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Showing 1 - 4 of 4 results for "SCM Financial Group"

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... Foster Raffan iPlan. It bought a stake in accounting and advice firm McLean Delmo Bentleys in February and SCM Financial Group last November. Commenting on the latest merger, AZ NGA chief executive Paul Barrett said the strategic partnership bought together ...

AZ NGA partners with advisory firm

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... accounting and advice firm McLean Delmo Bentleys, also based in Melbourne. In 2022, it acquired a stake in SCM Financial Group and co-invested in Virtual Business Partners with Invest Blue.

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
... has over 2000 clients. The deal follows shortly after AZ NGA bought a stake in another Melbourne-based firm, SCM Financial Group. "For AZ NGA, there are only two reasons to enter into a strategic partnership: capability and capacity," AZ NGA chief executive ...

AZ NGA buys stake in SCM Financial Group

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
AZ Next Generation Advisory (AZ NGA) has acquired a stake in SCM Financial Group (SCM) following a competitive tender process. SCM's strategic partnership with AZ NGA will enable it to fulfil its key priorities including enhancing the group's service ...
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