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Showing 1 - 10 of 125 results for "Barrett"

FEATURE | Digital advice | Interlocking the pieces

MATTHEW WAI  |  MONDAY, 14 SEP 2026
... adviser's daily operations, and this misconception continues to play out over the years. AZ NGA group chief executive Paul Barrett says although digital advice has been available for a little over a decade, it is still in its "infancy" in terms of ...

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
... 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 the trend. He noted advice platforms ...

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

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... same purpose to scaling the advice platform, which isn't a "scattergun" approach, AZ NGA group chief executive Paul Barrett said. Speaking with Financial Standard, Barrett said there are specific components and criteria that need to be ticked off ...

AZ NGA names chief operating officer

ANGELIQUE MINAS  |  WEDNESDAY, 4 FEB 2026
... oversee the delivery of AZ NGA's proposition to accounting and advisory firms, reporting to group chief executive Paul Barrett. The appointment will advance the firm's ambitions of building super firms and Centres of Excellence while pursuing transformational ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... a lot of cultural alignment between both firms and total agreement about accelerating growth and unlocking potential." Barrett added that Sydney Financial Planning was an attractive opportunity given its proven track record of identifying, training and ...

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... superannuation, investments and insurance since 1976 for clients in Western Australia. AZ NGA group chief executive Paul Barrett said the partnership with Oreon marks a significant step forward in expanding AZ NGA's presence in South Australia and supporting ...

EC Pohl expands presence in UK with acquisition

ELIZA BAVIN  |  MONDAY, 3 NOV 2025
... Spirit Funds. EC Pohl & Co's executive chair and chief investment officer Manny Pohl will become chair of SDL and Scott Barrett will become chief financial officer. "This acquisition of a licensed firm in the UK strengthens EC Pohl & Co's global presence," ...

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS  |  TUESDAY, 14 OCT 2025
... Sean Spencer and Brent O'Byrne will increase their shareholding and rise to leadership roles. AZ NGA chief executive Paul Barrett said the transaction represented the company's ability and preparedness to structure deals to meet the evolving needs and ...

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
... presence through its seven office locations, including Geraldton, Toowoomba, and Canberra. AZ NGA group chief executive Paul Barrett said MIQ's proven track record propelled the agreement. "Over the past 10 years, MiQ has grown significantly through ...
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