Company lists · Data refreshed September 2026
Top 25 Insurance planning advisors based in Adelaide, Australia
RevenueBase identified 34 company matches for insurance planning advisors associated with Adelaide, Australia as of September 2026 and tracks 166 professional contacts across them, including 114 with verified work emails. Across Australia, Sydney is the largest hub for this category (122 companies); Adelaide has 34.
This list covers company matches for insurance planning advisors associated with Adelaide, 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 September 17, 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 25 largest insurance planning advisors based in Adelaide, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 34 contacts → | ||||
Exact match “At Holdfast, we make sure your business and lifestyle are covered.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 2 | 26 contacts → | ||||
Exact match “MBA Financial Strategists is recognised by our clients and business partners, as their first choice provider of professional, tailored advice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 3 | 10 contacts → | ||||
Exact match “We’re a team of financial advisers, chartered accountants, tax consultants, SMSF specialists and strategic business advisers who understand how to use numbers to help you achieve…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 4 | 9 contacts → | ||||
Exact match “At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 5 | 8 contacts → | ||||
Exact match “United in vision.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 6 | 7 contacts → | ||||
Exact match “Our aim is to guide you on the path to achieving your financial goals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “Connect Financial Advice is a boutique financial services practice located in Adelaide, South Australia.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “We are a trusted adviser for time-poor small businesses, ensuring they have the right financing and insurance options for their needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “At MFA, we deliver professional financial advice to our valued clients nationwide.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “We’re different from other financial planning firms.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “At Advice SA, everything we do revolves around you.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “With backgrounds in management and advisory from both the 'Big 4' banks and Chartered Accounting firms, and with investigatory roles in the ATO and Corporate Restructuring…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “One Advisory Wealth Management (OAWM) provides holistic and customised financial advice to individuals and families.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Baldwin Financial Services is a boutique financial planning business.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “At Palladium Wealth Partners we seek to deliver a personalised experience by delivering high quality strategic advice in line with your needs, with the goal of forming long term…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “To put your business insurance to work, you need to weigh up your risks and insure what’s important to the viability and survival of your business should the unexpected happen.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Axiom Risk is a specialist personal and business risk insurance advice firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Matthew has more than 30 years’ experience in a broad range of financial roles.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Stevens Roberts is a leading Financial Planning and Insurance practice situated in the heart of Adelaide's CBD, delivering expert personalised service and strategic advice in the…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “People come to Wallis-Smith Financial Planning for one of two reasons – to plan for their retirement, or to build wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “The mission of AWE Finance Solutions is to awe our clients with our excellent customer service and experienced knowledge in the financing industry.” Recorded in the RevenueBase company graph · Sep 17, 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 “insurance planning 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 25 of 34 insurance planning advisors based in Adelaide, Australia
See the full list, filter by size, metro and specialty, and access 114 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance planning advisors based in Adelaide, Australia at a glance
As of Sep 17, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Adelaide, so it is reported there. Company counts and contact totals on this page are exact for Adelaide, over 34 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 Adelaide, Australia whose business descriptions match “insurance planning 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 114 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 September 17, 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.
Insurance planning advisors by metro in Australia
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 “insurance planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance planning advisors are there based in Adelaide, Australia?
RevenueBase identified 34 company matches for insurance planning advisors associated with Adelaide, Australia as of September 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?
Holdfast Insurance Brokers tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most insurance planning advisors?
Sydney leads Australia with 122 company records, followed by Melbourne (87) and Brisbane (51). Adelaide has 34.
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 114 professional contacts with verified work emails tracked across these 34 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 September 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 34 insurance planning advisors based in Adelaide, Australia. Start with a free account, no credit card.
Download this list →Related lists
Insurance planning advisors by geography
- Insurance planning advisors based in Brisbane, Australia
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- Insurance planning advisors based in Perth, Australia
- Insurance planning advisors based in Sydney, Australia
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- Insurance planning advisors based in Curitiba, Brazil
- Insurance planning advisors based in Rio De Janeiro, Brazil
- Insurance planning advisors based in Sao Paulo, Brazil
- Insurance planning advisors based in Calgary, Canada
- Insurance planning advisors based in Edmonton, Canada
- Insurance planning advisors based in Laval, Canada
- Insurance planning advisors based in London, Canada
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
- Insurance planning advisors based in Brisbane, Australia
- Insurance planning advisors based in Melbourne, Australia
- Insurance planning advisors based in Perth, Australia
- Insurance planning advisors based in Sydney, Australia
- Insurance planning advisors based in Belo Horizonte, Brazil
- Insurance planning advisors based in Curitiba, Brazil
Company intelligence · public preview
Top 25 insurance planning advisors based in Adelaide, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 34 matching company records for insurance planning advisors based in Adelaide, Australia, with 166 tracked contacts and 114 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 17, 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 25 insurance planning advisors based in Adelaide, 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 |  Holdfast Insurance Brokersholdfast.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 34 contacts → |
“At Holdfast, we make sure your business and lifestyle are covered.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  MBA Financial Strategists PTY LTDmbafs.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 26 contacts → |
“MBA Financial Strategists is recognised by our clients and business partners, as their first choice provider of professional, tailored advice.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Affinity Business Advisers PTY LTDaffinityadvisers.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 10 contacts → |
“We’re a team of financial advisers, chartered accountants, tax consultants, SMSF specialists and strategic business advisers who understand how to use numbers to help you achieve…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Calm Wealth Managementcalmwealth.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 9 contacts → |
“At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Capital Unitedcapitalunited.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 8 contacts → |
“United in vision.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 7 contacts → |
“Our aim is to guide you on the path to achieving your financial goals.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Evans Ayersevansayers.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 7 contacts → |
“Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Connect Financial Adviceconnectfinancialadvice.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 6 contacts → |
“Connect Financial Advice is a boutique financial services practice located in Adelaide, South Australia.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Westphalian Insurancewestphalian.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 5 contacts → |
“We are a trusted adviser for time-poor small businesses, ensuring they have the right financing and insurance options for their needs.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  MFA Adelaidemfaadelaide.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 5 contacts → |
“At MFA, we deliver professional financial advice to our valued clients nationwide.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Wealth Evolution Financial Planningevogroup.net.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 5 contacts → |
“We’re different from other financial planning firms.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Advice SAadvicesa.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“At Advice SA, everything we do revolves around you.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  CG Goldchancellorgroup.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“With backgrounds in management and advisory from both the 'Big 4' banks and Chartered Accounting firms, and with investigatory roles in the ATO and Corporate Restructuring…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  ONE Advisory Wealth Managementoawm.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 4 contacts → |
“One Advisory Wealth Management (OAWM) provides holistic and customised financial advice to individuals and families.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Baldwin Financial Servicesbaldwinfinancialservices.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“Baldwin Financial Services is a boutique financial planning business.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Palladium Wealth Partnerspalladiumwealth.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“At Palladium Wealth Partners we seek to deliver a personalised experience by delivering high quality strategic advice in line with your needs, with the goal of forming long term…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Capstone Insurance Brokerscapstoneinsurance.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“To put your business insurance to work, you need to weigh up your risks and insure what’s important to the viability and survival of your business should the unexpected happen.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Anona Financial Planning PTY LTDanona.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Axiom Riskaxiomrisk.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
“Axiom Risk is a specialist personal and business risk insurance advice firm.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | PHB Financial Planningphbfinancialplanning.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Omnia Financial Advisoryomniafinancial.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Excelerate Financial Servicesexceleratefinancialservices.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
“Matthew has more than 30 years’ experience in a broad range of financial roles.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Stevens Roberts Financial Planningstevensroberts.com HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
“Stevens Roberts is a leading Financial Planning and Insurance practice situated in the heart of Adelaide's CBD, delivering expert personalised service and strategic advice in the…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Wallis-Smith Financial Planningwallissmith.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
“People come to Wallis-Smith Financial Planning for one of two reasons – to plan for their retirement, or to build wealth.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | AWE Finance Solutionsawefinancesolutions.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
“The mission of AWE Finance Solutions is to awe our clients with our excellent customer service and experienced knowledge in the financing industry.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 34 company matches
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Insurance planning advisors: dataset insights
September 17, 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
34 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 Adelaide, so it is reported there. Company counts and contact totals on this page are exact for Adelaide, over 34 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: September 17, 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 ↗
Insurance planning advisors by metro in Australia
Questions about this company list
What does Exact match mean for insurance planning 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 insurance planning advisors did RevenueBase find based in Adelaide, Australia?
The saved snapshot records 34 matching company records, 166 tracked contacts and 114 verified emails. The public preview displays 25 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: September 17, 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
Insurance planning advisors by geography
- Insurance planning advisors based in Brisbane, Australia
- Insurance planning advisors based in Melbourne, Australia
- Insurance planning advisors based in Perth, Australia
- Insurance planning advisors based in Sydney, Australia
- Insurance planning advisors based in Belo Horizonte, Brazil
- Insurance planning advisors based in Curitiba, Brazil
- Insurance planning advisors based in Rio De Janeiro, Brazil
- Insurance planning advisors based in Sao Paulo, Brazil
- Insurance planning advisors based in Calgary, Canada
- Insurance planning advisors based in Edmonton, Canada
- Insurance planning advisors based in Laval, Canada
- Insurance planning advisors based in London, Canada
Cite this list
RevenueBase Data Team. Top 25 insurance planning advisors based in Adelaide, Australia. Snapshot: September 17, 2026. https://revenuebase.ai/companies/insurance-planning-advisors/australia/adelaide.
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
- Insurance planning advisors based in Brisbane, Australia
- Insurance planning advisors based in Melbourne, Australia
- Insurance planning advisors based in Perth, Australia
- Insurance planning advisors based in Sydney, Australia
- Insurance planning advisors based in Belo Horizonte, Brazil
- Insurance planning advisors based in Curitiba, Brazil
Company intelligence · public preview
Top 25 insurance planning advisors based in Adelaide, Australia
RevenueBase records 34 matching company records for insurance planning advisors based in Adelaide, Australia, with 166 tracked contacts and 114 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 17, 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 25 insurance planning advisors based in Adelaide, 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 | Holdfast Insurance Brokersholdfast.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 34 contacts → |
“At Holdfast, we make sure your business and lifestyle are covered.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | MBA Financial Strategists PTY LTDmbafs.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 26 contacts → |
“MBA Financial Strategists is recognised by our clients and business partners, as their first choice provider of professional, tailored advice.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Affinity Business Advisers PTY LTDaffinityadvisers.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 10 contacts → |
“We’re a team of financial advisers, chartered accountants, tax consultants, SMSF specialists and strategic business advisers who understand how to use numbers to help you achieve…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Calm Wealth Managementcalmwealth.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 9 contacts → |
“At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Capital Unitedcapitalunited.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 8 contacts → |
“United in vision.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 7 contacts → |
“Our aim is to guide you on the path to achieving your financial goals.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Evans Ayersevansayers.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 7 contacts → |
“Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Connect Financial Adviceconnectfinancialadvice.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 6 contacts → |
“Connect Financial Advice is a boutique financial services practice located in Adelaide, South Australia.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Westphalian Insurancewestphalian.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 5 contacts → |
“We are a trusted adviser for time-poor small businesses, ensuring they have the right financing and insurance options for their needs.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | MFA Adelaidemfaadelaide.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 5 contacts → |
“At MFA, we deliver professional financial advice to our valued clients nationwide.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wealth Evolution Financial Planningevogroup.net.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 5 contacts → |
“We’re different from other financial planning firms.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Advice SAadvicesa.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“At Advice SA, everything we do revolves around you.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CG Goldchancellorgroup.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“With backgrounds in management and advisory from both the 'Big 4' banks and Chartered Accounting firms, and with investigatory roles in the ATO and Corporate Restructuring…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | ONE Advisory Wealth Managementoawm.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 4 contacts → |
“One Advisory Wealth Management (OAWM) provides holistic and customised financial advice to individuals and families.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Baldwin Financial Servicesbaldwinfinancialservices.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 4 contacts → |
“Baldwin Financial Services is a boutique financial planning business.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Palladium Wealth Partnerspalladiumwealth.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“At Palladium Wealth Partners we seek to deliver a personalised experience by delivering high quality strategic advice in line with your needs, with the goal of forming long term…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Capstone Insurance Brokerscapstoneinsurance.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“To put your business insurance to work, you need to weigh up your risks and insure what’s important to the viability and survival of your business should the unexpected happen.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Anona Financial Planning PTY LTDanona.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Axiom Riskaxiomrisk.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
“Axiom Risk is a specialist personal and business risk insurance advice firm.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | PHB Financial Planningphbfinancialplanning.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Omnia Financial Advisoryomniafinancial.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Excelerate Financial Servicesexceleratefinancialservices.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
“Matthew has more than 30 years’ experience in a broad range of financial roles.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Stevens Roberts Financial Planningstevensroberts.com HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
“Stevens Roberts is a leading Financial Planning and Insurance practice situated in the heart of Adelaide's CBD, delivering expert personalised service and strategic advice in the…” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Wallis-Smith Financial Planningwallissmith.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
“People come to Wallis-Smith Financial Planning for one of two reasons – to plan for their retirement, or to build wealth.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | AWE Finance Solutionsawefinancesolutions.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 1 contacts → |
“The mission of AWE Finance Solutions is to awe our clients with our excellent customer service and experienced knowledge in the financing industry.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 34 company matches
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Insurance planning advisors: dataset insights
September 17, 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
34 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 Adelaide, so it is reported there. Company counts and contact totals on this page are exact for Adelaide, over 34 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: September 17, 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 ↗
Insurance planning advisors by metro in Australia
Questions about this company list
What does Exact match mean for insurance planning 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 insurance planning advisors did RevenueBase find based in Adelaide, Australia?
The saved snapshot records 34 matching company records, 166 tracked contacts and 114 verified emails. The public preview displays 25 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: September 17, 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.
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Cite this list
RevenueBase Data Team. Top 25 insurance planning advisors based in Adelaide, Australia. Snapshot: September 17, 2026. https://revenuebase.ai/companies/insurance-planning-advisors/australia/adelaide.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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