Search Results | Showing 31 - 40 of 70 results for %22AZ NGA%22 |
| | AZ Next Generation Advisory (AZ NGA) has acquired a material interest in a risk advice business with offices in Sydney and Brisbane. Certe Wealth Protection is a specialist risk insurance advice business that currently employs four advisers and seven ... |
| | | An AZ NGA advice business has expanded, acquiring a financial planning practice in Sydney's greater west. Eureka Whittaker Macnaught has acquired Warren McHattan Financial Services in Parramatta, putting into motion a broader strategic plan called ... |
| | | ... 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 ... |
| | | ... 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. ... |
| | | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... $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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
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