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Showing 11 - 20 of 39 results for "AZ NGA"

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... provide." Henderson has the right to appeal to Administrative Appeals Tribunal. In June 2018, Henderson Maxwell was merged with AZ NGA Adelaide-based firm Pride Advice. The Henderson Maxwell team is now employed by Pride Advice, while former general ...

AZ NGA merges embattled advice firm

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
... will merge with Pride Advice following Sam Henderson's exit from the financial advice industry. A spokesperson for AZ NGA said Henderson Maxwell clients have been informed the practice has joined forces with Adelaide-based advice firm, Pride Advice. ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
A national financial advice firm added its third office, acquiring an advice business on the New South Wales Central Coast. Eureka Whittaker Macnaught purchased Ken Mann's Regional Financial Solutions practice, complementing its existing presence in ...

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... passionate about financial advice, particularly risk-related financial advice" and welcomed the new addition to the team. AZ NGA's acquisition in November involved a share swap of 49% of equity in Dunsford Financial Planning for AZ NGA shares with a ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
... Victoria's Mornington Peninsula. Part of the Now Financial Group, of which Dunsford is also a director, DFP represents AZ NGA's 19th direct acquisition. As per AZ NGA's usual terms, the purchase includes a share swap of 49% of DFP equity for AZ NGA shares ...

AZ NGA assets hit $6bn with latest acquisition

ALEX BURKE  |  THURSDAY, 2 NOV 2017
... $284 million client book, bringing the group's total assets under advice to more than $6 billion. Wise Planners, which AZ NGA acquired in 2015, bought the client book from AFM Advisers. AFM was led by Haydon Skudder, who passed away in June and had previously ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... agreement to acquire the entire capital of Wealthmed Australia, including a share swap of 49% of Wealthmed's equity for AZ NGA shares and a progressive buy back of these shares over the next 10 years. The remaining 51% stake will be paid to the founding ...

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
... high-net-worth individuals. The firm offers wealth accumulation, retirement planning, insurance and strategic advice. As per AZ NGA's usual acquisition arrangement, the purchase includes a share swap of 49% of FHM equity for AZ NGA shares with a 10-year ...

Advice network buys into accounting industry

ALEX BURKE  |  MONDAY, 15 MAY 2017
... provides business and taxation services, self-managed super fund (SMSF) accounting and administration and corporate advisory. AZ NGA chief executive Paul Barrett said his group's relationship with the firm began in the back office before becoming a "strategic ...

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
... agreement with Menico Tuck Parrish Financial Services (MTPFS), established in 1972 by Anthony Menico and Jo Tuck, follows AZ NGA's usual 49% share swap and 10-year progressive buy-back arrangement. MTPFS currently employs nine staff, including two financial ...