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Everything from AZ Next Generation Advisory

AZ NGA on fast track to achieve strategic objectives with senior appointments

From AZ Next Generation Advisory

Advice platform, AZ NGA, has made several senior executive appointments, significantly building out the group’s capabilities in human resources, finance, technology and transformation. Tanya Dawson has been permanently appointed Chief

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10 Jun 2026

AZ NGA acquires national advice firm

From AZ Next Generation Advisory

Advice platform, AZ NGA has acquired national advisory firm, Intend Financial, adding ten financial advisers and four locations to the AZ NGA community and delivering capital, expertise and scale to

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30 Apr 2026

AZ NGA bolsters Tasmanian footprint with Foundation Wealth Advisers acquisition

From AZ Next Generation Advisory

Advice platform, AZ NGA, has accelerated its expansion into Tasmania, completing the full acquisition of Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). Founded in 1992, FWA specialises in strategic

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15 Apr 2026

AZ NGA partners with Back To Back Financial Planners to further advance regional NSW expansion

From AZ Next Generation Advisory

Advice platform, AZ NGA, has continued expanding in regional New South Wales by partnering with integrated financial planning, accounting and mortgage broking firm, Back to Back Financial Planners (Back to

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07 Apr 2026

AZ NGA appoints Nathan Jacobsen as Chief Operating Officer

From AZ Next Generation Advisory

Advice platform AZ NGA has appointed experienced financial services leader Nathan Jacobsen as Chief Operating Officer, bolstering the group’s senior leadership team as it accelerates plans to build Super firms

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05 Feb 2026

AZ NGA eyes Northern Beaches expansion with acquisition of Financial Decisions

From AZ Next Generation Advisory

Advice platform, AZ NGA has acquired integrated financial planning, accounting and wealth management firm, Financial Decisions, strengthening AZ NGA’s footprint on Sydney’s northern beaches and expanding its capability and capacity

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10 Dec 2025

AZ NGA widens footprint in Sydney’s eastern suburbs and Illawarra region

From AZ Next Generation Advisory

Advice platform, AZ NGA has entered a strategic partnership with Sydney Financial Planning in a deal that delivers both succession and business growth solutions to the 38-year-old firm. Founded in

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03 Dec 2025

AZ NGA and Oreon Partners enter strategic partnership

From AZ Next Generation Advisory

Advice platform, AZ NGA, has entered a strategic partnership with Adelaide-based accounting and financial planning firm, Oreon Partners, marking a significant step forward in expanding AZ NGA’s presence in South

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06 Nov 2025

AZ NGA acquires majority stake in Geographe Financial Group

From AZ Next Generation Advisory

Advice platform, AZ NGA has increased its stake in financial advisory firm, Geographe Financial Group, one of Western Australia’s oldest financial planning businesses. Established in 1976 by Bill O’Byrne, Geographe

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15 Oct 2025

AZ NGA enters strategic partnership with MiQ Private Wealth

From AZ Next Generation Advisory

Advice platform, AZ NGA, has entered a strategic partnership with national financial advisory firm, MiQ Private Wealth (MiQ), in a deal that provides a succession solution for MiQ’s retiring partners,

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12 Sep 2025

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]