Search Results | Showing 81 - 90 of 101 results for %22AZ Next Generation Advisory%22 |
| | | 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 ... |
| | | | ... 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 Financial Planning Services. Similarly ... |
| | | | AZ Next Generation Advisory has acquired a 51% stake in Lifestyle Financial Planning Services (LFPS), which was licensed through Commonwealth Bank (CBA) dealer group Financial Wisdom. LFPS was established in 2004, services over 2,000 clients and has ... |
| | | | 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 ... |
| | | | ... 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 is performing its final due diligence on a ... |
| | | | ... worldwide. "As an asset class, government bonds are extremely important. Charlie and Angus are certainly in the generation of next emerging investors, and have a track record of being good, active investors." |
| | | | ... and reform, but a lot more needs to be done. The outcomes of sector reform will have a profound impact on the next generation." |
| | | | ... partly-owned by Italian independent asset manager Azimut. Barrett is now the chief executive officer of Next Generation Advisory (NGA), which started providing financial planning services to retail, high net worth and institutional clients in Australia ... |
| | | | ... management," Sword said. "It is an appropriate time for me to step down as CEO as it provides an opportunity for the next generation of leaders to continue reforming the Australian financial services sector and maintain the important mission of the 'profit ... |
| | | | ... transitioning to a financial services business that we'll be able to satisfy their complete needs," explained Milnes. Over the next six months, Mortgage Choice Financial Planning will test the new proposition, its systems and processes before a wider ... |
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