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Showing 21 - 30 of 93 results for "Paul Barret"

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, 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
Certe has acquired Genesis Financial Partners with a vision to create a large, integrated professional services firm with over 20 staff and nine advisers. Under the deal the specialist insurance advisory firm has acquired 60% of Genesis upfront and ...

AZ NGA recruits chief operating officer

JAMIE WILLIAMSON  |  WEDNESDAY, 8 DEC 2021
The chief operating officer of Countplus will join AZ Next Generation Advisory in 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 ...

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 ...

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
AZ Next Generation Advisory acquired a minority stake in Cranage Financial Group to assist in building scale. Cranage Financial Group is a self-licensed advisory firm with $300 million in funds under management, $2 million in annual in-force life insurance ...

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Mergers and acquisitions will power the financial advice industry, culminating in the formation of "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
AZ Next Generation Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which ...