Company lists · Data refreshed November 2026

Top 12 Financial planning course providers based in Australia

RevenueBase identified 40 company matches for financial planning course providers associated with Australia as of November 2026 and tracks 141 professional contacts across them, including 52 with verified work emails. Sydney is the largest hub.

This list covers company matches for financial planning course providers 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
40Companies
141Contacts tracked
52Verified emails
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The 12 largest financial planning course providers based in Australia

Ranked by team size
Top 12 of 40 company matches for financial planning course providers based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSydney, AustraliaHQ recorded Nov 6, 202611-5045 contacts →

Exact match

“We solve first world problems: Paying too much tax?”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchWoolooware, AustraliaHQ recorded Nov 6, 20261-103 contacts →

Exact match

“Many of our clients come to us because their financial world does not fit neatly into a box.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-502 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
4Exact matchToowoomba C, AustraliaHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Every Australian can prosper.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchAinslie, AustraliaHQ recorded Nov 6, 20261-102 contacts →

Exact match

“Financial freedom will mean different things to different people and almost always depends on their personal situation, desires and values.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchMilton, AustraliaHQ recorded Nov 6, 20261-102 contacts →

Exact match

“The time is NOW.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchEngadine, AustraliaHQ recorded Nov 6, 202611-501 contacts →

Exact match

“We are a multi award winning family business with offices in Engadine and the Southern Highlands.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchNorth Sydney, AustraliaHQ recorded Nov 6, 20261-101 contacts →

Exact match

“Let’s face it, money impacts all of us, and it’s not always the easiest subject to broach.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchAdelaide, AustraliaHQ recorded Nov 6, 20261-101 contacts →

Exact match

“At Beyond the Curriculum, we're on a mission to empower the next generation of young Australians with the practical knowledge and life skills that traditional school curriculums…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchOcean Grove, AustraliaHQ recorded Nov 6, 20261-101 contacts →

Exact match

“MoneyRocket, led by Mark Kruger, is about the X-factor in your finances - YOU!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Nov 6, 20261-101 contacts →

Exact match

“Helping people navigate the complex world of Investing, Superannuation, Retirement and Protection.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchSt. Kilda, AustraliaHQ recorded Nov 6, 20261-101 contacts →

Exact match

“WHYSE is a financial planning firm in Melbourne that does things differently.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 12 of 40 financial planning course providers based in Australia

See the full list, filter by size, metro and specialty, and access 52 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning course providers based in Australia at a glance

As of Nov 6, 2026
36.9%Verified-email coverage
3.5Average contacts per company
1-10Median size (employees)
27.5%Largest-city concentration · Sydney
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
6

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 40 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 course providers” 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 52 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 course providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning course providers are there based in Australia?

RevenueBase identified 40 company matches for financial planning course providers 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?

Pivot Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning course providers?

Sydney leads with 11 company records, followed by Melbourne (3) and Adelaide (2).

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 52 professional contacts with verified work emails tracked across these 40 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.

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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.