Our Board
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.
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 of 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 2008, Robert successfully applied for his own AFSL. In 2012, he became the Chief Executive Officer of Shartru Wealth Management. 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, a Graduate Diploma in Applied Finance and Investment.
Your Support Team
Catherine Huff
General Manager - People & Process
As General Manager - People & Process, Cath manages the operating divisions of Shartru Wealth Management and is responsible for ensuring all service standards are met to ensure organisational effectiveness.
Cath joined Shartru in 2018 with over 15 years of experience in organizational development and 10 years in the Financial Services Sector, Cath manages and provides the day-to-day direction of divisions to fulfil objectives and achieve specific goals while maximising profit and efficiencies in order to meet the organisational strategy.
Managing People's Capability is a crucial area of her expertise to guide people to better their best to ensure results and continuous improvement is achieved.
Clint Christoff
Senior Investment Specialist
Clint has worked in the finance industry for the past 20 years, commencing as a stockbroker 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 has been a senior investment specialist with Shartru since 2013 and plays a significant role as the Senior Investment within Investment Management.
Lisa Moore
Compliance Manager
Lisa joined Shartru Wealth in 2023 and brings over 25 years’ experience in various roles across the industry, including Business Development, Operational, and Compliance with both small to medium Financial Planning Firms and Large Corporations.
Lisa has been a Responsible Manager for previous AFSL Licences and has been an active member of Compliance and Investment Advisory Committees and has an in-depth understanding of Industry Regulations, licensing obligations and the day-to-day compliance responsibilities to support Financial Advisers and their businesses to ensure they continue to adhere to their ongoing compliance obligations.
Maria Yankos
Risk & Compliance Manager
Maria is a passionate and an inspired Compliance Manager with over 15 years of experience in financial services spanning across Compliance, Practice Management and Professional Development.
With demonstrated success in implementing compliant efficiencies and delivering time-critical compliance remediation projects. Maria is known for being a strong team player, helping Advisers realise and achieve their potential with a collaborative and supportive approach to providing compliant advice.
Benjamin Connell
Commission and Finance Manager
Benjamin has been with Shartru Wealth since 2013 managing the administration of commissions and the 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 can-do energy to the business and delights in helping business clients with advice that helps their business grow.
Sheree Blanchard
Operations Manager
Sheree brings a wealth of knowledge to the network and provides a high level of operational and technical skills and capabilities.
Sheree has been with Shartru since 2016 and is responsible for overseeing and supporting office operations and procedures along with analytical reporting across the Finance/Commissions, Adviser Services, IT, Compliance and Administration divisions to ensure organisational effectiveness and efficiency.
Sheree strives for excellence and enjoys the challenge that Financial Services provides.
Jacqueline Golikov
Client Services Manager
Jacqui commenced with Shartru in 2021 and is responsible for managing our client services division.
Jacqui brings a professionalism that has been centred on achieving success in all aspects of running a small business whilst ensuring the delivery of exceptional services to clients is achieved.
Jacqui's success has been driven by a passion for being a results-driven "Service Delivery" Professional in various roles that have had a solid focus on striving to maintain effective business processes and compliance within the guidelines industries regulated by legislative Services and procedures
Emily Sennett
Senior Adviser and Client Services Officer
Emily joined Shartru Wealth in March 2022 and brings a wealth of experience from her roles in both client and adviser service divisions.
Over time, she has honed her technical skills, becoming a key senior member of the team. Her expertise spans client services, adviser services, SMSF administration, and MDA administration.
Additionally, Emily has earned a business administration qualification during her tenure at Shartru Wealth.
Rachel Williams
Compliance Support Officer
Rachel has been with Shartru since February 2022 and has moved across varying roles within that time.
Rachel holds the responsibility of support officer in the Compliance division and is highly motivated to provide superior client service and is reliable, professional, and driven to meet service standards.
Rachel has worked in a wide variety of positions and roles throughout retail and hospitality, with experience in management positions, administrative roles, training, commercial kitchens, and catering. Rachel provides a can-do attitude to delivering results and outcomes.
Abbie Colley
Finance Officer
Abbie joined Shartru in June 2022 and is a motivated member of the team with a strong drive to learn and deliver a high level of service standards.
Abbie has a magnitude of experience from running her own business for over 8 years. Abbie provides a can-do attitude when servicing clients.
Tiffany Morton
Trainee Adviser Support Officer
Tiffany is a successful sales assistant with over 10 years of experience in a retail environment, with an excellent understanding of the sales market and a focus on customer service.
Tiffany has proven to be a high-performing team member who excels at building loyal customer relations to achieve, both short and long-term organisation goals.
Tiffany provides excellent support to the adviser services team and also supports other entities across the business.
Toby Irvine
Social Media & Content Specialist
Toby is a confident and results-driven marketing professional, with a strong emphasis on social media, lead generation campaigns, creating visual content, and managing website and digital requirements. Toby is proactive and a strategic thinker who is well-equipped to lead marketing initiatives and drive impactful results that are focused on the user experience.
Toby has studied a Bachelor of Business (majoring in Marketing), a Statement of Attainment in Marketing and Communications, and Fundamentals of Digital Marketing at Open University, and has gained experience across several industries in Digital Marketing. Toby provides an excellent source of support and guidance in the digital space to our business and to the advisers in our network.