Company lists · Data refreshed September 2026
Top 25 Personal finance consultants based in Australia
RevenueBase identified 1,443 company matches for personal finance consultants associated with Australia as of September 2026 and tracks 8,676 professional contacts across them, including 4,307 with verified work emails. Sydney is the largest hub.
This list covers company matches for personal finance consultants 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 20, 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 personal finance consultants based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 295 contacts → | ||||
Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 187 contacts → | ||||
Exact match “MyBudget is dedicated to helping people live a life free from money worries by gaining control of their finances and managing personal debt.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 181 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 178 contacts → | ||||
Exact match “Welcome to Australia's trusted home of great advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 142 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 141 contacts → | ||||
Exact match “PictureWealth connects more advice to more lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 108 contacts → | ||||
Exact match “At Altus, we help people, families and businesses thrive.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 103 contacts → | ||||
Exact match “PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 87 contacts → | ||||
Exact match “WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 63 contacts → | ||||
Exact match “AUSUN Finance has well over 30 years of financial-planning experience between it's planners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 62 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 20, 2026 · View company records in RevenueBase | |||||
| 12 | 60 contacts → | ||||
Exact match “The invaluables.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 59 contacts → | ||||
Exact match “Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 51 contacts → | ||||
Exact match “Building Australia's most trusted wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 46 contacts → | ||||
Exact match “My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 44 contacts → | ||||
Exact match “Sherrin Partners is a financial advice firm that focuses on more than just your wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 41 contacts → | ||||
Exact match “We solve first world problems: Paying too much tax?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 37 contacts → | ||||
Exact match “Founded in 2006 by four advisers with a passion for helping Australians achieve financial wellbeing, MiQ Private Wealth is now a team of 18 highly skilled advisers dedicated to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 37 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 37 contacts → | ||||
Exact match “Our goal is to help you live with financial confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 37 contacts → | ||||
Exact match “Tupicoffs provide advice on a fee for service basis.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 36 contacts → | ||||
Exact match “It’s time to simplify your money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 36 contacts → | ||||
Exact match “At Nestworth, our goal is to help our clients achieve their ideal nest, build their nest egg, and make a worthwhile investment in their overall well-being.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 33 contacts → | ||||
Exact match “Our clients come from many walks of life but they all want to know their futures are secure and they want to partner with a trusted advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 32 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 20, 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 “personal finance consultants”. 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 1,443 personal finance consultants based in Australia
See the full list, filter by size, metro and specialty, and access 4,307 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personal finance consultants based in Australia at a glance
As of Sep 20, 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 1,443 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 “personal finance consultants” 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 4,307 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 20, 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.
Personal finance consultants 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 “personal finance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal finance consultants are there based in Australia?
RevenueBase identified 1,443 company matches for personal finance consultants 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?
Viridian Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most personal finance consultants?
Sydney leads with 157 company records, followed by Melbourne (106) and Brisbane (48).
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 4,307 professional contacts with verified work emails tracked across these 1,443 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,443 personal finance consultants based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Personal finance consultants by geography
- Personal finance consultants based in Adelaide, Australia
- Personal finance consultants based in Brisbane, Australia
- Personal finance consultants based in Melbourne, Australia
- Personal finance consultants based in Perth, Australia
- Personal finance consultants based in Sydney, Australia
- Personal finance consultants based in Belo Horizonte, Brazil
- Personal finance consultants based in Porto Alegre, Brazil
- Personal finance consultants based in Rio De Janeiro, Brazil
- Personal finance consultants based in Sao Paulo, Brazil
- Personal finance consultants based in Calgary, Canada
- Personal finance consultants based in Edmonton, Canada
- Personal finance consultants based in London, 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
- Personal finance consultants based in Adelaide, Australia
- Personal finance consultants based in Brisbane, Australia
- Personal finance consultants based in Melbourne, Australia
- Personal finance consultants based in Perth, Australia
- Personal finance consultants based in Sydney, Australia
- Personal finance consultants based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 personal finance consultants 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 1,443 matching company records for personal finance consultants based in Australia, with 8,676 tracked contacts and 4,307 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: September 20, 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 personal finance consultants 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 |  Viridian Financial Groupviridianfinancialgroup.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 295 contacts → |
“Viridian Financial Group is a leading Australian diversified financial services business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Mybudgetmybudget.com.au HQ: Adelaide, AustraliaReported employees: 201-500 | Adelaide, Australia | 201-500 | Exact match | 187 contacts → |
“MyBudget is dedicated to helping people live a life free from money worries by gaining control of their finances and managing personal debt.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bridges Financial Servicesbridges.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 181 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Invest Blueinvestblue.com.auHQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 178 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fiducian Financial Servicesfiducian.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 142 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Picturewealthpicturewealth.comHQ: Perth, AustraliaReported employees: 51-200 | Perth, Australia | 51-200 | Exact match | 141 contacts → |
“PictureWealth connects more advice to more lives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Altus Financialaltusfinancial.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 108 contacts → |
“At Altus, we help people, families and businesses thrive.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  PPTppt.com.auHQ: Ballarat, AustraliaReported employees: 11-50 | Ballarat, Australia | 11-50 | Exact match | 103 contacts → |
“PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hillross Financial Serviceshillross.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 87 contacts → |
“WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ausun Financeausunfinance.com.au HQ: Camberwell, AustraliaReported employees: 11-50 | Camberwell, Australia | 11-50 | Exact match | 63 contacts → |
“AUSUN Finance has well over 30 years of financial-planning experience between it's planners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Northeast Wealthnortheastwealth.com.au HQ: Chadstone, AustraliaReported employees: Not recorded | Chadstone, Australia | Not recorded | Exact match | 62 contacts → |
“Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Stanford Brownstanfordbrown.com.auHQ: North Sydney, AustraliaReported employees: 51-200 | North Sydney, Australia | 51-200 | Exact match | 60 contacts → |
“The invaluables.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  FMD Financialfmd.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 59 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Direct Wealthdirectwealth.com.au HQ: Milton, AustraliaReported employees: 51-200 | Milton, Australia | 51-200 | Exact match | 51 contacts → |
“Building Australia's most trusted wealth management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MY Wealth Solutionsmywealthsolutions.com.au HQ: Newstead, AustraliaReported employees: 11-50 | Newstead, Australia | 11-50 | Exact match | 46 contacts → |
“My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Sherrin Partnerssherrinpartners.com.auHQ: Brisbane City, AustraliaReported employees: 51-200 | Brisbane City, Australia | 51-200 | Exact match | 44 contacts → |
“Sherrin Partners is a financial advice firm that focuses on more than just your wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Pivot Wealthpivotwealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 41 contacts → |
“We solve first world problems: Paying too much tax?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | MIQ Private Wealthmiqprivate.com.au HQ: Upper Mount Gravatt, AustraliaReported employees: 51-200 | Upper Mount Gravatt, Australia | 51-200 | Exact match | 37 contacts → |
“Founded in 2006 by four advisers with a passion for helping Australians achieve financial wellbeing, MiQ Private Wealth is now a team of 18 highly skilled advisers dedicated to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wealth Architectswealtharchitects.com.auHQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 37 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Debt Bustersdebtbusters.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 37 contacts → |
“Our goal is to help you live with financial confidence.” Recorded description excerpt · September 20, 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 | 37 contacts → |
“Tupicoffs provide advice on a fee for service basis.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Link Wealth Advicelinkwealth.com.auHQ: Kew East, AustraliaReported employees: 51-200 | Kew East, Australia | 51-200 | Exact match | 36 contacts → |
“It’s time to simplify your money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Nestworthnestworth.com.auHQ: Fortitude Valley, AustraliaReported employees: 51-200 | Fortitude Valley, Australia | 51-200 | Exact match | 36 contacts → |
“At Nestworth, our goal is to help our clients achieve their ideal nest, build their nest egg, and make a worthwhile investment in their overall well-being.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | DMG Partnersdmgfinancial.com.au HQ: Sale, AustraliaReported employees: 11-50 | Sale, Australia | 11-50 | Exact match | 33 contacts → |
“Our clients come from many walks of life but they all want to know their futures are secure and they want to partner with a trusted advisor.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Varria PTY LTDvarria.com.au HQ: West End, AustraliaReported employees: 11-50 | West End, Australia | 11-50 | Exact match | 32 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,443 company matches
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Personal finance consultants: dataset insights
September 20, 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
1,433 records in the displayed employee bands.
10 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 1,443 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: September 20, 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 ↗
Personal finance consultants by metro
Questions about this company list
What does Exact match mean for personal finance consultants?
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 personal finance consultants did RevenueBase find based in Australia?
The saved snapshot records 1,443 matching company records, 8,676 tracked contacts and 4,307 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: September 20, 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
Personal finance consultants by geography
- Personal finance consultants based in Adelaide, Australia
- Personal finance consultants based in Brisbane, Australia
- Personal finance consultants based in Melbourne, Australia
- Personal finance consultants based in Perth, Australia
- Personal finance consultants based in Sydney, Australia
- Personal finance consultants based in Belo Horizonte, Brazil
- Personal finance consultants based in Porto Alegre, Brazil
- Personal finance consultants based in Rio De Janeiro, Brazil
- Personal finance consultants based in Sao Paulo, Brazil
- Personal finance consultants based in Calgary, Canada
- Personal finance consultants based in Edmonton, Canada
- Personal finance consultants based in London, Canada
Cite this list
RevenueBase Data Team. Top 25 personal finance consultants based in Australia. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-finance-consultants/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
- Personal finance consultants based in Adelaide, Australia
- Personal finance consultants based in Brisbane, Australia
- Personal finance consultants based in Melbourne, Australia
- Personal finance consultants based in Perth, Australia
- Personal finance consultants based in Sydney, Australia
- Personal finance consultants based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 personal finance consultants based in Australia
RevenueBase records 1,443 matching company records for personal finance consultants based in Australia, with 8,676 tracked contacts and 4,307 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: September 20, 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 personal finance consultants 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 | Viridian Financial Groupviridianfinancialgroup.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 295 contacts → |
“Viridian Financial Group is a leading Australian diversified financial services business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Mybudgetmybudget.com.au HQ: Adelaide, AustraliaReported employees: 201-500 | Adelaide, Australia | 201-500 | Exact match | 187 contacts → |
“MyBudget is dedicated to helping people live a life free from money worries by gaining control of their finances and managing personal debt.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bridges Financial Servicesbridges.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 181 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Invest Blueinvestblue.com.au HQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 178 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fiducian Financial Servicesfiducian.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 142 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Picturewealthpicturewealth.com HQ: Perth, AustraliaReported employees: 51-200 | Perth, Australia | 51-200 | Exact match | 141 contacts → |
“PictureWealth connects more advice to more lives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Altus Financialaltusfinancial.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 108 contacts → |
“At Altus, we help people, families and businesses thrive.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | PPTppt.com.au HQ: Ballarat, AustraliaReported employees: 11-50 | Ballarat, Australia | 11-50 | Exact match | 103 contacts → |
“PPT is one of the most experienced and well-regarded accounting and financial planning firms in the Ballarat region.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hillross Financial Serviceshillross.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 87 contacts → |
“WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ausun Financeausunfinance.com.au HQ: Camberwell, AustraliaReported employees: 11-50 | Camberwell, Australia | 11-50 | Exact match | 63 contacts → |
“AUSUN Finance has well over 30 years of financial-planning experience between it's planners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Northeast Wealthnortheastwealth.com.au HQ: Chadstone, AustraliaReported employees: Not recorded | Chadstone, Australia | Not recorded | Exact match | 62 contacts → |
“Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Stanford Brownstanfordbrown.com.au HQ: North Sydney, AustraliaReported employees: 51-200 | North Sydney, Australia | 51-200 | Exact match | 60 contacts → |
“The invaluables.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | FMD Financialfmd.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 59 contacts → |
“Our experienced advisers know health, wealth and happiness is what most people want from life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Direct Wealthdirectwealth.com.au HQ: Milton, AustraliaReported employees: 51-200 | Milton, Australia | 51-200 | Exact match | 51 contacts → |
“Building Australia's most trusted wealth management firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MY Wealth Solutionsmywealthsolutions.com.au HQ: Newstead, AustraliaReported employees: 11-50 | Newstead, Australia | 11-50 | Exact match | 46 contacts → |
“My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Sherrin Partnerssherrinpartners.com.au HQ: Brisbane City, AustraliaReported employees: 51-200 | Brisbane City, Australia | 51-200 | Exact match | 44 contacts → |
“Sherrin Partners is a financial advice firm that focuses on more than just your wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Pivot Wealthpivotwealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 41 contacts → |
“We solve first world problems: Paying too much tax?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | MIQ Private Wealthmiqprivate.com.au HQ: Upper Mount Gravatt, AustraliaReported employees: 51-200 | Upper Mount Gravatt, Australia | 51-200 | Exact match | 37 contacts → |
“Founded in 2006 by four advisers with a passion for helping Australians achieve financial wellbeing, MiQ Private Wealth is now a team of 18 highly skilled advisers dedicated to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealth Architectswealtharchitects.com.au HQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 37 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Debt Bustersdebtbusters.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 37 contacts → |
“Our goal is to help you live with financial confidence.” Recorded description excerpt · September 20, 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 | 37 contacts → |
“Tupicoffs provide advice on a fee for service basis.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Link Wealth Advicelinkwealth.com.au HQ: Kew East, AustraliaReported employees: 51-200 | Kew East, Australia | 51-200 | Exact match | 36 contacts → |
“It’s time to simplify your money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Nestworthnestworth.com.au HQ: Fortitude Valley, AustraliaReported employees: 51-200 | Fortitude Valley, Australia | 51-200 | Exact match | 36 contacts → |
“At Nestworth, our goal is to help our clients achieve their ideal nest, build their nest egg, and make a worthwhile investment in their overall well-being.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | DMG Partnersdmgfinancial.com.au HQ: Sale, AustraliaReported employees: 11-50 | Sale, Australia | 11-50 | Exact match | 33 contacts → |
“Our clients come from many walks of life but they all want to know their futures are secure and they want to partner with a trusted advisor.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Varria PTY LTDvarria.com.au HQ: West End, AustraliaReported employees: 11-50 | West End, Australia | 11-50 | Exact match | 32 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Personal finance consultants: dataset insights
September 20, 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
1,433 records in the displayed employee bands.
10 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 1,443 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: September 20, 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 ↗
Personal finance consultants by metro
Questions about this company list
What does Exact match mean for personal finance consultants?
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 personal finance consultants did RevenueBase find based in Australia?
The saved snapshot records 1,443 matching company records, 8,676 tracked contacts and 4,307 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: September 20, 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
Personal finance consultants by geography
- Personal finance consultants based in Adelaide, Australia
- Personal finance consultants based in Brisbane, Australia
- Personal finance consultants based in Melbourne, Australia
- Personal finance consultants based in Perth, Australia
- Personal finance consultants based in Sydney, Australia
- Personal finance consultants based in Belo Horizonte, Brazil
- Personal finance consultants based in Porto Alegre, Brazil
- Personal finance consultants based in Rio De Janeiro, Brazil
- Personal finance consultants based in Sao Paulo, Brazil
- Personal finance consultants based in Calgary, Canada
- Personal finance consultants based in Edmonton, Canada
- Personal finance consultants based in London, Canada
Cite this list
RevenueBase Data Team. Top 25 personal finance consultants based in Australia. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-finance-consultants/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Personal finance consultants based in Perth, Australia
- Personal finance consultants based in Sydney, Australia
- Personal finance consultants based in Belo Horizonte, Brazil