All Articles tagged with 'Paul Barrett'

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Helen Blackford joins Nestworth to drive super firm strategy

From Nestworth Financial Strategists

AZ NGA-backed national advisory firm, Nestworth Financial Strategists, has appointed former Insignia Financial senior executive Helen Blackford as Chief Executive Officer to drive the group’s ambitious growth and expansion plans.

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27 May 2024

Former Diverger Chief to lead VBP into new advice era

From VBP - Vital Business Partners

Financial services outsourcing company, Vital Business Partners (VBP), has appointed the former Managing Director of Diverger Limited, Nathan Jacobsen, as its incoming Chief Executive Officer, with a mandate to accelerate

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02 May 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

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,

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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

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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

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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

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18 May 2023

“Once in a generation” opportunity to improve the financial advice system

From SMSF Association

The recommendations of the Quality of Advice (QOA) Review will make financial advice more accessible and affordable for consumers. That was the consensus of four industry experts at a Q-and-A session

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01 Mar 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 [...]