Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Sydney, Australia

Name: Insurance brokers for wealth planning based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 148 companies tracked

RevenueBase identified 148 insurance brokers for wealth planning headquartered in Sydney, Australia as of September 2026 and tracks 1,567 professional contacts across them, including 794 with verified work emails. Sydney is the largest hub.

This list covers insurance brokers for wealth planning headquartered in 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 17, 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 17, 2026 86% judged on-target in blind review

148Companies

1,567Contacts tracked

794Verified emails

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The 25 largest insurance brokers for wealth planning based in Sydney, Australia

Ranked by team size

Top 25 of 148 insurance brokers for wealth planning based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: 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	Howden Insurance Brokers Australia	Partial evidence	Sydney, AustraliaHQ checked Sep 17, 2026	201-500	148 contacts →
	Partial evidence “Delivering world-class insurance and risk management services.” Source: RevenueBase Database · checked Sep 17, 2026
2	Koda Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 17, 2026	51-200	144 contacts →
	Partial evidence “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Source: RevenueBase Database · checked Sep 17, 2026
3	Fiducian Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 17, 2026	51-200	142 contacts →
	Partial evidence “Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Source: RevenueBase Database · checked Sep 17, 2026
4	Gow-Gates Insurance Brokers	Partial evidence	Sydney, AustraliaHQ checked Sep 17, 2026	51-200	101 contacts →
	Partial evidence “Insurance is about more than policies - it's about protecting people, businesses and the futures they've worked hard to build.” Source: RevenueBase Database · checked Sep 17, 2026
5	GSA Insurance Brokers	Strong evidence	Sydney, AustraliaHQ checked Sep 17, 2026	51-200	83 contacts →
	Strong evidence “GSA is a mid-sized Insurance Broker challenging the status-quo of how insurance is managed in Australia.” Source: RevenueBase Database · checked Sep 17, 2026
6	Lending Association	Indirect evidence	Sydney, AustraliaHQ checked Sep 17, 2026	51-200	82 contacts →
	Indirect evidence “Awarded.” Source: RevenueBase Database · checked Sep 17, 2026
7	Alteris Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	51 contacts →
	Indirect evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 17, 2026
8	Ii-A	Indirect evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	30 contacts →
	Indirect evidence “ii-A was established by industry specialists in early 2006.” Source: RevenueBase Database · checked Sep 17, 2026
9	Experien Insurance Services	Strong evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	25 contacts →
	Strong evidence “Experien Insurance Services (Experien) is a dynamic brokerage firm, combining a team of expert insurance specialists with extensive experience in the Life and General Insurance…” Source: RevenueBase Database · checked Sep 17, 2026
10	Omnisure	Strong evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	22 contacts →
	Strong evidence “Established in 1982, Omnisure is a specialist insurance brokerage and risk advisory firm delivering comprehensive, technically informed insurance solutions for individuals, SMEs…” Source: RevenueBase Database · checked Sep 17, 2026
11	QI Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	21 contacts →
	Partial evidence “Qi Wealth is a leading financial services company based in Sydney.” Source: RevenueBase Database · checked Sep 17, 2026
12	Mintwell	Partial evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	20 contacts →
	Partial evidence “Mintwell is an Australian Wealth Management Firm.” Source: RevenueBase Database · checked Sep 17, 2026
13	Emjay Insurance Brokers	Strong evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	20 contacts →
	Strong evidence “Emjay is one of Australia’s most respected privately and fully family owned insurance brokers.” Source: RevenueBase Database · checked Sep 17, 2026
14	Belay Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	20 contacts →
	Indirect evidence “The path ahead is not made of straight lines.” Source: RevenueBase Database · checked Sep 17, 2026
15	MA Insurance Brokers PTY LTD	Strong evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	19 contacts →
	Strong evidence “Welcome to MA Insurance Brokers!” Source: RevenueBase Database · checked Sep 17, 2026
16	JMD Ross Insurance Brokers PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	17 contacts →
	Partial evidence “Welcome to JMD Ross: providing excellence in insurance since 1979 JMD Ross is a specialist provider of corporate, commercial and private client insurance.” Source: RevenueBase Database · checked Sep 17, 2026
17	CRE Insurance Broking	Partial evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	17 contacts →
	Partial evidence “Experienced and focused insurance professionals delivering innovative risk transfer solutions to the construction, resource and energy sectors by living and breathing our values…” Source: RevenueBase Database · checked Sep 17, 2026
18	Integral Private Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	17 contacts →
	Partial evidence “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Source: RevenueBase Database · checked Sep 17, 2026
19	Austbrokers Life	Partial evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	14 contacts →
	Partial evidence “We are one of Australia's leading life insurance specialists, providing tailored advice to protect businesses, families and individuals.” Source: RevenueBase Database · checked Sep 17, 2026
20	Woodbury Private	Partial evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	14 contacts →
	Partial evidence “At Woodbury, we help people address the challenges of creating, protecting and transferring wealth by using the best of breed solutions.” Source: RevenueBase Database · checked Sep 17, 2026
21	Ryker Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	13 contacts →
	Indirect evidence “At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Source: RevenueBase Database · checked Sep 17, 2026
22	Sherlock Wealth	Strong evidence	Sydney, AustraliaHQ checked Sep 17, 2026	1-10	12 contacts →
	Strong evidence “We are a financial planning firm based in Sydney that provides advice to create and protect wealth.” Source: RevenueBase Database · checked Sep 17, 2026
23	HDL Insurance Brokers	Strong evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	10 contacts →
	Strong evidence “HDL Insurance Brokers Pty Limited (HDL) commenced in 2012 providing Specialist Risk and Insurance Broking Services to our local and multinational.” Source: RevenueBase Database · checked Sep 17, 2026
24	Renaissance Wealth Advisors	Strong evidence	Sydney, AustraliaHQ checked Sep 17, 2026	1-10	9 contacts →
	Strong evidence “Renaissance Wealth Advisors is a boutique Wealth Management Firm and Financial Planning.” Source: RevenueBase Database · checked Sep 17, 2026
25	Austbrokers Corporate	Partial evidence	Sydney, AustraliaHQ checked Sep 17, 2026	11-50	8 contacts →
	Partial evidence “Your risk and insurance broking partner.” Source: RevenueBase Database · checked Sep 17, 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: insurance brokers for wealth planning. 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 insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. 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 148 insurance brokers for wealth planning based in Sydney, Australia

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Insurance brokers for wealth planning based in Sydney, Australia at a glance

As of Sep 17, 2026

50.7%Verified-email coverage

10.6Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 17, 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 Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 148 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 insurance brokers for wealth planning, 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 Sydney, Australia whose own description of what they do matches “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, and records with no verified work email. Companies headquartered outside 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, 794 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 17, 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.

Insurance brokers for wealth planning by metro in Australia

Insurance brokers for wealth planning in Sydney148
Insurance brokers for wealth planning in Melbourne85
Insurance brokers for wealth planning in Brisbane46
Insurance brokers for wealth planning in Perth30

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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in Sydney, Australia?

RevenueBase identified 148 insurance brokers for wealth planning headquartered in 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?

Howden Insurance Brokers Australia, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

Sydney leads with 148 headquartered companies, followed by Melbourne (85) and Brisbane (46).

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 794 verified decision-maker contacts tracked across these 148 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 17, 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.