Shartru Wealth Management is a national financial services licensee and is the engine room for some of Australia's most innovative, efficient and effective financial advisers and experts. We provide an outstanding network 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.
We connect individuals and families to best of breed financial advisers, and we help advisers focus on what they do best - to deliver tailored advice solutions - by providing a total support platform in licensing, compliance, IT, advice and administration. We don't manage money, we manage futures, which is why risk management will always be our number one priority.
We connect individuals and families to best of breed financial advisers, and we help advisers focus on what they do best - to deliver tailored advice solutions - by providing a total support platform in licensing, compliance, IT, advice and administration. We don't manage money, we manage futures, which is why risk management will always be our number one priority.
Services
About
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Shartru Wealth Management is a full-service financial services dealer group established to provide operating freedom to financial advisers through outstanding support and financial services to individuals and families through intelligent advice. The members of our management team each bear the scars of financial crises and know first-hand the damage that can be done when risk and compliance come second to profit-making.
Our Team
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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.
Testimonials
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Rob and Shartru Wealth Management Pty Ltd are a Licensee that epitomises this creed. They have successfully built a team grounded in integrity and attitude of "roll up their sleeves". Rob and the Shartru team continue to do what is necessary to support our business to deliver financial advice that is in our client's best interest.
I’m an Adviser
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Talk with Shartru Wealth Management about our financial adviser support platform to save you time, resources and money. 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.Shartru Wealth Management is not owned by a bank, and our support platform is built by advisers for advisers.
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.Shartru Wealth Management is not owned by a bank, and our support platform is built by advisers for advisers.
Adviser Services
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Shartru Wealth Management Pty Ltd (SWM) is licenced by ASIC with Australian Financial Services Licence Number 422 409. If you are not inclined to operate your own licence, then SWM can authorise you to operate under its licence. This alleviates the workload and expense of maintaining a licence but at the same time maintains your need for compliance and governance.
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