Approved · Waiver · decided in 18 days, 24 Mar 2026
AZ Next Generation Advisory Pty Ltd is acquiring 100% of the shares in BMM Partners Pty Ltd, trading as Intend Financial. This deal sees a professional services advisory company, with approximately 404 financial planners, acquire a financial planning business operating from four offices with 10 planners across Australia.
AZ Next Generation Advisory Pty Ltd ( AZ Next Generation Advisory ) proposes to acquire 100% of the shares in BMM Partners Pty Ltd, trading as Intend Financial ( Intend Financial ). AZ Next Generation Advisory is an Australian professional services advisory company established in 2014 that owns approximately 48 financial planning and accounting businesses with operations and customers across Australia, including in Queensland, Victoria and Tasmania (where Intend Financial has a presence). AZ Next Generation Advisory has approximately 404 licensed financial planners across its network. Intend Financial is a financial planning business established in 2021 that provides financial planning services from four offices, in Victoria (Mornington and Hawthorn East), Queensland (Gold Coast) and Tasmania (Launceston), to customers across Australia. Intend Financial has 10 licensed financial planners.