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Showing 1 - 7 of 7 results for "MiQ Private Wealth"

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... Western Australia-based Geographe Financial Group, and a strategic partnership with Queensland advice firm MiQ Private Wealth. The accelerated growth comes after Los Angeles-based Oaktree Capital Management became a major shareholder of AZ NGA last year ...

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... planning services to individuals and small-to-medium-sized enterprises. It has six partners and 70 employees. MiQ Private Wealth recently joined AZ NGA's stable as the latter expands its presence through its seven office locations, including Geraldton ...

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
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 ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... association's code of professional practice. Matthew Brown, chair of the FPA's Gold Coast chapter committee, from MiQ Private Wealth - whose licensee is the Magnitude Group - has been stripped of his association membership and CFP designation for two ...

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... clients or risk getting caught out, warns an industry expert. This is a common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing at the upcoming Financial Planning Association of Australia's Professional Congress in ...

FPA charity names new chair

MARK SMITH  |  WEDNESDAY, 16 DEC 2015
... this month after two three-year terms as chair. Three new board members have also been appointed. They are MiQ Private Wealth director and practice principal Matthew Brown; ipac South Australia general manager and chair of the FPA's SA chapter Petra ...

FPA chair Rowe stands down, Kendall takes the reins

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
... general manager and adviser Marisa Broome and Total Portfolio Management director and adviser Delma Newton. MIQ Private Wealth adviser Matthew Brown has been re-elected to the board. "Our transformation from an industry association to a professional ...
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