Chief Revenue Officer (Cro)
Current
Parklogic
Seeking clients looking to boost their monetisation revenues. ParkLogic mobilise technology to optimise returns and mitigate risk.
Jul 2022 - Present
AeroLeads people directory · profile
Matt Herbert Email & Phone Number
Chief Revenue Officer (CRO)
at
Shartru Wealth
1 work email found
@zurich.com.au
1 phone found area 678
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Revenue Officer (CRO)
Location
Melbourne, Victoria, Australia
Who is Matt Herbert? Overview
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Quick answer
Matt Herbert is listed as Chief Revenue Officer (CRO) at Shartru Wealth, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at zurich.com.au, phone signal with area code 678, and a matched LinkedIn profile for Matt Herbert.
Matt Herbert previously worked as Chief Revenue Officer (CRO) at Parklogic and National Manager Network Growth at Shartru Wealth. Matt Herbert holds Diploma Of Financial Planning from Kaplan Professional.
Company email context
Email format at Shartru Wealth
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{first}.{last}@zurich.com.au
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AeroLeads found 1 current-domain work email signal for Matt Herbert. Compare company email patterns before reaching out.
Profile bio
About Matt Herbert
Our offering can be distilled down to the following:o We are run by advisers, for advisers.o Strong focus on commercial compliance.o Sensible fee structure.o Experienced and talented support as required.Let's have a confidential chat about the difference Shartru can make to your clients, your practice and your future.
Listed skills include Talent Management, Succession Planning, Life Insurance, Risk Management, and 46 others.
Current workplace
Matt Herbert's current company
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10 roles
Matt Herbert work experience
A career timeline built from the work history available for this profile.
National Manager Network Growth
Account Manager
Parklogic
Dec 2019 - Jan 2021
Business Consultant
Self-Employed
- Facilitation of sales and referral training programs
- Implementation of B2B solutions
- Establishment of effective referral networks
- Training advisers how to use strategic and consultative selling techniques
- Achievement of sales targets
- Problem Solving
Mar 2018 - Jan 2021
Senior Consultant
Erm Advisory
Consistently exceeded sales targets in consulting to white collar professionalsSales management of consultants & recruitment responsibilitiesDevised business restructure to deliver 30% reduction in expenditureCreation of administration platforms and significant reference materials
Feb 2015 - Mar 2018
Business Development Manager
- Responsibilities:
- Achievement of sales targets
- Re-engage disenfranchised advisers
- Provide sales leadership to the wider Life Risk sales team
- Proactively grow the Zurich brand
- Retain existing planners and actively seek new business opportunitiesAchievements:
Apr 2009 - Feb 2015
Senior Financial Planner
Knp Financial Solutions
- Responsibilities:
- Proactively source and develop new business opportunities and retention of key clients
- Systematic review of client fees to boost fee for service revenue rather than % of FUA
- To ensure KNP Financial Solutions standing in the investment community
- Build strong revenue sources (aside from Funds Management income) including risk and mortgage brokingAchievements:
- Built a successful and robust business model which protected the business from market fluctuations
Apr 2000 - Dec 2008
Financial Planner
- Responsibilities:
- Service existing client base
- Conduct client information seminars
- Prepare and present financial plans for new clients
- Liaise with branch staff to build referral network
- Proactively source and develop new business opportunities
Oct 1999 - Apr 2000
Financial Planner
- Responsibilities:
- Supervise branch comprising of 10 staff
- Service and retain clients
- Provide advice on lending, general insurance, life insurance and superannuation products
- Prepare and Present key metrics/statistics to senior management
- Assist with policy guidance and advice to network
Jan 1997 - Jun 1998
Regional Manager
- Responsibilities:
- Management of 18 branches and 120 staff
- Regional sales and service targets
- Development of strong and efficient relationships between retail staff and other providers (i.e. financial planning, general insurance, AGC etc)
- Cross sell all bank products and servicesAchievements:
- Youngest Regional Manager in Australia
Nov 1992 - Jan 1997
4 education records
Matt Herbert education
Diploma Of Financial Planning
Kaplan Professional
Completed 1St Year Of Diploma Of Education, Elementary Education And Teaching
Deakin University
Hsc
Mooroolbark High School
Ps146
Tribeca
FAQ
Frequently asked questions about Matt Herbert
Quick answers generated from the profile data available on this page.
What company does Matt Herbert work for?
Matt Herbert works for Shartru Wealth.
What is Matt Herbert's role at Shartru Wealth?
Matt Herbert is listed as Chief Revenue Officer (CRO) at Shartru Wealth.
What is Matt Herbert's email address?
AeroLeads has found 1 work email signal at @zurich.com.au for Matt Herbert at Shartru Wealth.
What is Matt Herbert's phone number?
AeroLeads has found 1 phone signal(s) with area code 678 for Matt Herbert at Shartru Wealth.
Where is Matt Herbert based?
Matt Herbert is based in Melbourne, Victoria, Australia while working with Shartru Wealth.
What companies has Matt Herbert worked for?
Matt Herbert has worked for Parklogic, Shartru Wealth, Self-Employed, Erm Advisory, and Zurich Financial Services.
How can I contact Matt Herbert?
You can use AeroLeads to view verified contact signals for Matt Herbert at Shartru Wealth, including work email, phone, and LinkedIn data when available.
What schools did Matt Herbert attend?
Matt Herbert holds Diploma Of Financial Planning from Kaplan Professional.
What skills is Matt Herbert known for?
Matt Herbert is listed with skills including Talent Management, Succession Planning, Life Insurance, Risk Management, Financial Services, Change Management, Income Protection, and Strategic Financial Planning.
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