Company lists · Data refreshed September 2026
Top 25 Senior financial planning firms based in Brisbane, Australia
RevenueBase identified 78 company matches for senior financial planning firms associated with Brisbane, Australia as of September 2026 and tracks 447 professional contacts across them, including 200 with verified work emails. Across Australia, Sydney is the largest hub for this category (288 companies); Brisbane has 78.
This list covers company matches for senior financial planning firms associated with Brisbane, 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 22, 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 senior financial planning firms based in Brisbane, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 22, 2026 · View company records in RevenueBase | |||||
| 2 | 37 contacts → | ||||
Exact match “Tupicoffs provide advice on a fee for service basis.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 33 contacts → | ||||
Exact match “Tynans is a boutique financial advisory firm in Brisbane.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 29 contacts → | ||||
Exact match “Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 23 contacts → | ||||
Exact match “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match “Bright Advice Partners has been helping individuals, business owners and corporations (as an employee benefit for their employees), achieve sound financial futures since the…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “Aspire Retire is an award winning, privately owned and licensed financial services firm established in 2003.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “At Templetons Financial, your goals are at the heart of our advice because we believe that the path to realising your goals begins with a clear understanding of who you are, and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “We help clients meet their retirement aspirations, through the use of proven reliable investment and insurance strategies.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “Life Assets is a long standing, well known and respected financial planning firm that is 100% privately owned and operates under it own Australian Financial Services License.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “We’re focused on delivering a full financial advisory service, assisting our clients to build, manage, and protect the wealth they have worked hard to accumulate.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Attract Wealth isn’t just a name-it’s a mindset.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “At CFL Financial Planning we pride ourselves on being 'cutting edge','forward thinking' and delivering a 'service oriented' solution to Successful and Motivated business owners &…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “We are a boutique financial planning and investment firm based in the heart of Brisbane CBD.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “Medical Financial Group provides expert financial and business advice tailored to the unique needs of Queensland’s medical professionals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “It is our belief that knowing where you're headed makes all the difference.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Kristy, Financial Adviser & Founder of Lucid Financial, believes that financial security is essential to a happy home.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Marin Wealth is a Brisbane-based financial advice firm helping high-income professionals, business owners, and pre-retirees build wealth that outlasts them.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “At RM Wealth, we provide financial advice that helps our clients to realise their financial potential, open opportunities, and create space for the things that are important to…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Lantern Advisory is a Brisbane-based financial planning firm providing tailored advice and services including financial planning, wealth management and insurance services to…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “dozzi is an independent financial planning firm, providing strategic advice in investment management, superannuation and insurance.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Bell Partners is a highly reputable financial and business advisory firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Founded by Managing Director, David Reynolds, Panoptic Wealth is a boutique, client-centric wealth management firm with offices in Sydney and Brisbane.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “We are not your average accountants.” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning firms”. 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 78 senior financial planning firms based in Brisbane, Australia
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Senior financial planning firms based in Brisbane, Australia at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Brisbane, so it is reported there. Company counts and contact totals on this page are exact for Brisbane, over 78 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 Brisbane, Australia whose business descriptions match “senior financial planning firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 200 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 22, 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.
Senior financial planning firms by metro in Australia
- Senior financial planning firms in Sydney288
- Senior financial planning firms in Melbourne203
- Senior financial planning firms in Adelaide54
- Senior financial planning firms in Perth53
- Senior financial planning firms in North Sydney39
- Senior financial planning firms in Brisbane City33
- Senior financial planning firms in Parramatta28
- Senior financial planning firms in Subiaco25
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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many senior financial planning firms are there based in Brisbane, Australia?
RevenueBase identified 78 company matches for senior financial planning firms associated with Brisbane, 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?
Wealth Architects tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most senior financial planning firms?
Sydney leads Australia with 288 company records, followed by Melbourne (203) and Brisbane (78).
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 200 professional contacts with verified work emails tracked across these 78 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 78 senior financial planning firms based in Brisbane, Australia. Start with a free account, no credit card.
Download this list →Related lists
Senior financial planning firms by geography
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
- Senior financial planning firms based in Subiaco, Australia
- Senior financial planning firms based in Sydney, Australia
- Senior financial planning firms based in Belo Horizonte, Brazil
- Senior financial planning firms based in Curitiba, Brazil
- Senior financial planning firms based in Porto Alegre, Brazil
- Senior financial planning firms based in Rio De Janeiro, Brazil
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
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
Company intelligence · public preview
Top 25 senior financial planning firms based in Brisbane, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 78 matching company records for senior financial planning firms based in Brisbane, Australia, with 447 tracked contacts and 200 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 22, 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 senior financial planning firms based in Brisbane, 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 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Tynanstynansadvice.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 33 contacts → |
“Tynans is a boutique financial advisory firm in Brisbane.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Stonehouse Wealth Managementstonehousegroup.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 29 contacts → |
“Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Stratus Financial Groupstratusfinancialgroup.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 23 contacts → |
“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Bright Advice Partnerscbfinancial.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 14 contacts → |
“Bright Advice Partners has been helping individuals, business owners and corporations (as an employee benefit for their employees), achieve sound financial futures since the…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Aspire Retire Wealth Advisoryaspireretire.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 13 contacts → |
“Aspire Retire is an award winning, privately owned and licensed financial services firm established in 2003.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Templetons Financialtempletons.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 8 contacts → |
“At Templetons Financial, your goals are at the heart of our advice because we believe that the path to realising your goals begins with a clear understanding of who you are, and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Capital Focused Private Wealthcapitalfocused.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 8 contacts → |
“We help clients meet their retirement aspirations, through the use of proven reliable investment and insurance strategies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Life Assetslifeassets.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 7 contacts → |
“Life Assets is a long standing, well known and respected financial planning firm that is 100% privately owned and operates under it own Australian Financial Services License.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Solace Financialsolacefinancial.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 7 contacts → |
“We’re focused on delivering a full financial advisory service, assisting our clients to build, manage, and protect the wealth they have worked hard to accumulate.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Attract Wealthattractwealth.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 6 contacts → |
“Attract Wealth isn’t just a name-it’s a mindset.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CFL Financial Planningcflfinancial.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 5 contacts → |
“At CFL Financial Planning we pride ourselves on being 'cutting edge','forward thinking' and delivering a 'service oriented' solution to Successful and Motivated business owners &…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Platinum Investment Advisorypiagroup.net.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 5 contacts → |
“We are a boutique financial planning and investment firm based in the heart of Brisbane CBD.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Medical Financial Groupmedicalfinancial.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 5 contacts → |
“Medical Financial Group provides expert financial and business advice tailored to the unique needs of Queensland’s medical professionals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Libertate Family Officelibertate.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 4 contacts → |
“It is our belief that knowing where you're headed makes all the difference.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Veivers & Prideaux Groupvpg.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 |  Lucid Financiallucidfinancial.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 4 contacts → |
“Kristy, Financial Adviser & Founder of Lucid Financial, believes that financial security is essential to a happy home.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Marin Wealthmarinwealth.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 4 contacts → |
“Marin Wealth is a Brisbane-based financial advice firm helping high-income professionals, business owners, and pre-retirees build wealth that outlasts them.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  RM Wealthrmwealth.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“At RM Wealth, we provide financial advice that helps our clients to realise their financial potential, open opportunities, and create space for the things that are important to…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Lantern Advisorylanternadvisory.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“Lantern Advisory is a Brisbane-based financial planning firm providing tailored advice and services including financial planning, wealth management and insurance services to…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Dozzi Financial Advicedozzi.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“dozzi is an independent financial planning firm, providing strategic advice in investment management, superannuation and insurance.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Bell Partners QLDbellpartners.comHQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 3 contacts → |
“Bell Partners is a highly reputable financial and business advisory firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Panoptic Wealth Managementpanopticwealth.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“Founded by Managing Director, David Reynolds, Panoptic Wealth is a boutique, client-centric wealth management firm with offices in Sydney and Brisbane.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Your DBSyourdbs.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“We are not your average accountants.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 78 company matches
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Senior financial planning firms: dataset insights
September 22, 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
78 records in the displayed employee bands.
0 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 Brisbane, so it is reported there. Company counts and contact totals on this page are exact for Brisbane, over 78 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 22, 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 ↗
Senior financial planning firms by metro in Australia
- Senior financial planning firms in Sydney288
- Senior financial planning firms in Melbourne203
- Senior financial planning firms in Adelaide54
- Senior financial planning firms in Perth53
- Senior financial planning firms in North Sydney39
- Senior financial planning firms in Brisbane City33
- Senior financial planning firms in Parramatta28
- Senior financial planning firms in Subiaco25
Questions about this company list
What does Exact match mean for senior financial planning firms?
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 senior financial planning firms did RevenueBase find based in Brisbane, Australia?
The saved snapshot records 78 matching company records, 447 tracked contacts and 200 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 22, 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
Senior financial planning firms by geography
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
- Senior financial planning firms based in Subiaco, Australia
- Senior financial planning firms based in Sydney, Australia
- Senior financial planning firms based in Belo Horizonte, Brazil
- Senior financial planning firms based in Curitiba, Brazil
- Senior financial planning firms based in Porto Alegre, Brazil
- Senior financial planning firms based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 25 senior financial planning firms based in Brisbane, Australia. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/australia/brisbane.
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
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
Company intelligence · public preview
Top 25 senior financial planning firms based in Brisbane, Australia
RevenueBase records 78 matching company records for senior financial planning firms based in Brisbane, Australia, with 447 tracked contacts and 200 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 22, 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 senior financial planning firms based in Brisbane, 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 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Tynanstynansadvice.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 33 contacts → |
“Tynans is a boutique financial advisory firm in Brisbane.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Stonehouse Wealth Managementstonehousegroup.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 29 contacts → |
“Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Stratus Financial Groupstratusfinancialgroup.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 23 contacts → |
“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Bright Advice Partnerscbfinancial.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 14 contacts → |
“Bright Advice Partners has been helping individuals, business owners and corporations (as an employee benefit for their employees), achieve sound financial futures since the…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Aspire Retire Wealth Advisoryaspireretire.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 13 contacts → |
“Aspire Retire is an award winning, privately owned and licensed financial services firm established in 2003.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Templetons Financialtempletons.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 8 contacts → |
“At Templetons Financial, your goals are at the heart of our advice because we believe that the path to realising your goals begins with a clear understanding of who you are, and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Capital Focused Private Wealthcapitalfocused.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 8 contacts → |
“We help clients meet their retirement aspirations, through the use of proven reliable investment and insurance strategies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Life Assetslifeassets.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 7 contacts → |
“Life Assets is a long standing, well known and respected financial planning firm that is 100% privately owned and operates under it own Australian Financial Services License.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Solace Financialsolacefinancial.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 7 contacts → |
“We’re focused on delivering a full financial advisory service, assisting our clients to build, manage, and protect the wealth they have worked hard to accumulate.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Attract Wealthattractwealth.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 6 contacts → |
“Attract Wealth isn’t just a name-it’s a mindset.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CFL Financial Planningcflfinancial.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 5 contacts → |
“At CFL Financial Planning we pride ourselves on being 'cutting edge','forward thinking' and delivering a 'service oriented' solution to Successful and Motivated business owners &…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Platinum Investment Advisorypiagroup.net.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 5 contacts → |
“We are a boutique financial planning and investment firm based in the heart of Brisbane CBD.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Medical Financial Groupmedicalfinancial.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 5 contacts → |
“Medical Financial Group provides expert financial and business advice tailored to the unique needs of Queensland’s medical professionals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Libertate Family Officelibertate.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 4 contacts → |
“It is our belief that knowing where you're headed makes all the difference.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Veivers & Prideaux Groupvpg.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Lucid Financiallucidfinancial.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 4 contacts → |
“Kristy, Financial Adviser & Founder of Lucid Financial, believes that financial security is essential to a happy home.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Marin Wealthmarinwealth.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 4 contacts → |
“Marin Wealth is a Brisbane-based financial advice firm helping high-income professionals, business owners, and pre-retirees build wealth that outlasts them.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | RM Wealthrmwealth.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“At RM Wealth, we provide financial advice that helps our clients to realise their financial potential, open opportunities, and create space for the things that are important to…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Lantern Advisorylanternadvisory.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“Lantern Advisory is a Brisbane-based financial planning firm providing tailored advice and services including financial planning, wealth management and insurance services to…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Dozzi Financial Advicedozzi.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“dozzi is an independent financial planning firm, providing strategic advice in investment management, superannuation and insurance.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Bell Partners QLDbellpartners.com HQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 3 contacts → |
“Bell Partners is a highly reputable financial and business advisory firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Panoptic Wealth Managementpanopticwealth.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“Founded by Managing Director, David Reynolds, Panoptic Wealth is a boutique, client-centric wealth management firm with offices in Sydney and Brisbane.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Your DBSyourdbs.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“We are not your average accountants.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 78 company matches
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Senior financial planning firms: dataset insights
September 22, 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
78 records in the displayed employee bands.
0 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 Brisbane, so it is reported there. Company counts and contact totals on this page are exact for Brisbane, over 78 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 22, 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 ↗
Senior financial planning firms by metro in Australia
- Senior financial planning firms in Sydney288
- Senior financial planning firms in Melbourne203
- Senior financial planning firms in Adelaide54
- Senior financial planning firms in Perth53
- Senior financial planning firms in North Sydney39
- Senior financial planning firms in Brisbane City33
- Senior financial planning firms in Parramatta28
- Senior financial planning firms in Subiaco25
Questions about this company list
What does Exact match mean for senior financial planning firms?
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 senior financial planning firms did RevenueBase find based in Brisbane, Australia?
The saved snapshot records 78 matching company records, 447 tracked contacts and 200 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 22, 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
Senior financial planning firms by geography
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
- Senior financial planning firms based in Subiaco, Australia
- Senior financial planning firms based in Sydney, Australia
- Senior financial planning firms based in Belo Horizonte, Brazil
- Senior financial planning firms based in Curitiba, Brazil
- Senior financial planning firms based in Porto Alegre, Brazil
- Senior financial planning firms based in Rio De Janeiro, Brazil
Cite this list
RevenueBase Data Team. Top 25 senior financial planning firms based in Brisbane, Australia. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/australia/brisbane.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia