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Showing 11 - 20 of 60 results for "AZ NGA"

FICAP 2023: Countdown is on

CASSANDRA BALDINI  |  FRIDAY, 21 JUL 2023
... year's event is backed by platinum sponsors BlackRock, Challenger, and Ironbark, as well as gold sponsors, Australian Unity, AZ NGA, BT, Colonial First State, EFEX, Global X ETFs, HUB24, KPMG, Magellan, Montgomery Investments, NMG Consulting, Pendal ...

AZ NGA welcomes head of M&A

CASSANDRA BALDINI  |  MONDAY, 10 JUL 2023
AZ Next Generation Advisory (AZ NGA) has appointed Yasemin Onat to lead future mergers and acquisitions. At the same time, Andrew Symes joins as general counsel and company secretary. The firm recently added the role of general counsel role to its standing ...

AZ NGA partners with advisory firm

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
AZ NGA has joined forces with a Melbourne-based advisory practice to help drive growth across both businesses. Accounting and advisory firm Rose Partners will collaborate with AZ NGA to help it achieve key goals, which includes accelerating expansion ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As ...

AZ NGA appoints chief financial officer

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
AZ Next Generation Advisory (AZ NGA) has appointed Dan Heckendorf as its new chief financial officer as it plans its next growth phase. Heckendorf, who will report to AZ NGA chief executive Paul Barrett, joined in October as interim chief financial ...

AZ NGA buys stake in SCM Financial Group

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
AZ Next Generation Advisory (AZ NGA) has acquired a stake in SCM Financial Group (SCM) following a competitive tender process. SCM's strategic partnership with AZ NGA will enable it to fulfil its key priorities including enhancing the group's service ...

AZ NGA appoints head of business improvement

CASSANDRA BALDINI  |  MONDAY, 10 OCT 2022
AZ Next Generation Advisory (AZ NGA) welcomes Shannon Wood to the newly created role. Previously, Wood has held general manager, practice manager positions at several boutique financial planning businesses including Fruition Wealth and Bright Wealth. ...

AZ NGA, Blue Invest acquire VBP stake

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
AZ Next Generation Advisory (AZ NGA) and Invest Blue will co-invest in Virtual Business Partners (VBP), a paraplanning and back-office solutions provider based in the Philippines. Under the deal, AZ NGA and Invest Blue will acquire a 40% interest in ...

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
... organic growth and mergers and acquisitions, supported by the group's capital and growth partner AZ Next Generation Advisory (AZ NGA). "Demand for strategic financial advice among our corporate clients and their employees has been steadily rising. Many ...

AZ NGA firms merge for growth

JAMIE WILLIAMSON  |  TUESDAY, 28 JUN 2022
... including 14 financial advisers. The deal is expected to deliver immediate scale benefits and generate significant synergies, AZ NGA said, adding that it will also provide an expanded balance sheet to enable future acquisitions. While it may take up ...