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Showing 1 - 10 of 57 results for "AZ NGA"

HUB24 growth officer jumps to AZ NGA

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
Professional services group AZ NGA has announced the appointment of Chesne Stafford in the newly created role of executive general manager. Stafford is currently in the role of chief growth officer at HUB24 and is set to start her new role in July 2024 ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... that shows 41% of Australians intend to get personal financial advice in the future, but only around 12% currently do. AZ NGA said this underscores the immediate need for a significant and transformative change. To do this, advice firms need to get significantly ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
AZ NGA will acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice. The Wealth Designers (TWD) is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
Two financial advice firms both backed by AZ NGA will merge to provide holistic as well as workplace financial advice. Priority Advisory Group and Wise Planners (which also operates under Lifestyle Financial Services), will operate under Priority's ...

More than $100k raised at FICAP RockStar

STAFF WRITER  |  WEDNESDAY, 2 AUG 2023
... Scott Delaney claiming victory as overall winner with his rendition of 'Don't Look Back in Anger' by Oasis. AZ NGA general counsel and company secretary Andrew Symes was crowned Best Vocalist following his performance of the much-loved 'Never ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
AZ NGA has acquired an economic interest of 42% in Foster Raffan iPlan, to support the business in its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by ...

FICAP 2023: Countdown is on

CASSANDRA BALDINI  |  FRIDAY, 21 JUL 2023
... year's event is backed by platinum sponsors BlackRock, Challenger, and Ironbark, as well as gold sponsors, Australian Unity, AZ NGA, BT, Colonial First State, EFEX, Global X ETFs, HUB24, KPMG, Magellan, Montgomery Investments, NMG Consulting, Pendal ...

AZ NGA welcomes head of M&A

CASSANDRA BALDINI  |  MONDAY, 10 JUL 2023
AZ Next Generation Advisory (AZ NGA) has appointed Yasemin Onat to lead future mergers and acquisitions. At the same time, Andrew Symes joins as general counsel and company secretary. The firm recently added the role of general counsel role to its standing ...

AZ NGA partners with advisory firm

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
AZ NGA has joined forces with a Melbourne-based advisory practice to help drive growth across both businesses. Accounting and advisory firm Rose Partners will collaborate with AZ NGA to help it achieve key goals, which includes accelerating expansion ...
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