National boutique private wealth business Sterling Private Wealth (Sterling) has announced the appointment of David Murray as the group’s new CEO.
Announcing the appointment, Sterling principal Peter Stevenson said “David is an exceptional financial service professional with an extensive background, industry insight and track record of success.
“He is an outstanding individual with proven management, leadership and a history of achievement from running his own financial advice practice to his most recent role as Regional Practice Business Manager for BT Magnitude”.
For over 40 years Sterling has provided holistic financial advice through its experienced team of investment professionals and technical strategists with tailored solutions for individuals, HNW families, privately held companies, SMSFs to ensure their financial aspirations are achieved.
Today, Sterling operates from offices in Melbourne, Brisbane and the Gold Coast with 9 advisers, 25 support staff and has over $800m FUA.
Commenting on his appointment, David Murray said, “This is an exciting time for Sterling as we build on a history of success and to position the organisation for the future.
“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.”
