Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Australia

Name: Financial planning consulting firms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 2,244 companies tracked

RevenueBase identified 2,244 company matches for financial planning consulting firms associated with Australia as of September 2026 and tracks 14,486 professional contacts across them, including 7,319 with verified work emails and 1,259 with mobile numbers. Sydney is the largest hub.

This list covers company matches for financial planning consulting firms 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 September 30, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built

2,244Companies

14,486Contacts tracked

7,319Verified emails

1,259Mobile numbers

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The 25 largest financial planning consulting firms based in Australia

Ranked by team size

Top 25 of 2,244 company matches for financial planning consulting firms based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Viridian Financial Group	Exact match	Melbourne, AustraliaHQ recorded Sep 30, 2026	201-500	295 contacts →
	Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Bridges Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 30, 2026	51-200	181 contacts →
	Exact match “At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Invest Blue	Exact match	Armidale, AustraliaHQ recorded Sep 30, 2026	201-500	178 contacts →
	Exact match “Welcome to Australia's trusted home of great advice.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Connect Business Solutions	Exact match	Kyogle, AustraliaHQ recorded Sep 30, 2026	11-50	150 contacts →
	Exact match “Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Fiducian Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 30, 2026	51-200	142 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Altus Financial	Exact match	Sydney, AustraliaHQ recorded Sep 30, 2026	51-200	108 contacts →
	Exact match “At Altus, we help people, families and businesses thrive.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	PPT	Exact match	Ballarat, AustraliaHQ recorded Sep 30, 2026	11-50	103 contacts →
	Exact match “PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	First Financial	Exact match	Melbourne, AustraliaHQ recorded Sep 30, 2026	51-200	101 contacts →
	Exact match “Who is First Financial?” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	The Hopkins Group Australia	Exact match	Melbourne, AustraliaHQ recorded Sep 30, 2026	51-200	92 contacts →
	Exact match “The Hopkins Group takes pride in offering all the services you might need in order to take control of your financial future, all in one place.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Wilson Pateras Accountants & Advisors	Exact match	Melbourne, AustraliaHQ recorded Sep 30, 2026	51-200	89 contacts →
	Exact match “Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Hillross Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 30, 2026	201-500	87 contacts →
	Exact match “WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Highview Accounting & Financial	Exact match	Cranbourne, AustraliaHQ recorded Sep 30, 2026	51-200	79 contacts →
	Exact match “At Highview, we’re more than Accountants, we’re your dedicated financial advisory team.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Brentnalls SA	Exact match	Hindmarsh, AustraliaHQ recorded Sep 30, 2026	51-200	77 contacts →
	Exact match “Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Zedplus Accounting And Finance	Exact match	Parramatta, AustraliaHQ recorded Sep 30, 2026	11-50	73 contacts →
	Exact match “We are an independent accounting and financial consultancy firm focussed on developing customised strategies designed to fit the needs of corporate and individual clients.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	WMS TAX & Advisory	Exact match	Gold Coast, AustraliaHQ recorded Sep 30, 2026	51-200	71 contacts →
	Exact match “Since 1994, WMS has been helping businesses, families and individuals to succeed.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	CIB Accountants & Advisers	Exact match	Parramatta, AustraliaHQ recorded Sep 30, 2026	51-200	67 contacts →
	Exact match “At CIB, we go beyond the numbers.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Stateplus	Exact match	Sydney, AustraliaHQ recorded Sep 30, 2026	201-500	63 contacts →
	Exact match “For 25 years, StatePlus has helped everyday Australians take control of their money.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Ausun Finance	Exact match	Camberwell, AustraliaHQ recorded Sep 30, 2026	11-50	63 contacts →
	Exact match “AUSUN Finance has well over 30 years of financial-planning experience between it's planners.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	Forsyths	Exact match	Tamworth, AustraliaHQ recorded Sep 30, 2026	51-200	62 contacts →
	Exact match “For the last century, Forsyths has helped families plan for their children’s education, helped small businesses become larger ones and built strong and lasting superannuation and…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Northeast Wealth	Exact match	Chadstone, AustraliaHQ recorded Sep 30, 2026	n/a	62 contacts →
	Exact match “Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	HMW Group	Exact match	Brisbane City, AustraliaHQ recorded Sep 30, 2026	51-200	61 contacts →
	Exact match “Established in 1991, HMW Group has built a strong reputation as a trusted provider of comprehensive financial solutions.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Stanford Brown	Exact match	North Sydney, AustraliaHQ recorded Sep 30, 2026	51-200	60 contacts →
	Exact match “The invaluables.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	AGS Financial Group	Exact match	North Sydney, AustraliaHQ recorded Sep 30, 2026	51-200	59 contacts →
	Exact match “AGS Financial Group is an integrated advisory firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	FMD Financial	Exact match	Melbourne, AustraliaHQ recorded Sep 30, 2026	11-50	59 contacts →
	Exact match “Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	MJC Partners PTY LTD	Exact match	Dandenong, AustraliaHQ recorded Sep 30, 2026	11-50	59 contacts →
	Exact match “MJC Partners brings together people whose focus is to give you and your business the direction to tap into your true potential and create wealth and freedom.” Recorded in the RevenueBase company graph · Sep 30, 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 consulting firms”. 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 2,244 financial planning consulting firms based in Australia

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Financial planning consulting firms based in Australia at a glance

As of Sep 30, 2026

50.5%Verified-email coverage

8.7%Mobile-number coverage

6.5Average contacts per company

1-10Median size (employees)

9.9%Largest-city concentration · Sydney

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

1,558

11-50

601

51-200

201-500

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 33.0d

2,0850–30

4,94431–60

27361–90

690–180

6180+

Company record updated

Median 96.0d

00–30

79731–60

5,51761–90

7,28790–180

877180+

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 consulting firms” 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 7,319 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 September 30, 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.

Financial planning consulting firms by metro

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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Australia?

RevenueBase identified 2,244 company matches for financial planning consulting firms associated with Australia as of September 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?

Viridian Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning consulting firms?

Sydney leads with 222 company records, followed by Melbourne (161) and Brisbane (70).

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 7,319 professional contacts with verified work emails tracked across these 2,244 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 September 30, 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 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.