Neil Stafford
CFP® DipFP
Neil has been active as an advisor since 1997 working with the Commonwealth Private Bank as the Senior Financial Planner in Melbourne and as a Financial Planning Partner at Blaze Acumen Chartered Accounts, a top-100 Australian accounting firm which was formed from the former Price Waterhouse Coopers Private Client division. He has had considerable experience in complex superannuation matters and is highly regarded for his technical skills and knowledge and regularly consults on complex technical matters to the wider accounting industry.
Neil established his own business, Stafford Strategic Advisery, ten years ago and joined Shartru as his preferred licencee and was appointed Head of Complex Advice for Shartru.
Robert Coyte
CFP®
Rob is a highly experienced financial advisor having owned and operated financial planning practices for the past 20 years. Overall, Robert has over 25 years' experience in commercial banking, financial markets, stockbroking and financial planning. Robert started his career with Westpac, accumulating 5 years' experience in Commercial Banking and Financial Markets. Robert joined the financial planning sector in 1999, doing his training with AMP.
In 2008, Robert successfully applied for his own AFSL. In 2012, he became the Chief Executive Officer of Shartru Wealth Management. In addition to undertaking advisory duties, Robert has sat on Investment Advisery Committees and Compliance Committees for holders of AFS Licences. Robert is well qualified and holds a Bachelor of Commerce, Graduate Diploma in Applied Finance and Investment and is a Certified Financial Planner. Robert is a Fellow of FINSIA.
Emily Sennett
Senior Adviser and Client Services Officer
Emily is a Senior Adviser and Client Services Officer who brings a wealth of knowledge and support to the Strategic SMSF clients.
Emily is passionate about simplifying complexity to help clients make the most of their SMSF experience and specializes in technical support, practical advice and administration to ensure our service exceeds clients' expectations. Emily builds strong relationships with clients and stakeholders to ensure they achieve their financial goals.
Tiffany Morton
Trainee Adviser Support Officer
Tiffany is a trainee Adviser Support Officer and provides essential administrative support to our advisers and clients.
Tiffany has a background in Retail Management and is dedicated to delivering exceptional service to the SMSF clients and supporting answering queries, and providing peace of mind to our clients in their journey to reach their personal goals. Tiffany has proven to be a high-performing team member who excels at building loyal customer relations to achieve, both short and long-term organisation goals.