Massimo Guiati

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.

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.

Sigma Funds Management Pyt Ltd. provides investment advisory services. It offers Sigma Select Equities Fund which provides exposure to a focused portfolio from the broader equity market while also offering downside protection through a flexible cash weighting; Sigma Emerging Companies Fund which provides exposure to the smaller companies listed on the Australian Share market, and Sigma Australian Shares Fund which provides exposure to the blue chip end of the Australian Share market. The company was founded by Stephen Giubin, Richard Kornman, Heath Behncke, Issam Eid, Michael Jenneke, and Rajeev Desilva in August 2009 and is headquartered in Sydney, 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.

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.

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.

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.

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.

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.

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

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.

Domane Financial Advisers Pty Ltd. provides financial services. It offers retirement planning, life insurance, trauma insurance, estate planning, property investment, inheritance advice, and other services. The company was founded in 1965 and is headquartered in Chatswood, 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.

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.

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

Part of Azimut Holding SpA, Wealthmed Australia Pty Ltd. is an Australian specialist wealth creation company for medical professionals. The private 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.

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

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

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

Part of Azimut Holding SpA, Dunsford Financial Planning Pty Ltd. is an Australian company that provides financial advisory services. The private 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.

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

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.

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.

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