Company lists · Data refreshed November 2026
Top 25 Membership organization financial advisors based in Australia
RevenueBase identified 961 company matches for membership organization financial advisors associated with Australia as of November 2026 and tracks 9,888 professional contacts across them, including 4,747 with verified work emails. Sydney is the largest hub.
This list covers company matches for membership organization financial advisors associated with 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 November 6, 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 membership organization financial advisors based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,037 contacts → | ||||
Exact match “PKF is a global community where dynamic business and wealth advisors can belong, grow, and thrive.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 1,019 contacts → | ||||
Exact match “Built for Advice Firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 601 contacts → | ||||
Exact match “Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 238 contacts → | ||||
Exact match “PSK Private Wealth, offers you a range of services which focuses on your unique financial goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 184 contacts → | ||||
Exact match “At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 178 contacts → | ||||
Exact match “Operating since Astute has established itself as a highly respected financial services aggregator and dealer group with a membership base comprising more than 500 finance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 144 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 132 contacts → | ||||
Exact match “In a time of industry transformation, innovation and constant change, Entireti supports advisory practices and their advisers to adapt and thrive.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 103 contacts → | ||||
Exact match “The Financial Advice Association Australia is Australia’s leading professional association for the financial advice profession, and advocates for the interests of financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 102 contacts → | ||||
Exact match “Welcome to Australia's trusted home of great advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 98 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 91 contacts → | ||||
Exact match “AFS & Associates are a team of highly skilled, professional financial accountants and advisors based in Bendigo.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 73 contacts → | ||||
Exact match “We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 66 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 61 contacts → | ||||
Exact match “Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 57 contacts → | ||||
Exact match “Building Australia's most trusted wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 48 contacts → | ||||
Exact match “Wealth Architects is a boutique financial advisory practice which provides holistic advice to high achievers, business owners, corporate leaders and self-funded retirees.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 46 contacts → | ||||
Exact match “Helping our members achieve life-long financial peace of mind.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 44 contacts → | ||||
Exact match “WT Financial Group Limited has established itself as amongst the very largest financial adviser networks in Australia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 41 contacts → | ||||
Exact match “Capstone was established in 2002 with a pioneering vision that fundamentally remains the same today: To help professional financial advisers become successful through the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 40 contacts → | ||||
Exact match “Tupicoffs provide advice on a fee for service basis.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 39 contacts → | ||||
Exact match “The FSC is a peak body which sets mandatory Standards and develops policy for more than 100 member companies in one of Australia’s largest industry sectors, financial services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 38 contacts → | ||||
Exact match “Activam 2024 Impact Awards Dealer Group of the Year Best Independent Dealer Group -2024 Australian Wealth Management Awards 2023, 2022 & 2021 Dealer Group of the Year - IFA…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 38 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 34 contacts → | ||||
Exact match “Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Recorded in the RevenueBase company graph · Nov 6, 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 “membership organization financial 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 961 membership organization financial advisors based in Australia
See the full list, filter by size, metro and specialty, and access 4,747 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Membership organization financial advisors based in Australia at a glance
As of Nov 6, 2026Companies by employee count
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 961 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 Australia whose business descriptions match “membership organization financial 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 4,747 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 November 6, 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.
Membership organization financial advisors by metro
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 “membership organization financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many membership organization financial advisors are there based in Australia?
RevenueBase identified 961 company matches for membership organization financial advisors associated with Australia as of November 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?
PKF - Australia tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most membership organization financial advisors?
Sydney leads with 131 company records, followed by Melbourne (76) and Brisbane (36).
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 4,747 professional contacts with verified work emails tracked across these 961 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 961 membership organization financial advisors based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Membership organization financial advisors by geography
- Membership organization financial advisors based in Brisbane, Australia
- Membership organization financial advisors based in Melbourne, Australia
- Membership organization financial advisors based in Sydney, Australia
- Membership organization financial advisors based in Sao Paulo, Brazil
- Membership organization financial advisors based in Calgary, Canada
- Membership organization financial advisors based in Edmonton, Canada
- Membership organization financial advisors based in Mississauga, Canada
- Membership organization financial advisors based in Montreal, Canada
- Membership organization financial advisors based in Quebec, Canada
- Membership organization financial advisors based in Toronto, Canada
- Membership organization financial advisors based in Vancouver, Canada
- Membership organization financial advisors based in Winnipeg, 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
- Membership organization financial advisors based in Brisbane, Australia
- Membership organization financial advisors based in Melbourne, Australia
- Membership organization financial advisors based in Sydney, Australia
- Membership organization financial advisors based in Sao Paulo, Brazil
- Membership organization financial advisors based in Calgary, Canada
- Membership organization financial advisors based in Edmonton, Canada
Company intelligence · public preview
Top 25 membership organization financial advisors based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 961 matching company records for membership organization financial advisors based in Australia, with 9,888 tracked contacts and 4,747 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: November 6, 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 membership organization financial advisors based in 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 | PKF - Australiapkf.com.au HQ: Melbourne, AustraliaReported employees: 501-1,000 | Melbourne, Australia | 501-1,000 | Exact match | 1,037 contacts → |
“PKF is a global community where dynamic business and wealth advisors can belong, grow, and thrive.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  VBPvbp.auHQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 1,019 contacts → |
“Built for Advice Firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  ORD Minnettords.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 601 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  PSK Private Wealthpsk.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 238 contacts → |
“PSK Private Wealth, offers you a range of services which focuses on your unique financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bridges Financial Servicesbridges.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 184 contacts → |
“At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Astute Financial Managementastute.financialHQ: Toowong, AustraliaReported employees: Not recorded | Toowong, Australia | Not recorded | Exact match | 178 contacts → |
“Operating since Astute has established itself as a highly respected financial services aggregator and dealer group with a membership base comprising more than 500 finance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fiducian Financial Servicesfiducian.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Entiretientireti.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 132 contacts → |
“In a time of industry transformation, innovation and constant change, Entireti supports advisory practices and their advisers to adapt and thrive.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 103 contacts → |
“The Financial Advice Association Australia is Australia’s leading professional association for the financial advice profession, and advocates for the interests of financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Invest Blueinvestblue.com.auHQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 102 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Finsiacisi.orgHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 98 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 |  AFS & Associates Chartered Accountantsafsbendigo.com.auHQ: Bendigo, AustraliaReported employees: 51-200 | Bendigo, Australia | 51-200 | Exact match | 91 contacts → |
“AFS & Associates are a team of highly skilled, professional financial accountants and advisors based in Bendigo.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Centriccentricwealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 73 contacts → |
“We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Forsythsforsyths.com.auHQ: Tamworth, AustraliaReported employees: 51-200 | Tamworth, Australia | 51-200 | Exact match | 66 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  FMD Financialfmd.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 61 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Direct Wealthdirectwealth.com.auHQ: Milton, AustraliaReported employees: 51-200 | Milton, Australia | 51-200 | Exact match | 57 contacts → |
“Building Australia's most trusted wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Wealth Architectswealtharchitects.com.auHQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 48 contacts → |
“Wealth Architects is a boutique financial advisory practice which provides holistic advice to high achievers, business owners, corporate leaders and self-funded retirees.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Catholic Supercsf.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 46 contacts → |
“Helping our members achieve life-long financial peace of mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  WT Financial Group ASX WTLwtfglimited.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 44 contacts → |
“WT Financial Group Limited has established itself as amongst the very largest financial adviser networks in Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Capstone Financial Planningcapstonefp.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 41 contacts → |
“Capstone was established in 2002 with a pioneering vision that fundamentally remains the same today: To help professional financial advisers become successful through the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Tupicoffs, The Independent Financial Plannerstupicoffs.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 40 contacts → |
“Tupicoffs provide advice on a fee for service basis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Financial Services Councilfsc.org.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 39 contacts → |
“The FSC is a peak body which sets mandatory Standards and develops policy for more than 100 member companies in one of Australia’s largest industry sectors, financial services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Lifespan Financial Planninglifespanfp.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 38 contacts → |
“Activam 2024 Impact Awards Dealer Group of the Year Best Independent Dealer Group -2024 Australian Wealth Management Awards 2023, 2022 & 2021 Dealer Group of the Year - IFA…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Treysta Wealthtreystawealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 38 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Stonehouse Wealth Managementstonehousegroup.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 34 contacts → |
“Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 961 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Membership organization financial advisors: dataset insights
November 6, 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
950 records in the displayed employee bands.
11 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 worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 961 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: November 6, 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 ↗
Membership organization financial advisors by metro
Questions about this company list
What does Exact match mean for membership organization financial 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 membership organization financial advisors did RevenueBase find based in Australia?
The saved snapshot records 961 matching company records, 9,888 tracked contacts and 4,747 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: November 6, 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
Membership organization financial advisors by geography
- Membership organization financial advisors based in Brisbane, Australia
- Membership organization financial advisors based in Melbourne, Australia
- Membership organization financial advisors based in Sydney, Australia
- Membership organization financial advisors based in Sao Paulo, Brazil
- Membership organization financial advisors based in Calgary, Canada
- Membership organization financial advisors based in Edmonton, Canada
- Membership organization financial advisors based in Mississauga, Canada
- Membership organization financial advisors based in Montreal, Canada
- Membership organization financial advisors based in Quebec, Canada
- Membership organization financial advisors based in Toronto, Canada
- Membership organization financial advisors based in Vancouver, Canada
- Membership organization financial advisors based in Winnipeg, Canada
Cite this list
RevenueBase Data Team. Top 25 membership organization financial advisors based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/membership-organization-financial-advisors/australia.
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
- Membership organization financial advisors based in Brisbane, Australia
- Membership organization financial advisors based in Melbourne, Australia
- Membership organization financial advisors based in Sydney, Australia
- Membership organization financial advisors based in Sao Paulo, Brazil
- Membership organization financial advisors based in Calgary, Canada
- Membership organization financial advisors based in Edmonton, Canada
Company intelligence · public preview
Top 25 membership organization financial advisors based in Australia
RevenueBase records 961 matching company records for membership organization financial advisors based in Australia, with 9,888 tracked contacts and 4,747 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: November 6, 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 membership organization financial advisors based in 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 | PKF - Australiapkf.com.au HQ: Melbourne, AustraliaReported employees: 501-1,000 | Melbourne, Australia | 501-1,000 | Exact match | 1,037 contacts → |
“PKF is a global community where dynamic business and wealth advisors can belong, grow, and thrive.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | VBPvbp.au HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 1,019 contacts → |
“Built for Advice Firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ORD Minnettords.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 601 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | PSK Private Wealthpsk.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 238 contacts → |
“PSK Private Wealth, offers you a range of services which focuses on your unique financial goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bridges Financial Servicesbridges.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 184 contacts → |
“At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Astute Financial Managementastute.financial HQ: Toowong, AustraliaReported employees: Not recorded | Toowong, Australia | Not recorded | Exact match | 178 contacts → |
“Operating since Astute has established itself as a highly respected financial services aggregator and dealer group with a membership base comprising more than 500 finance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fiducian Financial Servicesfiducian.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Entiretientireti.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 132 contacts → |
“In a time of industry transformation, innovation and constant change, Entireti supports advisory practices and their advisers to adapt and thrive.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 103 contacts → |
“The Financial Advice Association Australia is Australia’s leading professional association for the financial advice profession, and advocates for the interests of financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Invest Blueinvestblue.com.au HQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 102 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Finsiacisi.org HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 98 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | AFS & Associates Chartered Accountantsafsbendigo.com.au HQ: Bendigo, AustraliaReported employees: 51-200 | Bendigo, Australia | 51-200 | Exact match | 91 contacts → |
“AFS & Associates are a team of highly skilled, professional financial accountants and advisors based in Bendigo.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Centriccentricwealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 73 contacts → |
“We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Forsythsforsyths.com.au HQ: Tamworth, AustraliaReported employees: 51-200 | Tamworth, Australia | 51-200 | Exact match | 66 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | FMD Financialfmd.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 61 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Direct Wealthdirectwealth.com.au HQ: Milton, AustraliaReported employees: 51-200 | Milton, Australia | 51-200 | Exact match | 57 contacts → |
“Building Australia's most trusted wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Wealth Architectswealtharchitects.com.au HQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 48 contacts → |
“Wealth Architects is a boutique financial advisory practice which provides holistic advice to high achievers, business owners, corporate leaders and self-funded retirees.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Catholic Supercsf.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 46 contacts → |
“Helping our members achieve life-long financial peace of mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | WT Financial Group ASX WTLwtfglimited.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 44 contacts → |
“WT Financial Group Limited has established itself as amongst the very largest financial adviser networks in Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Capstone Financial Planningcapstonefp.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 41 contacts → |
“Capstone was established in 2002 with a pioneering vision that fundamentally remains the same today: To help professional financial advisers become successful through the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tupicoffs, The Independent Financial Plannerstupicoffs.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 40 contacts → |
“Tupicoffs provide advice on a fee for service basis.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Financial Services Councilfsc.org.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 39 contacts → |
“The FSC is a peak body which sets mandatory Standards and develops policy for more than 100 member companies in one of Australia’s largest industry sectors, financial services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Lifespan Financial Planninglifespanfp.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 38 contacts → |
“Activam 2024 Impact Awards Dealer Group of the Year Best Independent Dealer Group -2024 Australian Wealth Management Awards 2023, 2022 & 2021 Dealer Group of the Year - IFA…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Treysta Wealthtreystawealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 38 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Stonehouse Wealth Managementstonehousegroup.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 34 contacts → |
“Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 961 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Membership organization financial advisors: dataset insights
November 6, 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
950 records in the displayed employee bands.
11 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 worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 961 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: November 6, 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 ↗
Membership organization financial advisors by metro
Questions about this company list
What does Exact match mean for membership organization financial 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 membership organization financial advisors did RevenueBase find based in Australia?
The saved snapshot records 961 matching company records, 9,888 tracked contacts and 4,747 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: November 6, 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
Membership organization financial advisors by geography
- Membership organization financial advisors based in Brisbane, Australia
- Membership organization financial advisors based in Melbourne, Australia
- Membership organization financial advisors based in Sydney, Australia
- Membership organization financial advisors based in Sao Paulo, Brazil
- Membership organization financial advisors based in Calgary, Canada
- Membership organization financial advisors based in Edmonton, Canada
- Membership organization financial advisors based in Mississauga, Canada
- Membership organization financial advisors based in Montreal, Canada
- Membership organization financial advisors based in Quebec, Canada
- Membership organization financial advisors based in Toronto, Canada
- Membership organization financial advisors based in Vancouver, Canada
- Membership organization financial advisors based in Winnipeg, Canada
Cite this list
RevenueBase Data Team. Top 25 membership organization financial advisors based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/membership-organization-financial-advisors/australia.
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
- Membership organization financial advisors based in Brisbane, Australia
- Membership organization financial advisors based in Melbourne, Australia
- Membership organization financial advisors based in Sydney, Australia
- Membership organization financial advisors based in Sao Paulo, Brazil
- Membership organization financial advisors based in Calgary, Canada
- Membership organization financial advisors based in Edmonton, Canada