Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Melbourne, Australia

Name: Comprehensive financial planning firms based in Melbourne, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 158 companies tracked

RevenueBase identified 158 company matches for comprehensive financial planning firms associated with Melbourne, Australia as of September 2026 and tracks 3,382 professional contacts across them, including 2,030 with verified work emails. Across Australia, Sydney is the largest hub for this category (252 companies); Melbourne follows with 158.

This list covers company matches for comprehensive financial planning firms associated with Melbourne, Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

158Companies

3,382Contacts tracked

2,030Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest comprehensive financial planning firms based in Melbourne, Australia

Ranked by team size

Top 25 of 158 company matches for comprehensive financial planning firms based in Melbourne, Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Findex	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	1,001-5,000	1,664 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Viridian Financial Group	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	201-500	295 contacts →
	Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Evans & Partners	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	51-200	150 contacts →
	Exact match “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	First Financial	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	51-200	101 contacts →
	Exact match “Who is First Financial?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	The Hopkins Group Australia	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	51-200	92 contacts →
	Exact match “The Hopkins Group takes pride in offering all the services you might need in order to take control of your financial future, all in one place.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Wilson Pateras Accountants & Advisors	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	51-200	89 contacts →
	Exact match “Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Hewison Private Wealth	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	51-200	61 contacts →
	Exact match “Your goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	FMD Financial	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	11-50	59 contacts →
	Exact match “Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Onefocus	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	51-200	42 contacts →
	Exact match “Onefocus can oversee all aspects of your nancial aairs - from insurance, tax and accounting to SMSFs, loans and investments.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Intralink Wealth Management	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	11-50	33 contacts →
	Exact match “For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Reventon	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	51-200	31 contacts →
	Exact match “Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Verse Wealth	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	11-50	28 contacts →
	Exact match “At Verse, we take a wildly different approach to financial advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Lanteri Partners Group	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	11-50	21 contacts →
	Exact match “Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Prosolution Private Office	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	11-50	18 contacts →
	Exact match “ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Frontier Financial Group	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	11-50	17 contacts →
	Exact match “Frontier Financial Group is a Melbourne based boutique practice, providing financial planning advice since 1988.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Financial Coaching PTY LTD	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	1-10	15 contacts →
	Exact match “Financial Coaching is a financial planning practice that believes in the difference that our advice can make - whatever your stage of life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Focus Partners Australia Link Financial	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	11-50	15 contacts →
	Exact match “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Frais Capital PTY LTD	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	1-10	15 contacts →
	Exact match “Frais Capital provides specific and tailored investment advice to families, individuals, businesses, trustees and not-for-profit organisations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Freedom Strategy Management	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	11-50	14 contacts →
	Exact match “We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Warr Hunt	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “WARR HUNT is an independent Financial and Wealth Management firm, helping individuals and families live their ideal life.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Collins House	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Acton Wealth PTY LTD	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “ActOn Wealth is a boutique firm of exceptionally knowledgeable and skilled financial planning advisors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Australian Private Capital	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “APC provides personalised financial solutions that take into account all aspects of your financial life and offer guidance to you and family groups when making important financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Galley Associates	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “Galley Associates is committed to helping you develop and pursue the strategies necessary for you to build, manage and protect your business and individual wealth and prosperity.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Rasiah Private Wealth Management	Exact match	Melbourne, AustraliaHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Rasiah Private is a wealth management firm with a difference.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “comprehensive financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 158 comprehensive financial planning firms based in Melbourne, Australia

See the full list, filter by size, metro and specialty, and access 2,030 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Comprehensive financial planning firms based in Melbourne, Australia at a glance

As of Sep 19, 2026

60.0%Verified-email coverage

21.4Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

108

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 158 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Melbourne, Australia whose business descriptions match “comprehensive financial planning firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 2,030 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Comprehensive financial planning firms by metro in Australia

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “comprehensive financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many comprehensive financial planning firms are there based in Melbourne, Australia?

RevenueBase identified 158 company matches for comprehensive financial planning firms associated with Melbourne, Australia as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Findex tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Australia has the most comprehensive financial planning firms?

Sydney leads Australia with 252 company records, followed by Melbourne (158) and Brisbane (61).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,030 professional contacts with verified work emails tracked across these 158 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 158 comprehensive financial planning firms based in Melbourne, Australia. Start with a free account, no credit card.

Download this list →

Related lists

Comprehensive financial planning firms by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.