Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisors based in Australia

Name: Nonprofit financial advisors based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 328 companies tracked

RevenueBase identified 328 nonprofit financial advisors headquartered in Australia as of September 2026 and tracks 1,908 professional contacts across them, including 915 with verified work emails. Sydney is the largest hub.

This list covers nonprofit financial advisors headquartered in Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 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 20, 2026 86% judged on-target in blind review

328Companies

1,908Contacts tracked

915Verified emails

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The 25 largest nonprofit financial advisors based in Australia

Ranked by team size

Top 25 of 328 nonprofit financial advisors based in Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit financial 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Bridges Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	181 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
2	PPT	Partial evidence	Ballarat, AustraliaHQ checked Sep 20, 2026	11-50	103 contacts →
	Partial evidence “PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Source: RevenueBase Database · checked Sep 20, 2026
3	MY Wealth Solutions	Partial evidence	Newstead, AustraliaHQ checked Sep 20, 2026	11-50	46 contacts →
	Partial evidence “My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.” Source: RevenueBase Database · checked Sep 20, 2026
4	Murray Nankivell	Partial evidence	Naracoorte, AustraliaHQ checked Sep 20, 2026	51-200	36 contacts →
	Partial evidence “Murray Nankivell is a leader in Accounting, Business Consulting and Financial Planning solutions.” Source: RevenueBase Database · checked Sep 20, 2026
5	The Breakthrough Office	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	30 contacts →
	Indirect evidence “The Breakthrough Office was established from a passion to make a difference in the world – accounting, payroll, governance and compliance are just what we’re good at.” Source: RevenueBase Database · checked Sep 20, 2026
6	Verse Wealth	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	28 contacts →
	Partial evidence “At Verse, we take a wildly different approach to financial advice.” Source: RevenueBase Database · checked Sep 20, 2026
7	First Samuel Limited	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Source: RevenueBase Database · checked Sep 20, 2026
8	Not For Profit Accounting Specialists	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “NFPAS is Australia’s leading not for profit accounting specialists.” Source: RevenueBase Database · checked Sep 20, 2026
9	Oracle Group	Partial evidence	South Yarra, AustraliaHQ checked Sep 20, 2026	11-50	25 contacts →
	Partial evidence “At Oracle Group, our primary focus is to ensure that each and every client has the very best financial strategy in place for both their retirement and life goals.” Source: RevenueBase Database · checked Sep 20, 2026
10	Stratus Financial Group	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	23 contacts →
	Partial evidence “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Source: RevenueBase Database · checked Sep 20, 2026
11	Morgans Milton, Springfield And Townsville	Partial evidence	Milton, AustraliaHQ checked Sep 20, 2026	11-50	21 contacts →
	Partial evidence “The Milton office was established in October 2005 with a commitment to delivering excellence in financial advice for our clients.” Source: RevenueBase Database · checked Sep 20, 2026
12	Accounting For Good	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	21 contacts →
	Partial evidence “Since 1997, Accounting For Good has been supporting non-profit organisations with financial management expertise so they can focus on delivering their missions.” Source: RevenueBase Database · checked Sep 20, 2026
13	Altitude Advisers	Partial evidence	Springwood, AustraliaHQ checked Sep 20, 2026	11-50	19 contacts →
	Partial evidence “We believe it is important for everyone to achieve financial freedom.” Source: RevenueBase Database · checked Sep 20, 2026
14	Vista Financial Group	Partial evidence	Beaumaris, AustraliaHQ checked Sep 20, 2026	11-50	18 contacts →
	Partial evidence “At Vista Financial, we understand that financial decisions go beyond numbers-they're about securing your family's future, creating lasting wealth, and finding the peace of mind…” Source: RevenueBase Database · checked Sep 20, 2026
15	Honeywell Capital	Indirect evidence	Newcastle, AustraliaHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “For many Australians, finance and superannuation can often seem confusing.” Source: RevenueBase Database · checked Sep 20, 2026
16	Financial Spectrum	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	18 contacts →
	Partial 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 20, 2026
17	TAG Financial Group	Indirect evidence	West Leederville, AustraliaHQ checked Sep 20, 2026	1-10	17 contacts →
	Indirect evidence “We strongly encourage you and offer our full support in helping you to take control - control of your finances, your lifestyle and your dreams, so that you can fulfil your…” Source: RevenueBase Database · checked Sep 20, 2026
18	Giuntabell	Indirect evidence	Toowong, AustraliaHQ checked Sep 20, 2026	1-10	16 contacts →
	Indirect evidence “We believe charities and not-for-profits that do good should be successful and we work to help your organisation succeed.” Source: RevenueBase Database · checked Sep 20, 2026
19	Hunter Financial	Partial evidence	Newcastle, AustraliaHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “We are a diverse financial planning company with a clear philosophy and vision of providing our clients with professional financial planning advice, combining technical expertise…” Source: RevenueBase Database · checked Sep 20, 2026
20	Purpose Accounting	Strong evidence	Chippendale, AustraliaHQ checked Sep 20, 2026	11-50	15 contacts →
	Strong evidence “Purpose Accounting is a boutique financial management and advisory company, dedicated to serving non-profits and social enterprises.” Source: RevenueBase Database · checked Sep 20, 2026
21	Fowler's Group	Indirect evidence	Cairns City, AustraliaHQ checked Sep 20, 2026	11-50	15 contacts →
	Indirect evidence “There’s a lot to achieve in life and when it comes to managing your money, it’s hard to know where to start.” Source: RevenueBase Database · checked Sep 20, 2026
22	Perfect Accounting & TAX Services	Strong evidence	Direk, AustraliaHQ checked Sep 20, 2026	11-50	15 contacts →
	Strong evidence “Perfect Accounting & Tax Services aimed to bring the combined services of local public accounting, higher level business planning and financial advisory services to owners of…” Source: RevenueBase Database · checked Sep 20, 2026
23	ATB Wealth Strategies	Partial evidence	Parramatta, AustraliaHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial evidence “Are you looking for a proactive accountant and financial planner who looks at the whole picture to provide a more thorough and in-depth service?” Source: RevenueBase Database · checked Sep 20, 2026
24	Insight Wealth Planning	Indirect evidence	New Lambton, AustraliaHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “We believe in our clients success, security & peace of mind.” Source: RevenueBase Database · checked Sep 20, 2026
25	MY Online Adviser	Partial evidence	Maroochydore, AustraliaHQ checked Sep 20, 2026	11-50	13 contacts →
	Partial evidence “We will tailor-make a strategy for your unique financial goals & objectives.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: nonprofit financial advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names nonprofit financial advisors.
Partial evidence: Its own public description names part of nonprofit financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name nonprofit financial advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 328 nonprofit financial advisors based in Australia

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Nonprofit financial advisors based in Australia at a glance

As of Sep 20, 2026

48.0%Verified-email coverage

5.8Average contacts per company

1-10Median size (employees)

10.1%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

234

11-50

51-200

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 328 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 nonprofit financial advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Australia whose own description of what they do matches “nonprofit financial 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 nonprofit financial 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 nonprofit financial advisors, and records with no verified work email. Companies headquartered outside Australia are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 915 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 20, 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.

Nonprofit financial advisors by metro

Nonprofit financial advisors in Sydney33

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 nonprofit financial 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 nonprofit financial advisors are there based in Australia?

RevenueBase identified 328 nonprofit financial advisors headquartered in Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Bridges Financial Services, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most nonprofit financial advisors?

Sydney leads with 33 headquartered companies, followed by Melbourne (23) and Brisbane (12).

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 915 verified decision-maker contacts tracked across these 328 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 20, 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.