Company lists · Data refreshed September 2026

Top 21 Financial planning consulting firms based in North Sydney, Australia

RevenueBase identified 29 financial planning consulting firms headquartered in North Sydney, Australia as of September 2026 and tracks 276 professional contacts across them, including 153 with verified work emails. Across Australia, Sydney is the largest hub for this category (222 companies); North Sydney has 29.

This list covers financial planning consulting firms headquartered in North Sydney, 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 30, 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 30, 2026 86% judged on-target in blind review
29Companies
276Contacts tracked
153Verified emails
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The 21 largest financial planning consulting firms based in North Sydney, Australia

Ranked by team size
Top 21 of 29 financial planning consulting firms based in North Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning consulting firms: 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
1Indirect evidenceNorth Sydney, AustraliaHQ checked Sep 30, 202651-20060 contacts →

Indirect evidence

“The invaluables.”

Source: RevenueBase Database · checked Sep 30, 2026
2Partial evidenceNorth Sydney, AustraliaHQ checked Sep 30, 202651-20059 contacts →

Partial evidence

“AGS Financial Group is an integrated advisory firm.”

Source: RevenueBase Database · checked Sep 30, 2026
3Strong evidenceNorth Sydney, AustraliaHQ checked Sep 30, 202611-5028 contacts →

Strong evidence

“CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.”

Source: RevenueBase Database · checked Sep 30, 2026
4Partial evidenceNorth Sydney, AustraliaHQ checked Sep 30, 202611-5021 contacts →

Partial evidence

“Prime Partners was established in July 2006 when Chartered Accountants (Power Hansen) and Financial Planners (McCosker Dunstan) merged to create an advisory business.”

Source: RevenueBase Database · checked Sep 30, 2026
5Indirect evidenceNorth Sydney, AustraliaHQ checked Sep 30, 202611-509 contacts →

Indirect evidence

“Bates Cosgrave is an experienced, dynamic firm with a proven track record.”

Source: RevenueBase Database · checked Sep 30, 2026
6Partial evidenceNorth Sydney, AustraliaHQ checked Sep 30, 202611-509 contacts →

Partial evidence

“Halcyon Wealth Advisers deliver a holistic analysis of your financial position.”

Source: RevenueBase Database · checked Sep 30, 2026
7Indirect evidenceNorth Sydney, AustraliaHQ checked Sep 30, 202611-509 contacts →

Indirect evidence

“As a boutique accounting and tax advisory firm, we provide professional and personalised advice to both private businesses and individual clients.”

Source: RevenueBase Database · checked Sep 30, 2026
8Partial evidenceNorth Sydney, AustraliaHQ checked Sep 30, 20261-105 contacts →

Partial evidence

“Helping You Take Control of Your Financial Future At Wealth Peak Financial Advice, we understand that managing wealth can feel overwhelming.”

Source: RevenueBase Database · checked Sep 30, 2026
9Strong evidenceNorth Sydney, AustraliaHQ checked Sep 30, 20261-105 contacts →

Strong evidence

“BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future.”

Source: RevenueBase Database · checked Sep 30, 2026
10Partial evidenceNorth Sydney, AustraliaHQ checked Sep 30, 202611-504 contacts →

Partial evidence

“Many people tend to think that financial advisers are just boring old accountants who bang on about retirement.”

Source: RevenueBase Database · checked Sep 30, 2026
11Indirect evidenceNorth Sydney, AustraliaHQ checked Sep 30, 20261-104 contacts →

Indirect evidence

“Byrne Partners is a boutique advisory, tax and accounting firm based in North Sydney.”

Source: RevenueBase Database · checked Sep 30, 2026
12Partial evidenceNorth Sydney, AustraliaHQ checked Sep 30, 20261-103 contacts →

Partial evidence

“At Stephen Financial Solutions, we aspire to deliver not only the highest quality financial advice, but also the peace of mind and security that comes with being prepared for the…”

Source: RevenueBase Database · checked Sep 30, 2026
13Strong evidenceNorth Sydney, AustraliaHQ checked Sep 30, 202611-503 contacts →

Strong evidence

“Our Financial Planning services make planning for your future easy.”

Source: RevenueBase Database · checked Sep 30, 2026
14Indirect evidenceNorth Sydney, AustraliaHQ checked Sep 30, 20261-103 contacts →

Indirect evidence

“Key Concept Wealth and Insurance provides quality advice backed by exceptional service by offering our clients holistic tailormade solutions to grow your wealth and protect your…”

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceNorth Sydney, AustraliaHQ checked Sep 30, 20261-103 contacts →

Indirect evidence

“Transition Wealth is predicated on the belief that money opens doors.”

Source: RevenueBase Database · checked Sep 30, 2026
16Strong evidenceNorth Sydney, AustraliaHQ checked Sep 30, 20261-103 contacts →

Strong evidence

“Hunts' Group provide strategic and corporate consulting services to: • Financial institutions and their subsidiaries • Intermediate sized listed and unlisted financial services…”

Source: RevenueBase Database · checked Sep 30, 2026
17Strong evidenceNorth Sydney, AustraliaHQ checked Sep 30, 20261-102 contacts →

Strong evidence

“At Endeavour Consulting Group, we are experienced professionals who have seen the financial advice industry from various angles: • Owning and operating a successful multi-adviser…”

Source: RevenueBase Database · checked Sep 30, 2026
18Partial evidenceNorth Sydney, AustraliaHQ checked Sep 30, 202611-502 contacts →

Partial evidence

“At Emerald Private Wealth, we are your financial partners for life.”

Source: RevenueBase Database · checked Sep 30, 2026
19Strong evidenceNorth Sydney, AustraliaHQ checked Sep 30, 20261-102 contacts →

Strong evidence

“Fluid Financial Planning Pty Ltd (‘Fluid’) is a privately owned financial planning firm.”

Source: RevenueBase Database · checked Sep 30, 2026
20Indirect evidenceNorth Sydney, AustraliaHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“Brett and his team believe finance is personal.”

Source: RevenueBase Database · checked Sep 30, 2026
21Partial evidenceNorth Sydney, AustraliaHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“Dave Hazlewood is the founder of Knightswood House and has worked with over families and individuals since he began providing financial advice in 1996.”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 21 of 29 financial planning consulting firms based in North Sydney, Australia

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Financial planning consulting firms based in North Sydney, Australia at a glance

As of Sep 30, 2026
55.4%Verified-email coverage
9.5Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
11
51-200
2

Email recency for this list is measured across the whole Australia list rather than for North Sydney, so it is reported there. Company counts and contact totals on this page are exact for North Sydney, over 29 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 consulting firms, 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 North Sydney, Australia whose own description of what they do matches “financial planning consulting firms”. 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 consulting firms), 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 consulting firms, and records with no verified work email. Companies headquartered outside North Sydney 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, 153 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 30, 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.

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 consulting firms, 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 consulting firms are there based in North Sydney, Australia?

RevenueBase identified 29 financial planning consulting firms headquartered in North Sydney, 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?

Stanford Brown, headquartered in North Sydney, tops this list with the largest team on record.

Which city in Australia has the most financial planning consulting firms?

Sydney leads Australia with 222 headquartered companies, followed by Melbourne (161) and Brisbane (70). North Sydney has 29.

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 153 verified decision-maker contacts tracked across these 29 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 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 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.