Stuart Mcmurtrie
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Stuart Mcmurtrie Email & Phone Number

Senior Wealth Specialist - PGDip, RFP at Warwick Wealth
Location: Durban, Kwazulu-Natal, South Africa 13 work roles 4 schools
1 work email found @warwickwealth.com 1 phone found area 773 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@warwickwealth.com
Direct phone (773) ***-****
LinkedIn Profile matched
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Current company
Role
Senior Wealth Specialist - PGDip, RFP
Location
Durban, Kwazulu-Natal, South Africa
Company size

Who is Stuart Mcmurtrie? Overview

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Quick answer

Stuart Mcmurtrie is listed as Senior Wealth Specialist - PGDip, RFP at Warwick Wealth, a with 211 employees, based in Durban, Kwazulu-Natal, South Africa. AeroLeads shows a work email signal at warwickwealth.com, phone signal with area code 773, and a matched LinkedIn profile for Stuart Mcmurtrie.

Stuart Mcmurtrie previously worked as Senior Wealth Specialist at Warwick Wealth and Wealth Specialist at Warwick Wealth. Stuart Mcmurtrie holds Post Graduate, Pgdip In Financial Planning, Nqf8 from University Of The Free State.

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Email format at Warwick Wealth

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{first}.{last}@warwickwealth.com
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Profile bio

About Stuart Mcmurtrie

I am a Senior Wealth Specialist and Team Leader and I do Local and Offshore investments using Voluntary and Compulsory/ Retirement products via Unit Trust Funds and Personal Share Portfolio's. I also do Credit facilities for our clients. We also offer Wills with no upfront costs and reduced Executor fees. We also provide succession planning for Brokers/IFA's with Investment books who are looking to retire, leave the industry or don't have access to a CAT 2 license. I have also called on, trained, mentored Brokers/Wealth Managers and Independent Advisors to achieve my targets in the Investment(LISP and direct) – R60 million per year, Life, Medical Aid, Retirement, Short Term and Employee Benefit schemes while making sure they gave the client the best advice and them achieving their sales targets. I have also done the training of all new brokers at the Momentum Academy on the Personal and Commercial lines for Short Term Insurance. I launched Momentum Short Term Insurance(MSTI) in KZN and The Eastern Cape. I looked after 48 Broker Consultants(Marketing Advisors) and trained, motivated and encouraged them as well as 2200 brokers to sell MSTI products. I have my Post Graduate Diploma (PGDip) in Financial Planning through University of Free State. I have 160 FAIS credits(Investment, Life, Medical Aid and Short Term Insurance).

Listed skills include Security, Business Development, Sales Management, Management, and 46 others.

Current workplace

Stuart Mcmurtrie's current company

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Warwick Wealth
Warwick Wealth
Senior Wealth Specialist - PGDip, RFP
constantia, western cape, south africa
Employees
211
AeroLeads page
13 roles

Stuart Mcmurtrie work experience

A career timeline built from the work history available for this profile.

Senior Wealth Specialist

Current

Durban, Kwazulu-Natal, South Africa

Jan 2024 - Present

Wealth Specialist

Durban Area, South Africa

I do Local and Offshore investments using Voluntary and Compulsory/ Retirement proceeds via Unit Trust Funds and Personal Share Portfolio's. We also offer Wills with no upfront costs and reduced Executor fees. We also provide succession planning for Brokers/IFA's with Investment books who are looking to retire, leave the industry or don't have access to a CAT 2 license.

Dec 2015 - Jan 2024

Offshore Wealth Manager

Iza Wealth

Kloof, Umhlanga And Pietermaritzburg

Advice on all aspects of offshore investments, offshore pensions and pension transfers (QROPS). As well as trusts, offshore company formation, at a personal and corporate level.

Aug 2015 - Nov 2015

Associate Wealth Consultant

Devere Group

Durban Area, South Africa

deVere Group is the world's leading independent financial consultancy group, with more than $10 billion of funds under advice and administration, and over 80,000 clients around the world. We help our clients, who range from international investors to expatriates who have moved their families overseas to live and work, who employ us to find financial strategies and investment vehicles that are best suited to help them create wealth. deVere Group helps clients safeguard and grow their money, according to their medium- to long- term requirements. Services we offer include insurance policies, investment options, savings and pensions. Our operations are carried out on a case-by-case basis by our qualified network of international financial advisers, allowing us to take each client's goals and expectations into consideration when charting our financial plans and delivering the professional financial advisory services we are renowned for. With deVere Group, international investors can rest assured that their financial portfolio is in safe, experienced hands that know what it takes to make wealth grow.

Oct 2014 - Jul 2015

Regional Manager Kzn

Durban Area, South Africa

Project ManagementFibre Communications, Security, Access Control, Biometrics, CCTV, Sales , Sales ManagementInstallationsLogistic management with our Book in a Box systemVisitor Management systemsBiometric integrated systems with Pre-clearanceMaintaining and installing Impro, Softcon sites.

Aug 2012 - Sep 2014

Marketing Advisor / Business Development Manager Kzn And Eastern Cape

Durban Area, South Africa

- Business Development- Multiple Channel Distribution− Analyzing competitor activity : Maintaining good working knowledge of Competitors− Third Party Marketing, Presenting solution based plans to Brokers and/or their clients− Leading special projects such as the development of the corporate identity and MDSOnline− Briefing and liaising with Brokers; Developing, planning, rolling out and training on new and existingproductsImplementing the marketing strategy− Planning and coordinating product launches for Brokers, including Presentations− Providing valuable market feedback on innovations and new products to be implemented at Momentum− Promoting the Momentum brandNotable Achievements− Taking non Momentum producing brokers to producing over R1 million a year.− Launched Momentum Short Term Insurance (MSTI) in KZN and the Eastern Cape - 2006− Brought in R28.8 million production in my first year- Brought in R60 million in investments a year

Sep 1999 - May 2012

Senior Broker Consultant

Norwich Life

Kzn

Third Party Marketing, Developing client relationships, Training of new and existing products, Multiple Channel Distribution, Presentations

Dec 1997 - Sep 1999

Senior Broker Consultant

Fedsure Life

Kzn

Third Party Marketing, Developing client relationships, Training of new and existing products, Multiple Channel Distribution, Presentations

Dec 1995 - Nov 1997

Senior Broker Consultant

Sage Life

Kzn

Third Party Marketing, Developing client relationships, Training of new and existing products, Multiple Channel Distribution, Presentations

Jan 1994 - Dec 1995

Financial Consultant - Broker

Financial Planning Services

Kzn

Tax Returns, Life Policy sales, Investments, Unit Trusts, Cross Selling bank products(Moveable Finance, Property Finance and all other bank products)

Jan 1993 - Dec 1993

Representative

Old Mutual

Kzn

Tax Returns, Life Policy sales, Investments, Short Term, Financial Advice, Unit Trusts

Aug 1991 - Dec 1992

Relief Clerk Promoted To Private Banker(Financial Adviser) And Then Sub-Branch Manager

Allied Building Society

Kzn

Tax Returns, Cold Canvassing, Public Relations, Financial Advice, Moveable Asset Finance, Property Loans, Investments, Cross Selling bank products

Jan 1988 - May 1990

Clerk

Post Office

Port Shepstone Area, South Africa

Cash, Administration, Teller

Jan 1987 - Dec 1987
Team & coworkers

Colleagues at Warwick Wealth

Other employees you can reach at warwickwealth.com. View company contacts for 211 employees →

4 education records

Stuart Mcmurtrie education

Rfp 1, Rfp 2, Rfp 3, Financial Planning And Services

Financial Planning Institute

AFP(Associated Financial Planner) RFP(Registered Financial Planner)

Education record

Port Shepstone High School

Education record

Lowveld High School
FAQ

Frequently asked questions about Stuart Mcmurtrie

Quick answers generated from the profile data available on this page.

What company does Stuart Mcmurtrie work for?

Stuart Mcmurtrie works for Warwick Wealth.

What is Stuart Mcmurtrie's role at Warwick Wealth?

Stuart Mcmurtrie is listed as Senior Wealth Specialist - PGDip, RFP at Warwick Wealth.

What is Stuart Mcmurtrie's email address?

AeroLeads has found 1 work email signal at @warwickwealth.com for Stuart Mcmurtrie at Warwick Wealth.

What is Stuart Mcmurtrie's phone number?

AeroLeads has found 1 phone signal(s) with area code 773 for Stuart Mcmurtrie at Warwick Wealth.

Where is Stuart Mcmurtrie based?

Stuart Mcmurtrie is based in Durban, Kwazulu-Natal, South Africa while working with Warwick Wealth.

What companies has Stuart Mcmurtrie worked for?

Stuart Mcmurtrie has worked for Warwick Wealth, Iza Wealth, Devere Group, Atec Systems And Technologies, and Momentum.

Who are Stuart Mcmurtrie's colleagues at Warwick Wealth?

Stuart Mcmurtrie's colleagues at Warwick Wealth include Jennifer Rengecas, Fonny Meyeridricks, Kobie Van Zyl, Bianca Adendorff, and Naethisha Naidoo.

How can I contact Stuart Mcmurtrie?

You can use AeroLeads to view verified contact signals for Stuart Mcmurtrie at Warwick Wealth, including work email, phone, and LinkedIn data when available.

What schools did Stuart Mcmurtrie attend?

Stuart Mcmurtrie holds Post Graduate, Pgdip In Financial Planning, Nqf8 from University Of The Free State.

What skills is Stuart Mcmurtrie known for?

Stuart Mcmurtrie is listed with skills including Security, Business Development, Sales Management, Management, Access Control, Integration, Marketing, and Sales.

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