Company lists · Data refreshed September 2026

Top 25 Financial planning services based in Melbourne, Australia

Name: Financial planning services based in Melbourne, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 187 companies tracked

RevenueBase identified 187 financial planning services headquartered in Melbourne, Australia as of September 2026 and tracks 3,606 professional contacts across them, including 2,148 with verified work emails. Sydney is the largest hub.

This list covers financial planning services headquartered in Melbourne, Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

187Companies

3,606Contacts tracked

2,148Verified emails

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The 25 largest financial planning services based in Melbourne, Australia

Ranked by team size

Top 25 of 187 financial planning services based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Findex	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1,001-5,000	1,664 contacts →
	Partial evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 19, 2026
2	Viridian Financial Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	201-500	295 contacts →
	Partial evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 19, 2026
3	Evans & Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	150 contacts →
	Indirect evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 19, 2026
4	First Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	101 contacts →
	Partial evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 19, 2026
5	The Hopkins Group Australia	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	92 contacts →
	Partial evidence “The Hopkins Group takes pride in offering all the services you might need in order to take control of your financial future, all in one place.” Source: RevenueBase Database · checked Sep 19, 2026
6	Wilson Pateras Accountants & Advisors	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	89 contacts →
	Partial evidence “Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.” Source: RevenueBase Database · checked Sep 19, 2026
7	Hewison Private Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	61 contacts →
	Indirect evidence “Your goals.” Source: RevenueBase Database · checked Sep 19, 2026
8	The Practice	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	61 contacts →
	Indirect evidence “We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.” Source: RevenueBase Database · checked Sep 19, 2026
9	FMD Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	59 contacts →
	Indirect evidence “Our experienced advisers know health, wealth and happiness is what most people want from life.” Source: RevenueBase Database · checked Sep 19, 2026
10	MWL Financial Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	36 contacts →
	Partial evidence “More than just a financial services company, the staff at MWL Financial Group are as passionate and ambitious about growing your wealth as you are.” Source: RevenueBase Database · checked Sep 19, 2026
11	Intralink Wealth Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	33 contacts →
	Indirect evidence “For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Source: RevenueBase Database · checked Sep 19, 2026
12	Reventon	Strong evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	31 contacts →
	Strong evidence “Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…” Source: RevenueBase Database · checked Sep 19, 2026
13	Yarra Lane	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	31 contacts →
	Partial evidence “Our vision is to transform how people engage with financial services, throughout their life stages.” Source: RevenueBase Database · checked Sep 19, 2026
14	Verse Wealth	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	28 contacts →
	Partial evidence “At Verse, we take a wildly different approach to financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
15	Lanteri Partners Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	21 contacts →
	Partial evidence “Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.” Source: RevenueBase Database · checked Sep 19, 2026
16	Cameron Harrison	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “For over 50 years, Cameron Harrison Partners have been navigating journeys for private investors and families with significant wealth to help their businesses succeed, and their…” Source: RevenueBase Database · checked Sep 19, 2026
17	Prosolution Private Office	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Source: RevenueBase Database · checked Sep 19, 2026
18	Frontier Financial Group	Strong evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	17 contacts →
	Strong evidence “Frontier Financial Group is a Melbourne based boutique practice, providing financial planning advice since 1988.” Source: RevenueBase Database · checked Sep 19, 2026
19	Financial Coaching PTY LTD	Strong evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	15 contacts →
	Strong evidence “Financial Coaching is a financial planning practice that believes in the difference that our advice can make - whatever your stage of life.” Source: RevenueBase Database · checked Sep 19, 2026
20	Focus Partners Australia Link Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Source: RevenueBase Database · checked Sep 19, 2026
21	Frais Capital PTY LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	15 contacts →
	Indirect evidence “Frais Capital provides specific and tailored investment advice to families, individuals, businesses, trustees and not-for-profit organisations.” Source: RevenueBase Database · checked Sep 19, 2026
22	Freedom Strategy Management	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
23	Wealth HUB Australia	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “We help everyday Australians build wealth and achieve financial independence.” Source: RevenueBase Database · checked Sep 19, 2026
24	Warr Hunt	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “WARR HUNT is an independent Financial and Wealth Management firm, helping individuals and families live their ideal life.” Source: RevenueBase Database · checked Sep 19, 2026
25	Collins House	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial planning services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial planning services.
Partial evidence: Its own public description names part of financial planning services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 187 financial planning services based in Melbourne, Australia

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Financial planning services based in Melbourne, Australia at a glance

As of Sep 19, 2026

59.6%Verified-email coverage

19.3Average contacts per company

1-10Median size (employees)

152.9%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

127

11-50

51-200

201-500

1,001-5,000

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 187 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Melbourne, Australia whose own description of what they do matches “financial planning services”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial planning services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial planning services, and records with no verified work email. Companies headquartered outside Melbourne are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 2,148 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial planning services by metro in Australia

Financial planning services in Sydney286
Financial planning services in Melbourne187
Financial planning services in Brisbane72
Financial planning services in Adelaide55
Financial planning services in Perth48
Financial planning services in North Sydney34
Financial planning services in Brisbane City31
Financial planning services in Parramatta28
Financial planning services in Subiaco25

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial planning services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial planning services are there based in Melbourne, Australia?

RevenueBase identified 187 financial planning services headquartered in Melbourne, Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Findex, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most financial planning services?

Sydney leads with 286 headquartered companies, followed by Melbourne (187) and Brisbane (72).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,148 verified decision-maker contacts tracked across these 187 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.