AZ NGA-backed advice firms Priority Advisory Group and Wise Planners will merge to form a large multi-disciplinary professional services firm specialising in wealth management, retirement planning, aged care, life risk insurance, and workplace financial advice.
The merged entity, based in Sydney’s north shore, will operate under the Priority Advisory Group brand and employ a dozen financial advisers.
It will also have four divisions: personal and family wealth; aged care; life risk insurance; and workplace financial advice.
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