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VerifiedFinancial Services· Founded 2012

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! 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 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

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HeadquartersBelmont, AustraliaEmployees19(11 to 50)Founded year2012Websiteshartruwealth.com.auLinkedIn profileLinkedIn

Verified contacts

21

available on Kipplo

LinkedIn employees

19

11 to 50 range

Open roles

no listings

Distinct roles

19

indexed titles

Tech stack

4

tools in use

Monthly traffic

5

organic / mo

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Top roles at Shartru Wealth

19 distinct titles indexed · top 10 shown.

  • 2financial planner
  • 1administrative assistant
  • 1adviser services officer
  • 1business development manager
  • 1ceo
  • 1client services manager
  • 1compliance and operations manager
  • 1digital marketing specialist
  • 1finance officer
  • 1financial advisor
  • +9more titles

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