Stirling Mortlock, who was most recently a wealth director within NAB’s global institutional bank, will lead Stockspot’s partnership program in a consulting role.
Mr Mortlock, who made 80 appearances for the Wallabies between 2000 and 2009, was most recently a senior manager within NAB’s corporate superannuation business.
Commenting on the appointment, Mr Mortlock said he “very much wanted” to be involved in robo-advice, which he described as the “future of investing and portfolio management”.
“Chris [Brycki] and the Stockspot team have created a fantastic investment experience that is transparent, low-fee and unbiased. It’s the type of service that should appeal to accountants or advisers who want to help their clients access long-term sensible investing without the high-fees and burden of providing investment advice themselves,” Mr Mortlock said.
Mr Brycki, who is the chief executive and founder of Stockspot, said, “To have someone of Stirling’s calibre join us to develop Stockspot’s partnership strategy is huge credit to our team and what they’ve built so far.
“B2B partnerships is a new area for Stockspot and we expect a growing number of accountants and advisers to embrace robo-advice as technology continues to transform the financial services industry.
“Stirling’s experience in corporate wealth and superannuation gives him deep insight into the issues facing advisers and accountants around compliance and the provision of personal advice. Stockspot is able to help ensure accountants and advisers are providing their clients with the best possible investment advice and experience.”
Sorry…did he say they were unbiased?? I thought that they charged a percentage on their investments and only offered their own product. Maybe they are independent instead?
You have to forgive him. Along with 80 caps comes about 30 head clashes.