Company lists · Data refreshed September 2026

Top 24 Insurance planning advisors based in Australia

RevenueBase identified 1,358 insurance planning advisors headquartered in Australia as of September 2026 and tracks 8,289 professional contacts across them, including 4,432 with verified work emails. Sydney is the largest hub.

This list covers insurance planning advisors headquartered in 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
1,358Companies
8,289Contacts tracked
4,432Verified emails
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The 24 largest insurance planning advisors based in Australia

Ranked by team size
Top 24 of 1,358 insurance planning advisors based in Australia, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance planning 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMelbourne, AustraliaHQ checked Sep 17, 2026201-500295 contacts →

Indirect evidence

“Viridian Financial Group is a leading Australian diversified financial services business.”

Source: RevenueBase Database · checked Sep 17, 2026
2Partial evidenceDulwich, AustraliaHQ checked Sep 17, 2026201-500179 contacts →

Partial evidence

“Established in 1975, MGA Insurance Group is a national insurance brokerage headquartered in Adelaide, South Australia.”

Source: RevenueBase Database · checked Sep 17, 2026
3Indirect evidenceArmidale, AustraliaHQ checked Sep 17, 2026201-500178 contacts →

Indirect evidence

“Welcome to Australia's trusted home of great advice.”

Source: RevenueBase Database · checked Sep 17, 2026
4Strong evidenceKyogle, AustraliaHQ checked Sep 17, 202611-50150 contacts →

Strong evidence

“Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…”

Source: RevenueBase Database · checked Sep 17, 2026
5Partial evidenceSydney, AustraliaHQ checked Sep 17, 2026201-500148 contacts →

Partial evidence

“Delivering world-class insurance and risk management services.”

Source: RevenueBase Database · checked Sep 17, 2026
6Partial evidenceAustraliaHQ checked Sep 17, 202651-20087 contacts →

Partial evidence

“BJS Insurance Broker always have your best interest at heart.”

Source: RevenueBase Database · checked Sep 17, 2026
7Indirect evidenceSydney, AustraliaHQ checked Sep 17, 202651-20082 contacts →

Indirect evidence

“Awarded.”

Source: RevenueBase Database · checked Sep 17, 2026
8Partial evidenceMoorabbin, AustraliaHQ checked Sep 17, 2026201-50070 contacts →

Partial evidence

“AB Phillips delivers insurance and risk minimisation solutions to businesses and individuals nation-wide.”

Source: RevenueBase Database · checked Sep 17, 2026
9Indirect evidenceTamworth, AustraliaHQ checked Sep 17, 202651-20062 contacts →

Indirect evidence

“For the last century, Forsyths has helped families plan for their children’s education, helped small businesses become larger ones and built strong and lasting superannuation and…”

Source: RevenueBase Database · checked Sep 17, 2026
10Indirect evidenceChadstone, AustraliaHQ checked Sep 17, 2026n/a62 contacts →

Indirect evidence

“Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.”

Source: RevenueBase Database · checked Sep 17, 2026
11Partial evidenceNorth Sydney, AustraliaHQ checked Sep 17, 202651-20059 contacts →

Partial evidence

“AGS Financial Group is an integrated advisory firm.”

Source: RevenueBase Database · checked Sep 17, 2026
12Partial evidenceMile End South, AustraliaHQ checked Sep 17, 202611-5058 contacts →

Partial evidence

“Tailored insurance solutions, delivered by experienced brokers.”

Source: RevenueBase Database · checked Sep 17, 2026
13Indirect evidenceMilton, AustraliaHQ checked Sep 17, 202651-20051 contacts →

Indirect evidence

“Building Australia's most trusted wealth management firm.”

Source: RevenueBase Database · checked Sep 17, 2026
14Partial evidenceBella Vista, AustraliaHQ checked Sep 17, 202651-20051 contacts →

Partial evidence

“Every day we help people achieve their goals and solve their problems with a new approach to insurance and financial services.”

Source: RevenueBase Database · checked Sep 17, 2026
15Partial evidenceNewstead, AustraliaHQ checked Sep 17, 202611-5046 contacts →

Partial evidence

“My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.”

Source: RevenueBase Database · checked Sep 17, 2026
16Indirect evidenceBrisbane City, AustraliaHQ checked Sep 17, 202651-20044 contacts →

Indirect evidence

“Sherrin Partners is a financial advice firm that focuses on more than just your wealth.”

Source: RevenueBase Database · checked Sep 17, 2026
17Partial evidenceIvanhoe, AustraliaHQ checked Sep 17, 202611-5038 contacts →

Partial evidence

“Welcome to O’Brien Accountants & Advisors.”

Source: RevenueBase Database · checked Sep 17, 2026
18Indirect evidenceUpper Mount Gravatt, AustraliaHQ checked Sep 17, 202651-20037 contacts →

Indirect evidence

“Founded in 2006 by four advisers with a passion for helping Australians achieve financial wellbeing, MiQ Private Wealth is now a team of 18 highly skilled advisers dedicated to…”

Source: RevenueBase Database · checked Sep 17, 2026
19Partial evidenceBrisbane, AustraliaHQ checked Sep 17, 202651-20037 contacts →

Partial 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 17, 2026
20Indirect evidenceNedlands, AustraliaHQ checked Sep 17, 202611-5037 contacts →

Indirect evidence

“We aim to deliver financial security with a deep understanding of what is important to you.”

Source: RevenueBase Database · checked Sep 17, 2026
21Indirect evidenceBrisbane, AustraliaHQ checked Sep 17, 202611-5037 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 17, 2026
22Partial evidenceNaracoorte, AustraliaHQ checked Sep 17, 202651-20036 contacts →

Partial evidence

“Murray Nankivell is a leader in Accounting, Business Consulting and Financial Planning solutions.”

Source: RevenueBase Database · checked Sep 17, 2026
23Indirect evidenceMelbourne, AustraliaHQ checked Sep 17, 202651-20036 contacts →

Indirect evidence

“More than just a financial services company, the staff at MWL Financial Group are as passionate and ambitious about growing your wealth as you are.”

Source: RevenueBase Database · checked Sep 17, 2026
24Indirect evidenceAdelaide, AustraliaHQ checked Sep 17, 202611-5034 contacts →

Indirect evidence

“At Holdfast, we make sure your business and lifestyle are covered.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 24 of 1,358 insurance planning advisors based in Australia

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Insurance planning advisors based in Australia at a glance

As of Sep 17, 2026
53.5%Verified-email coverage
6.1Average contacts per company
1-10Median size (employees)
9.0%Largest-city concentration · Sydney
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
987
11-50
318
51-200
33
201-500
6
1,001-5,000
1

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 1,358 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 planning 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 Australia whose own description of what they do matches “insurance planning 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 insurance planning 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 insurance planning advisors, and records with no verified work email. Companies headquartered outside Australia 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, 4,432 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.

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 planning 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 insurance planning advisors are there based in Australia?

RevenueBase identified 1,358 insurance planning advisors headquartered in 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?

Viridian Financial Group, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most insurance planning advisors?

Sydney leads with 122 headquartered companies, followed by Melbourne (87) and Brisbane (51).

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 4,432 verified decision-maker contacts tracked across these 1,358 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.