Company lists · Data refreshed September 2026

Top 25 Financial planning software consultants based in Australia

Name: Financial planning software consultants based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 139 companies tracked

RevenueBase identified 139 financial planning software consultants headquartered in 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 financial planning software consultants headquartered in 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 28, 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 28, 2026 86% judged on-target in blind review

139Companies

836Contacts tracked

355Verified emails

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The 25 largest financial planning software consultants based in Australia

Ranked by team size

Top 25 of 139 financial planning software consultants based in Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning software consultants: 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	Planlogic	Strong evidence	Chippendale, AustraliaHQ checked Sep 28, 2026	51-200	145 contacts →
	Strong evidence “Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia.” Source: RevenueBase Database · checked Sep 28, 2026
2	Midwinter Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	48 contacts →
	Strong evidence “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Source: RevenueBase Database · checked Sep 28, 2026
3	Murray Nankivell	Strong evidence	Naracoorte, AustraliaHQ checked Sep 28, 2026	51-200	36 contacts →
	Strong evidence “Murray Nankivell is a leader in Accounting, Business Consulting and Financial Planning solutions.” Source: RevenueBase Database · checked Sep 28, 2026
4	Esencia Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial evidence “We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Source: RevenueBase Database · checked Sep 28, 2026
5	Altitude Advisers	Partial evidence	Springwood, AustraliaHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial evidence “We believe it is important for everyone to achieve financial freedom.” Source: RevenueBase Database · checked Sep 28, 2026
6	Financial Spectrum	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
7	Hunter Financial	Strong evidence	Newcastle, AustraliaHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	Fowler's Group	Indirect evidence	Cairns City, AustraliaHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “There’s a lot to achieve in life and when it comes to managing your money, it’s hard to know where to start.” Source: RevenueBase Database · checked Sep 28, 2026
9	Dobbrick Financial Services	Strong evidence	Gympie, AustraliaHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “Dobbrick Financial Services is a Financial Planning business that has been operating in Queensland for over 40 years.” Source: RevenueBase Database · checked Sep 28, 2026
10	Adviserlogic	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	12 contacts →
	Strong evidence “AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Source: RevenueBase Database · checked Sep 28, 2026
11	Parker Accounting And Financial Services	Partial evidence	Launceston, AustraliaHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “At Parker Accounting and Financial Services we believe in a holistic view of your financial life.” Source: RevenueBase Database · checked Sep 28, 2026
12	Dynamic Aspect	Indirect evidence	North Sydney, AustraliaHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “Dynamic Aspect advises and assists clients in their business growth and efficiencies through the selection, implementation and support of Business Applications” Source: RevenueBase Database · checked Sep 28, 2026
13	Astutewheel	Strong evidence	St Leonards, AustraliaHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	FGS Advisory	Partial evidence	Barangaroo, AustraliaHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “FGS has world class software stack expertise, optimisation advice and practice implementations for accounting and professional services firms.” Source: RevenueBase Database · checked Sep 28, 2026
15	Ifactfind	Strong evidence	Carlton North, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
16	Halcyon Wealth Advisers	Partial evidence	North Sydney, AustraliaHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Source: RevenueBase Database · checked Sep 28, 2026
17	Innovative Wealth Management	Partial evidence	Revesby, AustraliaHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “At Innovative Wealth Management we are a leading Financial Advisory firm providing tailored financial solutions.” Source: RevenueBase Database · checked Sep 28, 2026
18	Momentum Planning	Partial evidence	North Perth, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Our team of Certified Financial Planners,technical paraplanners and client service officers work with individuals, executives and families to manage their financial affairs, build…” Source: RevenueBase Database · checked Sep 28, 2026
19	Evans Ayers	Indirect evidence	Adelaide, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Source: RevenueBase Database · checked Sep 28, 2026
20	JVA Financial Services	Indirect evidence	West Leederville, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
21	Asendium	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.” Source: RevenueBase Database · checked Sep 28, 2026
22	Globe Financial Planning	Strong evidence	West Perth, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Globe Financial Planning is an independent financial planning firm founded in 2009 and located in West Perth, Western Australia.” Source: RevenueBase Database · checked Sep 28, 2026
23	Lowe Lippmann Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Source: RevenueBase Database · checked Sep 28, 2026
24	Investlink Group	Strong evidence	Parramatta, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Investlink Group Pty Ltd is an Australian based financial planning services company.” Source: RevenueBase Database · checked Sep 28, 2026
25	Amicus Financial Lifestyle Planning	Strong evidence	Hawthorn East, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “AMICUS is a Financial Planning company with a single goal to help you be better off.” Source: RevenueBase Database · checked Sep 28, 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 software consultants. 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 software consultants.
Partial evidence: Its own public description names part of financial planning software consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning software consultants. 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 139 financial planning software consultants based in Australia

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Financial planning software consultants based in Australia at a glance

As of Sep 28, 2026

42.5%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

12.2%Largest-city concentration · Sydney

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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

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 software consultants, 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 Australia whose own description of what they do matches “financial planning software consultants”. 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 software consultants), 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 software consultants, and records with no verified work email. Companies headquartered outside Australia 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, 355 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 28, 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.

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 software consultants, 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 software consultants are there based in Australia?

RevenueBase identified 139 financial planning software consultants headquartered in 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?

Planlogic, headquartered in Chippendale, tops this list with the largest team on record.

Which city has the most financial planning software consultants?

Sydney leads with 17 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 355 verified decision-maker contacts tracked across these 139 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 28, 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.