All Articles tagged with 'Paul Barrett'

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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

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 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

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

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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 [...]