, Rob reviewed a range of AFSL providers in the market and quickly discovered that the best way to solve the challenges was to obtain his own AFSL, and thus Shartru Wealth was born.

“In our view, a dealer group should have only one business motive. It should have authorised representatives providing financial advice to the public at a level that not only satisfies the law, but is ethical. This is defined simply as what an individual would expect if they were provided the services by someone else.”

After gaining an AFSL, Shartru began documenting and simplifying core advice principles and practices, ensuring efficiencies became not only engrained in our business, but could be offered to other advisers through a dedicated support platform.

In delivering our support, we are focused on:

  1. Empowering advisers to focus on what they do best.
  2. Providing a platform for our advisers to be compliant in running their business.
  3. Providing outstanding support to enable our advisers to operate efficiently.

Providing more innovative solution for advisers to present to their clients. As a platform built by advisers for advisers, Rob is confident the Shartru Wealth platform is the right plug in model for like-minded advisers right across Australia.

Our tailored approach recognises that all advisers have different skills, experience and requirements, which is why our tailored approach extends to:

  • Advice our advisers can provide to clients
  • Risk management and compliance
  • Best of breed APL
  • Understanding individual capabilities, and providing an easy platform for those with less experience or skill to invest through model portfolios, our managed discretionary account or oversight by our investment committee
  • The ability for advisers to operate with their own branding and marketing initiatives
  • Empowering advisers to utilise other areas of their expertise within the advice process, such as accounting or mortgage broking.

OUR BOARD

The board of Shartru Wealth 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.

Robert Coyte
Robert Coyte 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 17 years. Overall Robert has 22 years’ experience in commercial banking, financial markets, stockbroking and financial planning.
Rob started his career with Westpac, accumulating 5 years’ experience in Commercial Banking and Financial Markets. Rob 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, Rob successfully applied for his own AFSL. In 2012, he became the Chief Executive Officer of Shartru Wealth, transitioning his business and partnering with Andrew Meakin and Linden Toll.
In addition to undertaking advisory duties Rob has sat on Investment Advisory Committees and Compliance Committees for holders of AFS Licences.
Rob 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.
Andrew Meakin
Andrew Meakin 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.
Linden Toll
Linden Toll 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

Catherine Huff
Catherine HuffGeneral Manager - People & Process, Adv Dip Management, Dip Training & Assessment, EQ accredited
As General Manager People & Process, Cath manages the operating divisions of Shartru Wealth 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.
Clint Christoff
Clint ChristoffSenior Investment and MDA Specialist
Clint has worked in the finance industry for the past 18 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)
Alistair Hemming
Alistair HemmingCompliance Manager
Alistair has over 19 years’ experience in retail financial services covering compliance, retail distribution, adviser services and licensee management including remediation programs. He has worked for large and boutique licensees, held Responsible Manager duties for an AFSL, distributed TAL and AIA insurance, and held Senior BDM and acting State manager roles overseeing teams.

Alistair holds a Bachelor of Business in Marketing and Finance, Diploma of Financial Planning (Deakin) and is completing a Diploma of Finance and Mortgage Broking. Alistair is an affiliate member of the Association of Financial Advisers and a Justice of the Peace (Qualified).

Daniel Skelton
Daniel SkeltonInvestment & Compliance Officer
Daniel has worked in the financial services industry for the past 6 years, since graduating from the University of Newcastle with a Bachelor of Commerce in 2012. He has worked predominantly as a Financial Planner with Morgans but has recently joined the Shartru team as the Investment & Compliance Officer. Daniel also holds a Diploma of Financial Planning and is a registered Tax Agent with the TPB.
Benjamin Connell
Benjamin Connell B.Com, CA, JP 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.
Sarah Lee
Sarah Lee Adv. Dip. FS (FP) Adviser Relations Officer
Sarah Lee has been in the Financial Planning industry for 13 years. 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 strong attention to detail, good listening skills and experience as a Financial Planner herself allows her to provide legislation and compliance 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.
Sheree Blanchard
Sheree Blanchard Commissions and Administration Officer
Sheree is presently completing her certificates 3 & 4 in Business Administration. Coming 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 financial services provides.
Sarah Lillia
Sarah Lillia 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.

Sarah is currently on maternity leave.

Michaela Black
Michaela Black Administration Assistant
Michaela forms part of Shartru’s administration team and is currently completing 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.

Neil Stafford
Neil Stafford Head of Complex Advice Certified Financial Planner, Diploma of Financial Planning, Uitroerend Musicus
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 John
Jeff John Estate Planning
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
Samantha GeelanAged Care
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.

SHARTRU WEALTH

Head office
14 Macquarie Street
Belmont
NSW 2280

PO Box 565 Belmont NSW 2280

Phone: 1300 478 424
Email: [email protected]