Company lists · Data refreshed September 2026
Top 19 Financial planning companies based in Brisbane City, Australia
RevenueBase identified 32 financial planning companies headquartered in Brisbane City, Australia as of September 2026 and tracks 264 professional contacts across them, including 132 with verified work emails. Sydney is the largest hub.
This list covers financial planning companies headquartered in Brisbane City, 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.
The 19 largest financial planning companies based in Brisbane City, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 61 contacts → | ||||
Partial evidence “Established in 1991, HMW Group has built a strong reputation as a trusted provider of comprehensive financial solutions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 44 contacts → | ||||
Partial evidence “Sherrin Partners is a financial advice firm that focuses on more than just your wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 16 contacts → | ||||
Strong evidence “Helping established business owners and professionals optimise their financial future with personalised accounting and financial planning services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Partial evidence “With solid foundations dating back to 2002, Arrive Wealth Management is a boutique wealth management firm that helps our clients to achieve their financial goals and secure their…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Partial evidence “At Clearpath Financial Management, our mission is to guide individuals and businesses alike in making informed financial decisions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Indirect evidence “Brisbane Private Wealth is a purpose led, values driven, client centric company, where we put the client at the centre of everything we do, and we treat our people as our greatest…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Partial evidence “Patman Planning Group evolved from Whittaker Macnaught.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Partial evidence “We are Rawlings Bolton – trusted fiduciaries, financial intermediaries, and advisers with 75 years of success in helping our clients protect and grow Good Capital.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Strong evidence “I am a Certified Financial Planner (CFP)® and hold a bachelor’s degree and postgraduate qualifications in financial planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Strong evidence “DKW Private Wealth Management is an independently owned financial advisory practice that provides a unique service combining highly effective strategic planning and private…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Strong evidence “Strategic Solutions Australia (SSA) is a privately owned boutique Financial Planning practice that works with clients to help them achieve their financial goals and give them…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Partial evidence “At My Super Future we provide professional, ethical and quality comprehensive financial advice.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “Whether you are a corporate executive, company employee, family business owner, retiree or high net worth individual, effectively managing your personal wealth, accumulation and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “Derived from the Greek word "áv̱rio," which signifies 'tomorrow,' we at Avrion Wealth are dedicated to guiding you towards a brighter financial future while ensuring you relish…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “At Staunch Finance, we appreciate the complexity of your life and are well placed to understand your needs by offering exceptional personalised service.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “At Engine, our name reflects the core of what we do: keeping your financial life running as smoothly and powerfully as a finely tuned engine.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Our goal is to make a positive impact on your life by providing appropriate, transparent, unbiased and comprehensive advice.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: financial planning companies. 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 financial planning companies.
- Partial evidence
- Its own public description names part of financial planning companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial planning companies. 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 19 of 32 financial planning companies based in Brisbane City, Australia
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Financial planning companies based in Brisbane City, Australia at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Brisbane City, so it is reported there. Company counts and contact totals on this page are exact for Brisbane City, over 32 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 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 Brisbane City, Australia whose own description of what they do matches “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 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 financial planning companies, and records with no verified work email. Companies headquartered outside Brisbane City 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, 132 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.
Financial planning companies by metro in Australia
- Financial planning companies in Sydney279
- Financial planning companies in Melbourne190
- Financial planning companies in Brisbane74
- Financial planning companies in Adelaide51
- Financial planning companies in Perth49
- Financial planning companies in North Sydney35
- Financial planning companies in Brisbane City32
- Financial planning companies in Parramatta25
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 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 financial planning companies are there based in Brisbane City, Australia?
RevenueBase identified 32 financial planning companies headquartered in Brisbane City, 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?
HMW Group, headquartered in Brisbane City, tops this list with the largest team on record.
Which city has the most financial planning companies?
Sydney leads with 279 headquartered companies, followed by Melbourne (190) and Brisbane (74).
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 132 verified decision-maker contacts tracked across these 32 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.
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