Company lists · Data refreshed September 2026

Top 25 Financial planning staffing companies based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 255 companies tracked

RevenueBase identified 255 financial planning staffing companies headquartered in Australia as of September 2026 and tracks 1,995 professional contacts across them, including 908 with verified work emails. Sydney is the largest hub.

This list covers financial planning staffing companies 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

255Companies

1,995Contacts tracked

908Verified emails

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The 25 largest financial planning staffing companies based in Australia

Ranked by team size

Top 25 of 255 financial planning staffing companies 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 staffing companies: 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	Invest Blue	Indirect evidence	Armidale, AustraliaHQ checked Sep 28, 2026	201-500	178 contacts →
	Indirect evidence “Welcome to Australia's trusted home of great advice.” Source: RevenueBase Database · checked Sep 28, 2026
2	Employ	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	n/a	158 contacts →
	Indirect evidence “Employ approaches recruitment differently.” Source: RevenueBase Database · checked Sep 28, 2026
3	PPT	Strong evidence	Ballarat, AustraliaHQ checked Sep 28, 2026	11-50	103 contacts →
	Strong evidence “PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Source: RevenueBase Database · checked Sep 28, 2026
4	Highview Accounting & Financial	Partial evidence	Cranbourne, AustraliaHQ checked Sep 28, 2026	51-200	79 contacts →
	Partial evidence “At Highview, we’re more than Accountants, we’re your dedicated financial advisory team.” Source: RevenueBase Database · checked Sep 28, 2026
5	FMD Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 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 28, 2026
6	Profusion	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	58 contacts →
	Partial evidence “Profusion is Australia’s leading provider of recruitment services to the Financial Services sector.” Source: RevenueBase Database · checked Sep 28, 2026
7	Miller Leith	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	53 contacts →
	Indirect evidence “Miller Leith is an Award-Winning Specialist Recruitment, Executive Search and Consulting partner to a range of diverse clients, from tier-one industry leaders to own-label…” Source: RevenueBase Database · checked Sep 28, 2026
8	Fourquarters Recruitment	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	51-200	51 contacts →
	Indirect evidence “People are the heartbeat of our business.” Source: RevenueBase Database · checked Sep 28, 2026
9	Keegan Adams Recruitment	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “Founded in 2010, Keegan Adams Recruitment is a boutique agency specialising in financial services and corporate sectors.” Source: RevenueBase Database · checked Sep 28, 2026
10	CBC Staff Selection	Indirect evidence	Cairns, AustraliaHQ checked Sep 28, 2026	11-50	24 contacts →
	Indirect evidence “CBC was established in 1988 and over the past three decades, we have built a reputation for excellence, not only in terms of matching the best people to the best jobs, but through…” Source: RevenueBase Database · checked Sep 28, 2026
11	Stratus Financial Group	Strong evidence	Brisbane, AustraliaHQ checked Sep 28, 2026	11-50	23 contacts →
	Strong evidence “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Source: RevenueBase Database · checked Sep 28, 2026
12	Eden Ritchie Recruitment	Indirect evidence	Brisbane, AustraliaHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “Key to our success is our focus - we are focused on service levels, targeted specialisation, professionalism, honesty, responsiveness and reputation.” Source: RevenueBase Database · checked Sep 28, 2026
13	Lloyd Harrington	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “Lloyd Harrington Australia is a leading recruitment company proudly putting people at the heart of our business.” Source: RevenueBase Database · checked Sep 28, 2026
14	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
15	Kaizen Recruitment	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	19 contacts →
	Partial evidence “Kaizen Recruitment provides recruiting services to fill permanent, contract, and temporary job vacancies within the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
16	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
17	ROC Consulting Group PTY LTD	Indirect evidence	Brisbane, AustraliaHQ checked Sep 28, 2026	1-10	18 contacts →
	Indirect evidence “We know sales and accounting.” Source: RevenueBase Database · checked Sep 28, 2026
18	Anton Murray Consulting	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “Anton Murray Consulting is a specialist recruitment consulting firm focused on providing high calibre Banking professionals to clients within the Investment Banking, Funds…” Source: RevenueBase Database · checked Sep 28, 2026
19	SB Recruitment	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	18 contacts →
	Indirect evidence “SB Recruitment is a company that provides a high quality recruitment service to both clients and candidates within the Accounts, Banking & Finance and Customer…” Source: RevenueBase Database · checked Sep 28, 2026
20	York Hamilton Corporate Partners	Indirect evidence	Adelaide, AustraliaHQ checked Sep 28, 2026	201-500	17 contacts →
	Indirect evidence “Delivering Premium Finance & Legal Talent York Hamilton helps leading professional-service firms build and manage high-performing remote talent and teams specifically with Finance…” Source: RevenueBase Database · checked Sep 28, 2026
21	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
22	Zelda Recruitment	Indirect evidence	Brisbane, AustraliaHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “At the heart of Zelda Recruitment is enduring relationships.” Source: RevenueBase Database · checked Sep 28, 2026
23	Byron Thomas Recruitment	Indirect evidence	Parramatta, AustraliaHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Byron Thomas Recruitment is a boutique firm excelling in Executive Search, Accounting, and Finance recruitment.” Source: RevenueBase Database · checked Sep 28, 2026
24	Mancell Financial Group	Partial evidence	Burnie, AustraliaHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “Mancell Financial Group was founded in February 1980.” Source: RevenueBase Database · checked Sep 28, 2026
25	Integrate Recruitment	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	14 contacts →
	Indirect evidence “Integrate Recruitment was founded entirely on creating a simplified recruitment process whilst upholding our quality and our integrity.” 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 staffing companies. 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 staffing companies.
Partial evidence: Its own public description names part of financial planning staffing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning staffing companies. 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 255 financial planning staffing companies based in Australia

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Financial planning staffing companies based in Australia at a glance

As of Sep 28, 2026

45.5%Verified-email coverage

7.8Average contacts per company

1-10Median size (employees)

22.0%Largest-city concentration · Sydney

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

190

11-50

51-200

201-500

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 255 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 staffing companies, 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 staffing companies”. 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 staffing companies), 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 staffing companies, 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, 908 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.

Financial planning staffing companies by metro

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 staffing companies, 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 staffing companies are there based in Australia?

RevenueBase identified 255 financial planning staffing companies 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?

Invest Blue, headquartered in Armidale, tops this list with the largest team on record.

Which city has the most financial planning staffing companies?

Sydney leads with 56 headquartered companies, followed by Melbourne (39) and Brisbane (21).

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 908 verified decision-maker contacts tracked across these 255 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.