Barrett’s AZ NGA makes regional acquisition
Paul Barrett’s Italian-backed AZ Next Generation Advisory (AZ NGA) has moved to establish a regional presence by acquiring RI Newcastle and Lower Hunter.
The company announced today that it had undertaken the transaction which represented a “key plank in the group’s strategy by gaining a foothold in the NSW Hunter region”.
Commenting on the move, Barrett said it signaled the firm’s serious intention to build a strong regional presence.
“Our strategy is to partner with small to medium sized accounting and financial advisory businesses in major capital cities and regional corridors of growth to provide high quality professional services,” he said.
RI Newcastle and Lower Hunter was established in 2001 by Gil Gordon and employs 14 staff including five advisers across three locations – Kotara, Maitland and Lambton.
if Peter Johnston had stood back and actually thought about what was happening I dare say he's forgotten that there…
…but, if the adviser joins another dealer group, then its business as usual?
"You will no longer be able to view and manage policies for your existing clients using your adviser log-in (‘a’…
I can provide quality & appropriate advice in about 1 hour with implementation on top.....I can provide "compliant" advice following…
Freaking clown....we're drowning in red tape and you're pushing this @$@$... and blaming advisers.