Shartru Wealth
Financial Services
Nsw, Au
20 employees
- Employees
- 20
- Contacts
- 4
- Emails
- 4
- Phones
- 1
Shartru Wealth Overview
- Headquarters
- Nsw, Au
- Website
- shartruwealth.com
- Industry
- Financial Services
- Employees
- 20
- Founded
- 2012
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Shartru Wealth
Shartru Wealth Management is an Australian Financial Services Licence Holder run by practicing Financial Advisers who are passionate about delivering the best possible service to clients and their adviser network. Use the below link to see our Conference Social Media Updates! https://www.linkedin.com/feed/hashtag/swmnz2024/ For Financial Advisers: Mentoring, MDAs, Model Portfolios, Para-planning, Back Office Support, Commercial Compliance plus access to a broad range of solutions for advisers to leverage their relationship with their clients. If you are a financial planner visit www.shartruwealth.com.au to find out more about how we can help you today. Put simply, if it works for us, it will work for you. Our experience in various markets means that our advisers can provide you with timely and informed recommendations on: Self Managed Superannuation Maximisation of superannuation benefits Retirement planning and income strategies Wealth accumulation and general investment strategies Investment advice Direct Property Portfolio construction and administration Salary packaging Managing redundancy Education funding strategies Estate planning Mortgage lending Life, TPD, trauma and income protection insurance Charitable Foundations
Shartru Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Shartru Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Clint Christoff | Financial Planner at Shartru Wealth | Greater Newcastle Area, Australia |
Email
|
| Terry Powell | Business Development and Relationship | Greater Melbourne Area, Australia |
Email
|
| Matt Herbert | Helping Domain Investors Optimise Their | Melbourne, Victoria, Australia |
Email
Phone
|
| Jason O'connell | General Manager - Uk Pension Planning | Sydney, New South Wales, Australia |
Email
|
Employees by Management Level
Individual contributor
8 profiles
Manager
4 profiles
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
| General | 1 | 1 | 0 |
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