Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in Sydney, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 116 companies tracked

RevenueBase identified 116 corporate financial planning firms headquartered in Sydney, Australia as of September 2026 and tracks 915 professional contacts across them, including 430 with verified work emails. Sydney is the largest hub.

This list covers corporate financial planning firms headquartered in Sydney, Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

116Companies

915Contacts tracked

430Verified emails

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The 25 largest corporate financial planning firms based in Sydney, Australia

Ranked by team size

Top 25 of 116 corporate financial planning firms based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to corporate financial planning firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Fiducian Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	142 contacts →
	Partial evidence “Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Source: RevenueBase Database · checked Sep 19, 2026
2	Grant Samuel	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	102 contacts →
	Indirect evidence “Full service independent advisory Founded in 1988, our goal has always been simple – consistently deliver innovative advice that is truly valuable to our clients.” Source: RevenueBase Database · checked Sep 19, 2026
3	PPB Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	201-500	70 contacts →
	Indirect evidence “PPB Advisory is a leading advisory firm that is focused on helping organisations navigate critical and complex issues, improve their performance and realise their strategic goals.” Source: RevenueBase Database · checked Sep 19, 2026
4	Treysta Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	32 contacts →
	Partial evidence “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Source: RevenueBase Database · checked Sep 19, 2026
5	Economos Chartered Accountants	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	29 contacts →
	Indirect evidence “Economos Chartered Accountants has been delivering a diverse range of business advisory and accounting services since 1978.” Source: RevenueBase Database · checked Sep 19, 2026
6	ASR Wealth Advisers	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	28 contacts →
	Partial evidence “Corporate Advisory for Complex Decisions We provide commercially focused corporate services across mergers and acquisitions support, litigation funding coordination, corporate…” Source: RevenueBase Database · checked Sep 19, 2026
7	Miles Advisory Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	26 contacts →
	Partial evidence “Miles Advisory Partners specialise in the provision of financial and strategic advice to a wide range of clients across many industries.” Source: RevenueBase Database · checked Sep 19, 2026
8	Esencia Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	24 contacts →
	Partial evidence “We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Source: RevenueBase Database · checked Sep 19, 2026
9	VJC	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	24 contacts →
	Partial evidence “Hello my name is Adrian Chaudhary and I am a Fellow Chartered Accountant (FCA), Certified Financial Planners (CFP) and Justice of the Peace (JP).” Source: RevenueBase Database · checked Sep 19, 2026
10	AD Astra Corporate Advisory	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “Ad Astra Corporate Advisory is a leading independent corporate advisory business with offices in Sydney and Melbourne.” Source: RevenueBase Database · checked Sep 19, 2026
11	Belay Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	20 contacts →
	Indirect evidence “The path ahead is not made of straight lines.” Source: RevenueBase Database · checked Sep 19, 2026
12	Financial Spectrum	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “Helping you live a great life At Financial Spectrum, we focus on one thing – helping you live a great life by making smart decisions with your money.” Source: RevenueBase Database · checked Sep 19, 2026
13	Burnvoir Corporate Finance LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial evidence “There are many participants in the financial service industry with expertise in financial products.” Source: RevenueBase Database · checked Sep 19, 2026
14	Record Point	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Record Point specialises in strategic and financial advice on a wide range of transactions covering: • Mergers and acquisitions • Divestments • Private equity • Equity capital…” Source: RevenueBase Database · checked Sep 19, 2026
15	Ryker Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Strong evidence “At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Source: RevenueBase Database · checked Sep 19, 2026
16	Orington & Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “Orington & Partners (“O&P”) is an Australian headquartered, international firm specialising in investment banking, management consulting, business development, corporate advisory…” Source: RevenueBase Database · checked Sep 19, 2026
17	Sherlock Wealth	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	12 contacts →
	Strong evidence “We are a financial planning firm based in Sydney that provides advice to create and protect wealth.” Source: RevenueBase Database · checked Sep 19, 2026
18	financialadvisor.com.au	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “We specialising in helping people make good financial decision.” Source: RevenueBase Database · checked Sep 19, 2026
19	Account.Able Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “What is more important: The journey or the destination?” Source: RevenueBase Database · checked Sep 19, 2026
20	Family Wealth Advisory	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “Family Wealth Advisory was founded by Michael Bova who's vision was to create a financial planning firm providing specialised advice to Family Business Owners, High Net Worth…” Source: RevenueBase Database · checked Sep 19, 2026
21	Fifteen Hundred Financial Strategists	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	8 contacts →
	Strong evidence “Financial planning is not just about investments and, not only for the wealthy either.” Source: RevenueBase Database · checked Sep 19, 2026
22	Lambert Group Future Planning	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Source: RevenueBase Database · checked Sep 19, 2026
23	AGC Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “ℎℎ- ℎ ℎ.” Source: RevenueBase Database · checked Sep 19, 2026
24	Barrington	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “Barrington Treasury Services provides specialist treasury, investment, and debt advisory services to domestic and international organisations.” Source: RevenueBase Database · checked Sep 19, 2026
25	CS Capital Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “We provide specialised financial advisory, corporate consulting and capital raising services” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: corporate financial planning firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names corporate financial planning firms.
Partial evidence: Its own public description names part of corporate financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name corporate financial planning firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 116 corporate financial planning firms based in Sydney, Australia

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Corporate financial planning firms based in Sydney, Australia at a glance

As of Sep 19, 2026

47.0%Verified-email coverage

7.9Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 116 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among corporate financial planning firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Sydney, Australia whose own description of what they do matches “corporate financial planning firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names corporate financial planning firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among corporate financial planning firms, and records with no verified work email. Companies headquartered outside Sydney are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 430 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Corporate financial planning firms by metro in Australia

Corporate financial planning firms in Sydney116
Corporate financial planning firms in Melbourne71
Corporate financial planning firms in Brisbane42
Corporate financial planning firms in Adelaide30

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names corporate financial planning firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many corporate financial planning firms are there based in Sydney, Australia?

RevenueBase identified 116 corporate financial planning firms headquartered in Sydney, Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Fiducian Financial Services, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most corporate financial planning firms?

Sydney leads with 116 headquartered companies, followed by Melbourne (71) and Brisbane (42).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 430 verified decision-maker contacts tracked across these 116 companies.

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.

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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 Smart Search, 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.