Rob Coyte

Rob Coyte Email and Phone Number

CEO at Shartru Wealth Management a licensee for progressive financial advisers @ Shartru Wealth
Rob Coyte's Location
Croudace Bay, New South Wales, Australia, Australia
Rob Coyte's Contact Details

Rob Coyte work email

Rob Coyte personal email

n/a
About Rob Coyte

Shartru Wealth Management 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.With Shartru Wealth Management, you can spend more time assisting your clients in the way they want to be serviced.Why Shartru Wealth?- We’re not attached to a bank- We will save you time and money- We believe in practical compliance- Enjoy the benefits of scale- Gain access to subject matter experts- Enjoy the benefits of scale- Keep up to date- We believe tailored advice is everything- Solutions agnosticIf you’re interested in learning more, please message me directly or reach out via one of the following methods:☛: 1300 478424☛: rob@shartru.com.au

Rob Coyte's Current Company Details
Shartru Wealth

Shartru Wealth

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CEO at Shartru Wealth Management a licensee for progressive financial advisers
Rob Coyte Work Experience Details
  • Shartru Wealth
    Ceo
    Shartru Wealth Jul 2012 - Present
    Belmont, Nsw, Au
    Shartru Wealth Management is a Financial Services Business that provides holistic solutions and advice for clients.Shartru is interested in attracting advisers to operate under the AFSL.
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  • Shartru Wealth Management Pty Ltd
    Pro Active Financial Adviser
    Shartru Wealth Management Pty Ltd Aug 2012 - Present
    All facets of professional advice in regards to personal finance specialising in Self Managed Superannuation, investment strategies and wealth creation.
  • Resi Financial Services
    Ceo
    Resi Financial Services Nov 2012 - Jan 2015
    Formed by a joint venture between Shartru Wealth and Resi Mortgage Corporation who have a national presence to provide their clients with access to advisory services and solutions.
  • Belmont Golf Club
    Director
    Belmont Golf Club Oct 2011 - Oct 2012
    Held position of Treasurer.Instigated a business plan for a business that had segments which had been in a period of decline for a number of years.
  • Centre Capital
    Director
    Centre Capital Apr 2004 - Jun 2012
    Belmont, Nsw, Au
    A financial planning firm that serviced clients in holistic taxation, investment and risk management advice. There was also have a corporate division which looks at capital raisings and other advisory work.
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  • Equiti
    Head Of Advisory
    Equiti Jul 2011 - Dec 2011
    Came in to work through operational matters from advisory perspective. Gave advice regarding the compliance and advice process for the business and implemented new systems.
  • Piccadilly Financial Group
    Authorised Representative
    Piccadilly Financial Group 2000 - 2004
    Full Advice Financial Planning firm based in the Sydney CBD. Services included Investment, Retirement Income (Pensions & Annuities), DIY Superannuation, Finance, Taxation Planning, Estate Planning, Risk Management.
  • Amp Financial Services
    Authorised Representative
    Amp Financial Services 1999 - 2000
    Sydney, New South Wales, Au
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  • Westpac
    Capital Markets Accountant
    Westpac 1998 - 1999
    Sydney, Nsw, Au
    Production of Reports including Profit and Loss and Risk Managment in relation to respective Trading Desks for Mortgage Backed Securities, Floating Rate Notes and other debt instruments.
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  • Westpac
    Foreign Exchange
    Westpac 1996 - 1998
    Sydney, Nsw, Au
    Worked primarily as Assistant London Accountant for preparation of daily risk and P&L reports.Also spent time on foreign exchange desk as position keeper for senior AUD trader.
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  • Westpac
    Account Executive Commercial Lending
    Westpac 1995 - 1996
    Sydney, Nsw, Au
    Preparation of credit submissions for the Senior Credit Manager. Submission included the identification and mitigation of present credit risks and appropriate pricing structure.
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  • Nsw Government
    Secretary To Mr Paul Crittenden, Member Of Legislative Assembly.
    Nsw Government 1994 - 1995
    Sydney, Nsw, Au
    View

Rob Coyte Skills

Wealth Management Investments Financial Services Portfolio Management Strategic Financial Planning Financial Planning Risk Management Financial Advisory Investment Strategies Wealth Business Planning Superannuation Estate Planning Asset Management Financial Markets Finance Financial Risk Strategy Insurance Asset Allocation Income Protection Investment Advisory Pensions Retirement Mutual Funds Tax Relationship Management Loans Mortgage Lending Life Insurance Financial Planners Retirement Planning Options Credit Securities Trading Funding Hedge Funds Wealth Accumulation Smsf Investment Management Wealth Management Services Equities Alternative Investments Financial Structuring Fixed Income Capital Markets Bonds Residential Mortgages Structured Products

Rob Coyte Education Details

  • University Of Newcastle
    University Of Newcastle
    Commerce
  • Finsia
    Finsia
    Accounting And Finance
  • Farrer Agricultural High School
    Farrer Agricultural High School

Frequently Asked Questions about Rob Coyte

What company does Rob Coyte work for?

Rob Coyte works for Shartru Wealth

What is Rob Coyte's role at the current company?

Rob Coyte's current role is CEO at Shartru Wealth Management a licensee for progressive financial advisers.

What is Rob Coyte's email address?

Rob Coyte's email address is ro****@****.com.au

What schools did Rob Coyte attend?

Rob Coyte attended University Of Newcastle, Finsia, Farrer Agricultural High School.

What are some of Rob Coyte's interests?

Rob Coyte has interest in Children, Economic Empowerment, Politics, Poverty Alleviation, Golf, Disaster And Humanitarian Relief, Watching My Kids Grow And Develop, Human Rights, Reading And History, Fishing.

What skills is Rob Coyte known for?

Rob Coyte has skills like Wealth Management, Investments, Financial Services, Portfolio Management, Strategic Financial Planning, Financial Planning, Risk Management, Financial Advisory, Investment Strategies, Wealth, Business Planning, Superannuation.

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