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| | ... strategy in South East Queensland as a result of partnering with this progressive business." AZ NGA chief executive Paul Barrett added, "Jeff, Linda and the team run an extremely efficient and highly profitable firm. "This is a proud and ambitious financial ... |
| | | Paul Barrett's AZ Next Generation 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 ... |
| | | ... over nearly two decades and run a model practice in terms of operational efficiency," said AZ NGA chief executive Paul Barrett. Wise Planners chief executive Gareth Hall added, "We've been looking for the next step in our business journey for some time ... |
| | | ... under management to $1 billion. After being established by former ANZ managing director of advice and distribution Paul Barrett in late 2014, AZ NGA has acquired Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning ... |
| | | ... are a sign of a growing trend. In the past 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 ... |
| | | ... Advice, both in May. Commenting on the latest acquisition, AZ NGA chief executive and former ANZ advice director Paul Barrett said: "We are delighted to have launched our Victorian operation with such a high calibre group. LFPS is an impressive firm ... |
| | | AZ Next Generation Advisory, owned by former ANZ managing director of advice and distribution Paul Barrett, has acquired Pride Advice. Speaking to Financial Standard, Barrett said Pride, with $180 million in assets under management, was appealing because ... |
| | | Former ANZ advice director Paul Barrett has acquired 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 ... |
| | | Former ANZ managing director of advice and distribution Paul Barrett has established a financial planning business partly-owned by Italian independent asset manager Azimut. Barrett is now the chief executive officer of Next Generation Advisory (NGA) ... |
| | | ANZ managing director of Advice and Distribution Paul Barrett is leaving the company after a reshuffle of its Wealth division. The current managing director of Advice and Distribution Paul Barrett has decided to leave ANZ, effective September 16. Neil ... |
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