We pride ourselves on a team which has been established with inclusivity and diversity in mind, as we know that diversity fosters innovation, better investor engagement, and helps our team to thrive.
David is the sole director of Sterling & Freeman Advisory Pty Ltd. He acquired the responsible entity with an effective date of 2 September 2022.
David has 30 years' experience as a lawyer in the insurance and financial services sector. He is currently principal of his own law firm, Coterminous Legal, and also responsible manager on the AFSL for EBN Holdings Pty Ltd and Keystone Underwriting Pty Ltd.
He is excited by the opportunities Sterling and Freeman has to offer investors and borrowers alike. David is a highly ethical practitioner, with a strong focus on compliance and returns to investors.
Greg is the head of compliance for Sterling and Freeman. Greg oversees Sterling and Freeman’s risk management and compliance strategy. With over 30 years of experience as a responsible officer and AFSL manager, Greg has significant financial planning, private equity, risk and investment management experience. Greg is highly regarded in the funds managed and aged and disability-care community and is often referred to in publications.
Greg is passionate about inclusivity and diversity in investment and advice. He has pioneered the pathway for aged and disability care through Aged Care Specialists and Wealthcare Funds Management, of which he is the founder. Greg has set the benchmark for advisers, accountants and lawyers for the Residential care and personal injury industries.