List of Financial planners in Casey
Casey, Victoria, has 190 Financial planners in this dataset, last verified September 20, 2026. It is the fifth-largest of the 18 Victoria cities we track, behind Boroondara (191) and ahead of Geelong (180). Local listings make up 5.1% of all Financial planners in Victoria.
99 Financial planners in Casey list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 53.2% is in line with the Victoria average (50.6%), and 97.9% of listings include a phone number.
With 90.5% already online (in line with 87.7% across Victoria), only 18 Financial planners in Casey lack a website, so site improvements and SEO are the stronger pitch. 115 of their websites list a contact page URL.
87% of the 157 rated Financial planners in Casey hold a 5-star average, in line with the Victoria figure of 89%. The 4 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
96
55
79
29
YouTube
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Financial planners List in Casey
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Point 8 Wealth | Address | Casey | Victoria | Australia | Email | Phone | 63 | 5 | — | — | — | ||||
Aurora Wealth | Address | Casey | Victoria | Australia | Email | Phone | 17 | 5 | — | — | |||||
My Expert® - Your Expert Advisers | Address | Casey | Victoria | Australia | Email | Phone | 395 | 5 | — | — | — | ||||
MJ Financial Chiefs | Address | Casey | Victoria | Australia | Email | Phone | 229 | 5 | — | ||||||
Lifestyle Solutions Financial Planning | Address | Casey | Victoria | Australia | Email | Phone | 0 | 0 | — | — | — | — | |||
PPW Investments | Address | Casey | Victoria | Australia | Email | Phone | 0 | 0 | — | — | — | — | |||
The Waterman Group | Address | Casey | Victoria | Australia | Email | Phone | — | 1 | 5 | — | — | — | — | ||
MG Wealth Management | Address | Casey | Victoria | Australia | Email | Phone | 0 | 0 | — | — | — | — | |||
Finvisory Pty Ltd | Address | Casey | Victoria | Australia | Email | Phone | 0 | 0 | — | — | — | — | |||
21Financials | Address | Casey | Victoria | Australia | Email | Phone | — | 26 | 3.9 | — | — | — | — | ||
I Finance Solutions - Narre Warren | Address | Casey | Victoria | Australia | Email | Phone | 41 | 4.9 | — | — | |||||
Royal Finance Services | Address | Casey | Victoria | Australia | Email | Phone | 16 | 4.8 | — | ||||||
RBK Advisory | Address | Casey | Victoria | Australia | Email | Phone | 40 | 4.9 | — | ||||||
Solution Wealth Advisory | Address | Casey | Victoria | Australia | Email | Phone | — | 0 | 0 | — | — | — | — | ||
Formation Financial Services | Address | Casey | Victoria | Australia | Email | Phone | 0 | 0 | — | — | — |
This is a randomized preview — the full database contains 190 records with complete field coverage.
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190 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Casey
Most popular business categories across Casey
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Casey
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 190 Financial planners in Casey, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Casey, Victoria
Each of these buyers can work the 190 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 190 Financial planners in Casey.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Contact Form and Email Outreach in Casey, Victoria
Start with the 99 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (186): 97.9% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Website contact forms (115): businesses with a contact page URL give you another way in when no email is listed.
- Email sequences (101): 53.2% of records include an email address, so email can lead the campaign with calls as follow-up.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Casey, Victoria
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- Rated 1 to 2 stars (4): businesses with poor Google ratings, prospects for reputation management and review generation services.
Local Coverage Plan for Casey
With 190 Financial planners in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 190 Financial planners in Casey and plan visit days by neighborhood.
- Postal code patches: split Casey by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 17 other Victoria cities we track are the next step once Casey accounts are covered.
Data Coverage for Financial planners in Casey
190 records · verified September 20, 2026
- Phone numbers
- 186
- Email addresses
- 101
- Phone and email
- 99
- Websites
- 172
Google ratings· 157 rated (83%)
87% hold 5 stars
- 1-star rated
- 1
- 0.6% of rated
- 2-star rated
- 3
- 1.9% of rated
- 3-star rated
- 7
- 4.5% of rated
- 4-star rated
- 9
- 5.7% of rated
- 5-star rated
- 137
- 87.3% of rated
Social profiles:
- Facebook:96· 50.5%
- LinkedIn:79· 41.6%
- Instagram:55· 28.9%
- YouTube:29· 15.3%
- X (Twitter):23· 12.1%
Financial planners in Casey are an email-friendly, Facebook-heavy market: 97.9% list a phone number and 53.2% publish an email. Among 157 rated Financial planners, 87% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
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Frequently asked questions about Financial planners in Casey, Victoria
Everything you need to know about our financial planners database for Casey, Victoria: data quality, coverage, freshness, pricing, and formats. Last updated September 20, 2026.
How many Financial planners are there in Casey, Victoria?
There are 190 financial planners in Casey, Victoria in our verified database, as of September 20, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Casey market for sales prospecting and territory planning.
How up to date is the Financial planners data for Casey, Victoria?
This dataset was last updated in September 20, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial planners database for Casey, Victoria?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial planners businesses in Casey, Victoria?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Casey, Victoria as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial planners database for Casey, Victoria cost?
The complete financial planners leads database for Casey, Victoria costs $10 as a one-time payment.
You get instant access to all 190 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial planners contacts in Casey, Victoria specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial planners data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Casey, Victoria financial planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial planners in Casey, Victoria have phone numbers?
186 financial planners in Casey, Victoria (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Casey, Victoria have email addresses?
101 financial planners in Casey, Victoria (53%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial planners in Casey, Victoria have both a phone number and an email address?
99 financial planners in Casey, Victoria have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial planners in Casey, Victoria are active on social media?
Social profile coverage for financial planners in Casey, Victoria: 79 on LinkedIn, 96 on Facebook, 55 on Instagram, 29 on YouTube, 23 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial planners in Casey, Victoria have a website?
172 financial planners in Casey, Victoria (91%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial planners in Casey, Victoria do not have a website?
18 financial planners in Casey, Victoria operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial planners in Casey, Victoria?
Rating breakdown for financial planners in Casey, Victoria: 137 with a 5-star rating, 9 with a 4-star rating, 7 with a 3-star rating, 3 with a 2-star rating, 1 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial planners data for all of Victoria or the entire US?
Yes. Beyond Casey, we offer the complete Financial planners database for Victoria and a national all-50-states version.
If you buy the Casey list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Casey, Victoria legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.