Company lists · Data refreshed September 2026
Top 25 Financial planning outsourcing companies based in Melbourne, Australia
RevenueBase identified 105 company matches for financial planning outsourcing companies associated with Melbourne, Australia as of September 2026 and tracks 993 professional contacts across them, including 604 with verified work emails. Across Australia, Sydney is the largest hub for this category (155 companies); Melbourne follows with 105.
This list covers company matches for financial planning outsourcing companies associated with Melbourne, 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 28, 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 outsourcing companies based in Melbourne, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 295 contacts → | ||||
Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 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 28, 2026 · View company records in RevenueBase | |||||
| 3 | 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 28, 2026 · View company records in RevenueBase | |||||
| 4 | 31 contacts → | ||||
Exact match “Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 28 contacts → | ||||
Exact match “At Verse, we take a wildly different approach to financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 21 contacts → | ||||
Exact match “Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “Frontier Financial Group is a Melbourne based boutique practice, providing financial planning advice since 1988.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “Financial Coaching is a financial planning practice that believes in the difference that our advice can make - whatever your stage of life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “We help everyday Australians build wealth and achieve financial independence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “ActOn Wealth is a boutique firm of exceptionally knowledgeable and skilled financial planning advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “APC provides personalised financial solutions that take into account all aspects of your financial life and offer guidance to you and family groups when making important financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “Galley Associates is committed to helping you develop and pursue the strategies necessary for you to build, manage and protect your business and individual wealth and prosperity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “Connecting you to the financial guidance you need” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Most people didn’t grow up talking about money openly; certainly not at a level where our past & future financial decisions were being assessed or questioned.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Affinity Private Advisors specialises in holistic financial advice for busy professionals and families wishing to create genuine financial independence and intergenerational…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “At Financial Index Wealth Accounting we provide comprehensive financial planning advice and wealth accounting to a diverse range of individuals and businesses nationwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “We are a friendly team that focuses on putting our customers’ needs first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Recorded in the RevenueBase company graph · Sep 28, 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 outsourcing companies”. 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 105 financial planning outsourcing companies based in Melbourne, Australia
See the full list, filter by size, metro and specialty, and access 604 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning outsourcing companies based in Melbourne, Australia at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 105 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 Melbourne, Australia whose business descriptions match “financial planning outsourcing companies” 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 604 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 28, 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 outsourcing companies by metro in Australia
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 outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning outsourcing companies are there based in Melbourne, Australia?
RevenueBase identified 105 company matches for financial planning outsourcing companies associated with Melbourne, 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 in Australia has the most financial planning outsourcing companies?
Sydney leads Australia with 155 company records, followed by Melbourne (105) and Brisbane (44).
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 604 professional contacts with verified work emails tracked across these 105 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 105 financial planning outsourcing companies based in Melbourne, Australia. Start with a free account, no credit card.
Download this list →Related lists
Financial planning outsourcing companies by geography
- Financial planning outsourcing companies based in Adelaide, Australia
- Financial planning outsourcing companies based in Brisbane, Australia
- Financial planning outsourcing companies based in Perth, Australia
- Financial planning outsourcing companies based in Sydney, Australia
- Financial planning outsourcing companies based in Belo Horizonte, Brazil
- Financial planning outsourcing companies based in Sao Paulo, Brazil
- Financial planning outsourcing companies based in Calgary, Canada
- Financial planning outsourcing companies based in Edmonton, Canada
- Financial planning outsourcing companies based in Mississauga, Canada
- Financial planning outsourcing companies based in Montreal, Canada
- Financial planning outsourcing companies based in Ottawa, Canada
- Financial planning outsourcing companies based in Toronto, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning outsourcing companies based in Adelaide, Australia
- Financial planning outsourcing companies based in Brisbane, Australia
- Financial planning outsourcing companies based in Perth, Australia
- Financial planning outsourcing companies based in Sydney, Australia
- Financial planning outsourcing companies based in Belo Horizonte, Brazil
- Financial planning outsourcing companies based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 financial planning outsourcing companies based in Melbourne, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 105 matching company records for financial planning outsourcing companies based in Melbourne, Australia, with 993 tracked contacts and 604 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: September 28, 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 outsourcing companies based in Melbourne, 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 |  Viridian Financial Groupviridianfinancialgroup.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 295 contacts → |
“Viridian Financial Group is a leading Australian diversified financial services business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Wilson Pateras Accountants & Advisorswilsonpateras.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 89 contacts → |
“Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  FMD Financialfmd.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 59 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Reventonreventon.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 31 contacts → |
“Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Verse Wealthversewealth.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 28 contacts → |
“At Verse, we take a wildly different approach to financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Lanteri Partners Grouplanteri.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 21 contacts → |
“Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Prosolution Private Officeprosolution.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 18 contacts → |
“ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Frontier Financial Groupfrontierfg.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 17 contacts → |
“Frontier Financial Group is a Melbourne based boutique practice, providing financial planning advice since 1988.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Financial Coaching PTY LTDfinancialcoaching.net.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 15 contacts → |
“Financial Coaching is a financial planning practice that believes in the difference that our advice can make - whatever your stage of life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Focus Partners Australia Link Financiallinkfs.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 15 contacts → |
“Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Freedom Strategy Managementfreedomstrategy.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 14 contacts → |
“We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealth HUB Australiawealthhubaustralia.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 14 contacts → |
“We help everyday Australians build wealth and achieve financial independence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Collins Housecollinshouse.comHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 13 contacts → |
“Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Acton Wealth PTY LTDactonwealth.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 11 contacts → |
“ActOn Wealth is a boutique firm of exceptionally knowledgeable and skilled financial planning advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Australian Private Capitalapcas.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 11 contacts → |
“APC provides personalised financial solutions that take into account all aspects of your financial life and offer guidance to you and family groups when making important financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Galley Associatesgalleyassociates.comHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 11 contacts → |
“Galley Associates is committed to helping you develop and pursue the strategies necessary for you to build, manage and protect your business and individual wealth and prosperity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finitofinito.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 10 contacts → |
“Connecting you to the financial guidance you need” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Chronos Privatechronosprivate.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 9 contacts → |
“Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finspectivefinspective.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“Most people didn’t grow up talking about money openly; certainly not at a level where our past & future financial decisions were being assessed or questioned.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Affinity Private Advisorsaffinityprivate.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Affinity Private Advisors specialises in holistic financial advice for busy professionals and families wishing to create genuine financial independence and intergenerational…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Financial Index Wealth Accountantsfindex.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 7 contacts → |
“At Financial Index Wealth Accounting we provide comprehensive financial planning advice and wealth accounting to a diverse range of individuals and businesses nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Eikon Financialeikonfs.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Opulent Financeopulentfinance.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 7 contacts → |
“We are a friendly team that focuses on putting our customers’ needs first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Dependable Accounting & Taxationaccountingtaxvic.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  Lowe Lippmann Wealth Advisersllwa.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 6 contacts → |
“Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 105 company matches
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Financial planning outsourcing companies: dataset insights
September 28, 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
102 records in the displayed employee bands.
3 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 across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 105 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: September 28, 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 ↗
Financial planning outsourcing companies by metro in Australia
Questions about this company list
What does Exact match mean for financial planning outsourcing companies?
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 outsourcing companies did RevenueBase find based in Melbourne, Australia?
The saved snapshot records 105 matching company records, 993 tracked contacts and 604 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: September 28, 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
Financial planning outsourcing companies by geography
- Financial planning outsourcing companies based in Adelaide, Australia
- Financial planning outsourcing companies based in Brisbane, Australia
- Financial planning outsourcing companies based in Perth, Australia
- Financial planning outsourcing companies based in Sydney, Australia
- Financial planning outsourcing companies based in Belo Horizonte, Brazil
- Financial planning outsourcing companies based in Sao Paulo, Brazil
- Financial planning outsourcing companies based in Calgary, Canada
- Financial planning outsourcing companies based in Edmonton, Canada
- Financial planning outsourcing companies based in Mississauga, Canada
- Financial planning outsourcing companies based in Montreal, Canada
- Financial planning outsourcing companies based in Ottawa, Canada
- Financial planning outsourcing companies based in Toronto, Canada
Cite this list
RevenueBase Data Team. Top 25 financial planning outsourcing companies based in Melbourne, Australia. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-outsourcing-companies/australia/melbourne.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning outsourcing companies based in Adelaide, Australia
- Financial planning outsourcing companies based in Brisbane, Australia
- Financial planning outsourcing companies based in Perth, Australia
- Financial planning outsourcing companies based in Sydney, Australia
- Financial planning outsourcing companies based in Belo Horizonte, Brazil
- Financial planning outsourcing companies based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 financial planning outsourcing companies based in Melbourne, Australia
RevenueBase records 105 matching company records for financial planning outsourcing companies based in Melbourne, Australia, with 993 tracked contacts and 604 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: September 28, 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 outsourcing companies based in Melbourne, 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 | Viridian Financial Groupviridianfinancialgroup.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 295 contacts → |
“Viridian Financial Group is a leading Australian diversified financial services business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Wilson Pateras Accountants & Advisorswilsonpateras.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 89 contacts → |
“Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | FMD Financialfmd.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 59 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Reventonreventon.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 31 contacts → |
“Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Verse Wealthversewealth.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 28 contacts → |
“At Verse, we take a wildly different approach to financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lanteri Partners Grouplanteri.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 21 contacts → |
“Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Prosolution Private Officeprosolution.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 18 contacts → |
“ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Frontier Financial Groupfrontierfg.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 17 contacts → |
“Frontier Financial Group is a Melbourne based boutique practice, providing financial planning advice since 1988.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Financial Coaching PTY LTDfinancialcoaching.net.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 15 contacts → |
“Financial Coaching is a financial planning practice that believes in the difference that our advice can make - whatever your stage of life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Focus Partners Australia Link Financiallinkfs.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 15 contacts → |
“Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Freedom Strategy Managementfreedomstrategy.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 14 contacts → |
“We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealth HUB Australiawealthhubaustralia.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 14 contacts → |
“We help everyday Australians build wealth and achieve financial independence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Collins Housecollinshouse.com HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 13 contacts → |
“Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Acton Wealth PTY LTDactonwealth.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 11 contacts → |
“ActOn Wealth is a boutique firm of exceptionally knowledgeable and skilled financial planning advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Australian Private Capitalapcas.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 11 contacts → |
“APC provides personalised financial solutions that take into account all aspects of your financial life and offer guidance to you and family groups when making important financial…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Galley Associatesgalleyassociates.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 11 contacts → |
“Galley Associates is committed to helping you develop and pursue the strategies necessary for you to build, manage and protect your business and individual wealth and prosperity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finitofinito.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 10 contacts → |
“Connecting you to the financial guidance you need” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Chronos Privatechronosprivate.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 9 contacts → |
“Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finspectivefinspective.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“Most people didn’t grow up talking about money openly; certainly not at a level where our past & future financial decisions were being assessed or questioned.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Affinity Private Advisorsaffinityprivate.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Affinity Private Advisors specialises in holistic financial advice for busy professionals and families wishing to create genuine financial independence and intergenerational…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Financial Index Wealth Accountantsfindex.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 7 contacts → |
“At Financial Index Wealth Accounting we provide comprehensive financial planning advice and wealth accounting to a diverse range of individuals and businesses nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Eikon Financialeikonfs.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Opulent Financeopulentfinance.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 7 contacts → |
“We are a friendly team that focuses on putting our customers’ needs first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Dependable Accounting & Taxationaccountingtaxvic.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Lowe Lippmann Wealth Advisersllwa.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 6 contacts → |
“Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 105 company matches
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Financial planning outsourcing companies: dataset insights
September 28, 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
102 records in the displayed employee bands.
3 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 across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 105 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: September 28, 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 ↗
Financial planning outsourcing companies by metro in Australia
Questions about this company list
What does Exact match mean for financial planning outsourcing companies?
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 outsourcing companies did RevenueBase find based in Melbourne, Australia?
The saved snapshot records 105 matching company records, 993 tracked contacts and 604 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: September 28, 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 outsourcing companies based in Melbourne, Australia. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-outsourcing-companies/australia/melbourne.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Financial planning outsourcing companies based in Adelaide, Australia
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