Team

Stockspot is Australia's most experienced online investment adviser. We were founded in 2013 with a mission to help more Australians access expert investment advice and portfolio management.

We believe in fairness and are firmly on the side of what's “right” and in the best interest of investors.

Today, we're the largest and fastest growing online investment advice (robo-advice) service in Australia. We're helping thousands of Australians manage their money smarter with our low-fee transparent investment service.

Leadership team

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Sarah King
HEAD OF ADVICE AND CLIENT CARE
Sarah has over 18 years of experience in the financial services sector including the past 8 years at Stockspot. She has spent most of her career in financial advice, operations and client facing roles. Sarah holds a Bachelor of Business and a Bachelor of Arts in International Studies. She also holds a Graduate Diploma of Financial Planning.
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Cassandie Tozer
CHIEF OPERATING OFFICER & COMPANY SECRETARY
Cassandie Tozer is Chief Operating Officer and Company Secretary at Stockspot. She leads the firm's operations, finance, governance and people functions. Cassandie has over 25 years of experience in financial services and focuses on building the operational strength, discipline and culture needed to support long term growth and scale.
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Alan Huang
CHIEF TECHNOLOGY OFFICER
Alan leads technological advancements at Stockspot, ensuring security, scalability, and platform performance. With experience at ING, Citibank, and Nano Home Loans, he's dedicated to our user-friendly website and system development. Alan holds a Bachelor of Electrical Engineering from Shanghai Jiao Tong University.
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Jessie Lin
Head of Growth
Jessie leads the growth initiatives at Stockspot. She is passionate about empowering consumers to make the right decisions, using simple and honest communications. Jessie has worked in health, technology and aviation, and holds a Bachelor of Commerce from the University of New South Wales.