Company lists · Data refreshed November 2026
Top 25 Financial planning and analysis services based in Australia
RevenueBase identified 147 company matches for financial planning and analysis services associated with Australia as of November 2026 and tracks 624 professional contacts across them, including 229 with verified work emails. Sydney is the largest hub.
This list covers company matches for financial planning and analysis services associated with 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 November 6, 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.
The 25 largest financial planning and analysis services based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 38 contacts → | ||||
Exact match “Murray Nankivell is a leading regional accounting, business advisory and financial planning firm, helping individuals, families and businesses make informed financial decisions…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 26 contacts → | ||||
Exact match “Hello my name is Adrian Chaudhary and I am a Fellow Chartered Accountant (FCA), Certified Financial Planners (CFP) and Justice of the Peace (JP).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 19 contacts → | ||||
Exact match “We believe it is important for everyone to achieve financial freedom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 18 contacts → | ||||
Exact match “Perfect Accounting & Tax Services aimed to bring the combined services of local public accounting, higher level business planning and financial advisory services to owners of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 17 contacts → | ||||
Exact match “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?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 16 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “Management Accounting | Virtual & Part time CFO | Taxation Structuring and Consulting | Business Succession JudsonKoman is a Queensland based firm dedicated to meeting the needs…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “Our focus is Digitising Financial and Operational Planning, the transformation of our clients’ financial and operational planning, analytics and reporting function, inclusive of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “At Parker Accounting and Financial Services we believe in a holistic view of your financial life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “SBO Financial is a Virtual CFO and accounting firm specialising in eCommerce businesses and Search Funds across Australia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “Skeggs Goldstien provides integrated Accounting and Financial Planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Bell Partnership Accounting & Financial Planning provides a full range of accounting and advice services tailored for your needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “More than just Accounting & Financial Planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “The power to make good financial decisions every day!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “At The Navigator Network we strive to give answers and strategies to our clients that work.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Accounting.Taxation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Financial planning is not just about investments and, not only for the wealthy either.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Sal's House, a dedicated team striving to ensure you the best Finance, Accounting and Financial Planning services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Welcome to Osborne Yuille For over a quarter of a century Osborne Yuille has been helping individuals, businesses and corporations secure stronger financial futures.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “CFO Support On Demand | Modelling | Corp Finance | Financial Planning & Analysis | Reporting” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Financial Advice” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “At Orbit Advisory, our focus is to provide strategic advice and and implement key practices to help start-ups and SMEs achieve sustainable growth in a highly cost effective WHAT…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “We take the time to listen to our clients and translate our observations into practical, useful recommendations that help businesses grow and prosper.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Growing a business isn’t just about the numbers, it’s about making the right decisions at the right time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “We offer an extensive range of financial services which enable us to create a tailored financial plan, whatever your financial situation.” Recorded in the RevenueBase company graph · Nov 6, 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 “financial planning and analysis services”. 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 147 financial planning and analysis services based in Australia
See the full list, filter by size, metro and specialty, and access 229 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning and analysis services based in Australia at a glance
As of Nov 6, 2026Companies by employee count
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 147 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 Australia whose business descriptions match “financial planning and analysis services” 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 229 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 November 6, 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.
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 “financial planning and analysis services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning and analysis services are there based in Australia?
RevenueBase identified 147 company matches for financial planning and analysis services associated with Australia as of November 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?
Murray Nankivell tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning and analysis services?
Sydney leads with 21 company records, followed by Melbourne (18) and Brisbane (9).
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 229 professional contacts with verified work emails tracked across these 147 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 147 financial planning and analysis services based in Australia. Start with a free account, no credit card.
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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 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.
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Company intelligence · public preview
Top 25 financial planning and analysis services based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 147 matching company records for financial planning and analysis services based in Australia, with 624 tracked contacts and 229 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning and analysis services based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Murray Nankivellmurraynankivell.com.auHQ: Naracoorte, AustraliaReported employees: 51-200 | Naracoorte, Australia | 51-200 | Exact match | 38 contacts → |
“Murray Nankivell is a leading regional accounting, business advisory and financial planning firm, helping individuals, families and businesses make informed financial decisions…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  VJCvjc.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 26 contacts → |
“Hello my name is Adrian Chaudhary and I am a Fellow Chartered Accountant (FCA), Certified Financial Planners (CFP) and Justice of the Peace (JP).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Altitude Advisersaltitudeadvisers.com.auHQ: Springwood, AustraliaReported employees: 11-50 | Springwood, Australia | 11-50 | Exact match | 19 contacts → |
“We believe it is important for everyone to achieve financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Perfect Accounting & TAX Servicesperfectaccounting.com.auHQ: Direk, AustraliaReported employees: 11-50 | Direk, Australia | 11-50 | Exact match | 18 contacts → |
“Perfect Accounting & Tax Services aimed to bring the combined services of local public accounting, higher level business planning and financial advisory services to owners of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  ATB Wealth Strategiesatb.net.auHQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 17 contacts → |
“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?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  TAG Financial Grouptaggroup.com.auHQ: West Leederville, AustraliaReported employees: 1-10 | West Leederville, Australia | 1-10 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Judsonkomanjudsonkoman.com.auHQ: Milton, AustraliaReported employees: 11-50 | Milton, Australia | 11-50 | Exact match | 14 contacts → |
“Management Accounting | Virtual & Part time CFO | Taxation Structuring and Consulting | Business Succession JudsonKoman is a Queensland based firm dedicated to meeting the needs…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  GK Horizonsgkhorizons.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“Our focus is Digitising Financial and Operational Planning, the transformation of our clients’ financial and operational planning, analytics and reporting function, inclusive of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Parker Accounting And Financial Servicesparkeraccounting.com.auHQ: Launceston, AustraliaReported employees: 11-50 | Launceston, Australia | 11-50 | Exact match | 13 contacts → |
“At Parker Accounting and Financial Services we believe in a holistic view of your financial life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  SBO Financialsbo.financialHQ: Brisbane City, AustraliaReported employees: 11-50 | Brisbane City, Australia | 11-50 | Exact match | 11 contacts → |
“SBO Financial is a Virtual CFO and accounting firm specialising in eCommerce businesses and Search Funds across Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Skeggs Goldstiensgapl.com.auHQ: Bella Vista, AustraliaReported employees: 11-50 | Bella Vista, Australia | 11-50 | Exact match | 10 contacts → |
“Skeggs Goldstien provides integrated Accounting and Financial Planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Bell Partnershipbellpartnership.com.au HQ: North Melbourne, AustraliaReported employees: 11-50 | North Melbourne, Australia | 11-50 | Exact match | 9 contacts → |
“Bell Partnership Accounting & Financial Planning provides a full range of accounting and advice services tailored for your needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  GNS Groupgnsgroup.com.auHQ: Ivanhoe, AustraliaReported employees: 11-50 | Ivanhoe, Australia | 11-50 | Exact match | 9 contacts → |
“More than just Accounting & Financial Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Power2power2.com.auHQ: Mackay, AustraliaReported employees: 11-50 | Mackay, Australia | 11-50 | Exact match | 9 contacts → |
“The power to make good financial decisions every day!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  The Navigator Networknavigatornetwork.com.auHQ: Southport, AustraliaReported employees: 11-50 | Southport, Australia | 11-50 | Exact match | 8 contacts → |
“At The Navigator Network we strive to give answers and strategies to our clients that work.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  The Totalthetotal.com.auHQ: North Adelaide, AustraliaReported employees: 1-10 | North Adelaide, Australia | 1-10 | Exact match | 8 contacts → |
“Accounting.Taxation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fifteen Hundred Financial Strategistsfifteenhundred.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“Financial planning is not just about investments and, not only for the wealthy either.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sal's Housesalshouse.com.auHQ: Robina, AustraliaReported employees: 1-10 | Robina, Australia | 1-10 | Exact match | 6 contacts → |
“Sal's House, a dedicated team striving to ensure you the best Finance, Accounting and Financial Planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Osborne Yuille & Associatesoya.com.auHQ: Narrabeen, AustraliaReported employees: 11-50 | Narrabeen, Australia | 11-50 | Exact match | 5 contacts → |
“Welcome to Osborne Yuille For over a quarter of a century Osborne Yuille has been helping individuals, businesses and corporations secure stronger financial futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Model Answer Commercial Intelligencemodelanswer.com.auHQ: Perth, AustraliaReported employees: 1-10 | Perth, Australia | 1-10 | Exact match | 5 contacts → |
“CFO Support On Demand | Modelling | Corp Finance | Financial Planning & Analysis | Reporting” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Wealth Planning Solutionswealthps.com.auHQ: Geelong, AustraliaReported employees: 1-10 | Geelong, Australia | 1-10 | Exact match | 5 contacts → |
“Financial Advice” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Orbit Advisoryorbitadvisory.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 4 contacts → |
“At Orbit Advisory, our focus is to provide strategic advice and and implement key practices to help start-ups and SMEs achieve sustainable growth in a highly cost effective WHAT…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Thomas Davis & COthomasdavis.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“We take the time to listen to our clients and translate our observations into practical, useful recommendations that help businesses grow and prosper.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Navigate Virtual Cfosnavcfo.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“Growing a business isn’t just about the numbers, it’s about making the right decisions at the right time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Riverina Financial Planningriverinafp.com.au HQ: Wagga Wagga, AustraliaReported employees: 1-10 | Wagga Wagga, Australia | 1-10 | Exact match | 4 contacts → |
“We offer an extensive range of financial services which enable us to create a tailored financial plan, whatever your financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 147 company matches
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Financial planning and analysis services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
143 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 147 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning and analysis services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning and analysis services did RevenueBase find based in Australia?
The saved snapshot records 147 matching company records, 624 tracked contacts and 229 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 financial planning and analysis services based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-and-analysis-services/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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Company intelligence · public preview
Top 25 financial planning and analysis services based in Australia
RevenueBase records 147 matching company records for financial planning and analysis services based in Australia, with 624 tracked contacts and 229 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning and analysis services based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Murray Nankivellmurraynankivell.com.au HQ: Naracoorte, AustraliaReported employees: 51-200 | Naracoorte, Australia | 51-200 | Exact match | 38 contacts → |
“Murray Nankivell is a leading regional accounting, business advisory and financial planning firm, helping individuals, families and businesses make informed financial decisions…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | VJCvjc.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 26 contacts → |
“Hello my name is Adrian Chaudhary and I am a Fellow Chartered Accountant (FCA), Certified Financial Planners (CFP) and Justice of the Peace (JP).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Altitude Advisersaltitudeadvisers.com.au HQ: Springwood, AustraliaReported employees: 11-50 | Springwood, Australia | 11-50 | Exact match | 19 contacts → |
“We believe it is important for everyone to achieve financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Perfect Accounting & TAX Servicesperfectaccounting.com.au HQ: Direk, AustraliaReported employees: 11-50 | Direk, Australia | 11-50 | Exact match | 18 contacts → |
“Perfect Accounting & Tax Services aimed to bring the combined services of local public accounting, higher level business planning and financial advisory services to owners of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | ATB Wealth Strategiesatb.net.au HQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 17 contacts → |
“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?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | TAG Financial Grouptaggroup.com.au HQ: West Leederville, AustraliaReported employees: 1-10 | West Leederville, Australia | 1-10 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Judsonkomanjudsonkoman.com.au HQ: Milton, AustraliaReported employees: 11-50 | Milton, Australia | 11-50 | Exact match | 14 contacts → |
“Management Accounting | Virtual & Part time CFO | Taxation Structuring and Consulting | Business Succession JudsonKoman is a Queensland based firm dedicated to meeting the needs…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | GK Horizonsgkhorizons.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“Our focus is Digitising Financial and Operational Planning, the transformation of our clients’ financial and operational planning, analytics and reporting function, inclusive of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Parker Accounting And Financial Servicesparkeraccounting.com.au HQ: Launceston, AustraliaReported employees: 11-50 | Launceston, Australia | 11-50 | Exact match | 13 contacts → |
“At Parker Accounting and Financial Services we believe in a holistic view of your financial life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | SBO Financialsbo.financial HQ: Brisbane City, AustraliaReported employees: 11-50 | Brisbane City, Australia | 11-50 | Exact match | 11 contacts → |
“SBO Financial is a Virtual CFO and accounting firm specialising in eCommerce businesses and Search Funds across Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Skeggs Goldstiensgapl.com.au HQ: Bella Vista, AustraliaReported employees: 11-50 | Bella Vista, Australia | 11-50 | Exact match | 10 contacts → |
“Skeggs Goldstien provides integrated Accounting and Financial Planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Bell Partnershipbellpartnership.com.au HQ: North Melbourne, AustraliaReported employees: 11-50 | North Melbourne, Australia | 11-50 | Exact match | 9 contacts → |
“Bell Partnership Accounting & Financial Planning provides a full range of accounting and advice services tailored for your needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | GNS Groupgnsgroup.com.au HQ: Ivanhoe, AustraliaReported employees: 11-50 | Ivanhoe, Australia | 11-50 | Exact match | 9 contacts → |
“More than just Accounting & Financial Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Power2power2.com.au HQ: Mackay, AustraliaReported employees: 11-50 | Mackay, Australia | 11-50 | Exact match | 9 contacts → |
“The power to make good financial decisions every day!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | The Navigator Networknavigatornetwork.com.au HQ: Southport, AustraliaReported employees: 11-50 | Southport, Australia | 11-50 | Exact match | 8 contacts → |
“At The Navigator Network we strive to give answers and strategies to our clients that work.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Totalthetotal.com.au HQ: North Adelaide, AustraliaReported employees: 1-10 | North Adelaide, Australia | 1-10 | Exact match | 8 contacts → |
“Accounting.Taxation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fifteen Hundred Financial Strategistsfifteenhundred.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“Financial planning is not just about investments and, not only for the wealthy either.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sal's Housesalshouse.com.au HQ: Robina, AustraliaReported employees: 1-10 | Robina, Australia | 1-10 | Exact match | 6 contacts → |
“Sal's House, a dedicated team striving to ensure you the best Finance, Accounting and Financial Planning services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Osborne Yuille & Associatesoya.com.au HQ: Narrabeen, AustraliaReported employees: 11-50 | Narrabeen, Australia | 11-50 | Exact match | 5 contacts → |
“Welcome to Osborne Yuille For over a quarter of a century Osborne Yuille has been helping individuals, businesses and corporations secure stronger financial futures.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Model Answer Commercial Intelligencemodelanswer.com.au HQ: Perth, AustraliaReported employees: 1-10 | Perth, Australia | 1-10 | Exact match | 5 contacts → |
“CFO Support On Demand | Modelling | Corp Finance | Financial Planning & Analysis | Reporting” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wealth Planning Solutionswealthps.com.au HQ: Geelong, AustraliaReported employees: 1-10 | Geelong, Australia | 1-10 | Exact match | 5 contacts → |
“Financial Advice” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Orbit Advisoryorbitadvisory.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 4 contacts → |
“At Orbit Advisory, our focus is to provide strategic advice and and implement key practices to help start-ups and SMEs achieve sustainable growth in a highly cost effective WHAT…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Thomas Davis & COthomasdavis.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“We take the time to listen to our clients and translate our observations into practical, useful recommendations that help businesses grow and prosper.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Navigate Virtual Cfosnavcfo.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“Growing a business isn’t just about the numbers, it’s about making the right decisions at the right time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Riverina Financial Planningriverinafp.com.au HQ: Wagga Wagga, AustraliaReported employees: 1-10 | Wagga Wagga, Australia | 1-10 | Exact match | 4 contacts → |
“We offer an extensive range of financial services which enable us to create a tailored financial plan, whatever your financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 147 company matches
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Financial planning and analysis services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
143 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 147 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning and analysis services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning and analysis services did RevenueBase find based in Australia?
The saved snapshot records 147 matching company records, 624 tracked contacts and 229 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial planning and analysis services based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-and-analysis-services/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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