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Showing 1 - 10 of 12 results for "Pride Advice"

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
Pride Advice has acquired two firms, flagging there is more "room for growth to come." The acquisitions of Adelaide-based Flexible Lifestyle Solutions and Serious Money have expanded Pride Advice's team from four to 11 advisers and to 30 supporting ...

RI Advice names Practice of the Year

ANNABELLE DICKSON  |  MONDAY, 16 AUG 2021
For the fifth year in a row, RI Advice awarded its Practice of the Year Award to Pride Advice. Pride Advice is the only multi-year award winner in the group's history and recognises its excellence, leadership and performance. "In an extremely competitive ...

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... appeal to Administrative Appeals Tribunal. In June 2018, Henderson Maxwell was merged with AZ NGA Adelaide-based firm Pride Advice. The Henderson Maxwell team is now employed by Pride Advice, while former general manager Tony Davidson was appointed chief ...

FPA fines Henderson $50k

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
... months after the Commission, AZ Next Generation Advisory confirmed Henderson Maxwell would merge with Adelaide-based Pride Advice after Henderson exited from the financial advice industry. Former Henderson Maxwell general manager Tony Davison was appointed ...

FPA finds Sam Henderson guilty

KANIKA SOOD  |  THURSDAY, 11 OCT 2018
... reported him to the FPA. Two months after his Royal Commission appearance, his firm Henderson Maxwell was merged with Pride Advice, following his exit from the industry.

AZ NGA merges embattled advice firm

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
AZ Next Generation Advisory confirmed Henderson Maxwell will merge with Pride Advice following Sam Henderson's exit from the financial advice industry. A spokesperson for AZ NGA said Henderson Maxwell clients have been informed the practice has ...

AZ NGA subsidiary acquires $97m Adelaide practice

ALEX BURKE  |  TUESDAY, 26 APR 2016
AZ Next Generation Advisory subsidiary Pride Advice has acquired Bailey Capital Management (BCM). Based in Adelaide, BCM has over 400 clients representing $97 million in funds under advice. It advises on retirement planning, investments, insurance ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... under the Commonwealth Bank-owned Financial Wisdom 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 ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... Planners includes a 49% share swap with a 10-year 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 ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
... established by former ANZ managing director of advice 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 ...
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