Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Sydney, Australia

RevenueBase identified 122 insurance planning advisors headquartered in Sydney, Australia as of September 2026 and tracks 817 professional contacts across them, including 416 with verified work emails. Sydney is the largest hub.

This list covers insurance planning advisors 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
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 insurance planning advisors 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 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
1Partial 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
2Indirect evidenceSydney, AustraliaHQ checked Sep 17, 202651-20082 contacts →

Indirect evidence

“Awarded.”

Source: RevenueBase Database · checked Sep 17, 2026
3Indirect evidenceSydney, AustraliaHQ checked Sep 17, 202611-5032 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 17, 2026
4Indirect evidenceSydney, AustraliaHQ checked Sep 17, 202611-5027 contacts →

Indirect evidence

“At Enrizen, we believe that every individual can create a successful life, and that every business is a success story waiting to happen.”

Source: RevenueBase Database · checked Sep 17, 2026
5Partial evidenceSydney, AustraliaHQ checked Sep 17, 202611-5026 contacts →

Partial evidence

“Private Wealth Partners is a privately owned financial planning practice based in Sydney.”

Source: RevenueBase Database · checked Sep 17, 2026
6Strong evidenceSydney, AustraliaHQ checked Sep 17, 202611-5022 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
7Indirect evidenceSydney, AustraliaHQ checked Sep 17, 202611-5022 contacts →

Indirect evidence

“At Evalesco, we believe financial advice should make life simpler, not harder.”

Source: RevenueBase Database · checked Sep 17, 2026
8Indirect evidenceSydney, AustraliaHQ checked Sep 17, 202611-5018 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 17, 2026
9Partial evidenceSydney, AustraliaHQ checked Sep 17, 202611-5014 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
10Partial evidenceSydney, AustraliaHQ checked Sep 17, 202611-5013 contacts →

Partial 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
11Partial evidenceSydney, AustraliaHQ checked Sep 17, 20261-1013 contacts →

Partial evidence

“Sydney Financial Group is a privately owned, goal focused financial planning firm, located in Sydney CBD.”

Source: RevenueBase Database · checked Sep 17, 2026
12Partial evidenceSydney, AustraliaHQ checked Sep 17, 20261-1012 contacts →

Partial 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
13Indirect evidenceSydney, AustraliaHQ checked Sep 17, 202611-5012 contacts →

Indirect evidence

“We specialising in helping people make good financial decision.”

Source: RevenueBase Database · checked Sep 17, 2026
14Indirect evidenceSydney, AustraliaHQ checked Sep 17, 20261-109 contacts →

Indirect evidence

“Your financial goals are important!”

Source: RevenueBase Database · checked Sep 17, 2026
15Partial evidenceSydney, AustraliaHQ checked Sep 17, 202611-508 contacts →

Partial evidence

“Financial planning is not just about investments and, not only for the wealthy either.”

Source: RevenueBase Database · checked Sep 17, 2026
16Indirect evidenceSydney, AustraliaHQ checked Sep 17, 202611-508 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 17, 2026
17Indirect evidenceSydney, AustraliaHQ checked Sep 17, 202611-507 contacts →

Indirect evidence

“We provide financial advice for successful high net worth professionals, wanting a great retirement lifestyle.”

Source: RevenueBase Database · checked Sep 17, 2026
18Partial evidenceSydney, AustraliaHQ checked Sep 17, 20261-107 contacts →

Partial evidence

“EC Financial is a boutique financial planning and advice business in the Sydney CBD.”

Source: RevenueBase Database · checked Sep 17, 2026
19Indirect evidenceSydney, AustraliaHQ checked Sep 17, 20261-106 contacts →

Indirect evidence

“At Shape, we provide bespoke financial advice and tailor a plan to suit your individual situation.”

Source: RevenueBase Database · checked Sep 17, 2026
20Partial evidenceSydney, AustraliaHQ checked Sep 17, 20261-106 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 17, 2026
21Partial evidenceSydney, AustraliaHQ checked Sep 17, 20261-106 contacts →

Partial evidence

“At Confio Insurance, we are experts in business insurance.”

Source: RevenueBase Database · checked Sep 17, 2026
22Partial evidenceSydney, AustraliaHQ checked Sep 17, 202611-506 contacts →

Partial evidence

“Curo Financial Services is a specialist risk advisory practice.”

Source: RevenueBase Database · checked Sep 17, 2026
23Indirect evidenceSydney, AustraliaHQ checked Sep 17, 202611-505 contacts →

Indirect evidence

“We’re different.”

Source: RevenueBase Database · checked Sep 17, 2026
24Strong evidenceSydney, AustraliaHQ checked Sep 17, 20261-105 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 17, 2026
25Strong evidenceSydney, AustraliaHQ checked Sep 17, 20261-105 contacts →

Strong evidence

“Prosper Financial Planning provides services on investment advice, insurance solution and loan selection.”

Source: RevenueBase Database · checked Sep 17, 2026

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)
100.0%Largest-city concentration · Sydney
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
90
11-50
26
51-200
5
201-500
1

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

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 Sydney, 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 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, 416 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 planning advisors by metro in Australia

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 Sydney, Australia?

RevenueBase identified 122 insurance planning advisors 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 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 416 verified decision-maker contacts tracked across these 122 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.