Company lists · Data refreshed September 2026

Top 23 Estate planning advisors based in Australia

RevenueBase identified 442 estate planning advisors headquartered in Australia as of September 2026 and tracks 3,602 professional contacts across them, including 1,759 with verified work emails. Sydney is the largest hub.

This list covers estate planning advisors 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 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
442Companies
3,602Contacts tracked
1,759Verified emails
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The 23 largest estate planning advisors based in Australia

Ranked by team size
Top 23 of 442 estate planning advisors based in Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning advisors: 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
1Partial evidenceSydney, AustraliaHQ checked Sep 19, 202611-50150 contacts →

Partial evidence

“AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceSydney, AustraliaHQ checked Sep 19, 202651-200144 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 19, 2026
3Indirect evidenceAdelaide, AustraliaHQ checked Sep 19, 2026201-50079 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 19, 2026
4Partial evidenceHindmarsh, AustraliaHQ checked Sep 19, 202651-20077 contacts →

Partial evidence

“Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceSydney Cbd, AustraliaHQ checked Sep 19, 202611-5073 contacts →

Partial 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 19, 2026
6Indirect evidenceParramatta, AustraliaHQ checked Sep 19, 202651-20067 contacts →

Indirect evidence

“At CIB, we go beyond the numbers.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceMelbourne, AustraliaHQ checked Sep 19, 202651-20061 contacts →

Indirect evidence

“We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceHawthorn East, AustraliaHQ checked Sep 19, 202651-20052 contacts →

Partial evidence

“At Aintree Group, we bring together accounting, wealth, law and business advisory under one roof to help individuals, families and businesses make confident decisions.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceSydney, AustraliaHQ checked Sep 19, 202611-5051 contacts →

Partial evidence

“Alteris Financial Group provides financial advisory and management for individuals and families across generations.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 202651-20050 contacts →

Indirect evidence

“At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceMont Albert, AustraliaHQ checked Sep 19, 202651-20047 contacts →

Indirect evidence

“Our purpose is to enable you to achieve your ambitions with confidence and fulfil your lifestyle aspirations.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceCremorne, AustraliaHQ checked Sep 19, 202611-5042 contacts →

Indirect evidence

“Meet the award winning Entourage Group.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceAdelaide, AustraliaHQ checked Sep 19, 202611-5036 contacts →

Partial evidence

“We have been providing Accounting and Financial Planning advice to clients for over 25 years.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceBrisbane, AustraliaHQ checked Sep 19, 202611-5032 contacts →

Strong evidence

“de Groots is a specialist law firm in the field of wills and estate planning, estate administration and estate litigation.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceAdelaide, AustraliaHQ checked Sep 19, 202611-5030 contacts →

Indirect evidence

“Adelta Legal is a law firm with offices at Level 3, 104 Frome St, Adelaide and 1291 North East Road Tea Tree Gully, South Australia, Australia.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceParkside, AustraliaHQ checked Sep 19, 202611-5029 contacts →

Partial evidence

“Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceSydney, AustraliaHQ checked Sep 19, 202611-5027 contacts →

Partial evidence

“HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceSouthbank, AustraliaHQ checked Sep 19, 202611-5026 contacts →

Indirect evidence

“Every business owner has goals bigger than the numbers on the page.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceKingston, AustraliaHQ checked Sep 19, 202611-5025 contacts →

Partial evidence

“Maxim Chartered Accountants is a private client accounting and taxation advisory practice with over 25 years of experience.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceSydney, AustraliaHQ checked Sep 19, 20261-1024 contacts →

Indirect 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
21Partial evidenceRhodes, AustraliaHQ checked Sep 19, 202611-5023 contacts →

Partial evidence

“5 Financial is a complete and integrated financial advisory firm based in Sydney Australia.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceSydney, AustraliaHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“The path ahead is not made of straight lines.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceMelbourne, AustraliaHQ checked Sep 19, 202611-5019 contacts →

Indirect evidence

“For over 50 years, Cameron Harrison Partners have been navigating journeys for private investors and families with significant wealth to help their businesses succeed, and their…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 23 of 442 estate planning advisors based in Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,759 reachable decision-makers.

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Estate planning advisors based in Australia at a glance

As of Sep 19, 2026
48.8%Verified-email coverage
8.1Average contacts per company
1-10Median size (employees)
15.4%Largest-city concentration · Sydney
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
321
11-50
102
51-200
11
201-500
1
501-1,000
2

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 442 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 advisors, 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 advisors”. 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 advisors), 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 advisors, 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, 1,759 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.

Estate planning advisors by metro

  • Estate planning advisors in Sydney68
  • Estate planning advisors in Melbourne32

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 advisors, 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 advisors are there based in Australia?

RevenueBase identified 442 estate planning advisors 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?

AGEIS, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most estate planning advisors?

Sydney leads with 68 headquartered companies, followed by Melbourne (32) and Brisbane (18).

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 1,759 verified decision-maker contacts tracked across these 442 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.