A former BT dealer group manager has been appointed as chief executive of advice firm Sterling Private Wealth, with his first task to be going self-licensed.
In a statement yesterday, Sterling Private Wealth announced the appointment of David Murray as its new chief executive.
Mr Murray was previously regional practice business manager for Westpac-owned licensee BT Magnitude.
Sterling Private Wealth is an authorised representative of Magnitude.
Mr Murray said his first steps as leader will be for the business to acquire its own AFSL.
“My goal is to provide the strategic vision that keeps Sterling ahead of the curve with an operational framework that provides professional financial advice services and holistic solutions for our clients. The first step being the transition to our own AFSL,” he said.
“This is an exciting time for Sterling as we build on a history of success and to position the organisation for the future.”
Commenting on Mr Murray’s appointment, Sterling principal Peter Stevenson said, “David is an exceptional financial service professional with an extensive background, industry insight and track record of success.”
FASEA has conceded its guidance on scaled advice may not be legally reliable, ad...
A key super industry body has suggested the government’s forthcoming reforms t...
With rising compliance costs and more risks abounding for planners who try to be...
Get notifications in real time and stay up to date with content that matters to you.
