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Everything from AZ Next Generation Advisory

Libby Roy appointed to AZ NGA Board as Independent Non-executive Director

From AZ Next Generation Advisory

Advice platform, AZ NGA, has appointed experienced business and financial services leader, Libby Roy, to the Board as an Independent Non-executive Director, expanding the Board’s depth and breadth of skills

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23 Jul 2025

AZ NGA appoints Jodie Blackledge as Group Chief Financial Officer

From AZ Next Generation Advisory

Professional services group, AZ NGA, has appointed experienced financial services leader, Jodie Blackledge, to the role of Group Chief Financial Officer, reporting to Group Chief Executive Officer, Paul Barrett. “We

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25 Feb 2025

AZ NGA, Azimut and Oaktree complete transaction, prepare to accelerate growth

From AZ Next Generation Advisory

AZ Next Generation Advisory (AZ NGA) and Azimut have completed the sale of a majority interest in AZ NGA to funds managed by Oaktree Capital Management L.P, (“Oaktree”). As part

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18 Dec 2024

AZ NGA acquires StrategyOne Advice Network

From AZ Next Generation Advisory

Professional services group, AZ NGA, has acquired Sydney-based financial planning firm, StrategyOne Advice Network (StrategyOne), continuing the group’s record of partnering with mature, high quality advisory businesses. Established in 1984,

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19 Nov 2024

AZ NGA confirms strategic partnership with Oaktree to accelerate growth and momentum

From AZ Next Generation Advisory

AZ Next Generation Advisory (“AZ NGA” or the “Group”), a professional advisory firm, has entered a strategic growth partnership with funds managed by Oaktree Capital Management L.P., (“Oaktree”), a leading

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02 Oct 2024

Corrs advises AZ NGA and Entireti on acquisitions from AMP

From AZ Next Generation Advisory

Australia’s leading independent law firm, Corrs Chambers Westgarth, has advised AZ Next Generation Advisory Limited (AZ NGA) and Entireti Limited (Entireti) on the acquisition of multiple financial service entities from

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15 Aug 2024

AZ NGA, Entireti and AMP announce strategic partnership

From AZ Next Generation Advisory

Professional services group, AZ NGA, and advice business services group, Entireti (formerly Fortnum Private Wealth), have entered a strategic partnership with AMP Limited (AMP) that will transform the advice industry

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09 Aug 2024

AZ NGA prepares for next phase of growth with senior leadership appointment

From AZ Next Generation Advisory

Professional services group, AZ NGA, has beefed up its Executive team with the appointment of Chesne Stafford in the newly created role of Executive General Manager. Currently in the role

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03 Apr 2024

AZ NGA builds out business services with HR deal

From AZ Next Generation Advisory

Professional services company, AZ NGA, has acquired outsourced human resources company, Catalina Consultants, as part of plans to build out the range of business support solutions it offers its burgeoning

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03 Nov 2023

AZ NGA Partnership set to take TWD national

From AZ Next Generation Advisory

Professional services group, AZ NGA, has announced plans to acquire a stake in Perth-based financial advice business The Wealth Designers (TWD). The deal will mark AZ NGA’s 130th transaction including

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05 Oct 2023

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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 [...]