Article list

Everything from AZ Next Generation Advisory

Advice merger to create North Shore professional services hub

From AZ Next Generation Advisory

AZ NGA-backed financial advice firms, Priority Advisory Group and Wise Planners will merge to form a large multi-disciplinary professional services firm on Sydney’s north shore that specialises in wealth management,

continue reading

14 Sep 2023

AZ NGA acquires stake in Foster Raffan iPlan

From AZ Next Generation Advisory

Professional services company, AZ NGA, has acquired a stake in Sydney-based financial advice firm, Foster Raffan iPlan, and will support the business to accelerate its growth and expansion ambitions. Based

continue reading

01 Aug 2023

AZ NGA appoints General Counsel and Company Secretary

From AZ Next Generation Advisory

Professional services company, AZ NGA, has appointed former Yellow Brick Road executive, Andrew Symes, to the newly created position of General Counsel and Company Secretary, and appointed Yasemin Onat to

continue reading

11 Jul 2023

Rose Partners and AZ NGA enter strategic partnership

From AZ Next Generation Advisory

Melbourne-based accounting and advisory business, Rose Partners, and professional services group, AZ NGA, have entered into a mutually beneficial strategic partnership to share knowledge, collaborate on projects and drive growth

continue reading

18 May 2023

AZ NGA and McLean Delmo Bentleys enter strategic partnership to build accounting and advice brand

From AZ Next Generation Advisory

Professional services company, AZ Next Generation Advisory (AZ NGA) has acquired a strategic stake in prominent mid-tier accounting and advisory firm, McLean Delmo Bentleys, as the group rapidly expands its

continue reading

07 Feb 2023

Former Pepper Money executive to join AZ NGA leadership team

From AZ Next Generation Advisory

Professional services advisory company, AZ Next Generation Advisory (AZ NGA) has appointed former Pepper Money executive Dan Heckendorf as Chief Financial Officer, as the group prepares for the next phase

continue reading

19 Jan 2023

AZ NGA backs SCM Financial group to build future firm

From AZ Next Generation Advisory

Professional services advisory company, AZ Next Generation Advisory (AZ NGA) has acquired a stake in diversified wealth management, financial planning, accounting and finance business, SCM Financial Group (formerly Scholten Collins

continue reading

30 Nov 2022

AZ NGA appoints business improvement specialist to drive future firm strategy

From AZ Next Generation Advisory

Professional services company, AZ Next Generation Advisory (AZ NGA) has appointed business transformation specialist, Shannon Wood, to the newly-created role of Head of Business Improvement. Shannon is an experienced operations

continue reading

11 Oct 2022

AZ NGA & Invest Blue join with Virtual Business Partners to grow Australia’s leading provider of advice solutions

From AZ Next Generation Advisory

Professional services utility, AZ Next Generation Advisory (AZ NGA), and national financial advisory business, Invest Blue, have joined forces to co-invest in Australian-owned, Philippines-based paraplanning and back-office solutions provider, Virtual

continue reading

16 Aug 2022

AZ NGA’s Henderson Matusch and Logiro in cashless merger

From AZ Next Generation Advisory

Brisbane-based financial advisory businesses, Henderson Matusch Group (HMG) and Logiro have announced a non cash merger to create a multidisciplinary professional services firm with 42 employees, including 14 financial advisers,

continue reading

30 Jun 2022

FIRST 1 234 5 6 LAST

Earn CPD Points

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 [...]