Company lists · Data refreshed September 2026

Top 25 Financial services executives based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 414 companies tracked

RevenueBase identified 414 financial services executives headquartered in Australia as of September 2026 and tracks 61,580 professional contacts across them, including 9,147 with verified work emails. Sydney is the largest hub.

This list covers financial services executives 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 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

414Companies

61,580Contacts tracked

9,147Verified emails

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The 25 largest financial services executives based in Australia

Ranked by team size

Top 25 of 414 financial services executives based in 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 executives: 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	Westpac Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	10001+	7,088 contacts →
	Indirect evidence “From rescue helicopters to signing the Equator Principles, from paying super during parental leave to adding 'Touch ID' biometric technology to our banking apps and being first on…” Source: RevenueBase Database · checked Sep 16, 2026
2	Mufg Pension & Market Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	5,001-10,000	4,092 contacts →
	Indirect evidence “A global, digitally enabled business that is committed to empowering a brighter future by connecting millions of people with their assets – safely, securely and responsibly.” Source: RevenueBase Database · checked Sep 16, 2026
3	Findex	Partial evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	1,001-5,000	1,664 contacts →
	Partial evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 16, 2026
4	Perpetual Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1,001-5,000	1,261 contacts →
	Partial evidence “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Source: RevenueBase Database · checked Sep 16, 2026
5	ORD Minnett	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	201-500	556 contacts →
	Indirect evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 16, 2026
6	Viridian Financial Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	201-500	295 contacts →
	Partial evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 16, 2026
7	Bridges Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	181 contacts →
	Partial evidence “At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Source: RevenueBase Database · checked Sep 16, 2026
8	Bank Of China Australia	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	501-1,000	176 contacts →
	Indirect evidence “Bank of China Limited Sydney Branch” Source: RevenueBase Database · checked Sep 16, 2026
9	Wilsons Advisory	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	156 contacts →
	Partial evidence “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Source: RevenueBase Database · checked Sep 16, 2026
10	YML Group	Partial evidence	Bondi Junction, AustraliaHQ checked Sep 16, 2026	51-200	104 contacts →
	Partial evidence “YML Group is an integrated financial services business built on several specialised divisions that can be accessed individually or as a collaborative service to satisfy any of…” Source: RevenueBase Database · checked Sep 16, 2026
11	First Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	51-200	101 contacts →
	Partial evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 16, 2026
12	Lending Association	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	82 contacts →
	Indirect evidence “Awarded.” Source: RevenueBase Database · checked Sep 16, 2026
13	KOSEC	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	81 contacts →
	Partial evidence “KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Source: RevenueBase Database · checked Sep 16, 2026
14	Bourke Group	Indirect evidence	Docklands, AustraliaHQ checked Sep 16, 2026	11-50	55 contacts →
	Indirect evidence “Bourke Group is a multi award-winning business founded in 1993 in Country Victoria, and later expanding to Melbourne CBD and internationally.” Source: RevenueBase Database · checked Sep 16, 2026
15	Liston Newton Advisory	Partial evidence	South Melbourne, AustraliaHQ checked Sep 16, 2026	11-50	50 contacts →
	Partial evidence “Liston Newton Advisory is one of Australia’s leading Accounting and Financial services firms.” Source: RevenueBase Database · checked Sep 16, 2026
16	Oneledger	Partial evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	11-50	43 contacts →
	Partial evidence “The OneLedger Group is a financial services group that focuses on Accounting, Finance, Insurance and Wealth.” Source: RevenueBase Database · checked Sep 16, 2026
17	MWL Financial Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	51-200	36 contacts →
	Partial evidence “More than just a financial services company, the staff at MWL Financial Group are as passionate and ambitious about growing your wealth as you are.” Source: RevenueBase Database · checked Sep 16, 2026
18	Nestworth	Indirect evidence	Fortitude Valley, AustraliaHQ checked Sep 16, 2026	51-200	36 contacts →
	Indirect evidence “At Nestworth, our goal is to help our clients achieve their ideal nest, build their nest egg, and make a worthwhile investment in their overall well-being.” Source: RevenueBase Database · checked Sep 16, 2026
19	Yarra Lane	Partial evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	11-50	31 contacts →
	Partial evidence “Our vision is to transform how people engage with financial services, throughout their life stages.” Source: RevenueBase Database · checked Sep 16, 2026
20	People & Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	29 contacts →
	Indirect evidence “We know how busy our clients lives become, juggling business, family, individual needs or a combination of all three.” Source: RevenueBase Database · checked Sep 16, 2026
21	Enrizen Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	27 contacts →
	Indirect evidence “At Enrizen, we believe that every individual can create a successful life, and that every business is a success story waiting to happen.” Source: RevenueBase Database · checked Sep 16, 2026
22	Cambio Group	Partial evidence	Gold Coast, AustraliaHQ checked Sep 16, 2026	11-50	26 contacts →
	Partial evidence “Our vision is simply to be the best integrated financial services business in the market, providing exceptional advice to you as clients.” Source: RevenueBase Database · checked Sep 16, 2026
23	Phillipcapital Australia	Indirect evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	1,001-5,000	26 contacts →
	Indirect evidence “In Australia, PhillipCapital provides wealth management, institutional and private client stockbroking, online trading, corporate finance, investment research and funds management…” Source: RevenueBase Database · checked Sep 16, 2026
24	RFS Finance PTY LTD	Partial evidence	Brisbane, AustraliaHQ checked Sep 16, 2026	11-50	22 contacts →
	Partial evidence “RFS is a financial services company, offering a breadth and depth of financial products, including Finance Broking and Credit related services, Risk Insurance, Financial Planning…” Source: RevenueBase Database · checked Sep 16, 2026
25	Peloton Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” 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 executives. 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 executives.
Partial evidence: Its own public description names part of financial services executives, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services executives. 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 414 financial services executives based in Australia

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Financial services executives based in Australia at a glance

As of Sep 16, 2026

14.9%Verified-email coverage

148.7Average contacts per company

1-10Median size (employees)

17.9%Largest-city concentration · Sydney

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

280

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 414 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 executives, 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 services executives”. 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 executives), 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 executives, 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, 9,147 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 executives by metro

Financial services executives in Sydney74
Financial services executives in Melbourne54

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 executives, 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 executives are there based in Australia?

RevenueBase identified 414 financial services executives 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?

Westpac Group, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most financial services executives?

Sydney leads with 74 headquartered companies, followed by Melbourne (54) and Brisbane (15).

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 9,147 verified decision-maker contacts tracked across these 414 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.