Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in Sydney, Australia

Name: Personal financial accounting firms based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 177 companies tracked

RevenueBase identified 177 personal financial accounting firms headquartered in Sydney, Australia as of September 2026 and tracks 1,490 professional contacts across them, including 593 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers personal financial accounting firms headquartered in Sydney, Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 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 29, 2026 86% judged on-target in blind review

177Companies

1,490Contacts tracked

593Verified emails

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The 25 largest personal financial accounting firms based in Sydney, Australia

Ranked by team size

Top 25 of 177 personal financial accounting firms based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial accounting firms: 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 29, 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 29, 2026
2	COUNT	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	147 contacts →
	Partial evidence “We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Source: RevenueBase Database · checked Sep 29, 2026
3	Altus Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	51-200	108 contacts →
	Indirect evidence “At Altus, we help people, families and businesses thrive.” Source: RevenueBase Database · checked Sep 29, 2026
4	Alteris Financial Group	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	51 contacts →
	Partial evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 29, 2026
5	Treysta Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	32 contacts →
	Partial evidence “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Source: RevenueBase Database · checked Sep 29, 2026
6	Khourys & Associates	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	26 contacts →
	Partial evidence “Khourys & Associates was founded over 30 years ago, as a vision of Charles Khoury, with the desire to provide Accounting, Taxation and Business Advice and Services to the local…” Source: RevenueBase Database · checked Sep 29, 2026
7	Private Wealth Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	26 contacts →
	Partial evidence “Private Wealth Partners is a privately owned financial planning practice based in Sydney.” Source: RevenueBase Database · checked Sep 29, 2026
8	The Quinn Group	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	26 contacts →
	Partial evidence “Looking for expert advice across multiple areas to achieve your business and personal goals?” Source: RevenueBase Database · checked Sep 29, 2026
9	VJC	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	24 contacts →
	Partial evidence “Hello my name is Adrian Chaudhary and I am a Fellow Chartered Accountant (FCA), Certified Financial Planners (CFP) and Justice of the Peace (JP).” Source: RevenueBase Database · checked Sep 29, 2026
10	ASV Wadeson Incorporating Rhodes Docherty & CO	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	21 contacts →
	Partial evidence “Rhodes Docherty & Co has established its reputation as a reliable and highly qualified firm of chartered accountants where personal service, direct access to partners and prompt…” Source: RevenueBase Database · checked Sep 29, 2026
11	Belay Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	20 contacts →
	Indirect evidence “The path ahead is not made of straight lines.” Source: RevenueBase Database · checked Sep 29, 2026
12	Charltons Accountants	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	19 contacts →
	Partial evidence “At Charltons, we stand as a premier chartered accounting firm in Sydney, dedicated to empowering our clients for over 40 years with specialized accounting guidance.” Source: RevenueBase Database · checked Sep 29, 2026
13	Presidio Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	18 contacts →
	Indirect evidence “Established in August 1984, Presidio Partners Chartered Accountants has been built on a strong foundation of experience and technical expertise.” Source: RevenueBase Database · checked Sep 29, 2026
14	CBC Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	18 contacts →
	Indirect evidence “CBC Partners is a Chartered Accountancy firm based in the Sydney CBD.” Source: RevenueBase Database · checked Sep 29, 2026
15	Financial Spectrum	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 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 29, 2026
16	Ryker Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	13 contacts →
	Partial evidence “At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Source: RevenueBase Database · checked Sep 29, 2026
17	North Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “Whether you’re a sole trader or running a team, our goal is simple: to help your business succeed.” Source: RevenueBase Database · checked Sep 29, 2026
18	JD Scott CO Chartered Accountants	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	12 contacts →
	Partial evidence “Looking for a Chartered Accounting firm you can depend upon?” Source: RevenueBase Database · checked Sep 29, 2026
19	Wealthy & Wise Lifestyle Planning	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	11 contacts →
	Partial evidence “Wealthy & Wise is an organisation with a team of professionals who provide specialist advice to clients about the array of financial products that are available within the current…” Source: RevenueBase Database · checked Sep 29, 2026
20	Connect Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	10 contacts →
	Indirect evidence “Connect Partners is a highly experienced and skilled team of chartered accountants.” Source: RevenueBase Database · checked Sep 29, 2026
21	WCM Chartered Accountants	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	10 contacts →
	Indirect evidence “Watkins Coffey Martin Chartered Accountants was founded in” Source: RevenueBase Database · checked Sep 29, 2026
22	Causbrooks	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	9 contacts →
	Partial evidence “Causbrooks is an accounting company based out of Australia.” Source: RevenueBase Database · checked Sep 29, 2026
23	Avenyou	Partial evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	9 contacts →
	Partial evidence “Avenyou is an Accounting & Advisory firm that’s specifically designed around you.” Source: RevenueBase Database · checked Sep 29, 2026
24	Allworths Chartered Accountants	Strong evidence	Sydney, AustraliaHQ checked Sep 29, 2026	11-50	9 contacts →
	Strong evidence “Whether an individual, family or business, the achievement of your financial goals requires the dedicated support of trusted advisers with expert knowledge, spanning: accounting…” Source: RevenueBase Database · checked Sep 29, 2026
25	Obsidian Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 29, 2026	1-10	9 contacts →
	Indirect evidence “At Obsidian Advisory, we are committed to nurturing long lasting, trusted relationships with small to medium sized businesses, franchises and family groups.” Source: RevenueBase Database · checked Sep 29, 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: personal financial accounting firms. 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 personal financial accounting firms.
Partial evidence: Its own public description names part of personal financial accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal financial accounting firms. 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 177 personal financial accounting firms based in Sydney, Australia

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Personal financial accounting firms based in Sydney, Australia at a glance

As of Sep 29, 2026

39.8%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

124

11-50

51-200

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 177 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 personal financial accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Sydney, Australia whose own description of what they do matches “personal financial accounting firms”. 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 personal financial accounting firms), 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 personal financial accounting firms, and records with no verified work email. Companies headquartered outside Sydney are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 593 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 29, 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.

Personal financial accounting firms by metro in Australia

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names personal financial accounting firms, 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 personal financial accounting firms are there based in Sydney, Australia?

RevenueBase identified 177 personal financial accounting firms headquartered in Sydney, Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city in Australia has the most personal financial accounting firms?

Sydney leads Australia with 177 headquartered companies, followed by Melbourne (144) and Brisbane (62).

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 593 verified decision-maker contacts tracked across these 177 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 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 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.