Scully, Spiers and Lambert…old dogs or new tricks?

financial-planning-industry/Software/westpac/BT/

8 June 2000
| By Anonymous (not verified) |

What do Count’s Barry Lambert, RetireInvest’s Mark Spiers and Bridges’ Colin Scully all have in common?

What do Count’s Barry Lambert, RetireInvest’s Mark Spiers and Bridges’ Colin Scully all have in common?

Yes, they are all high profile financial planners and dealer group bosses. But more importantly, these four are also at the “vanguard of teaching old dogs new tricks”. They are the financial planning industry’s answer to the three wise men ushering in a new economy. They are the vi-sionaries of the new millennium.

Well maybe. Hartley Poynton coughed up a mozza for a double page ad in last week’s Financial Review celebrating the launch of the JDV project, the new economy Internet/ software business HP plans to spin off from its old economy investment and stock broking business. The ad listed about 200 business types; all of whom are at the “vanguard” of the new economy.

In the ad, Barry, Mark and Colin got to rub shoulders with the likes of James Packer, Rene Rivkin and the who’s who of financial services such as Westpac honcho David Morgan and BT chief Ian Martin. Lifespan’s John Ardino and Bleakley’s Lyle Jones also got a guernsey.

Reading between the lines on the ad, it seems Hartley Poynton was either paying homage to ex-isting clients or sucking up to potential clients for its online managed funds broking and online share broking back office services.

Is there something that Barry, Mark, Colin et al are not telling us?

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days 17 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND