Company lists · Data refreshed September 2026
Top 17 Personal financial advisors based in Parramatta, Australia
RevenueBase identified 27 company matches for personal financial advisors associated with Parramatta, Australia as of September 2026 and tracks 190 professional contacts across them, including 93 with verified work emails. Across Australia, Sydney is the largest hub for this category (316 companies); Parramatta has 27.
This list covers company matches for personal financial advisors associated with Parramatta, 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 17 largest personal financial advisors based in Parramatta, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 67 contacts → | ||||
Exact match “At CIB, we go beyond the numbers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 18 contacts → | ||||
Exact match “We are a boutique firm of financial and investment strategists, and insurance specialists with a long history of delivering high-quality, tailored, fee-based financial solutions…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “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?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “While the original Adviser fp business was formed in January 1990 (previously known as Avenue Capital Management - Parramatta) the Adviser fp brand was launched in July 2012 by a…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 9 contacts → | ||||
Exact match “Understand Money and take control of your finances." We go beyond achieving the best finance option available in the market, but we also look at your financial situation on a…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “Investlink Group Pty Ltd is an Australian based financial planning services company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 5 contacts → | ||||
Exact match “We help to put you in control of your life and provide you with the freedom to live the way you want.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 3 contacts → | ||||
Exact match “Enriching People's Lives!" XFG is dedicated to helping people build, protect, and grow their investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “With over 40 years of experience, RJW Associates is well known for their caring, personalised service and the strong relationships that we have built with our loyal clients over…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 2 contacts → | ||||
Exact match “Our team of experienced and highly skilled financial advisers work with you to achieve your desired financial outcomes.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “At Sem Financial Solutions, we understand that every client has unique financial needs and goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Our Story With over 15 years’ experience in the financial services industry, Wagdi Andrawis founded Silver Peacock & Co with the goal of supporting private business owners and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “At Mission Wealth, we focus on how your choices shape your financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “At Wealth Forum, our purpose and vision is to empower you to make smart and informed decisions about money, through personal advice, strategies and solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “At Altura Financial Planning we specialise in wealth creation and wealth protection strategies which are tailored to your individual financial needs and goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “At Elevate we believe that everyone who embraces the advice we provide is more financially secure and more empowered than before.” 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 financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 17 of 27 personal financial advisors based in Parramatta, Australia
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Personal financial advisors based in Parramatta, Australia at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Parramatta, so it is reported there. Company counts and contact totals on this page are exact for Parramatta, over 27 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 Parramatta, Australia whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 93 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 financial advisors by metro in Australia
- Personal financial advisors in Sydney316
- Personal financial advisors in Melbourne211
- Personal financial advisors in Brisbane79
- Personal financial advisors in Adelaide55
- Personal financial advisors in Perth51
- Personal financial advisors in North Sydney39
- Personal financial advisors in Brisbane City32
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 financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal financial advisors are there based in Parramatta, Australia?
RevenueBase identified 27 company matches for personal financial advisors associated with Parramatta, 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?
CIB Accountants & Advisers tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most personal financial advisors?
Sydney leads Australia with 316 company records, followed by Melbourne (211) and Brisbane (79). Parramatta has 27.
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 93 professional contacts with verified work emails tracked across these 27 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 27 personal financial advisors based in Parramatta, Australia. Start with a free account, no credit card.
Download this list →Related lists
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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.
More company lists
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Company intelligence · public preview
Top 17 personal financial advisors based in Parramatta, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 27 matching company records for personal financial advisors based in Parramatta, Australia, with 190 tracked contacts and 93 verified work emails.
This public preview shows 17 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 17 personal financial advisors based in Parramatta, 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 |  CIB Accountants & Adviserscibaccountants.com.auHQ: Parramatta, AustraliaReported employees: 51-200 | Parramatta, Australia | 51-200 | Exact match | 67 contacts → |
“At CIB, we go beyond the numbers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Profile Financial Servicesprofileservices.com.au HQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 18 contacts → |
“We are a boutique firm of financial and investment strategists, and insurance specialists with a long history of delivering high-quality, tailored, fee-based financial solutions…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  ATB Wealth Strategiesatb.net.auHQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 15 contacts → |
“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?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Adviser FPadviserfp.com.auHQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 12 contacts → |
“While the original Adviser fp business was formed in January 1990 (previously known as Avenue Capital Management - Parramatta) the Adviser fp brand was launched in July 2012 by a…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Clear Financeclearfinanceau.comHQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 9 contacts → |
“Understand Money and take control of your finances." We go beyond achieving the best finance option available in the market, but we also look at your financial situation on a…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Investlink Groupinvestlinkgroup.com.auHQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 6 contacts → |
“Investlink Group Pty Ltd is an Australian based financial planning services company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Integra Financial Services PTY LTDintegranet.com.auHQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 5 contacts → |
“We help to put you in control of your life and provide you with the freedom to live the way you want.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Xtrategy Finance Groupxtrategyfinance.com HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 3 contacts → |
“Enriching People's Lives!" XFG is dedicated to helping people build, protect, and grow their investments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  RJW Associatesrjwassociates.com.auHQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 3 contacts → |
“With over 40 years of experience, RJW Associates is well known for their caring, personalised service and the strong relationships that we have built with our loyal clients over…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fiscal Asset Management PTY LTDfiscalasset.com.auHQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 2 contacts → |
“Our team of experienced and highly skilled financial advisers work with you to achieve your desired financial outcomes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  SEM Financial Solutionssemfinancialsolutions.com.auHQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 2 contacts → |
“At Sem Financial Solutions, we understand that every client has unique financial needs and goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Silver Peacock & COsilverpeacock.com.auHQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 2 contacts → |
“Our Story With over 15 years’ experience in the financial services industry, Wagdi Andrawis founded Silver Peacock & Co with the goal of supporting private business owners and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mission Wealthmissionwealth.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 2 contacts → |
“At Mission Wealth, we focus on how your choices shape your financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Wealth Forumwealthforum.com.auHQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 2 contacts → |
“At Wealth Forum, our purpose and vision is to empower you to make smart and informed decisions about money, through personal advice, strategies and solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Altura Financial Planningalturafinancial.com.auHQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 2 contacts → |
“At Altura Financial Planning we specialise in wealth creation and wealth protection strategies which are tailored to your individual financial needs and goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | IP Financial Advisers PTYip.amp.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Elevate Financial Solutions PTY LTDelevatefs.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 1 contacts → |
“At Elevate we believe that everyone who embraces the advice we provide is more financially secure and more empowered than before.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 27 company matches
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Personal financial advisors: 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
26 records in the displayed employee bands.
1 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 across the whole Australia list rather than for Parramatta, so it is reported there. Company counts and contact totals on this page are exact for Parramatta, over 27 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 financial advisors by metro in Australia
- Personal financial advisors in Sydney316
- Personal financial advisors in Melbourne211
- Personal financial advisors in Brisbane79
- Personal financial advisors in Adelaide55
- Personal financial advisors in Perth51
- Personal financial advisors in North Sydney39
- Personal financial advisors in Brisbane City32
Questions about this company list
What does Exact match mean for personal financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal financial advisors did RevenueBase find based in Parramatta, Australia?
The saved snapshot records 27 matching company records, 190 tracked contacts and 93 verified emails. The public preview displays 17 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 financial advisors by geography
- Personal financial advisors based in Adelaide, Australia
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Perth, Australia
- Personal financial advisors based in Sydney, Australia
- Personal financial advisors based in Belo Horizonte, Brazil
- Personal financial advisors based in Curitiba, Brazil
- Personal financial advisors based in Porto Alegre, Brazil
- Personal financial advisors based in Rio De Janeiro, Brazil
- Personal financial advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 17 personal financial advisors based in Parramatta, Australia. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/australia/parramatta.
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 financial advisors based in Adelaide, Australia
- Personal financial advisors based in Brisbane City, Australia
- Personal financial advisors based in Brisbane, Australia
- Personal financial advisors based in Melbourne, Australia
- Personal financial advisors based in North Sydney, Australia
- Personal financial advisors based in Perth, Australia
Company intelligence · public preview
Top 17 personal financial advisors based in Parramatta, Australia
RevenueBase records 27 matching company records for personal financial advisors based in Parramatta, Australia, with 190 tracked contacts and 93 verified work emails.
This public preview shows 17 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 17 personal financial advisors based in Parramatta, 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 | CIB Accountants & Adviserscibaccountants.com.au HQ: Parramatta, AustraliaReported employees: 51-200 | Parramatta, Australia | 51-200 | Exact match | 67 contacts → |
“At CIB, we go beyond the numbers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Profile Financial Servicesprofileservices.com.au HQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 18 contacts → |
“We are a boutique firm of financial and investment strategists, and insurance specialists with a long history of delivering high-quality, tailored, fee-based financial solutions…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ATB Wealth Strategiesatb.net.au HQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 15 contacts → |
“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?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Adviser FPadviserfp.com.au HQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 12 contacts → |
“While the original Adviser fp business was formed in January 1990 (previously known as Avenue Capital Management - Parramatta) the Adviser fp brand was launched in July 2012 by a…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Clear Financeclearfinanceau.com HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 9 contacts → |
“Understand Money and take control of your finances." We go beyond achieving the best finance option available in the market, but we also look at your financial situation on a…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Investlink Groupinvestlinkgroup.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 6 contacts → |
“Investlink Group Pty Ltd is an Australian based financial planning services company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Integra Financial Services PTY LTDintegranet.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 5 contacts → |
“We help to put you in control of your life and provide you with the freedom to live the way you want.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Xtrategy Finance Groupxtrategyfinance.com HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 3 contacts → |
“Enriching People's Lives!" XFG is dedicated to helping people build, protect, and grow their investments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | RJW Associatesrjwassociates.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 3 contacts → |
“With over 40 years of experience, RJW Associates is well known for their caring, personalised service and the strong relationships that we have built with our loyal clients over…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fiscal Asset Management PTY LTDfiscalasset.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 2 contacts → |
“Our team of experienced and highly skilled financial advisers work with you to achieve your desired financial outcomes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | SEM Financial Solutionssemfinancialsolutions.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 2 contacts → |
“At Sem Financial Solutions, we understand that every client has unique financial needs and goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Silver Peacock & COsilverpeacock.com.au HQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 2 contacts → |
“Our Story With over 15 years’ experience in the financial services industry, Wagdi Andrawis founded Silver Peacock & Co with the goal of supporting private business owners and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mission Wealthmissionwealth.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 2 contacts → |
“At Mission Wealth, we focus on how your choices shape your financial future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Wealth Forumwealthforum.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 2 contacts → |
“At Wealth Forum, our purpose and vision is to empower you to make smart and informed decisions about money, through personal advice, strategies and solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Altura Financial Planningalturafinancial.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 2 contacts → |
“At Altura Financial Planning we specialise in wealth creation and wealth protection strategies which are tailored to your individual financial needs and goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | IP Financial Advisers PTYip.amp.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | Elevate Financial Solutions PTY LTDelevatefs.com.au HQ: Parramatta, AustraliaReported employees: 1-10 | Parramatta, Australia | 1-10 | Exact match | 1 contacts → |
“At Elevate we believe that everyone who embraces the advice we provide is more financially secure and more empowered than before.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 27 company matches
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Personal financial advisors: 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
26 records in the displayed employee bands.
1 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 across the whole Australia list rather than for Parramatta, so it is reported there. Company counts and contact totals on this page are exact for Parramatta, over 27 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 financial advisors by metro in Australia
- Personal financial advisors in Sydney316
- Personal financial advisors in Melbourne211
- Personal financial advisors in Brisbane79
- Personal financial advisors in Adelaide55
- Personal financial advisors in Perth51
- Personal financial advisors in North Sydney39
- Personal financial advisors in Brisbane City32
Questions about this company list
What does Exact match mean for personal financial advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal financial advisors did RevenueBase find based in Parramatta, Australia?
The saved snapshot records 27 matching company records, 190 tracked contacts and 93 verified emails. The public preview displays 17 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.
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Cite this list
RevenueBase Data Team. Top 17 personal financial advisors based in Parramatta, Australia. Snapshot: September 20, 2026. https://revenuebase.ai/companies/personal-financial-advisors/australia/parramatta.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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