AZ NGA has entered into a strategic partnership with Sydney Financial Planning.
Founded in 1988 by Bill Bracey, Sydney Financial Planning has 18 employees, including five financial advisers, and more than $600m in assets under advice.
The firm also has an office in Wollongong, trading as Illawara Financial Planning.
Paul Barrett, CEO at AZ NGA, said the firm presented a “compelling strategic opportunity for the group to increase its presence in the high growth corridors of Sydney’s eastern suburbs and the Illawara region”.
“Sydney Financial Planning has a loyal engaged clientbase, a strong brand and reputation, and a robust, client-centric advice model that has been developed and refined for over 38 years,” he said.
