Shartru Wealth Management has 4 very distinctive objectives. Read more.
Who is the principal of Shartru Wealth?
Rob Coyte is the principal of Shartru Wealth. He is ably supported by Sarah Lee.
Why is Shartru Wealth different?
Shartru Wealth 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.
What are the demographics of an Ideal Practice that Shartru Wealth would like to engage with?
Is this YOU?
Are honest, open minded and willing to do the work required to achieve success
Have at least two years in your own financial planning business
Have earnings of a minimum $150k proven in previous 12 months which is transferable
Utilise Xplan or be willing to migrate
Operate in NSW, VIC, QLD, Adelaide or Perth
Understand the modern requirements of compliance and have a clean record. You will need to provide Compliance reports from Dover and the AFSL immediately proceeding joining them
Know the value of on-going education and upgrading your skills
Have a range of income producing capabilities in your business.
What should you do now?
Give Rob or Sarah a call now on 1300 478 424 or email them at firstname.lastname@example.org.
They can help you and would be delighted to have a chat with you.