Licensee Podcast Series #7 - Shartru Wealth

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0.25 Technical Competence
0.25 Client Care and Practice
0.25 Regulatory Compliance & Consumer Protection
0.25 Tax (Financial) Advice

This week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, the origins and philosophy of Shartru Wealth as a licensee, how their “Shartru Way” best‑of‑breed model, technology, and back‑office support help small advice firms run profitable, client‑centric businesses.

Rob Coyte LinkedIn: https://www.linkedin.com/in/robcoyte/
Shartru Wealth Website: https://www.shartruwealth.com.au/

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