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Showing 1 - 10 of 91 results for "AZ NGA"

Platforms are not solution providers: AZ NGA

MATTHEW WAI  |  FRIDAY, 31 JUL 2026
AZ NGA group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility to do so. Speaking at the Financial Services ...

Local advice sector an attractive opportunity for global PE firms

MATTHEW WAI  |  THURSDAY, 30 JUL 2026
... high. Speaking in a panel discussion at the Financial Services Council (FSC) Shaping Advice Summit in Sydney this morning, AZ NGA group chief executive Paul Barrett said the local advice platforms will continue to grow, and investors are bound to notice ...

AZ NGA appoints chief people and tech officers

RIDDHIMA TALWANI  |  WEDNESDAY, 10 JUN 2026
AZ NGA has made two senior executive appointments with the aim of building an integrated firm, supported by centralised services and operations. The advice platform has appointed Tanya Dawson as its chief people officer and Shaun Nesbitt as the chief ...

Vital Business Partners names chief executive

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
Vital Business Partners (VBP), part of AZ NGA's network, has appointed a new chief executive, replacing Nathan Jacobsen who joined the parent company as chief operating officer earlier this year but continued to oversee the management of VBP. VBP has ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
Since completing its first-ever deal over a decade ago, AZ NGA has completed more than 200 transactions but each of them carries the same purpose to scaling the advice platform, which isn't a "scattergun" approach, AZ NGA group chief executive Paul ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ...

AZ NGA names chief operating officer

ANGELIQUE MINAS  |  WEDNESDAY, 4 FEB 2026
AZ NGA has named Nathan Jacobsen as chief operating officer, recruiting internally from his position as chief executive at AZ NGA-backed outsourcing specialist Vital Business Partners (VBP). Prior to this role, Jacobsen served in multiple executive ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... collectively house over 45 team members, 1500 clients and $10 million in revenue. As a significant shareholder in both businesses, AZ NGA will back the newly merged business. Through its 2024 acquisition of AMP's equity portfolio, AZ NGA initially gained ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has partnered with Sydney Financial Planning to grow the firm's presence. Through this collaboration, AZ NGA will expand its reach in the eastern suburbs, where Sydney Financial Planning bases its ...
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