Company lists · Data refreshed September 2026

Top 25 Holistic financial advisors based in North Sydney, Australia

Name: Holistic financial advisors based in North Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 39 companies tracked

RevenueBase identified 39 holistic financial advisors headquartered in North Sydney, Australia as of September 2026 and tracks 515 professional contacts across them, including 309 with verified work emails. Sydney is the largest hub.

This list covers holistic financial advisors headquartered in North Sydney, Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 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 20, 2026 86% judged on-target in blind review

39Companies

515Contacts tracked

309Verified emails

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The 25 largest holistic financial advisors based in North Sydney, Australia

Ranked by team size

Top 25 of 39 holistic financial advisors based in North Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to holistic financial advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Kelly Partners Accountants	Indirect evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	201-500	204 contacts →
	Indirect evidence “We exist to make the people, businesses and communities we serve be better off.” Source: RevenueBase Database · checked Sep 20, 2026
2	Stanford Brown	Indirect evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	51-200	60 contacts →
	Indirect evidence “The invaluables.” Source: RevenueBase Database · checked Sep 20, 2026
3	AGS Financial Group	Strong evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	51-200	59 contacts →
	Strong evidence “AGS Financial Group is an integrated advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
4	CA Financial Services Group	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	11-50	28 contacts →
	Partial evidence “CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Source: RevenueBase Database · checked Sep 20, 2026
5	Prime Partners	Strong evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	11-50	21 contacts →
	Strong evidence “Prime Partners was established in July 2006 when Chartered Accountants (Power Hansen) and Financial Planners (McCosker Dunstan) merged to create an advisory business.” Source: RevenueBase Database · checked Sep 20, 2026
6	Equity Trustees Superannuation Limited	Indirect evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	51-200	10 contacts →
	Indirect evidence “It's all about providing highly personalised services to help manage wealth.” Source: RevenueBase Database · checked Sep 20, 2026
7	Kelly Partners Private Wealth	Indirect evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Kelly+Partners Wealth Management was founded by bringing together a cohesive team of experienced professionals from wealth management, asset management, family office and…” Source: RevenueBase Database · checked Sep 20, 2026
8	Halcyon Wealth Advisers	Strong evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	11-50	9 contacts →
	Strong evidence “Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Source: RevenueBase Database · checked Sep 20, 2026
9	First Equity	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “As a boutique accounting and tax advisory firm, we provide professional and personalised advice to both private businesses and individual clients.” Source: RevenueBase Database · checked Sep 20, 2026
10	Archangel Wealth	Indirect evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Founder and Group CEO Theo Kotselas started Archangel Wealth from humble beginnings with a simple principle: always do your best and help others.” Source: RevenueBase Database · checked Sep 20, 2026
11	Wealth Peak Financial Advice	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “Helping You Take Control of Your Financial Future At Wealth Peak Financial Advice, we understand that managing wealth can feel overwhelming.” Source: RevenueBase Database · checked Sep 20, 2026
12	BPM Financial	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future.” Source: RevenueBase Database · checked Sep 20, 2026
13	Talem Wealth	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	11-50	4 contacts →
	Partial evidence “Many people tend to think that financial advisers are just boring old accountants who bang on about retirement.” Source: RevenueBase Database · checked Sep 20, 2026
14	Adelaide Private Wealth	Indirect evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “We offer expert advice on portfolio construction, tax effective investments, regular investment plans and borrowing techniques that are aimed at accelerating your wealth and…” Source: RevenueBase Database · checked Sep 20, 2026
15	Stephen Financial Solutions	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “At Stephen Financial Solutions, we aspire to deliver not only the highest quality financial advice, but also the peace of mind and security that comes with being prepared for the…” Source: RevenueBase Database · checked Sep 20, 2026
16	Foster Raffan Iplan	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Boutique Advisory providing end to end solutions for clients by creating tailored individual wealth creation, wealth protection & retirement plans.” Source: RevenueBase Database · checked Sep 20, 2026
17	Mentor1 Financial Advice	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	11-50	3 contacts →
	Partial evidence “Our Financial Planning services make planning for your future easy.” Source: RevenueBase Database · checked Sep 20, 2026
18	KEY Concept Wealth & Insurance	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Key Concept Wealth and Insurance provides quality advice backed by exceptional service by offering our clients holistic tailormade solutions to grow your wealth and protect your…” Source: RevenueBase Database · checked Sep 20, 2026
19	Transition Wealth	Indirect evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Transition Wealth is predicated on the belief that money opens doors.” Source: RevenueBase Database · checked Sep 20, 2026
20	Applied Wealth	Strong evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Applied Wealth is a privately owned advisory firm guiding individuals and families to financial independence since 2012.” Source: RevenueBase Database · checked Sep 20, 2026
21	Emerald Private Wealth	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	11-50	2 contacts →
	Partial evidence “At Emerald Private Wealth, we are your financial partners for life.” Source: RevenueBase Database · checked Sep 20, 2026
22	Fluid Financial Planning PTY LTD	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Fluid Financial Planning Pty Ltd (‘Fluid’) is a privately owned financial planning firm.” Source: RevenueBase Database · checked Sep 20, 2026
23	Cube Private Wealth	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Financial Advice” Source: RevenueBase Database · checked Sep 20, 2026
24	Selector Finance	Indirect evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Brett and his team believe finance is personal.” Source: RevenueBase Database · checked Sep 20, 2026
25	Japhia Wealth Advisory	Partial evidence	North Sydney, AustraliaHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Our vision is to provide a total wealth management solution for busy professionals and business owners and assist them to achieve their financial and lifestyle objectives.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: holistic financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names holistic financial advisors.
Partial evidence: Its own public description names part of holistic financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name holistic financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 39 holistic financial advisors based in North Sydney, Australia

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Holistic financial advisors based in North Sydney, Australia at a glance

As of Sep 20, 2026

60.0%Verified-email coverage

13.2Average contacts per company

1-10Median size (employees)

684.6%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole Australia list rather than for North Sydney, so it is reported there. Company counts and contact totals on this page are exact for North Sydney, over 39 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 holistic financial advisors, 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 North Sydney, Australia whose own description of what they do matches “holistic financial advisors”. 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 holistic financial advisors), 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 holistic financial advisors, and records with no verified work email. Companies headquartered outside North Sydney are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 309 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 20, 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.

Holistic financial advisors by metro in Australia

Holistic financial advisors in Sydney267
Holistic financial advisors in Melbourne167
Holistic financial advisors in Brisbane72
Holistic financial advisors in Perth44
Holistic financial advisors in Adelaide41
Holistic financial advisors in North Sydney39
Holistic financial advisors in Brisbane City28

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 holistic financial advisors, 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 holistic financial advisors are there based in North Sydney, Australia?

RevenueBase identified 39 holistic financial advisors headquartered in North Sydney, Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Kelly Partners Accountants, headquartered in North Sydney, tops this list with the largest team on record.

Which city has the most holistic financial advisors?

Sydney leads with 267 headquartered companies, followed by Melbourne (167) and Brisbane (72).

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 309 verified decision-maker contacts tracked across these 39 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 20, 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.