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Founder & CEO
“Paul established AZ NGA in 2015, after a career as a senior executive at some of Australia’s leading banking and financial services institutions including the Commonwealth Bank of Australia, ANZ Bank and Rothschild”.
Originally from New Zealand, Paul graduated from Victoria University in Wellington. He came to Australia in 1998 and held roles with Connelly Temple, Rothschild before being appointed General Manager of the CBA’s Financial Wisdom dealer group and later General Manager of Distribution for the bank’s wealth arm, Colonial First State.
After seven years at the CBA, he joined ANZ Wealth Management, rising to Managing Director, Global Advice and Distribution.
In 2014, Paul helped 4 Pines Brewing Company establish its first Board, serving as the group’s inaugural Chairman. During a period of significant growth and expansion, he guided the group to become a Certified B Corporation and oversaw its 2017 acquisition by global giant Anheuser-Busch InBev. Paul is also Chair of the 4 Pines Advisory Committee.
on your strategy
Founder and Partner Growth
“Paul is a former aerospace engineer and management consultant who migrated from the UK to Sydney’s sunny northern beaches, where he met Paul Barrett. The pair established AZ NGA in 2015”.
Since 2015 Paul has successfully executed over 90 M&A transactions and subsequently transitioned these businesses into the AZ NGA federated model, whilst ensuring entrepreneurialism is maintained.
As a management consultant, Paul Brain successfully implemented capital programs valued in excess of $100million for both domestic and international clients.
His engineering background, attention to detail and critical thinking along with his experience in finance, life insurance and business management, ensures a high standard of operational excellence at AZ NGA.
It’s always about the people.
HEAD OF PLANNING
BA. Business, Grad DipFP, MFinPlan
“Adrian has worked in senior financial services roles, spanning advice, strategy, operations and sales. He joined Legal and General Australia in 1997”.
In 2000, Adrian joined Professional Investment Services before becoming Senior Manager Dealership Services for St George Bank Financial Planning in 2003. In that role, he managed the transition of several salaried bank planners (St George Private Bank) to self-employed (Securitor).
From 2008 to 2011, Adrian was NSW state manager, Leveraged Equites. It was a tumultuous period for the company against the backdrop of the GFC, significant regulatory reforms and the group’s purchase of the Macquarie Bank Margin Lending business.
Before joining AZ Next Generation Advisory in 2016, Adrian held a number of roles at AMP including Capital Manager and Director of their Licensee Advice, Mergers and Acquisitions group. In his capacity at AMP, he was involved in the purchase, sale and ongoing management of a number of Financial Planning business.
Adrian is a member of the Australian Institute of Company Directors.
It’s not what
it’s what they do.
CHIEF OF STAFF
BA Hons (Bus Admin & Politics)
“Natalie Dolan has 25 years’ experience in financial services. Starting her career at Olivetti in the UK before migrating to Australia in 1996”.
Natalie has worked in both start-up businesses such as RAMS Home Loans and larger corporates including Rothschild, Westpac, and AMP.
Natalie has proven experience running large marketing and operations teams and managing complex programs of works with varied stakeholders and partners. Natalie has the ability to ensure businesses execute on their strategy, by being focused, taking measured risks and ensuring change is managed effectively through clear communication and collaboration.
We gain insights through data.
“Tony is a technology and data professional with extensive experience delivering value to organisations. He is a strategic thinker with commercial acumen, who utilizes data to identify and solve business problems”.
Tony graduated from the University of Technology of Sydney with a Bachelor of Applied Science in Computing. He was brought on in 2017 to implement AZ NGA’s data strategy.
Data driven decision making is now at the core of AZ NGA’s M&A activities and performance support. This data capability has allowed AZ NGA to keep ahead of the significant industry changes currently occurring and expected to continue over coming years.
Armed with group wide performance insights, Tony has undertaken a program of work to optimize firm performance in terms of both revenue growth and cost utilization.
Tony’s extensive management & solution experience, in a variety of industries (consulting, insurance, media, health) and organizational types (start-up, SME, corporate, transformational), equips him to provide the right solutions & commercial outcomes for AZ Next Generation Advisory and its group of firms.
B.Math, DipFinMarkets, DipFinPlan
“Yasemin is a specialist corporate governance and mergers & acquisitions (M&A) professional, who has helped businesses identify suitable targets, conduct due diligence, structure and execute deals”.
Prior to joining AZ NGA in January 2020, Yasemin honed her skills
and knack for doing deals at accounting and corporate advisory firm, People & Partner – an AZ NGA member firm.
Yasemin is passionate about helping AZ NGA maximise the value of the business and achieve the strategic goals through effective expansion and acquisition strategy, and corporate structuring.
Yasemin has been a Trustee Director of an industry superannuation fund since April 2015. In addition to her responsibilities for the scheme’s governance, Yasemin is also Chair of the fund’s Investment Committee and a member of the Risk Committee.
Her extensive financial services experience and qualifications; spanning superannuation, financial planning and corporate compliance, make her an invaluable addition to AZ Next Generation Advisory.
If you can imagine it,
we can do it.
CEO (People + Partners)
“Barry is a third generation Chartered Accountant, with over 30 years’ experience owning, growing and leading accounting & financial services firms. He brings his lifetime of experience and passion for the industry to AZ NGA, leading the accounting growth strategy”.
Commencing his career as a graduate with Arthur Young in Canberra, Barry obtained his CA qualification and Practicing Certificate, and then set out to build his own Accounting business in regional NSW at age 25.
Having achieved his goal, he then merged his practice with his father’s before teaming up with WHK, as a founding member of the Central West business unit.
This allowed Barry to progress his career from Principal, Managing Partner, Chief Executive and then Regional Chief Executive in the listed Crowe Horwath financial services firm.
Seeking a new challenge, Barry and his wife Hayley, moved to Sydney from Dubbo in 2014 so Barry could take a CEO role with a Countplus Ltd start-up. In 2016, Barry established his consulting firm, Worthmore.
His broad range of experience with listed, mid-tier and medium size accounting & financial services firms positions Barry to bring significant industry experience and knowledge to AZ Next Generation Advisory executive team.
When not chasing family around Australia, he can be found in the surf at Coogee or at Leichardt Oval on a good winters’ day, cheering on the Tigers!