Company lists · Data refreshed November 2026
Top 11 Holistic financial advisors based in Chatswood, Australia
RevenueBase identified 26 company matches for holistic financial advisors associated with Chatswood, Australia as of November 2026 and tracks 243 professional contacts across them, including 59 with verified work emails. Across Australia, Sydney is the largest hub for this category (367 companies); Chatswood has 26.
This list covers company matches for holistic financial advisors associated with Chatswood, 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 11 largest holistic financial advisors based in Chatswood, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 25 contacts → | ||||
Exact match “Candour Capital provides access to selected fixed income, structured investment, Deferred Purchase Agreement and managed fund opportunities for eligible wholesale and professional…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 12 contacts → | ||||
Exact match “In July 2016, Irene Kay, former Director and Shareholder of Lifestyle Financial Services, proudly announced the launch of Kabel Financial Services - a merge between Jossel…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 9 contacts → | ||||
Exact match “Maxmillian Group is one of Australia’s leading-edge private wealth advisory companies catering to the needs of local and international investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 8 contacts → | ||||
Exact match “JD Advisory guides our clients safely and efficiently toward success.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 6 contacts → | ||||
Exact match “We work with wealth families, pre-retirees and retirees looking to fund their dream retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 4 contacts → | ||||
Exact match “True North Wealth is a collaboration of three like-minded experienced professionals and an expert team who are passionate about helping others achieve their financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 2 contacts → | ||||
Exact match “Our purpose is to improve the lives and wealth of our clients and their family through quality financial management and advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 2 contacts → | ||||
Exact match “We help protect and achieve what’s most important to you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 2 contacts → | ||||
Exact match “CoWealth Partners is a wealth management firm that aims to provide quality financial advice to people in need, allowing them to make informed decisions when managing their…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 1 contacts → | ||||
Exact match “Shorebridge Wealth Advisers is a boutique financial services provider based in Sydney’s North and NorthWest.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 1 contacts → | ||||
Exact match “Our team is committed to ensuring the personal financial plans of all our clients are as good as they can be.” 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 “holistic financial advisors”. 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 11 of 26 holistic financial advisors based in Chatswood, Australia
See the full list, filter by size, metro and specialty, and access 59 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Holistic financial advisors based in Chatswood, Australia at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Chatswood, so it is reported there. Company counts and contact totals on this page are exact for Chatswood, over 26 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 Chatswood, Australia whose business descriptions match “holistic financial advisors” 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 59 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.
Holistic financial advisors by metro in Australia
- Holistic financial advisors in Sydney367
- Holistic financial advisors in Melbourne259
- Holistic financial advisors in Brisbane91
- Holistic financial advisors in Adelaide61
- Holistic financial advisors in Perth61
- Holistic financial advisors in North Sydney43
- Holistic financial advisors in Brisbane City37
- Holistic financial advisors in Parramatta32
- Holistic financial advisors in West Perth28
- Holistic financial advisors in Subiaco25
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 “holistic financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many holistic financial advisors are there based in Chatswood, Australia?
RevenueBase identified 26 company matches for holistic financial advisors associated with Chatswood, 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?
Candour Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most holistic financial advisors?
Sydney leads Australia with 367 company records, followed by Melbourne (259) and Brisbane (91). Chatswood has 26.
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 59 professional contacts with verified work emails tracked across these 26 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 26 holistic financial advisors based in Chatswood, Australia. Start with a free account, no credit card.
Download this list →Related lists
Holistic financial advisors by geography
- Holistic financial advisors based in Buenos Aires, Argentina
- Holistic financial advisors based in Adelaide, Australia
- Holistic financial advisors based in Brisbane City, Australia
- Holistic financial advisors based in Brisbane, Australia
- Holistic financial advisors based in Melbourne, Australia
- Holistic financial advisors based in North Sydney, Australia
- Holistic financial advisors based in Parramatta, Australia
- Holistic financial advisors based in Perth, Australia
- Holistic financial advisors based in Subiaco, Australia
- Holistic financial advisors based in Sydney, Australia
- Holistic financial advisors based in West Perth, Australia
- Holistic financial advisors based in Vienna, Austria
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
- Holistic financial advisors based in Buenos Aires, Argentina
- Holistic financial advisors based in Adelaide, Australia
- Holistic financial advisors based in Brisbane City, Australia
- Holistic financial advisors based in Brisbane, Australia
- Holistic financial advisors based in Melbourne, Australia
- Holistic financial advisors based in North Sydney, Australia
Company intelligence · public preview
Top 11 holistic financial advisors based in Chatswood, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 26 matching company records for holistic financial advisors based in Chatswood, Australia, with 243 tracked contacts and 59 verified work emails.
This public preview shows 11 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 11 holistic financial advisors based in Chatswood, 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 | HQ: Chatswood, AustraliaReported employees: 11-50 | Chatswood, Australia | 11-50 | Exact match | 25 contacts → |
“Candour Capital provides access to selected fixed income, structured investment, Deferred Purchase Agreement and managed fund opportunities for eligible wholesale and professional…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Chatswood, AustraliaReported employees: 11-50 | Chatswood, Australia | 11-50 | Exact match | 12 contacts → |
“In July 2016, Irene Kay, former Director and Shareholder of Lifestyle Financial Services, proudly announced the launch of Kabel Financial Services - a merge between Jossel…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Chatswood, AustraliaReported employees: 11-50 | Chatswood, Australia | 11-50 | Exact match | 9 contacts → |
“Maxmillian Group is one of Australia’s leading-edge private wealth advisory companies catering to the needs of local and international investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | JD Advisory Group PTY LTDjdadvisory.com.au HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 8 contacts → |
“JD Advisory guides our clients safely and efficiently toward success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 6 contacts → |
“We work with wealth families, pre-retirees and retirees looking to fund their dream retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 4 contacts → |
“True North Wealth is a collaboration of three like-minded experienced professionals and an expert team who are passionate about helping others achieve their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 2 contacts → |
“Our purpose is to improve the lives and wealth of our clients and their family through quality financial management and advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 2 contacts → |
“We help protect and achieve what’s most important to you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 2 contacts → |
“CoWealth Partners is a wealth management firm that aims to provide quality financial advice to people in need, allowing them to make informed decisions when managing their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Chatswood, AustraliaReported employees: 11-50 | Chatswood, Australia | 11-50 | Exact match | 1 contacts → |
“Shorebridge Wealth Advisers is a boutique financial services provider based in Sydney’s North and NorthWest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wealthpool Adviserswealthpool.com.au HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 1 contacts → |
“Our team is committed to ensuring the personal financial plans of all our clients are as good as they can be.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 11 of 26 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Holistic financial advisors: 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
26 records in the displayed employee bands.
0 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 across the whole Australia list rather than for Chatswood, so it is reported there. Company counts and contact totals on this page are exact for Chatswood, over 26 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 ↗
Holistic financial advisors by metro in Australia
- Holistic financial advisors in Sydney367
- Holistic financial advisors in Melbourne259
- Holistic financial advisors in Brisbane91
- Holistic financial advisors in Adelaide61
- Holistic financial advisors in Perth61
- Holistic financial advisors in North Sydney43
- Holistic financial advisors in Brisbane City37
- Holistic financial advisors in Parramatta32
- Holistic financial advisors in West Perth28
- Holistic financial advisors in Subiaco25
Questions about this company list
What does Exact match mean for holistic financial advisors?
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 holistic financial advisors did RevenueBase find based in Chatswood, Australia?
The saved snapshot records 26 matching company records, 243 tracked contacts and 59 verified emails. The public preview displays 11 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
Holistic financial advisors by geography
- Holistic financial advisors based in Buenos Aires, Argentina
- Holistic financial advisors based in Adelaide, Australia
- Holistic financial advisors based in Brisbane City, Australia
- Holistic financial advisors based in Brisbane, Australia
- Holistic financial advisors based in Melbourne, Australia
- Holistic financial advisors based in North Sydney, Australia
- Holistic financial advisors based in Parramatta, Australia
- Holistic financial advisors based in Perth, Australia
- Holistic financial advisors based in Subiaco, Australia
- Holistic financial advisors based in Sydney, Australia
- Holistic financial advisors based in West Perth, Australia
- Holistic financial advisors based in Vienna, Austria
Cite this list
RevenueBase Data Team. Top 11 holistic financial advisors based in Chatswood, Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/holistic-financial-advisors/australia/chatswood.
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
- Holistic financial advisors based in Buenos Aires, Argentina
- Holistic financial advisors based in Adelaide, Australia
- Holistic financial advisors based in Brisbane City, Australia
- Holistic financial advisors based in Brisbane, Australia
- Holistic financial advisors based in Melbourne, Australia
- Holistic financial advisors based in North Sydney, Australia
Company intelligence · public preview
Top 11 holistic financial advisors based in Chatswood, Australia
RevenueBase records 26 matching company records for holistic financial advisors based in Chatswood, Australia, with 243 tracked contacts and 59 verified work emails.
This public preview shows 11 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 11 holistic financial advisors based in Chatswood, 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 | HQ: Chatswood, AustraliaReported employees: 11-50 | Chatswood, Australia | 11-50 | Exact match | 25 contacts → |
“Candour Capital provides access to selected fixed income, structured investment, Deferred Purchase Agreement and managed fund opportunities for eligible wholesale and professional…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Chatswood, AustraliaReported employees: 11-50 | Chatswood, Australia | 11-50 | Exact match | 12 contacts → |
“In July 2016, Irene Kay, former Director and Shareholder of Lifestyle Financial Services, proudly announced the launch of Kabel Financial Services - a merge between Jossel…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Chatswood, AustraliaReported employees: 11-50 | Chatswood, Australia | 11-50 | Exact match | 9 contacts → |
“Maxmillian Group is one of Australia’s leading-edge private wealth advisory companies catering to the needs of local and international investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | JD Advisory Group PTY LTDjdadvisory.com.au HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 8 contacts → |
“JD Advisory guides our clients safely and efficiently toward success.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 6 contacts → |
“We work with wealth families, pre-retirees and retirees looking to fund their dream retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 4 contacts → |
“True North Wealth is a collaboration of three like-minded experienced professionals and an expert team who are passionate about helping others achieve their financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 2 contacts → |
“Our purpose is to improve the lives and wealth of our clients and their family through quality financial management and advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 2 contacts → |
“We help protect and achieve what’s most important to you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 2 contacts → |
“CoWealth Partners is a wealth management firm that aims to provide quality financial advice to people in need, allowing them to make informed decisions when managing their…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: Chatswood, AustraliaReported employees: 11-50 | Chatswood, Australia | 11-50 | Exact match | 1 contacts → |
“Shorebridge Wealth Advisers is a boutique financial services provider based in Sydney’s North and NorthWest.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wealthpool Adviserswealthpool.com.au HQ: Chatswood, AustraliaReported employees: 1-10 | Chatswood, Australia | 1-10 | Exact match | 1 contacts → |
“Our team is committed to ensuring the personal financial plans of all our clients are as good as they can be.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 11 of 26 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Holistic financial advisors: 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
26 records in the displayed employee bands.
0 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 across the whole Australia list rather than for Chatswood, so it is reported there. Company counts and contact totals on this page are exact for Chatswood, over 26 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.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
Holistic financial advisors by metro in Australia
- Holistic financial advisors in Sydney367
- Holistic financial advisors in Melbourne259
- Holistic financial advisors in Brisbane91
- Holistic financial advisors in Adelaide61
- Holistic financial advisors in Perth61
- Holistic financial advisors in North Sydney43
- Holistic financial advisors in Brisbane City37
- Holistic financial advisors in Parramatta32
- Holistic financial advisors in West Perth28
- Holistic financial advisors in Subiaco25
Questions about this company list
What does Exact match mean for holistic financial advisors?
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 holistic financial advisors did RevenueBase find based in Chatswood, Australia?
The saved snapshot records 26 matching company records, 243 tracked contacts and 59 verified emails. The public preview displays 11 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
Holistic financial advisors by geography
- Holistic financial advisors based in Buenos Aires, Argentina
- Holistic financial advisors based in Adelaide, Australia
- Holistic financial advisors based in Brisbane City, Australia
- Holistic financial advisors based in Brisbane, Australia
- Holistic financial advisors based in Melbourne, Australia
- Holistic financial advisors based in North Sydney, Australia
- Holistic financial advisors based in Parramatta, Australia
- Holistic financial advisors based in Perth, Australia
- Holistic financial advisors based in Subiaco, Australia
- Holistic financial advisors based in Sydney, Australia
- Holistic financial advisors based in West Perth, Australia
- Holistic financial advisors based in Vienna, Austria
Cite this list
RevenueBase Data Team. Top 11 holistic financial advisors based in Chatswood, Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/holistic-financial-advisors/australia/chatswood.
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
- Holistic financial advisors based in Buenos Aires, Argentina
- Holistic financial advisors based in Adelaide, Australia
- Holistic financial advisors based in Brisbane City, Australia
- Holistic financial advisors based in Brisbane, Australia
- Holistic financial advisors based in Melbourne, Australia
- Holistic financial advisors based in North Sydney, Australia