Company lists · Data refreshed September 2026

Top 25 Pension and retirement consulting firms based in Australia

RevenueBase identified 708 company matches for pension and retirement consulting firms associated with Australia as of September 2026 and tracks 8,285 professional contacts across them, including 3,238 with verified work emails. Sydney is the largest hub.

This list covers company matches for pension and retirement consulting firms 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 September 29, 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 29, 2026 How this list was built
708Companies
8,285Contacts tracked
3,238Verified emails
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The 25 largest pension and retirement consulting firms based in Australia

Ranked by team size
Top 25 of 708 company matches for pension and retirement consulting firms based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSydney, AustraliaHQ recorded Sep 29, 20265,001-10,0004,092 contacts →

Exact match

“A global, digitally enabled business that is committed to empowering a brighter future by connecting millions of people with their assets – safely, securely and responsibly.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2Exact matchMelbourne, AustraliaHQ recorded Sep 29, 20261,001-5,000413 contacts →

Exact match

“Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3Exact matchMelbourne, AustraliaHQ recorded Sep 29, 202651-200101 contacts →

Exact match

“Who is First Financial?”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4Exact matchTamworth, AustraliaHQ recorded Sep 29, 202651-20062 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 · Sep 29, 2026 · View company records in RevenueBase
5Exact matchChadstone, AustraliaHQ recorded Sep 29, 2026n/a62 contacts →

Exact match

“Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6Exact matchNorth Sydney, AustraliaHQ recorded Sep 29, 202651-20059 contacts →

Exact match

“AGS Financial Group is an integrated advisory firm.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7Exact matchSouth Melbourne, AustraliaHQ recorded Sep 29, 202611-5050 contacts →

Exact match

“Liston Newton Advisory is one of Australia’s leading Accounting and Financial services firms.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchNewstead, AustraliaHQ recorded Sep 29, 202611-5046 contacts →

Exact match

“My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9Exact matchNedlands, AustraliaHQ recorded Sep 29, 202611-5037 contacts →

Exact match

“We aim to deliver financial security with a deep understanding of what is important to you.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5035 contacts →

Exact match

“PFS provides specialist advice in areas including strategy, governance, compliance and licensing, risk management, financial modelling, group insurance, actuarial matters…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11Exact matchWest End, AustraliaHQ recorded Sep 29, 202611-5032 contacts →

Exact match

“At Varria we believe that when people understand the characteristics that define wealth – real wealth – they can see the path to personal happiness with wealth.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchSydney, AustraliaHQ recorded Sep 29, 202611-5032 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 29, 2026 · View company records in RevenueBase
13Exact matchParkside, AustraliaHQ recorded Sep 29, 202611-5029 contacts →

Exact match

“Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchNorth Sydney, AustraliaHQ recorded Sep 29, 202611-5028 contacts →

Exact match

“CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchHawthorn, AustraliaHQ recorded Sep 29, 202611-5027 contacts →

Exact match

“At Tribeca, we're more than just financial advisors.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchBondi Junction, AustraliaHQ recorded Sep 29, 202611-5025 contacts →

Exact match

“Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchSouth Yarra, AustraliaHQ recorded Sep 29, 202611-5025 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchBrisbane, AustraliaHQ recorded Sep 29, 202611-5023 contacts →

Exact match

“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19Exact matchWollongong, AustraliaHQ recorded Sep 29, 202611-5021 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20Exact matchMilton, AustraliaHQ recorded Sep 29, 202611-5021 contacts →

Exact match

“The Milton office was established in October 2005 with a commitment to delivering excellence in financial advice for our clients.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21Exact matchWest Leederville, AustraliaHQ recorded Sep 29, 202611-5020 contacts →

Exact match

“At the core of our philosophy is the desire to assist our clients to make informed decisions regarding their financial circumstances.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchEdgecliff, AustraliaHQ recorded Sep 29, 202611-5020 contacts →

Exact match

“We have been a specialist financial planning company for a quarter of a century.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchDulwich, AustraliaHQ recorded Sep 29, 202611-5019 contacts →

Exact match

“Whether you're looking for strategic advice, or want to achieve better returns for your business, greater financial security for your family, or the benefits that come with…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact matchBeaumaris, AustraliaHQ recorded Sep 29, 202611-5018 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchNewcastle, AustraliaHQ recorded Sep 29, 202611-5018 contacts →

Exact match

“For many Australians, finance and superannuation can often seem confusing.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

Showing 25 of 708 pension and retirement consulting firms based in Australia

See the full list, filter by size, metro and specialty, and access 3,238 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Pension and retirement consulting firms based in Australia at a glance

As of Sep 29, 2026
39.1%Verified-email coverage
11.7Average contacts per company
1-10Median size (employees)
8.3%Largest-city concentration · Sydney
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
509
11-50
177
51-200
10
201-500
1
1,001-5,000
4
5,001-10,000
1

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 708 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 “pension and retirement consulting firms” 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 3,238 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 29, 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.

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 “pension and retirement consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many pension and retirement consulting firms are there based in Australia?

RevenueBase identified 708 company matches for pension and retirement consulting firms associated with 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?

Mufg Pension & Market Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most pension and retirement consulting firms?

Sydney leads with 59 company records, followed by Melbourne (51) and Brisbane (24).

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 3,238 professional contacts with verified work emails tracked across these 708 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 29, 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.