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Shape of adviceThe great transformation of Australia's financial advice industry from predominantly bank-owned to a more fragmented mix of independently licensed and like-minded collective tie-ups has occurred swiftly during the past year and a half, with the impact of these changes on business partnerships continuing to play out. Author: Professional Planner
The great transformation of Australia's financial advice industry from predominantly bank-owned to a more fragmented mix of independently licensed and like-minded collective tie-ups has occurred swiftly during the past year and a half, with the impact of these changes on business partnerships continuing to play out. This new podcast series, created and produced by Professional Planner, is a conversational-style exploration of the advice landscape that draws on industry thought-leaders, experts and practitioners who are forging ahead with new partnerships, augmenting business models and adapting to new technologies. Language: en Genres: Business, Management, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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How advice became a prime M&A target
Episode 4
Sunday, 16 November, 2025
In this episode of the Shape of Advice podcast, Professional Planner editor Chris Dastoor is joined by the AZ NGA co-founder and group CEO, Paul Barrett.The wide-ranging discussion covers how Barrett saw advice being at the front of the financial services value chain in an era when commissions were still common, how a blend of capital is essential to AZ NGA’s operations, and what happens when the private equity shot clock ends.
