Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Sydney, Australia

Name: Insurance planning advisors 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 122 companies tracked

RevenueBase identified 122 company matches for insurance planning advisors associated with Sydney, Australia as of September 2026 and tracks 817 professional contacts across them, including 416 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers company matches for insurance planning advisors associated with Sydney, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 17, 2026 How this list was built

122Companies

817Contacts tracked

416Verified emails

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The 25 largest insurance planning advisors based in Sydney, Australia

Ranked by team size

Top 25 of 122 company matches for insurance planning advisors based in Sydney, Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Howden Insurance Brokers Australia	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	201-500	148 contacts →
	Exact match “Delivering world-class insurance and risk management services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Lending Association	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	51-200	82 contacts →
	Exact match “Awarded.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Treysta Wealth	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	32 contacts →
	Exact match “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Enrizen Financial Group	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	27 contacts →
	Exact match “At Enrizen, we believe that every individual can create a successful life, and that every business is a success story waiting to happen.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Private Wealth Partners	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	26 contacts →
	Exact match “Private Wealth Partners is a privately owned financial planning practice based in Sydney.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Omnisure	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	22 contacts →
	Exact match “Established in 1982, Omnisure is a specialist insurance brokerage and risk advisory firm delivering comprehensive, technically informed insurance solutions for individuals, SMEs…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Evalesco Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	22 contacts →
	Exact match “At Evalesco, we believe financial advice should make life simpler, not harder.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Financial Spectrum	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “Helping you live a great life At Financial Spectrum, we focus on one thing – helping you live a great life by making smart decisions with your money.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Austbrokers Life	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “We are one of Australia's leading life insurance specialists, providing tailored advice to protect businesses, families and individuals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Ryker Capital	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Sydney Financial Group	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	1-10	13 contacts →
	Exact match “Sydney Financial Group is a privately owned, goal focused financial planning firm, located in Sydney CBD.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Sherlock Wealth	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	1-10	12 contacts →
	Exact match “We are a financial planning firm based in Sydney that provides advice to create and protect wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	financialadvisor.com.au	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “We specialising in helping people make good financial decision.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	MY Plan Financial	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “Your financial goals are important!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Fifteen Hundred Financial Strategists	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “Financial planning is not just about investments and, not only for the wealthy either.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Lambert Group Future Planning	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	8 contacts →
	Exact match “At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Freshwater Wealth	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “We provide financial advice for successful high net worth professionals, wanting a great retirement lifestyle.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	EC Financial	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “EC Financial is a boutique financial planning and advice business in the Sydney CBD.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Shape Financial Advisory	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “At Shape, we provide bespoke financial advice and tailor a plan to suit your individual situation.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Riviera Wealth Partners	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Riviera Wealth Partners was born out of the desire to create a personal Financial Planning service that is built on transparency, honesty and just doing the right thing.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Confio Insurance	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “At Confio Insurance, we are experts in business insurance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Curo Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “Curo Financial Services is a specialist risk advisory practice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Linton Advisory Group	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match “We’re different.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Praden Insurance Broking And Advisory	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Praden is a corporate insurance broking and risk advisory firm established to provide the full suite of insurance broking and advisory services to organisations of all sizes, from…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Prosper Financial Planning PTY LTD	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Prosper Financial Planning provides services on investment advice, insurance solution and loan selection.” 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 122 insurance planning advisors based in Sydney, Australia

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Insurance planning advisors based in Sydney, Australia at a glance

As of Sep 17, 2026

50.9%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

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 122 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 Sydney, 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 416 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 Sydney, Australia?

RevenueBase identified 122 company matches for insurance planning advisors associated with Sydney, 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?

Howden Insurance Brokers Australia 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).

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 416 professional contacts with verified work emails tracked across these 122 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.

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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 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.