Search Results | Showing 1 - 10 of 123 results for "Barret" |
| | | ... significant benefits, achieve our objectives and targets, and continue growing and scaling," AZ NGA Group chief executive Paul Barret said. "Backed by a supportive board, we have the plan, the funding and the people to execute our strategy and this is ... |
| | | | 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 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 ... |
| | | | 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 ... |
| | | | AZ NGA has taken an undisclosed stake in Adelaide-based accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized ... |
| | | | EC Pohl & Co has acquired UK investment management firm, Sanford DeLand Asset Management (SDL), effective 1 November 2025. Upon completion, SDL will operate as a wholly owned autonomous business with longstanding SDL co-managers, Eric Burns, David Beggs ... |
| | | | Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ... |
| | | | AZ Next Generation Advisory (AZ NGA) has partnered with MiQ Private Wealth to provide succession solutions for its retiring partners, while funding the group's future expansion plans. Established in 2015, the Queensland-based MiQ has over 50 employees ... |
| | | | The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ... |
| | | | The prudential regulator is calling for the consideration of perceived conflicts of interest and reputational risks when appointing directors, and while it's easy to think of cases where this would be appropriate, Gilbert + Tobin partner Luke Barrett ... |
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