Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Sydney, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 112 companies tracked

RevenueBase identified 112 financial services consultants headquartered in Sydney, Australia as of September 2026 and tracks 563 professional contacts across them, including 260 with verified work emails. Sydney is the largest hub.

This list covers financial services consultants headquartered in Sydney, 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 16, 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 16, 2026 86% judged on-target in blind review

112Companies

563Contacts tracked

260Verified emails

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The 25 largest financial services consultants based in Sydney, Australia

Ranked by team size

Top 25 of 112 financial services consultants based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services 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	PFS Consulting	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	35 contacts →
	Partial evidence “PFS provides specialist advice in areas including strategy, governance, compliance and licensing, risk management, financial modelling, group insurance, actuarial matters…” Source: RevenueBase Database · checked Sep 16, 2026
2	Treysta Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	32 contacts →
	Partial evidence “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Source: RevenueBase Database · checked Sep 16, 2026
3	Economos Chartered Accountants	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	29 contacts →
	Indirect evidence “Economos Chartered Accountants has been delivering a diverse range of business advisory and accounting services since 1978.” Source: RevenueBase Database · checked Sep 16, 2026
4	Esencia Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 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 16, 2026
5	VJC	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	24 contacts →
	Partial evidence “Hello my name is Adrian Chaudhary and I am a Fellow Chartered Accountant (FCA), Certified Financial Planners (CFP) and Justice of the Peace (JP).” Source: RevenueBase Database · checked Sep 16, 2026
6	Belay Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	20 contacts →
	Indirect evidence “The path ahead is not made of straight lines.” Source: RevenueBase Database · checked Sep 16, 2026
7	Financial Spectrum	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 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 16, 2026
8	Diamond Blue Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	16 contacts →
	Partial evidence “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Source: RevenueBase Database · checked Sep 16, 2026
9	Accounta	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	16 contacts →
	Strong evidence “Helping individuals and businesses solve their financial management problems Consultant to professional services firms” Source: RevenueBase Database · checked Sep 16, 2026
10	Port Jackson Family Office	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	15 contacts →
	Partial evidence “Port Jackson Family Office is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice, privileged access to a…” Source: RevenueBase Database · checked Sep 16, 2026
11	Ryker Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	13 contacts →
	Partial evidence “At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Source: RevenueBase Database · checked Sep 16, 2026
12	Mavin Advisory Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	13 contacts →
	Indirect evidence “Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.” Source: RevenueBase Database · checked Sep 16, 2026
13	Account.Able Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	11 contacts →
	Indirect evidence “What is more important: The journey or the destination?” Source: RevenueBase Database · checked Sep 16, 2026
14	Jefferson & Shea Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	9 contacts →
	Indirect evidence “Jefferson & Shea Group members are committed to helping you achieve your goals, whether it’s a corporate restructure, some legal advice, a marketing makeover, a new investment…” Source: RevenueBase Database · checked Sep 16, 2026
15	Fifteen Hundred Financial Strategists	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	8 contacts →
	Partial evidence “Financial planning is not just about investments and, not only for the wealthy either.” Source: RevenueBase Database · checked Sep 16, 2026
16	AGC Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	8 contacts →
	Indirect evidence “ℎℎ- ℎ ℎ.” Source: RevenueBase Database · checked Sep 16, 2026
17	EC Financial	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	7 contacts →
	Partial evidence “EC Financial is a boutique financial planning and advice business in the Sydney CBD.” Source: RevenueBase Database · checked Sep 16, 2026
18	CS Capital Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial evidence “We provide specialised financial advisory, corporate consulting and capital raising services” Source: RevenueBase Database · checked Sep 16, 2026
19	Strategic Planning Solutions	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial evidence “Strategic Planning Solutions is a dynamic company specialising in the provision of tailored Strategic Financial Advice” Source: RevenueBase Database · checked Sep 16, 2026
20	United Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	6 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
21	Tradingwaves	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial evidence “Tradingwaves is an Australian based financial services advisory firm which offers its clients a range of financial markets investment options.” Source: RevenueBase Database · checked Sep 16, 2026
22	Horizon Wealth Management - Australia	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence “At Horizon Wealth Management, we work with a select group of private clients, entrepreneurs, senior executives, business owners and their families to help them make the best use…” Source: RevenueBase Database · checked Sep 16, 2026
23	Growth Focus	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “Growth Focus helps Financial Service Practices and individuals achieve their goals through national business broking, consulting and Acquisition and Transaction Management Support.” Source: RevenueBase Database · checked Sep 16, 2026
24	Capitalwise	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	4 contacts →
	Partial evidence “At Capitalwise, our team can offer clear, simple advice to help empower your decision making processes to assist you in taking control of your financial future.” Source: RevenueBase Database · checked Sep 16, 2026
25	Apex Wealth Services	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1-10	4 contacts →
	Partial evidence “Apex Wealth Services is a financial services company that caters for your holistic financial advice needs.” Source: RevenueBase Database · checked Sep 16, 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 services 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 services consultants.
Partial evidence: Its own public description names part of financial services consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services 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 112 financial services consultants based in Sydney, Australia

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Financial services consultants based in Sydney, Australia at a glance

As of Sep 16, 2026

46.2%Verified-email coverage

5.0Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 112 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 services 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 Sydney, Australia whose own description of what they do matches “financial services 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 services 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 services consultants, and records with no verified work email. Companies headquartered outside Sydney 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, 260 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 16, 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 services consultants by metro in Australia

Financial services consultants in Sydney112
Financial services consultants in Melbourne87
Financial services consultants in Brisbane42
Financial services consultants in Adelaide29

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 services 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 services consultants are there based in Sydney, Australia?

RevenueBase identified 112 financial services consultants headquartered in Sydney, 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?

PFS Consulting, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most financial services consultants?

Sydney leads with 112 headquartered companies, followed by Melbourne (87) and Brisbane (42).

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 260 verified decision-maker contacts tracked across these 112 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 16, 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.