Company lists · Data refreshed September 2026

Top 24 Enterprise financial planning companies based in Australia

RevenueBase identified 59 enterprise financial planning companies headquartered in Australia as of September 2026 and tracks 403 professional contacts across them, including 97 with verified work emails. Sydney is the largest hub.

This list covers enterprise financial planning companies headquartered in 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 28, 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 28, 2026 86% judged on-target in blind review
59Companies
403Contacts tracked
97Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 24 largest enterprise financial planning companies based in Australia

Ranked by team size
Top 24 of 59 enterprise financial planning companies based in Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to enterprise financial planning companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceKyogle, AustraliaHQ checked Sep 28, 202611-50150 contacts →

Strong evidence

“Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceSpringwood, AustraliaHQ checked Sep 28, 202611-5019 contacts →

Partial evidence

“We believe it is important for everyone to achieve financial freedom.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceWest Leederville, AustraliaHQ checked Sep 28, 20261-1017 contacts →

Indirect evidence

“We strongly encourage you and offer our full support in helping you to take control - control of your finances, your lifestyle and your dreams, so that you can fulfil your…”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceParramatta, AustraliaHQ checked Sep 28, 202611-5015 contacts →

Partial evidence

“Are you looking for a proactive accountant and financial planner who looks at the whole picture to provide a more thorough and in-depth service?”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceLaunceston, AustraliaHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“At Parker Accounting and Financial Services we believe in a holistic view of your financial life.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceBella Vista, AustraliaHQ checked Sep 28, 202611-5010 contacts →

Strong evidence

“Skeggs Goldstien provides integrated Accounting and Financial Planning services.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceSydney, AustraliaHQ checked Sep 28, 202611-508 contacts →

Strong evidence

“Financial planning is not just about investments and, not only for the wealthy either.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceCoffs Harbour, AustraliaHQ checked Sep 28, 202611-507 contacts →

Partial evidence

“DFM Financial Group formally DFA Financial Planners as we now also have dedicated Accountants and Mortgage Consultants.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceSydney, AustraliaHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Marcos Advisory offers a full suite of services to make managing your finances easy.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceRobina, AustraliaHQ checked Sep 28, 20261-106 contacts →

Strong evidence

“Sal's House, a dedicated team striving to ensure you the best Finance, Accounting and Financial Planning services.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidencePerth, AustraliaHQ checked Sep 28, 202611-504 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceSydney, AustraliaHQ checked Sep 28, 202611-504 contacts →

Indirect evidence

“We take the time to listen to our clients and translate our observations into practical, useful recommendations that help businesses grow and prosper.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceGeelong, AustraliaHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Financial Advice”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceMudgeeraba, AustraliaHQ checked Sep 28, 20261-104 contacts →

Strong evidence

“GreenDot Financial Services is a Queensland based financial planning company, providing a holistic financial service to businesses and individuals, through specialized experts in…”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceWoree, AustraliaHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Are your financial affairs on track to meet your lifestyle goals?”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceWoolooware, AustraliaHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Many of our clients come to us because their financial world does not fit neatly into a box.”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceKent Town, AustraliaHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“Watzdorf Financial Planning offers knowledge and skills to help you understand your options, create wealth and take control of your financial future.”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceNorth Sydney, AustraliaHQ checked Sep 28, 202611-503 contacts →

Strong evidence

“Our Financial Planning services make planning for your future easy.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceKew, AustraliaHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

“The power of Now.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceMelbourne, AustraliaHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“CJ Advisory, a distinguished financial consulting firm, excels in delivering tailored financial solutions to drive business growth and optimize operational efficiency.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceParramatta, AustraliaHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“At Sem Financial Solutions, we understand that every client has unique financial needs and goals.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceEssendon, AustraliaHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“HOC Private Wealth aims to deliver quality financial advice to our clients.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceThornlands, AustraliaHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“For example, if we offer you a service that costs $6,500 a year for running and monitoring a complex strategy, we might be looking to improve your situation by an average of a…”

Source: RevenueBase Database · checked Sep 28, 2026
24Strong evidenceBella Vista, AustraliaHQ checked Sep 28, 202611-501 contacts →

Strong evidence

“Accounting, Financial Planning and Lending & Finance specialists working together to help you build your strongest financial future.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 24 of 59 enterprise financial planning companies based in Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 97 reachable decision-makers.

Free signup · no credit card

View the full list →

Enterprise financial planning companies based in Australia at a glance

As of Sep 28, 2026
24.1%Verified-email coverage
6.8Average contacts per company
1-10Median size (employees)
10.2%Largest-city concentration · Sydney
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
21
51-200
1

Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 59 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 enterprise financial planning companies, 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 Australia whose own description of what they do matches “enterprise financial planning companies”. 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 enterprise financial planning companies), 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 enterprise financial planning companies, and records with no verified work email. Companies headquartered outside Australia 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, 97 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 28, 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.

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 enterprise financial planning companies, 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 enterprise financial planning companies are there based in Australia?

RevenueBase identified 59 enterprise financial planning companies headquartered in 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?

Connect Business Solutions, headquartered in Kyogle, tops this list with the largest team on record.

Which city has the most enterprise financial planning companies?

Sydney leads with 6 headquartered companies, followed by Melbourne (4) and Bella Vista (2).

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 97 verified decision-maker contacts tracked across these 59 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 59 enterprise financial planning companies based in Australia. Start with a free account, no credit card.

Download this list →

Related lists

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.