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Showing 1 - 10 of 12 results for "Eureka Whittaker Macnaught"

Financial advice firm grows

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
... advice business has expanded, acquiring a financial planning practice in Sydney's greater west. Eureka Whittaker Macnaught has acquired Warren McHattan Financial Services in Parramatta, putting into motion a broader strategic plan called EWM4.0. ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Wealth; James McFall of Yield Financial Planning; and VISIS Private Wealth's Chris Smith. Meanwhile, Eureka Whittaker Macnaught, VISIS Private Wealth and Wotherspoon Wealth are nominated for the FPA Professional Practice of the Year Award. Cooper Wealth ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... advice firm added its third office, acquiring an advice business on the New South Wales Central Coast. Eureka Whittaker Macnaught purchased Ken Mann's Regional Financial Solutions practice, complementing its existing presence in Sydney and Brisbane. ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... Management FPA Professional Practice of the Year Award Capital Partners Private Wealth Advisers - Perth (WA) Eureka Whittaker Macnaught - Sydney & Brisbane (NSW & QLD) MBA Financial Strategists - Adelaide (SA) FPA University Student of the Year Award ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... licence. Harvest Wealth is AZ NGA's sixth acquisition, following Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services, Financial Lifestyle Partners and Wise Planners. Based in Mildura and formed via ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... progressive buy-back agreement, and follows AZ NGA's acquisitions of Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services and, most recently, Financial Lifestyle Partners in September. Wise Planners ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
... and distribution Paul Barrett in late 2014, AZ NGA has acquired Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services, and now FLP. FLP manages over $100 million in assets, employs seven staff and has ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... 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, Sydney advice practice Manly Financial Services (MFS) has acquired ...

AZ NGA acquires $180m CBA advice firm

ALEX BURKE  |  FRIDAY, 17 JUL 2015
... Wisdom practice of the year award in 2006, 2011 and 2014. This is AZ NGA's third acquisition following Eureka Whittaker Macnaught (also CBA-owned) and Pride Advice, both in May. Commenting on the latest acquisition, AZ NGA chief executive and former ...

Barrett firm acquires Pride Advice

ALEX BURKE  |  THURSDAY, 28 MAY 2015
... entrepreneur and a great financial planner," Barrett said. This follows AZNGA's acquisition of CBA-owned Eureka Whittaker Macnaught earlier this month, as reported in Financial Standard. "When looking at quality advice firms, we have a balanced scorecard ...
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