Company lists · Data refreshed November 2026
Top 25 Financial planning recruiters based in Australia
RevenueBase identified 142 company matches for financial planning recruiters associated with Australia as of November 2026 and tracks 672 professional contacts across them, including 332 with verified work emails. Sydney is the largest hub.
This list covers company matches for financial planning recruiters 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.
The 25 largest financial planning recruiters based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 61 contacts → | ||||
Exact match “Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 50 contacts → | ||||
Exact match “People are the heartbeat of our business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 40 contacts → | ||||
Exact match “Tupicoffs provide advice on a fee for service basis.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 23 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “We believe it is important for everyone to achieve financial freedom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 15 contacts → | ||||
Exact match “Located in Warners Bay, New South Wales, we have been providing quality financial advice since 1996.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “Oak Financial Planning is a division of Oak Group Holdings based in 3 Melbourne locations and prides itself on having a collaborative, versatile, hard working and innovative…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “Bringing lead talent and job opportunities together.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “At Parker Accounting and Financial Services we believe in a holistic view of your financial life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 12 contacts → | ||||
Exact match “Our team of Certified Financial Planners,technical paraplanners and client service officers work with individuals, executives and families to manage their financial affairs, build…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Our financial planning services are designed to help you achieve your goals and live the life you've always imagined.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “What do you look for when considering engaging someone in the Financial Services Industry?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “Located in the heart of Bendigo, Venture Financial Advisers Pty Ltd are your trusted partner when it comes to your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Mancell Financial Group was founded in February 1980.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “The words ‘retirement’ and ‘relaxation’ should be synonymous.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “At Wealthlabplus, everything starts with you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Financial planning is not just about investments and, not only for the wealthy either.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Enva is all about you, your goals and challenges.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “DFA Financial Planners is now trading as DFM Financial Group as we now also have dedicated Accountants and Mortgage Consultants.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Barbican is a specialist financial services recruitment business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “We work with wealth families, pre-retirees and retirees looking to fund their dream retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Globe Financial Planning is an independent financial planning firm founded in 2009 and located in West Perth, Western Australia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “At Epona Financial Guidance, we think of life as a journey to be enjoyed - with all its ups and downs, pit-stops, diversions and various destinations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Qualia Wealth Financial Advisers help people at all stages of life achieve their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 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 recruiters”. 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 142 financial planning recruiters based in Australia
See the full list, filter by size, metro and specialty, and access 332 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning recruiters based in Australia at a glance
As of Nov 6, 2026Companies by employee count
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 142 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 recruiters” 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 332 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 recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning recruiters are there based in Australia?
RevenueBase identified 142 company matches for financial planning recruiters 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?
FMD Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning recruiters?
Sydney leads with 24 company records, followed by Melbourne (19) and Brisbane (5).
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 332 professional contacts with verified work emails tracked across these 142 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.
Ready to reach these companies? Verified emails and direct dials for all 142 financial planning recruiters based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Financial planning recruiters by geography
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
- Financial planning recruiters based in Atlanta, United States
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
- Financial planning recruiters based in Charlotte, United States
- Financial planning recruiters based in Chicago, United States
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 recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
Company intelligence · public preview
Top 25 financial planning recruiters based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 142 matching company records for financial planning recruiters based in Australia, with 672 tracked contacts and 332 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: November 6, 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 recruiters based in 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 |  FMD Financialfmd.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 61 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Fourquarters Recruitmentfourquarters.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 50 contacts → |
“People are the heartbeat of our business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Tupicoffs, The Independent Financial Plannerstupicoffs.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 40 contacts → |
“Tupicoffs provide advice on a fee for service basis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | SWA Financial Planningswafinancialplanning.com.au HQ: Wollongong, AustraliaReported employees: 11-50 | Wollongong, Australia | 11-50 | Exact match | 23 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 |  Altitude Advisersaltitudeadvisers.com.auHQ: Springwood, AustraliaReported employees: 11-50 | Springwood, Australia | 11-50 | Exact match | 19 contacts → |
“We believe it is important for everyone to achieve financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Progressive Financial Plannersprofp.com.auHQ: Lake Macquarie, AustraliaReported employees: 11-50 | Lake Macquarie, Australia | 11-50 | Exact match | 15 contacts → |
“Located in Warners Bay, New South Wales, we have been providing quality financial advice since 1996.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  OAK Financial Planningoakfinancial.com.auHQ: Kew East, AustraliaReported employees: 11-50 | Kew East, Australia | 11-50 | Exact match | 14 contacts → |
“Oak Financial Planning is a division of Oak Group Holdings based in 3 Melbourne locations and prides itself on having a collaborative, versatile, hard working and innovative…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Advice2talentadvice2talent.comHQ: Kew, AustraliaReported employees: 51-200 | Kew, Australia | 51-200 | Exact match | 14 contacts → |
“Bringing lead talent and job opportunities together.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Parker Accounting And Financial Servicesparkeraccounting.com.auHQ: Launceston, AustraliaReported employees: 11-50 | Launceston, Australia | 11-50 | Exact match | 13 contacts → |
“At Parker Accounting and Financial Services we believe in a holistic view of your financial life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Momentum Planningmomentumplanning.com.auHQ: North Perth, AustraliaReported employees: 11-50 | North Perth, Australia | 11-50 | Exact match | 12 contacts → |
“Our team of Certified Financial Planners,technical paraplanners and client service officers work with individuals, executives and families to manage their financial affairs, build…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Finwest Wealth Managementfinwest.com.auHQ: South Perth, AustraliaReported employees: 1-10 | South Perth, Australia | 1-10 | Exact match | 12 contacts → |
“Our financial planning services are designed to help you achieve your goals and live the life you've always imagined.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Godfrey Group Recruitment & Consultancygodfreygroup.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 11 contacts → |
“What do you look for when considering engaging someone in the Financial Services Industry?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Venture Financial Advisersventurebendigo.com.auHQ: Bendigo, AustraliaReported employees: 11-50 | Bendigo, Australia | 11-50 | Exact match | 10 contacts → |
“Located in the heart of Bendigo, Venture Financial Advisers Pty Ltd are your trusted partner when it comes to your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mancell Financial Groupmfg.com.auHQ: Burnie, AustraliaReported employees: 11-50 | Burnie, Australia | 11-50 | Exact match | 8 contacts → |
“Mancell Financial Group was founded in February 1980.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Partners In Wealthpartnersinwealth.com.auHQ: East Gosford, AustraliaReported employees: 11-50 | East Gosford, Australia | 11-50 | Exact match | 8 contacts → |
“The words ‘retirement’ and ‘relaxation’ should be synonymous.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Wealthlabpluswealthlab.com.auHQ: South Melbourne, AustraliaReported employees: 1-10 | South Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“At Wealthlabplus, everything starts with you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fifteen Hundred Financial Strategistsfifteenhundred.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“Financial planning is not just about investments and, not only for the wealthy either.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Lambert Group Future Planninglambertgroup.coHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  ENVAenva.com.auHQ: Kent Town, AustraliaReported employees: 1-10 | Kent Town, Australia | 1-10 | Exact match | 7 contacts → |
“Enva is all about you, your goals and challenges.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  DFA Financial Groupdfmgroup.com.auHQ: Coffs Harbour, AustraliaReported employees: 11-50 | Coffs Harbour, Australia | 11-50 | Exact match | 7 contacts → |
“DFA Financial Planners is now trading as DFM Financial Group as we now also have dedicated Accountants and Mortgage Consultants.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Barbican Recruitmentbarbicanrecruitment.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Barbican is a specialist financial services recruitment business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Quantum Financialquantumfinancial.com.auHQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 6 contacts → |
“We work with wealth families, pre-retirees and retirees looking to fund their dream retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Globe Financial Planningglobefp.com.auHQ: West Perth, AustraliaReported employees: 1-10 | West Perth, Australia | 1-10 | Exact match | 6 contacts → |
“Globe Financial Planning is an independent financial planning firm founded in 2009 and located in West Perth, Western Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Epona Financial Guidanceeponafg.comHQ: Ringwood, AustraliaReported employees: 1-10 | Ringwood, Australia | 1-10 | Exact match | 6 contacts → |
“At Epona Financial Guidance, we think of life as a journey to be enjoyed - with all its ups and downs, pit-stops, diversions and various destinations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Qualia Wealthqualiawealth.com.auHQ: Nundah, AustraliaReported employees: 1-10 | Nundah, Australia | 1-10 | Exact match | 6 contacts → |
“Qualia Wealth Financial Advisers help people at all stages of life achieve their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 142 company matches
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Financial planning recruiters: dataset insights
November 6, 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
140 records in the displayed employee bands.
2 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 worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 142 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: November 6, 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 ↗
Questions about this company list
What does Exact match mean for financial planning recruiters?
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 recruiters did RevenueBase find based in Australia?
The saved snapshot records 142 matching company records, 672 tracked contacts and 332 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: November 6, 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 recruiters by geography
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
- Financial planning recruiters based in Atlanta, United States
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
- Financial planning recruiters based in Charlotte, United States
- Financial planning recruiters based in Chicago, United States
Cite this list
RevenueBase Data Team. Top 25 financial planning recruiters based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/australia.
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 recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
Company intelligence · public preview
Top 25 financial planning recruiters based in Australia
RevenueBase records 142 matching company records for financial planning recruiters based in Australia, with 672 tracked contacts and 332 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: November 6, 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 recruiters based in 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 | FMD Financialfmd.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 61 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Fourquarters Recruitmentfourquarters.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 50 contacts → |
“People are the heartbeat of our business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Tupicoffs, The Independent Financial Plannerstupicoffs.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 40 contacts → |
“Tupicoffs provide advice on a fee for service basis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | SWA Financial Planningswafinancialplanning.com.au HQ: Wollongong, AustraliaReported employees: 11-50 | Wollongong, Australia | 11-50 | Exact match | 23 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | Altitude Advisersaltitudeadvisers.com.au HQ: Springwood, AustraliaReported employees: 11-50 | Springwood, Australia | 11-50 | Exact match | 19 contacts → |
“We believe it is important for everyone to achieve financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Progressive Financial Plannersprofp.com.au HQ: Lake Macquarie, AustraliaReported employees: 11-50 | Lake Macquarie, Australia | 11-50 | Exact match | 15 contacts → |
“Located in Warners Bay, New South Wales, we have been providing quality financial advice since 1996.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | OAK Financial Planningoakfinancial.com.au HQ: Kew East, AustraliaReported employees: 11-50 | Kew East, Australia | 11-50 | Exact match | 14 contacts → |
“Oak Financial Planning is a division of Oak Group Holdings based in 3 Melbourne locations and prides itself on having a collaborative, versatile, hard working and innovative…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Advice2talentadvice2talent.com HQ: Kew, AustraliaReported employees: 51-200 | Kew, Australia | 51-200 | Exact match | 14 contacts → |
“Bringing lead talent and job opportunities together.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Parker Accounting And Financial Servicesparkeraccounting.com.au HQ: Launceston, AustraliaReported employees: 11-50 | Launceston, Australia | 11-50 | Exact match | 13 contacts → |
“At Parker Accounting and Financial Services we believe in a holistic view of your financial life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Momentum Planningmomentumplanning.com.au HQ: North Perth, AustraliaReported employees: 11-50 | North Perth, Australia | 11-50 | Exact match | 12 contacts → |
“Our team of Certified Financial Planners,technical paraplanners and client service officers work with individuals, executives and families to manage their financial affairs, build…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Finwest Wealth Managementfinwest.com.au HQ: South Perth, AustraliaReported employees: 1-10 | South Perth, Australia | 1-10 | Exact match | 12 contacts → |
“Our financial planning services are designed to help you achieve your goals and live the life you've always imagined.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Godfrey Group Recruitment & Consultancygodfreygroup.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 11 contacts → |
“What do you look for when considering engaging someone in the Financial Services Industry?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Venture Financial Advisersventurebendigo.com.au HQ: Bendigo, AustraliaReported employees: 11-50 | Bendigo, Australia | 11-50 | Exact match | 10 contacts → |
“Located in the heart of Bendigo, Venture Financial Advisers Pty Ltd are your trusted partner when it comes to your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mancell Financial Groupmfg.com.au HQ: Burnie, AustraliaReported employees: 11-50 | Burnie, Australia | 11-50 | Exact match | 8 contacts → |
“Mancell Financial Group was founded in February 1980.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Partners In Wealthpartnersinwealth.com.au HQ: East Gosford, AustraliaReported employees: 11-50 | East Gosford, Australia | 11-50 | Exact match | 8 contacts → |
“The words ‘retirement’ and ‘relaxation’ should be synonymous.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wealthlabpluswealthlab.com.au HQ: South Melbourne, AustraliaReported employees: 1-10 | South Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“At Wealthlabplus, everything starts with you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fifteen Hundred Financial Strategistsfifteenhundred.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“Financial planning is not just about investments and, not only for the wealthy either.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lambert Group Future Planninglambertgroup.co HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | ENVAenva.com.au HQ: Kent Town, AustraliaReported employees: 1-10 | Kent Town, Australia | 1-10 | Exact match | 7 contacts → |
“Enva is all about you, your goals and challenges.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | DFA Financial Groupdfmgroup.com.au HQ: Coffs Harbour, AustraliaReported employees: 11-50 | Coffs Harbour, Australia | 11-50 | Exact match | 7 contacts → |
“DFA Financial Planners is now trading as DFM Financial Group as we now also have dedicated Accountants and Mortgage Consultants.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Barbican Recruitmentbarbicanrecruitment.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Barbican is a specialist financial services recruitment business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Quantum Financialquantumfinancial.com.au HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 6 contacts → |
“We work with wealth families, pre-retirees and retirees looking to fund their dream retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Globe Financial Planningglobefp.com.au HQ: West Perth, AustraliaReported employees: 1-10 | West Perth, Australia | 1-10 | Exact match | 6 contacts → |
“Globe Financial Planning is an independent financial planning firm founded in 2009 and located in West Perth, Western Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Epona Financial Guidanceeponafg.com HQ: Ringwood, AustraliaReported employees: 1-10 | Ringwood, Australia | 1-10 | Exact match | 6 contacts → |
“At Epona Financial Guidance, we think of life as a journey to be enjoyed - with all its ups and downs, pit-stops, diversions and various destinations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Qualia Wealthqualiawealth.com.au HQ: Nundah, AustraliaReported employees: 1-10 | Nundah, Australia | 1-10 | Exact match | 6 contacts → |
“Qualia Wealth Financial Advisers help people at all stages of life achieve their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 142 company matches
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Financial planning recruiters: dataset insights
November 6, 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
140 records in the displayed employee bands.
2 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 worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 142 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: November 6, 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 ↗
Questions about this company list
What does Exact match mean for financial planning recruiters?
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 recruiters did RevenueBase find based in Australia?
The saved snapshot records 142 matching company records, 672 tracked contacts and 332 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: November 6, 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 recruiters by geography
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Cite this list
RevenueBase Data Team. Top 25 financial planning recruiters based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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