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Showing 1 - 10 of 93 results for "Paul Barret"

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
Local experts are observing a growing investment opportunity in Australian advice platforms that may not be as apparent for global investors, but since the sector is currently at its "infancy", many can capitalise on buying low and selling high. Speaking ...

AZ NGA appoints chief people and tech officers

RIDDHIMA TALWANI  |  WEDNESDAY, 10 JUN 2026
... 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 ...

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 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 ...

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
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 ...

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS  |  TUESDAY, 14 OCT 2025
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 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 ...

AZ NGA positions for growth with key appointment

JAMIE WILLIAMSON  |  MONDAY, 24 FEB 2025
Former Fitzpatricks Financial Group chief executive Jodie Blackledge is joining the leadership team of AZ Next Generation Advisory (AZ NGA). Blackledge has been appointed group chief financial officer at AZ NGA, reporting to group chief executive Paul ...

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
Following its announcement earlier in September, the transaction has been finalised, with Oaktree Capital Management becoming AZ Next Generation Advisory's (AZ NGA) largest shareholder with a $240 million investment. As part of the deal, Azimut retains ...
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