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Showing 11 - 20 of 66 results for %22AZ NGA%22

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 ...

AZ NGA recruits chief operating officer

JAMIE WILLIAMSON  |  WEDNESDAY, 8 DEC 2021
... the new year, spearheading the group's expansion plans. Graham McGeagh has been with Countplus since 2018 but will join AZ NGA as its chief operating officer in early 2022. In doing so, he will replace Paul Brain who recently took on additional responsibilities ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
Wealthwise continues to expand its presence, acquiring a 34-year-old financial advice firm. AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, which provides holistic financial advice, as well as lending and mortgage broking services. ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management. AZ NGA is expanding to the New South Wales Hunter Region by acquiring RI Newcastle and Lower Hunter for an undisclosed amount. RI Newcastle ...

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
... acquisitions. The capital will be used as soon as possible to build scale and capacity to Cranage. The partnership will also see AZ NGA provide board, governance and management support. AZ NGA chief executive Paul Barrett said the transaction highlights ...