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Financial Planning

AZ NGA acquires $180m CBA advice firm

AZ Next Generation Advisory has acquired a 51% stake in Lifestyle Financial Planning Services (LFPS), which was licensed through Commonwealth Bank (CBA) dealer group Financial Wisdom.

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Read more: CBAAZ NGAFinancial WisdomFinancial PlanningLifestyle Financial Planning ServicesAZ Next Generation AdvisoryCommonwealth BankMayBarrettTimDavid LannenANZ advice director Paul BarrettAZNGA opportunityEureka Whittaker MacnaughtFinancial StandardLisaPride Advice