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Showing 31 - 39 of 39 results for "AZ NGA"

AZ NGA acquires third CBA practice

ALEX BURKE  |  FRIDAY, 4 MAR 2016
... under advice and employs 32 staff, including 14 advisers, six paraplanners and nine client service officers. Prior to the AZ NGA acquisition it operated under the Financial Wisdom licence, and won the Financial Wisdom Practice of the Year award in 2005 ...

AZ NGA acquires second RI Advice practice

ALEX BURKE  |  TUESDAY, 2 FEB 2016
AZ Next Generation Advisory has acquired its eighth financial advice practice, the second from the RI Advice Group. AZ NGA's latest acquisition is Empowered Financial Partners, established in 1994 as Williamstown Financial Services and manages $134 ...

AZ NGA acquires seventh practice

ALEX BURKE  |  TUESDAY, 15 DEC 2015
... practice. Part of the RI Advice Group, RI Toowoomba was established in 1992 and has $260 million in funds under advice. As with AZ NGA's previous acquisition of Harvest Wealth, the group will acquire 51% of RI Toowoomba's capital with a 49% share swap ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... Advisory has acquired an advice firm operating under the Commonwealth Bank-owned Financial Wisdom licence. Harvest Wealth is AZ NGA's sixth acquisition, following Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
AZ Next Generation Advisory (AZ NGA) has taken a 51% stake in a Sydney advice firm. The agreement to acquire Chatswood-based Wise Planners includes a 49% share swap with a 10-year progressive buy-back agreement, and follows AZ NGA's acquisitions of ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
AZ Next Generation Advisory (AZ NGA) has acquired a 51% ownership stake in Financial Lifestyle Partners (FLP), bringing the firm's total assets under management to $1 billion. After being established by former ANZ managing director of advice and distribution ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... three months, former ANZ managing director of advice and distribution Paul Barrett's firm AZ Next Generation Advisory (AZ NGA) has acquired two CBA-aligned practices, Eureka Whittaker Macnaught and Lifestyle Financial Planning Services. Similarly, Sydney ...

AZ NGA acquires $180m CBA advice firm

ALEX BURKE  |  FRIDAY, 17 JUL 2015
... insurance. It has won the Victorian and Tasmanian Financial Wisdom practice of the year award in 2006, 2011 and 2014. This is AZ NGA's third acquisition following Eureka Whittaker Macnaught (also CBA-owned) and Pride Advice, both in May. Commenting on ...

Barrett in buyout mode, acquires CBA firm

LAURA MILLAN  |  MONDAY, 11 MAY 2015
... Commonwealth Bank-owned Eureka Whittaker Macnaught through his financial planning business AZ Next Generation Advisory (AZ NGA). This is the group's first acquisition, but Barrett confirmed that it is performing its final due diligence on a new partnership ...
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