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Showing 61 - 70 of 122 results for "Barrett"

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. ...

AZ NGA acquires seventh practice

ALEX BURKE  |  TUESDAY, 15 DEC 2015
... 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 ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
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 ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... 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 ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
... 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 ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... 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 ...

AZ NGA acquires $180m CBA advice firm

ALEX BURKE  |  FRIDAY, 17 JUL 2015
... 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 ...