Skaffold CEO Peter Simson said Mr Clisby’s appointment will drive the next phase of Skaffold’s distribution strategy.

Skaffold has already proven itself as a successful research tool for DIY investors. Financial planners are an increasing segment of Skaffold’s membership base.

“Client case studies highlight how Skaffold allows advisers to serve client needs for equity-market investing,” Mr Simson said.

Mr Jason Smith of Godfrey Pembroke Canberra said, “When assessing listed securities our first step is always Skaffold. Skaffold allows us to focus on stocks more likely to benefit our clients, avoid those that won’t and block out the daily noise. Clients win with better recommendations. Advisers like us win via happier clients and significant research time savings.”

Mr Clisby’s appointment coincides with the pending release of Skaffold’s new mobile application.

The post Skaffold appoints Trevor Clisby to lead its move into wholesale markets appeared first on AdviserVoice.