Company lists · Data refreshed September 2026

Top 17 Fractional cfp services agencies based in Brisbane, Australia

RevenueBase identified 30 fractional cfp services agencies headquartered in Brisbane, Australia as of September 2026 and tracks 291 professional contacts across them, including 120 with verified work emails. Sydney is the largest hub.

This list covers fractional cfp services agencies headquartered in Brisbane, 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 19, 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 19, 2026 86% judged on-target in blind review
30Companies
291Contacts tracked
120Verified emails
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The 17 largest fractional cfp services agencies based in Brisbane, Australia

Ranked by team size
Top 17 of 30 fractional cfp services agencies based in Brisbane, Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fractional cfp services agencies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 202651-20037 contacts →

Indirect evidence

“Wealth Architects is a boutique financial advisory practice which provides holistic advice to high achievers, business owners, corporate leaders and self-funded retirees.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 202611-5037 contacts →

Indirect evidence

“Tupicoffs provide advice on a fee for service basis.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 202611-5033 contacts →

Indirect evidence

“Tynans is a boutique financial advisory firm in Brisbane.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 202611-5023 contacts →

Indirect 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 19, 2026
5Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

“Aspire Retire is an award winning, privately owned and licensed financial services firm established in 2003.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 202611-508 contacts →

Indirect evidence

“We help clients meet their retirement aspirations, through the use of proven reliable investment and insurance strategies.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“We’re focused on delivering a full financial advisory service, assisting our clients to build, manage, and protect the wealth they have worked hard to accumulate.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Marin Wealth is a Brisbane-based financial advice firm helping high-income professionals, business owners, and pre-retirees build wealth that outlasts them.”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceBrisbane, AustraliaHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Lawson Financial is a dedicated fractional CFO (Chief Financial Officer) business, passionate about helping businesses overcome their toughest challenges and achieve financial…”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“At RM Wealth, we provide financial advice that helps our clients to realise their financial potential, open opportunities, and create space for the things that are important to…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 202651-2003 contacts →

Indirect evidence

“Bell Partners is a highly reputable financial and business advisory firm.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Founded by Managing Director, David Reynolds, Panoptic Wealth is a boutique, client-centric wealth management firm with offices in Sydney and Brisbane.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 202611-502 contacts →

Indirect evidence

“Ridgeman Bennett McLeod Private Wealth is a Brisbane based financial advisory firm which helps clients to articulate, prioritise and implement personalised financial planning…”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“At Ikigai Wealth, we redefine financial planning by intertwining your economic decisions with your personal vision and values.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Since our inception, Aspire Financial Planning Group has been totally focused on building a unique, quality advice practice.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceBrisbane, AustraliaHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Whatever your financial situation, we’ll find a solution to give you a better tomorrow.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 17 of 30 fractional cfp services agencies based in Brisbane, Australia

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Fractional cfp services agencies based in Brisbane, Australia at a glance

As of Sep 19, 2026
41.2%Verified-email coverage
9.7Average contacts per company
1-10Median size (employees)
256.7%Largest-city concentration · Sydney
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
9
51-200
2

Email recency for this list is measured across the whole Australia list rather than for Brisbane, so it is reported there. Company counts and contact totals on this page are exact for Brisbane, over 30 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 fractional cfp services agencies, 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 Brisbane, Australia whose own description of what they do matches “fractional cfp services agencies”. 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 fractional cfp services agencies), 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 fractional cfp services agencies, and records with no verified work email. Companies headquartered outside Brisbane 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, 120 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 19, 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.

Fractional cfp services agencies by metro in Australia

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 fractional cfp services agencies, 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 fractional cfp services agencies are there based in Brisbane, Australia?

RevenueBase identified 30 fractional cfp services agencies headquartered in Brisbane, 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?

Wealth Architects, headquartered in Brisbane, tops this list with the largest team on record.

Which city has the most fractional cfp services agencies?

Sydney leads with 77 headquartered companies, followed by Melbourne (57) and Brisbane (30).

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 120 verified decision-maker contacts tracked across these 30 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 19, 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.