Sally Bell

AZ Next Generation Advisory Pty Ltd. engages in the provision of asset allocation and advisory services. The firm serves local retail, high-net-worth individuals, and institutional clients. It offers financial planning, superannuation, and risk and insurance planning services. The company was founded by Paul Barrett in 2014 and is headquartered in Sydney, Australia.

Part of Azimut Holding SpA, Menico Tuck Parrish Financial Services Pty Ltd. provides financial planning advice and services. The company is based in Westcourt, Australia.

Nextstep Financial Services Pty Ltd. provides financial and mortgage advisory services. The company was founded on March 26, 2002 and is headquartered in North Sydney, Australia.

ON-TRACK Financial Solutions Pty Ltd. provides financial planning services. Its services include retirement planning, investment, superannuation, insurance, social security and centrelink services. The company is headquartered in Como, Australia.

PM Financial Services Pty Ltd. provides business support services. The company was founded on January 14, 1997 and is headquartered in Joondalup, Australia.

Priority Advisory Group provides financial and investment advice. Its services include wealth creation and protection strategies, superannuation, retirement planning and debt structuring and lending arrangements. The company was founded in 1987 and is headquartered in Chatswood, Australia.

Part of Azimut Holding SpA, RI Toowoomba Pty Ltd. is a company that provides financial advisory services. The company is based in Toowoomba, Australia.

Shanghai Heyu Information Technology Co. Ltd. provides wealth management services. The company is based in Shanghai, China. The Chinese company was founded in 2014 by Song Ying.

Sterling Planners Pty Ltd. provides financial advisory services. It offers pension transfers, financial planning, transition to retirement, insurance, nextstep home loans, managing inheritance and windfalls, and self-managed superannuation funds solutions. The company was founded by Brent Hutton in 1997 and is headquartered in North Sydney, Australia.

Tempus Wealth Group Pty Ltd. provides financial planning and mortgage broking services. The company was founded in 1981 and is headquartered in Kirrawee, Australia.

Part of Azimut Holding SpA, Wealthmed Australia Pty Ltd. is an Australian specialist wealth creation company for medical professionals. The company is based in Birtinya, Australia. The company offers a range of services to help doctors turn successful careers into rich lifestyles. With a team of specialists, they actively create wealth for the medical profession. Wealthmed Australia was acquired by AZ Next Generation Advisory Ltd. on September 30, 2017 for $5.53 million.

Wealthwise Pty Ltd. provides financial advisory services. Its services include investment and asset allocation, retirement planning, insurance, strategic financial planning, and aged care advice. The company was founded by Jamie Luxton and Shiela Luxton in 1986 and is headquartered in West Leederville, Australia.

Wise Planners Pty Ltd. provides financial planning services. It offers investment and asset allocation advice, retirement planning, insurance, and strategic financial planning advice to its client base. The company was founded in November 2014 and is headquartered in Sydney, Australia.

Azimut Alternative Capital Partners LLC is a private equity firm headquartered in New York. The firm is the private equity investment arm of AZ US Holding, Inc. and their ultimate parent is Azimut Holding (AZM.MI), a Europe-based independent asset manager that was founded in 1989.

Logiro Unchartered Pty Ltd. provides financial services. It offers Investment planning, debt management, risk insurance, cash flow management, SMSF property strategies, retirement planning, volatility control and goal setting. The company is headquartered in Bowen Hills, Australia.

Financial Lifestyle Partners provides financial, life, and business planning services. It offers services in the areas such as: budgeting and cashflow, wealth acceleration, family protection, tax effective strategies, retirement planning, family succession and strategic advice. The company was founded in 1994 and is headquartered in Donvale, Australia.

Harvest Wealth Pty Ltd. provides financial advisory services. Its services include retirement planning, investment, superannuation, insurance, specialist services, aged care, and financial check. The company is headquartered in Port Pirie, Australia.

AZ International Holdings SA provides financial services. The company was founded on December 15, 2010 and is headquartered in Luxembourg.

Sanctuary Wealth Group LLC provides financial advisory services. The company was founded by James R. Dickson and is headquartered in Indianapolis, IN.

Part of Azimut Holding SpA, AZ Sinopro Financial Planning Ltd. is a Taiwanese company that provides investment consultation services. The company is based in Taipei, Taiwan. AZ Sinopro Financial Planning was acquired by AZ International Holdings SA on September 04, 2013.

Part of Azimut Holding SpA, AZ Sinopro Investment Planning Ltd. is a Taiwanese company that provides investment planning services. The company is based in Taipei, Taiwan.

Azimut Genesis Holdings LLC provides investment services. The company is headquartered in New York, NY.

AZ US Holding, Inc. operates as holding firm. The company is headquartered in Delaware, United States.

Part of Azimut Holding SpA, AZ Mexico Holdings SA de CV is a Mexican company that provides asset management services. The company is located in Mexico. AZ Mexico Holdings SA de was acquired by AZ International Holdings SA on October 24, 2014 for $8.14 million.

An Zhong (AZ) Investment Management Hong Kong Ltd. (AZIM Hong Kong) is an asset management firm headquartered in Hong Kong. The firm was founded in 2011 and is a subsidiary of An Zhong (AZ) Investment Management Ltd., ultimately held by Azimut Holding SpA (BIT: AZM) in Italy. AZIM Hong Kong acts as local headquarters for asset management and distribution operations, representing the base for the expansion of Azimut Group across the north Asian region, encompassing China, Taiwan, South Korea, and Japan. The firm alos provides wealth management for local and international clients with assets in the Asia-Pacific region.

Spencer Fuller & Associates Pty Ltd. provides wealth management. It offers online accounts such as AMP app and AMP eSuper. The company was founded on December 1, 1993 and is headquartered in Sydney, Australia.

Part of Azimut Holding SpA, Dunsford Financial Planning Pty Ltd. is an Australian company that provides financial advisory services. The company is based in Carrum Downs, Australia. Dunsford Financial Planning was acquired by AZ Next Generation Advisory Ltd. on December 31, 2017 for $4.30 million.

Empowered Financial Partners Pty Ltd. provides financial and investment advisory services. It specializes in tracking and managing of money and expenditure through its online platform. The company is headquartered in Williamstown, Australia.

FHM Holdings Pty Ltd. provides wealth management services. It offers risk management, investment research and financial planning services. The company is headquartered in Sydney, Australia.