SYDNEY — Sydney-based financial planning and accounting firm AGS Financial Group has completed the full acquisition of Hartley Financial and Tax & Wealth, expanding its regional footprint and absorbing established advisory talent amid tightening competition across Australia's wealth management industry.

The strategic acquisition adds approximately $2.6 million in annual revenue to AGS Group. The deal integrates Hartley's established client base and operations across three physical office locations—two in New South Wales and one in Victoria—into AGS's broader multidisciplinary service network.

Geographic Expansion and Talent Acquisition Rationale

The acquisition provides AGS Financial Group with immediate physical hubs in markets where the firm already maintained client relationships and prospective leads but lacked local operational facilities. Under the integration structure, Hartley's offices in Picton and Sutherland in New South Wales, as well as Parkdale in Victoria, will join AGS's existing office network spanning North Sydney, Norwest, Hurstville, Miranda, South Melbourne, and Brisbane.

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