Company lists · Data refreshed September 2026
Top 25 Financial planning software consultants based in Australia
RevenueBase identified 139 company matches for financial planning software consultants associated with Australia as of September 2026 and tracks 836 professional contacts across them, including 355 with verified work emails. Sydney is the largest hub.
This list covers company matches for financial planning software consultants 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 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 software consultants based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 145 contacts → | ||||
Exact match “Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 48 contacts → | ||||
Exact match “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 36 contacts → | ||||
Exact match “Murray Nankivell is a leader in Accounting, Business Consulting and Financial Planning solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 24 contacts → | ||||
Exact match “We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded in the RevenueBase company graph · Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “Helping you live a great life At Financial Spectrum, we focus on one thing – helping you live a great life by making smart decisions with your money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “We are a diverse financial planning company with a clear philosophy and vision of providing our clients with professional financial planning advice, combining technical expertise…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “There’s a lot to achieve in life and when it comes to managing your money, it’s hard to know where to start.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “Dobbrick Financial Services is a Financial Planning business that has been operating in Queensland for over 40 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 12 contacts → | ||||
Exact match “AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 11 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “Dynamic Aspect advises and assists clients in their business growth and efficiencies through the selection, implementation and support of Business Applications” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “AstuteWheel provides Financial Planning Software used by premium advisers across Australia to provide a better level of advice to their clients in a way they can understand and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “FGS has world class software stack expertise, optimisation advice and practice implementations for accounting and professional services firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Software for holistic, goals-based FinancialAdvisers and Planners who want to capture and manage detailed client data, including comprehensive multi-time period goals, that can be…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “At Innovative Wealth Management we are a leading Financial Advisory firm providing tailored financial solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 7 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “You rely on advice for everything – whether it’s to maintain your desired lifestyle, to further your career or business or to seek cohesion in the circles in which you live, work…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 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 | |||||
| 24 | 6 contacts → | ||||
Exact match “Investlink Group Pty Ltd is an Australian based financial planning services company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “AMICUS is a Financial Planning company with a single goal to help you be better off.” 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 software consultants”. 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 139 financial planning software consultants based in Australia
See the full list, filter by size, metro and specialty, and access 355 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning software consultants based in Australia at a glance
As of Sep 28, 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 139 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 software consultants” 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 355 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.
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 software consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning software consultants are there based in Australia?
RevenueBase identified 139 company matches for financial planning software consultants associated with 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?
Planlogic tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning software consultants?
Sydney leads with 17 company records, followed by Melbourne (13) and North Sydney (7).
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 355 professional contacts with verified work emails tracked across these 139 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 139 financial planning software consultants based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Financial planning software consultants by geography
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- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in Canada
- Financial planning software consultants based in France
- Financial planning software consultants based in Germany
- Financial planning software consultants based in India
- Financial planning software consultants based in Italy
- Financial planning software consultants based in the Netherlands
- Financial planning software consultants based in South Africa
- Financial planning software consultants based in Switzerland
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 software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in Canada
- Financial planning software consultants based in France
Company intelligence · public preview
Top 25 financial planning software consultants 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 139 matching company records for financial planning software consultants based in Australia, with 836 tracked contacts and 355 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 software consultants 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 | Planlogicplanlogic.com.au HQ: Chippendale, AustraliaReported employees: 51-200 | Chippendale, Australia | 51-200 | Exact match | 145 contacts → |
“Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Midwinter Financial Servicesmidwinter.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 48 contacts → |
“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Murray Nankivellmurraynankivell.com.auHQ: Naracoorte, AustraliaReported employees: 51-200 | Naracoorte, Australia | 51-200 | Exact match | 36 contacts → |
“Murray Nankivell is a leader in Accounting, Business Consulting and Financial Planning solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Esencia Wealthesenciawealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 24 contacts → |
“We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Financial Spectrumfinancialspectrum.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 18 contacts → |
“Helping you live a great life At Financial Spectrum, we focus on one thing – helping you live a great life by making smart decisions with your money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Hunter Financialhunterfinancial.com.au HQ: Newcastle, AustraliaReported employees: 11-50 | Newcastle, Australia | 11-50 | Exact match | 16 contacts → |
“We are a diverse financial planning company with a clear philosophy and vision of providing our clients with professional financial planning advice, combining technical expertise…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fowler's Groupfowlersgroup.com.auHQ: Cairns City, AustraliaReported employees: 11-50 | Cairns City, Australia | 11-50 | Exact match | 15 contacts → |
“There’s a lot to achieve in life and when it comes to managing your money, it’s hard to know where to start.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Dobbrick Financial Servicesdobbrickfinancialservices.com.au HQ: Gympie, AustraliaReported employees: 11-50 | Gympie, Australia | 11-50 | Exact match | 12 contacts → |
“Dobbrick Financial Services is a Financial Planning business that has been operating in Queensland for over 40 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Adviserlogicmorningstar.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 12 contacts → |
“AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Parker Accounting And Financial Servicesparkeraccounting.com.auHQ: Launceston, AustraliaReported employees: 11-50 | Launceston, Australia | 11-50 | Exact match | 11 contacts → |
“At Parker Accounting and Financial Services we believe in a holistic view of your financial life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Dynamic Aspectdynamicaspect.com.auHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 11 contacts → |
“Dynamic Aspect advises and assists clients in their business growth and efficiencies through the selection, implementation and support of Business Applications” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Astutewheelastutewheel.com.auHQ: St Leonards, AustraliaReported employees: 11-50 | St Leonards, Australia | 11-50 | Exact match | 10 contacts → |
“AstuteWheel provides Financial Planning Software used by premium advisers across Australia to provide a better level of advice to their clients in a way they can understand and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  FGS Advisoryfgsadvisory.com.auHQ: Barangaroo, AustraliaReported employees: 11-50 | Barangaroo, Australia | 11-50 | Exact match | 10 contacts → |
“FGS has world class software stack expertise, optimisation advice and practice implementations for accounting and professional services firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ifactfindifactfind.com.auHQ: Carlton North, AustraliaReported employees: 1-10 | Carlton North, Australia | 1-10 | Exact match | 9 contacts → |
“Software for holistic, goals-based FinancialAdvisers and Planners who want to capture and manage detailed client data, including comprehensive multi-time period goals, that can be…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Halcyon Wealth Advisershalcyonwealth.com.auHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Innovative Wealth Managementiwm.net.au HQ: Revesby, AustraliaReported employees: 1-10 | Revesby, Australia | 1-10 | Exact match | 8 contacts → |
“At Innovative Wealth Management we are a leading Financial Advisory firm providing tailored financial solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Momentum Planningmomentumplanning.com.au HQ: North Perth, AustraliaReported employees: 11-50 | North Perth, Australia | 11-50 | Exact match | 7 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Evans Ayersevansayers.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 7 contacts → |
“Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | JVA Financial Servicesjvafs.com.au HQ: West Leederville, AustraliaReported employees: 11-50 | West Leederville, Australia | 11-50 | Exact match | 7 contacts → |
“You rely on advice for everything – whether it’s to maintain your desired lifestyle, to further your career or business or to seek cohesion in the circles in which you live, work…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Asendiumasendium.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  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. | |||||
| 24 |  Investlink Groupinvestlinkgroup.com.auHQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 6 contacts → |
“Investlink Group Pty Ltd is an Australian based financial planning services company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Amicus Financial Lifestyle Planningamicusflp.com.au HQ: Hawthorn East, AustraliaReported employees: 1-10 | Hawthorn East, Australia | 1-10 | Exact match | 6 contacts → |
“AMICUS is a Financial Planning company with a single goal to help you be better off.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 139 company matches
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Financial planning software consultants: 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
138 records in the displayed employee bands.
1 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 139 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 ↗
Questions about this company list
What does Exact match mean for financial planning software consultants?
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 software consultants did RevenueBase find based in Australia?
The saved snapshot records 139 matching company records, 836 tracked contacts and 355 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 software consultants by geography
- Financial planning software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in Canada
- Financial planning software consultants based in France
- Financial planning software consultants based in Germany
- Financial planning software consultants based in India
- Financial planning software consultants based in Italy
- Financial planning software consultants based in the Netherlands
- Financial planning software consultants based in South Africa
- Financial planning software consultants based in Switzerland
Cite this list
RevenueBase Data Team. Top 25 financial planning software consultants based in Australia. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-software-consultants/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 software consultants based in Sao Paulo, Brazil
- Financial planning software consultants based in Toronto, Canada
- Financial planning software consultants based in London, United Kingdom
- Financial planning software consultants based in Brazil
- Financial planning software consultants based in Canada
- Financial planning software consultants based in France
Company intelligence · public preview
Top 25 financial planning software consultants based in Australia
RevenueBase records 139 matching company records for financial planning software consultants based in Australia, with 836 tracked contacts and 355 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 software consultants 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 | Planlogicplanlogic.com.au HQ: Chippendale, AustraliaReported employees: 51-200 | Chippendale, Australia | 51-200 | Exact match | 145 contacts → |
“Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Midwinter Financial Servicesmidwinter.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 48 contacts → |
“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Murray Nankivellmurraynankivell.com.au HQ: Naracoorte, AustraliaReported employees: 51-200 | Naracoorte, Australia | 51-200 | Exact match | 36 contacts → |
“Murray Nankivell is a leader in Accounting, Business Consulting and Financial Planning solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Esencia Wealthesenciawealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 24 contacts → |
“We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Financial Spectrumfinancialspectrum.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 18 contacts → |
“Helping you live a great life At Financial Spectrum, we focus on one thing – helping you live a great life by making smart decisions with your money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Hunter Financialhunterfinancial.com.au HQ: Newcastle, AustraliaReported employees: 11-50 | Newcastle, Australia | 11-50 | Exact match | 16 contacts → |
“We are a diverse financial planning company with a clear philosophy and vision of providing our clients with professional financial planning advice, combining technical expertise…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fowler's Groupfowlersgroup.com.au HQ: Cairns City, AustraliaReported employees: 11-50 | Cairns City, Australia | 11-50 | Exact match | 15 contacts → |
“There’s a lot to achieve in life and when it comes to managing your money, it’s hard to know where to start.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Dobbrick Financial Servicesdobbrickfinancialservices.com.au HQ: Gympie, AustraliaReported employees: 11-50 | Gympie, Australia | 11-50 | Exact match | 12 contacts → |
“Dobbrick Financial Services is a Financial Planning business that has been operating in Queensland for over 40 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Adviserlogicmorningstar.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 12 contacts → |
“AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Parker Accounting And Financial Servicesparkeraccounting.com.au HQ: Launceston, AustraliaReported employees: 11-50 | Launceston, Australia | 11-50 | Exact match | 11 contacts → |
“At Parker Accounting and Financial Services we believe in a holistic view of your financial life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Dynamic Aspectdynamicaspect.com.au HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 11 contacts → |
“Dynamic Aspect advises and assists clients in their business growth and efficiencies through the selection, implementation and support of Business Applications” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Astutewheelastutewheel.com.au HQ: St Leonards, AustraliaReported employees: 11-50 | St Leonards, Australia | 11-50 | Exact match | 10 contacts → |
“AstuteWheel provides Financial Planning Software used by premium advisers across Australia to provide a better level of advice to their clients in a way they can understand and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | FGS Advisoryfgsadvisory.com.au HQ: Barangaroo, AustraliaReported employees: 11-50 | Barangaroo, Australia | 11-50 | Exact match | 10 contacts → |
“FGS has world class software stack expertise, optimisation advice and practice implementations for accounting and professional services firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ifactfindifactfind.com.au HQ: Carlton North, AustraliaReported employees: 1-10 | Carlton North, Australia | 1-10 | Exact match | 9 contacts → |
“Software for holistic, goals-based FinancialAdvisers and Planners who want to capture and manage detailed client data, including comprehensive multi-time period goals, that can be…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Halcyon Wealth Advisershalcyonwealth.com.au HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Innovative Wealth Managementiwm.net.au HQ: Revesby, AustraliaReported employees: 1-10 | Revesby, Australia | 1-10 | Exact match | 8 contacts → |
“At Innovative Wealth Management we are a leading Financial Advisory firm providing tailored financial solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Momentum Planningmomentumplanning.com.au HQ: North Perth, AustraliaReported employees: 11-50 | North Perth, Australia | 11-50 | Exact match | 7 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Evans Ayersevansayers.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 7 contacts → |
“Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | JVA Financial Servicesjvafs.com.au HQ: West Leederville, AustraliaReported employees: 11-50 | West Leederville, Australia | 11-50 | Exact match | 7 contacts → |
“You rely on advice for everything – whether it’s to maintain your desired lifestyle, to further your career or business or to seek cohesion in the circles in which you live, work…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Asendiumasendium.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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. | |||||
| 24 | Investlink Groupinvestlinkgroup.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 6 contacts → |
“Investlink Group Pty Ltd is an Australian based financial planning services company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Amicus Financial Lifestyle Planningamicusflp.com.au HQ: Hawthorn East, AustraliaReported employees: 1-10 | Hawthorn East, Australia | 1-10 | Exact match | 6 contacts → |
“AMICUS is a Financial Planning company with a single goal to help you be better off.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 139 company matches
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Financial planning software consultants: 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
138 records in the displayed employee bands.
1 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 139 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 ↗
Questions about this company list
What does Exact match mean for financial planning software consultants?
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 software consultants did RevenueBase find based in Australia?
The saved snapshot records 139 matching company records, 836 tracked contacts and 355 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 software consultants based in Australia. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-planning-software-consultants/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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