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Showing 41 - 50 of 108 results for "Barrett"

Macquarie cops fine over van Eyk

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
... "adequate and timely enquiries in relation to van Eyk's monitoring of the VBI Fund's investment in Artefact". Justice Reginald Barrett concluded that the negligent handling was not reflective of a systematic issue within the bank and did "not suggest ...

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... 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 term succession, but to enable ...

AZ NGA acquires $130m Brisbane practice

ALEX BURKE  |  TUESDAY, 2 AUG 2016
... AZ NGA shares with a 10-year progressive buy-back agreement. Commenting on the acquisition, AZ NGA chief executive Paul Barrett said: "Logiro are a natural fit for AZ NGA as the team is led by a highly experienced Financial Planner in Chris Shiels and ...

AZ NGA signs twelfth firm

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... 51% stake will be paid to the founding partners in cash over a period of two years. Commenting on the agreement, Paul Barrett, AZ NGA chief executive officer said: "Sterling Planners are a natural fit for AZ NGA as they are specialists operating at the ...

AZ NGA subsidiary acquires $97m Adelaide practice

ALEX BURKE  |  TUESDAY, 26 APR 2016
... 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 term succession, but to enable ...

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
... Group have established a wonderful reputation as Trusted Advisers on Sydney's North Shore," AZ NGA chief executive Paul Barrett said. "Russell and Alan started the business nearly three decades ago with a modern vision and Larry and the team have continued ...

Azimut buys Australian equities manager

DARREN SNYDER  |  FRIDAY, 8 APR 2016
... launched its entry into Australia 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 ...

AZ NGA acquires third CBA practice

ALEX BURKE  |  FRIDAY, 4 MAR 2016
... delighted to welcome Wealthwise into the AZ NGA family of quality financial planning firms," said AZ NGA chief executive Paul Barrett. "Jamie, Sheila and the team have always been at the forefront of the financial planning profession in Perth and set ...

Advice GM leaves ANZ

ALEX BURKE  |  TUESDAY, 9 FEB 2016
... bank to pursue other opportunities. Neil Younger took the advice reins at ANZ in 2014 following the departure of Paul Barrett, who has since formed AZ Next Generation Advisory. Younger was responsible for the operations of ANZ Financial Planning and ...

AZ NGA acquires second RI Advice practice

ALEX BURKE  |  TUESDAY, 2 FEB 2016
... education services. Speaking of the founders Jason Andrew, Bernie Cooney and Richard Owen, AZ NGA chief executive Paul Barrett said "[they] run an outstanding, full service financial planning practice with a strong value proposition for their clients. ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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