our people:
from A-Z
Meet our Leaders.
Our experienced management team has a proven record identifying high quality client centric Small and Medium Enterprises, structuring of deals, and helping to build businesses of significant capital value.
Paul Barrett
Founder & Group CEO
Paul Brain
Founder & Partner Growth
Chesne Stafford
Executive General Manager
Dan Heckendorf
Chief Financial Officer
Yasemin Onat
Head of M&A
Andrew Symes
Chief Legal Officer & Company Secretary
Roni Marques
Chief Transformation & Integration officer
Merilyn Speiser
GM Human Resources
Tony Carter
Head of Business Transformation
Adelaide
12:35am
Looking out to
the road
ahead
Our organisation
What
people say about us...
The framework for growth
The transaction enabled me to take some cash off the table but the real value has been in the framework for growth and success, including quarterly board meetings and deep relationships with other business owners and CEOs.
Brett Schatto CEO, Pride Advice, Adelaide
An exciting & certain future
I can finally focus on my career without having to worry about borrowing millions to buy someone out.
Tim Easton Financial Adviser & Partner, Harvest Wealth, Geelong
Experience, scale and collaboration
AZ NGA has supported our future leaders to become business owners, accelerating the timeframe for this to happen.
Nigel Plowman CEO, McKinley Plowman, Perth
Solved our succession issues
AZ NGA solved our succession issues and brought much-needed certainty and opportunity to staff and shareholders. It has injected new life and energy into the business.
Michael Furness General Manager, Farrow Hughes Mulcahy
Clear pathway and support
For young people who are passionate about financial advice and want to be a leader in this emerging profession, AZ NGA provides a clear pathway and the support you need to get to where you want to go.
Tim Brown Financial Adviser, Blackwood Advisory, Geelong
Support to make things happen
AZ NGA have supported us through acquisitions, mergers, demergers and restructures. They helped us reach resolutions which could have dragged on without their involvement.
Lisa McPherson Partner and Adviser, Blackwood Advisory, SHEPPARTON
United in vision, values & purpose
With support from AZ NGA for the first time in many years, I have fresh air and a mandate to pursue growth on my terms.
Matt Tuohey Partner and Adviser, Blackwood Advisory, Mildura
Pipedream to reality in 18 months
Buying into a financial planning business, even a small one, is expensive. AZ NGA was able to assist and support me to achieve my goal of becoming a business partner.
Tyson Heinrich Partner and Adviser, Financial Lifestyle Partners, Melbourne