Company lists · Data refreshed September 2026

Top 25 Estate planning accountants based in Australia

Name: Estate planning accountants based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 2,059 companies tracked

RevenueBase identified 2,059 estate planning accountants headquartered in Australia as of September 2026 and tracks 18,827 professional contacts across them, including 10,327 with verified work emails. Sydney is the largest hub.

This list covers estate planning accountants 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 20, 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 20, 2026 86% judged on-target in blind review

2,059Companies

18,827Contacts tracked

10,327Verified emails

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The 25 largest estate planning accountants based in Australia

Ranked by team size

Top 25 of 2,059 estate planning accountants based in Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning accountants: 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	Findex	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1,001-5,000	1,664 contacts →
	Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 20, 2026
2	ORD Minnett	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	556 contacts →
	Indirect evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 20, 2026
3	Shaw And Partners Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	412 contacts →
	Indirect evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 20, 2026
4	Bluerock	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	201-500	316 contacts →
	Indirect evidence “BlueRock is for entrepreneurs, by entrepreneurs.” Source: RevenueBase Database · checked Sep 20, 2026
5	Shadforth Financial Group LTD	Indirect evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	201-500	295 contacts →
	Indirect evidence “Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout…” Source: RevenueBase Database · checked Sep 20, 2026
6	Kelly Partners Accountants	Indirect evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	201-500	204 contacts →
	Indirect evidence “We exist to make the people, businesses and communities we serve be better off.” Source: RevenueBase Database · checked Sep 20, 2026
7	Invest Blue	Indirect evidence	Armidale, AustraliaHQ checked Sep 20, 2026	201-500	178 contacts →
	Indirect evidence “Welcome to Australia's trusted home of great advice.” Source: RevenueBase Database · checked Sep 20, 2026
8	Prime Financial Group	Indirect evidence	Southbank, AustraliaHQ checked Sep 20, 2026	201-500	169 contacts →
	Indirect evidence “Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…” Source: RevenueBase Database · checked Sep 20, 2026
9	Evans & Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	150 contacts →
	Indirect evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 20, 2026
10	AGEIS	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	150 contacts →
	Indirect evidence “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Source: RevenueBase Database · checked Sep 20, 2026
11	Connect Business Solutions	Strong evidence	Kyogle, AustraliaHQ checked Sep 20, 2026	11-50	150 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 20, 2026
12	COUNT	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	147 contacts →
	Indirect evidence “We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Source: RevenueBase Database · checked Sep 20, 2026
13	Koda Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	144 contacts →
	Indirect evidence “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Source: RevenueBase Database · checked Sep 20, 2026
14	Fiducian Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	142 contacts →
	Indirect 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 20, 2026
15	Modoras	Indirect evidence	Upper Mount Gravatt, AustraliaHQ checked Sep 20, 2026	201-500	132 contacts →
	Indirect evidence “We cut through complexity and deliver with clarity, precision and pace.” Source: RevenueBase Database · checked Sep 20, 2026
16	PPT	Partial evidence	Ballarat, AustraliaHQ checked Sep 20, 2026	11-50	103 contacts →
	Partial evidence “PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Source: RevenueBase Database · checked Sep 20, 2026
17	First Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	101 contacts →
	Indirect evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 20, 2026
18	Wilson Pateras Accountants & Advisors	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	89 contacts →
	Partial evidence “Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.” Source: RevenueBase Database · checked Sep 20, 2026
19	KHI Partners	Indirect evidence	Barangaroo, AustraliaHQ checked Sep 20, 2026	201-500	86 contacts →
	Indirect evidence “KHI Partners is a fast growing multidisciplinary and global firm that offers services in Accounting, Wealth, Legal Services, Residential, Commercial and Business Lending, Property…” Source: RevenueBase Database · checked Sep 20, 2026
20	Empower Wealth	Indirect evidence	North Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	85 contacts →
	Indirect evidence “Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Source: RevenueBase Database · checked Sep 20, 2026
21	Accru Melbourne	Indirect evidence	Hawthorn East, AustraliaHQ checked Sep 20, 2026	51-200	84 contacts →
	Indirect evidence “Accru Melbourne delivers positive financial solutions through exceptional client leadership.” Source: RevenueBase Database · checked Sep 20, 2026
22	Australian Executor Trustees Limited	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	201-500	79 contacts →
	Indirect evidence “Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Source: RevenueBase Database · checked Sep 20, 2026
23	Brentnalls SA	Indirect evidence	Hindmarsh, AustraliaHQ checked Sep 20, 2026	51-200	77 contacts →
	Indirect evidence “Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.” Source: RevenueBase Database · checked Sep 20, 2026
24	Fitzpatricks Advice Partners	Indirect evidence	Sydney Cbd, AustraliaHQ checked Sep 20, 2026	11-50	73 contacts →
	Indirect evidence “Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Source: RevenueBase Database · checked Sep 20, 2026
25	WMS TAX & Advisory	Indirect evidence	Gold Coast, AustraliaHQ checked Sep 20, 2026	51-200	71 contacts →
	Indirect evidence “Since 1994, WMS has been helping businesses, families and individuals to succeed.” Source: RevenueBase Database · checked Sep 20, 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: estate planning accountants. 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 estate planning accountants.
Partial evidence: Its own public description names part of estate planning accountants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning accountants. 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 2,059 estate planning accountants based in Australia

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Estate planning accountants based in Australia at a glance

As of Sep 20, 2026

54.9%Verified-email coverage

9.1Average contacts per company

1-10Median size (employees)

13.7%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,368

11-50

592

51-200

201-500

501-1,000

1,001-5,000

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 2,059 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 estate planning accountants, 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 “estate planning accountants”. 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 estate planning accountants), 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 estate planning accountants, 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, 10,327 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 20, 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.

Estate planning accountants by metro

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 estate planning accountants, 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 estate planning accountants are there based in Australia?

RevenueBase identified 2,059 estate planning accountants 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?

Findex, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most estate planning accountants?

Sydney leads with 282 headquartered companies, followed by Melbourne (176) and Brisbane (81).

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 10,327 verified decision-maker contacts tracked across these 2,059 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 20, 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.