Shartru Wealth
Company Management

Shartru Wealth

Financial Services Nsw, Au 20 employees
Employees
20
Contacts
4
Emails
4
Phones
1

Shartru Wealth Overview

Headquarters
Nsw, Au
Industry
Financial Services
Employees
20
Founded
2012
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Clint Christoff Financial Planner at Shartru Wealth
Email
Terry Powell Business Development and Relationship
Email
Matt Herbert Helping Domain Investors Optimise Their
Email Phone
Jason O'connell General Manager - Uk Pension Planning
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 Email Phone
Finance 2 2 0
General 1 1 0

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