Company lists · Data refreshed September 2026

Top 25 Personal financial coaches based in Melbourne, Australia

RevenueBase identified 139 personal financial coaches headquartered in Melbourne, Australia as of September 2026 and tracks 1,254 professional contacts across them, including 783 with verified work emails. Sydney is the largest hub.

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

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
139Companies
1,254Contacts tracked
783Verified emails
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The 25 largest personal financial coaches based in Melbourne, Australia

Ranked by team size
Top 25 of 139 personal financial coaches based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial coaches: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 2026201-500295 contacts →

Partial evidence

“Viridian Financial Group is a leading Australian diversified financial services business.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 202651-200150 contacts →

Indirect evidence

“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5059 contacts →

Indirect evidence

“Our experienced advisers know health, wealth and happiness is what most people want from life.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5033 contacts →

Indirect evidence

“For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202651-20031 contacts →

Partial evidence

“Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5028 contacts →

Partial evidence

“At Verse, we take a wildly different approach to financial advice.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5021 contacts →

Partial evidence

“Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5018 contacts →

Partial evidence

“ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5017 contacts →

Partial evidence

“Frontier Financial Group is a Melbourne based boutique practice, providing financial planning advice since 1988.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5016 contacts →

Indirect evidence

“Independent, Purpose Driven advice.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceMelbourne, AustraliaHQ checked Sep 20, 20261-1015 contacts →

Strong evidence

Financial Coaching is a financial planning practice that believes in the difference that our advice can make - whatever your stage of life.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5015 contacts →

Partial evidence

“Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.”

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5014 contacts →

Strong evidence

“We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5014 contacts →

Partial evidence

“We help everyday Australians build wealth and achieve financial independence.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5013 contacts →

Partial evidence

“WARR HUNT is an independent Financial and Wealth Management firm, helping individuals and families live their ideal life.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5013 contacts →

Partial evidence

“Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5012 contacts →

Partial evidence

“We are a team of enthusiastic financial experts who have been helping community people over the last ten years.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5011 contacts →

Partial evidence

“ActOn Wealth is a boutique firm of exceptionally knowledgeable and skilled financial planning advisors.”

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceMelbourne, AustraliaHQ checked Sep 20, 20261-1011 contacts →

Strong evidence

“APC provides personalised financial solutions that take into account all aspects of your financial life and offer guidance to you and family groups when making important financial…”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 20261-1010 contacts →

Indirect evidence

“Rasiah Private is a wealth management firm with a difference.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5010 contacts →

Partial evidence

“Connecting you to the financial guidance you need”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 20261-1010 contacts →

Partial evidence

“We specialise in providing financial advice to individuals, business owners, associations and superannuation trustees - helping them with strategy and investments to manage, build…”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-509 contacts →

Partial evidence

“Vision: Is to empower people to make better financial decisions now, for a better future.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceMelbourne, AustraliaHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Our mission is to help you make an educated and informed decision that suits you and your lifestyle.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 139 personal financial coaches based in Melbourne, Australia

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Personal financial coaches based in Melbourne, Australia at a glance

As of Sep 20, 2026
62.4%Verified-email coverage
9.0Average contacts per company
1-10Median size (employees)
136.0%Largest-city concentration · Sydney
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
98
11-50
33
51-200
4
201-500
1

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 139 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 coaches, 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 Melbourne, Australia whose own description of what they do matches “personal financial coaches”. 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 coaches), 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 coaches, and records with no verified work email. Companies headquartered outside Melbourne 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, 783 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

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 coaches, 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 coaches are there based in Melbourne, Australia?

RevenueBase identified 139 personal financial coaches headquartered in Melbourne, 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?

Viridian Financial Group, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most personal financial coaches?

Sydney leads with 189 headquartered companies, followed by Melbourne (139) and Brisbane (57).

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 783 verified decision-maker contacts tracked across these 139 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.