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Showing 21 - 30 of 39 results for "AZ NGA"

AZ NGA firm procures consultant

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
... executive Gareth Hall said the acquisition was driven by the importance of scale, saying the firm is fortunate to be backed by AZ NGA. "We want to provide the best services possible to corporates and their staff. Our passion is helping people to understand ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... based financial planning firm and revealed plans to establish a 'Next-Generation Eco-system.' AZ Next Generation Advisory (AZ NGA) has signed a binding sale and purchase agreement to acquire On-Track Financial Solutions. The agreement includes a share ...

AZ NGA subsidiary makes first acquisition

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2016
AZ NGA subsidiary Logiro has acquired a Queensland advice practice. The advisory firm, which partnered with AZ NGA three months ago, has nearly doubled its size with the purchase of Aspire Strategic Retirement Specialists (Aspire). Aspire services more ...

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
AZ Next Generation Advisory has appointed a new general manager, financial planning. Adrian Ashton joins AZ NGA from Financial Keys, where he worked as a financial adviser. Prior to that, he was director of the licensee advice, mergers and acquisitions ...

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... order to accelerate our growth plan. This deal represents the first significant step in achieving our growth objectives." AZ NGA chief executive Paull Barrett said: "When proprietors enter into arrangements with AZNGA, it is not only to solve their long ...

AZ NGA acquires $130m Brisbane practice

ALEX BURKE  |  TUESDAY, 2 AUG 2016
... provides advice on wealth accumulation, retirement planning, insurance and strategic planning. As part of the acquisition, AZ NGA has implemented its now-standard share swap of 49% of Logiro equity for AZ NGA shares with a 10-year progressive buy-back ...

AZ NGA signs twelfth firm

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... seven, including three financial planners. The agreement includes a share swap of 49% of Sterling Planners' 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 subsidiary acquires $97m Adelaide practice

ALEX BURKE  |  TUESDAY, 26 APR 2016
... AZNGA in order to accelerate our growth plan. This deal represents the first step in achieving our growth objectives." AZ NGA chief executive Paul Barrett added: "When proprietors enter into arrangements with AZNGA, it is not only to solve their long ...

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
... Larry Fingleson, have signed long-term contracts to preserve the existing management structure as the group transitions to AZ NGA. PAG employs five planners and four client service managers and advises on investment and asset allocation, retirement planning ...

Azimut buys Australian equities manager

DARREN SNYDER  |  FRIDAY, 8 APR 2016
... through the financial advice market in 2014, announcing a partnership with the Paul Barrett-led AZ Next Generation Advisory (AZ NGA). The new partnership came via Azimut's Luxembourg-based holding company AZ International Holdings, and will significantly ...