PAUL BARRETT

Financial planning

Two financial advice businesses are to merge in a bid to create a multidisciplinary professional services firm as part of AZ NGA’s “super firm” strategy....

Financial planning

AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the five years since the Hayne royal commission and wh...

Financial planning

AZ NGA has acquired an outsourced HR company, the latest step in its horizontal integration strategy to be involved in each component of the adviser supply chain. ...

People & Products

AZ Next Generation Advisory has recruited Countplus chief operating officer, Graham McGeagh, to drive expansion plans....

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People & Products

AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, marking the 10th deal in as many years for the holistic advisory firm....

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Financial planning

AZ Next Generation Advisory has announced the acquisition of RI Newcastle and Lower Hunter in the New South Wales Hunter Region....

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Financial planning

AZ NGA has acquired a strategic stake in self-licensed Melbourne-based advisory firm Cranage Financial Group. ...

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Financial planning

There are quality assets for sale in the financial advice space, according to AZ Next Generation Advisory, and competition is set to increase until the educational standa...

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Financial planning

Paul Barrett-led AZ NGA has confirmed a licensing arrangement with Fortnum to cover AZ NGA advice practices impacted by licensee close-downs....

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People & Products

AZ Next Generation Advisory has moved to acquire planning firm, Wealthmed Australia....

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Financial planning

Paul Barrett’s AZ NGA has acquired another financial planning business, this time Farrow Hughes Mulcahy Financial Services. ...

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Accounting

Paul Barrett’s Italian-backed AZ Next Generation Advisory has expanded its strategy into accounting with a new acquisition....

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People & Products

The Paul Barrett-led AZ NGA has appointed Adrian Ashton as its general manager of financial planning, starting today....

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Financial planning

Paul Barrett’s AZ NGA extends footprint via another RI Advice-licensed planning firm, Adelaide’s Bailey Capital Management....

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Financial planning

Paul Barrett’s AZ Next Generation group has acquired another planning practice - Chatswood-based Priority Advisory Group....

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