Company lists · Data refreshed November 2026
Top 25 Fractional cfp services agencies based in Australia
RevenueBase identified 228 company matches for fractional cfp services agencies associated with Australia as of November 2026 and tracks 1,389 professional contacts across them, including 794 with verified work emails. Sydney is the largest hub.
This list covers company matches for fractional cfp services agencies 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 November 6, 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 fractional cfp services agencies based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 333 contacts → | ||||
Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 61 contacts → | ||||
Exact match “Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 49 contacts → | ||||
Exact match “My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 40 contacts → | ||||
Exact match “Tupicoffs provide advice on a fee for service basis.” Recorded in the RevenueBase company graph · Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 19 contacts → | ||||
Exact match “At Profusion Planning our aim is to provide you with financial freedom.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 19 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “We believe in our clients success, security & peace of mind.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “Are you looking for a proactive accountant and financial planner who looks at the whole picture to provide a more thorough and in-depth service?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “We strongly encourage you and offer our full support in helping you to take control - control of your finances, your lifestyle and your dreams, so that you can fulfil your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 14 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “One Life, make the most of it.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 13 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 12 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “Our financial planning services are designed to help you achieve your goals and live the life you've always imagined.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “Located in the heart of Bendigo, Venture Financial Advisers Pty Ltd are your trusted partner when it comes to your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 10 contacts → | ||||
Exact match “Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 9 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “You are different from anyone else and at Ellerfield we understand that.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 9 contacts → | ||||
Exact match “The power to make good financial decisions every day!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “Life Assets is a long standing, well known and respected financial planning firm that is 100% privately owned and operates under it own Australian Financial Services License.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “At Wealthlabplus, everything starts with you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Financial planning is not just about investments and, not only for the wealthy either.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Our aim is to guide you on the path to achieving your financial goals.” Recorded in the RevenueBase company graph · Nov 6, 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 “fractional cfp services agencies”. 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 228 fractional cfp services agencies based in Australia
See the full list, filter by size, metro and specialty, and access 794 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fractional cfp services agencies based in Australia at a glance
As of Nov 6, 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 228 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 “fractional cfp services agencies” 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 794 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 November 6, 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 “fractional cfp services agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fractional cfp services agencies are there based in Australia?
RevenueBase identified 228 company matches for fractional cfp services agencies associated with Australia as of November 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?
Viridian Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fractional cfp services agencies?
Sydney leads with 19 company records, followed by Melbourne (16) and Brisbane (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 794 professional contacts with verified work emails tracked across these 228 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 228 fractional cfp services agencies based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Fractional cfp services agencies by geography
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in London, United Kingdom
- Fractional cfp services agencies based in Houston, United States
- Fractional cfp services agencies based in New York, United States
- Fractional cfp services agencies based in Brazil
- Fractional cfp services agencies based in Canada
- Fractional cfp services agencies based in India
- Fractional cfp services agencies based in Ireland
- Fractional cfp services agencies based in the Netherlands
- Fractional cfp services agencies based in South Africa
- Fractional cfp services agencies based in the United Kingdom
- Fractional cfp services agencies based in the United States
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
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in London, United Kingdom
- Fractional cfp services agencies based in Houston, United States
- Fractional cfp services agencies based in New York, United States
- Fractional cfp services agencies based in Brazil
- Fractional cfp services agencies based in Canada
Company intelligence · public preview
Top 25 fractional cfp services agencies 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 228 matching company records for fractional cfp services agencies based in Australia, with 1,389 tracked contacts and 794 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: November 6, 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 fractional cfp services agencies 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 |  Viridian Financial Groupviridian.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 333 contacts → |
“Viridian Financial Group is a leading Australian diversified financial services business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  FMD Financialfmd.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 61 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  MY Wealth Solutionsmywealthsolutions.com.auHQ: Newstead, AustraliaReported employees: 11-50 | Newstead, Australia | 11-50 | Exact match | 49 contacts → |
“My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Tupicoffs, The Independent Financial Plannerstupicoffs.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 40 contacts → |
“Tupicoffs provide advice on a fee for service basis.” Recorded description excerpt · November 6, 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Profusion Planningprofusionplanning.com.auHQ: West Leederville, AustraliaReported employees: 11-50 | West Leederville, Australia | 11-50 | Exact match | 19 contacts → |
“At Profusion Planning our aim is to provide you with financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Financial Spectrumfinancialspectrum.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 19 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Insight Wealth Planninginsightadvice.com.auHQ: New Lambton, AustraliaReported employees: 11-50 | New Lambton, Australia | 11-50 | Exact match | 17 contacts → |
“We believe in our clients success, security & peace of mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  ATB Wealth Strategiesatb.net.auHQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 17 contacts → |
“Are you looking for a proactive accountant and financial planner who looks at the whole picture to provide a more thorough and in-depth service?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  TAG Financial Grouptaggroup.com.auHQ: West Leederville, AustraliaReported employees: 1-10 | West Leederville, Australia | 1-10 | Exact match | 16 contacts → |
“We strongly encourage you and offer our full support in helping you to take control - control of your finances, your lifestyle and your dreams, so that you can fulfil your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hunter Financialhunterfinancial.com.auHQ: Newcastle, AustraliaReported employees: 11-50 | Newcastle, Australia | 11-50 | Exact match | 14 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Custodian Financial Groupcustodianfinancial.com.auHQ: Barton, AustraliaReported employees: 11-50 | Barton, Australia | 11-50 | Exact match | 14 contacts → |
“Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  RI Toowoomba Ipswichritoowoomba.com.auHQ: Toowoomba, AustraliaReported employees: 11-50 | Toowoomba, Australia | 11-50 | Exact match | 13 contacts → |
“One Life, make the most of it.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Parker Accounting And Financial Servicesparkeraccounting.com.auHQ: Launceston, AustraliaReported employees: 11-50 | Launceston, Australia | 11-50 | Exact match | 13 contacts → |
“At Parker Accounting and Financial Services we believe in a holistic view of your financial life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Momentum Planningmomentumplanning.com.auHQ: North Perth, AustraliaReported employees: 11-50 | North Perth, Australia | 11-50 | Exact match | 12 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Finwest Wealth Managementfinwest.com.auHQ: South Perth, AustraliaReported employees: 1-10 | South Perth, Australia | 1-10 | Exact match | 12 contacts → |
“Our financial planning services are designed to help you achieve your goals and live the life you've always imagined.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Venture Financial Advisersventurebendigo.com.auHQ: Bendigo, AustraliaReported employees: 11-50 | Bendigo, Australia | 11-50 | Exact match | 10 contacts → |
“Located in the heart of Bendigo, Venture Financial Advisers Pty Ltd are your trusted partner when it comes to your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Halcyon Wealth Advisershalcyonwealth.com.auHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 10 contacts → |
“Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  JVA Financial Servicesjvafs.com.auHQ: West Leederville, AustraliaReported employees: 11-50 | West Leederville, Australia | 11-50 | Exact match | 9 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ellerfield Financial Planningellerfield.com.auHQ: Upper Mt Gravatt, AustraliaReported employees: 11-50 | Upper Mt Gravatt, Australia | 11-50 | Exact match | 9 contacts → |
“You are different from anyone else and at Ellerfield we understand that.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Power2power2.com.auHQ: Mackay, AustraliaReported employees: 11-50 | Mackay, Australia | 11-50 | Exact match | 9 contacts → |
“The power to make good financial decisions every day!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Life Assetslifeassets.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 8 contacts → |
“Life Assets is a long standing, well known and respected financial planning firm that is 100% privately owned and operates under it own Australian Financial Services License.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Wealthlabpluswealthlab.com.auHQ: South Melbourne, AustraliaReported employees: 1-10 | South Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“At Wealthlabplus, everything starts with you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Fifteen Hundred Financial Strategistsfifteenhundred.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“Financial planning is not just about investments and, not only for the wealthy either.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 7 contacts → |
“Our aim is to guide you on the path to achieving your financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 228 company matches
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Fractional cfp services agencies: dataset insights
November 6, 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
225 records in the displayed employee bands.
3 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 228 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: November 6, 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 fractional cfp services agencies?
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 fractional cfp services agencies did RevenueBase find based in Australia?
The saved snapshot records 228 matching company records, 1,389 tracked contacts and 794 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: November 6, 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
Fractional cfp services agencies by geography
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in London, United Kingdom
- Fractional cfp services agencies based in Houston, United States
- Fractional cfp services agencies based in New York, United States
- Fractional cfp services agencies based in Brazil
- Fractional cfp services agencies based in Canada
- Fractional cfp services agencies based in India
- Fractional cfp services agencies based in Ireland
- Fractional cfp services agencies based in the Netherlands
- Fractional cfp services agencies based in South Africa
- Fractional cfp services agencies based in the United Kingdom
- Fractional cfp services agencies based in the United States
Cite this list
RevenueBase Data Team. Top 25 fractional cfp services agencies based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fractional-cfp-services-agencies/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
- Fractional cfp services agencies based in Toronto, Canada
- Fractional cfp services agencies based in London, United Kingdom
- Fractional cfp services agencies based in Houston, United States
- Fractional cfp services agencies based in New York, United States
- Fractional cfp services agencies based in Brazil
- Fractional cfp services agencies based in Canada
Company intelligence · public preview
Top 25 fractional cfp services agencies based in Australia
RevenueBase records 228 matching company records for fractional cfp services agencies based in Australia, with 1,389 tracked contacts and 794 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: November 6, 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 fractional cfp services agencies 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 | Viridian Financial Groupviridian.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 333 contacts → |
“Viridian Financial Group is a leading Australian diversified financial services business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | FMD Financialfmd.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 61 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | MY Wealth Solutionsmywealthsolutions.com.au HQ: Newstead, AustraliaReported employees: 11-50 | Newstead, Australia | 11-50 | Exact match | 49 contacts → |
“My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Tupicoffs, The Independent Financial Plannerstupicoffs.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 40 contacts → |
“Tupicoffs provide advice on a fee for service basis.” Recorded description excerpt · November 6, 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Profusion Planningprofusionplanning.com.au HQ: West Leederville, AustraliaReported employees: 11-50 | West Leederville, Australia | 11-50 | Exact match | 19 contacts → |
“At Profusion Planning our aim is to provide you with financial freedom.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Financial Spectrumfinancialspectrum.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 19 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Insight Wealth Planninginsightadvice.com.au HQ: New Lambton, AustraliaReported employees: 11-50 | New Lambton, Australia | 11-50 | Exact match | 17 contacts → |
“We believe in our clients success, security & peace of mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ATB Wealth Strategiesatb.net.au HQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 17 contacts → |
“Are you looking for a proactive accountant and financial planner who looks at the whole picture to provide a more thorough and in-depth service?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | TAG Financial Grouptaggroup.com.au HQ: West Leederville, AustraliaReported employees: 1-10 | West Leederville, Australia | 1-10 | Exact match | 16 contacts → |
“We strongly encourage you and offer our full support in helping you to take control - control of your finances, your lifestyle and your dreams, so that you can fulfil your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hunter Financialhunterfinancial.com.au HQ: Newcastle, AustraliaReported employees: 11-50 | Newcastle, Australia | 11-50 | Exact match | 14 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Custodian Financial Groupcustodianfinancial.com.au HQ: Barton, AustraliaReported employees: 11-50 | Barton, Australia | 11-50 | Exact match | 14 contacts → |
“Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | RI Toowoomba Ipswichritoowoomba.com.au HQ: Toowoomba, AustraliaReported employees: 11-50 | Toowoomba, Australia | 11-50 | Exact match | 13 contacts → |
“One Life, make the most of it.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Parker Accounting And Financial Servicesparkeraccounting.com.au HQ: Launceston, AustraliaReported employees: 11-50 | Launceston, Australia | 11-50 | Exact match | 13 contacts → |
“At Parker Accounting and Financial Services we believe in a holistic view of your financial life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Momentum Planningmomentumplanning.com.au HQ: North Perth, AustraliaReported employees: 11-50 | North Perth, Australia | 11-50 | Exact match | 12 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Finwest Wealth Managementfinwest.com.au HQ: South Perth, AustraliaReported employees: 1-10 | South Perth, Australia | 1-10 | Exact match | 12 contacts → |
“Our financial planning services are designed to help you achieve your goals and live the life you've always imagined.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Venture Financial Advisersventurebendigo.com.au HQ: Bendigo, AustraliaReported employees: 11-50 | Bendigo, Australia | 11-50 | Exact match | 10 contacts → |
“Located in the heart of Bendigo, Venture Financial Advisers Pty Ltd are your trusted partner when it comes to your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Halcyon Wealth Advisershalcyonwealth.com.au HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 10 contacts → |
“Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | JVA Financial Servicesjvafs.com.au HQ: West Leederville, AustraliaReported employees: 11-50 | West Leederville, Australia | 11-50 | Exact match | 9 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ellerfield Financial Planningellerfield.com.au HQ: Upper Mt Gravatt, AustraliaReported employees: 11-50 | Upper Mt Gravatt, Australia | 11-50 | Exact match | 9 contacts → |
“You are different from anyone else and at Ellerfield we understand that.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Power2power2.com.au HQ: Mackay, AustraliaReported employees: 11-50 | Mackay, Australia | 11-50 | Exact match | 9 contacts → |
“The power to make good financial decisions every day!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Life Assetslifeassets.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 8 contacts → |
“Life Assets is a long standing, well known and respected financial planning firm that is 100% privately owned and operates under it own Australian Financial Services License.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wealthlabpluswealthlab.com.au HQ: South Melbourne, AustraliaReported employees: 1-10 | South Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“At Wealthlabplus, everything starts with you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fifteen Hundred Financial Strategistsfifteenhundred.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“Financial planning is not just about investments and, not only for the wealthy either.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 7 contacts → |
“Our aim is to guide you on the path to achieving your financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 228 company matches
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Fractional cfp services agencies: dataset insights
November 6, 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
225 records in the displayed employee bands.
3 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 228 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: November 6, 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 fractional cfp services agencies?
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 fractional cfp services agencies did RevenueBase find based in Australia?
The saved snapshot records 228 matching company records, 1,389 tracked contacts and 794 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: November 6, 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 fractional cfp services agencies based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fractional-cfp-services-agencies/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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